Dashboard Help Guide

Welcome to Your Dashboard

How to Contact Client Support

Phone: (800) 381-0228 ext. 0
Email: support@smilemarketing.com
Support Buttons: Orange buttons in your dashboard
Live Chat: Connect through your dashboard or here at the Client Resource Center

Do-it-yourself – Quick Help

A helpful resource for everything you need to know about your website, it's features and your dashboard.

Client Resource Center >>

The View from Your Dashboard



The dashboard is the administrative area, also known as the backend of your website. Here you can manage your website pages, subscribers and send mass emails to your patients.

Getting Started >>

New Patient Tracker

The New Patient Tracker is available for Premium and Enterprise Plan clients. When you log in to your Smile Marketing website dashboard you'll see the names of all the new patients produced by your site during the last 90 days (if you have added them in as subscribers and sent them the Welcome email with survey.). You'll know whether they came from a search engine, a review site or a referral.


Subscribers are your new, current, existing or potential patients.

Why is it important for me to add subscribers to my dashboard?

Managing Subscribers >>


Tags allow you to easily group your subscribers so you can send targeted emails – a great internal marketing strategy that improves patient retention and encourages referrals! You can send emails targeted to women with children. Or seniors. Or implant or orthodontic patients. The possibilities are endless!

Tagging >>


The Email your Subscribers option is a do-it-yourself feature, available to all Premium and Enterprise plan clients. You can send bulk emails to your subscribers or a single email to just one subscriber; you can create templates, add PS messages and view Archive emails.

Email Subscribers >>

Automated Emails and Email Settings

This serves as your ultimate command center, where you can effortlessly monitor, tailor, and manage the emails we send on your behalf. From newsletters to special greetings, you now have unprecedented control and insight into your email communication.
Watch the Automated Emails and Email Settings Video »

Automated Emails »


If you are a do-it-yourselfer, learn the basics of how to make edits to your pages on your own.

*Please note: The HOME page is locked and cannot be edited without contacting our Support Team or your WSM (Website Success Manager for Premium clients).

Website Editing >>

Blog Posts

A blog is included with your Premium or Enterprise plan service. Twice per month we’ll make a blog post on your behalf. Granted, that same post shows up on hundreds of other websites, so it doesn’t get the search engine leverage that an original, one-of-a-kind blog post from you would garner.

If you are interested in blogging you can learn the basics of how to create your own unique blog posts.

Blog Posts >>


New Patient Survey: (Premium and Enterprise) – This dashboard shows the results of your new patient survey. This is important feedback that can reveal training opportunities and other ways to make each new patient’s first (and most lasting) impression positive and worthy of a referral.

Website Forms: This is where you can find a copy of the emails sent through your website Request Appointment and Contact Us forms.
Submissions Tab Video»


Learn how to add, delete or move pages from your main navigation bar.

Website Menus >>


The Media Library is where all of your photos and documents are housed.

Office Hours

You can simply and easily update your office hours.

*Please Note: If you have hours for multiple practitioners or multiple services please contact our Support Team or your Website Success Manager (Premium) to update the hours.

Office Hours >>


When a visitor to your site or a patient makes a comment on a newsletter, blog post or e-learning quiz, you will receive an email with a link to your dashboard where you will be able to edit, approve or delete the comment as you see fit. It will only be added to your site if you click 'Approve'.

Newsletter PDF

PDF copies of the newsletter are kept here. You can click to download and print out copies for your front desk, if you wish.

*Please Note: Only minor edits can be made to the monthly newsletter we send out on your behalf.

Help Center

A helpful resource for EVERYTHING you need to know about your website, it’s features and your dashboard.


Update or change your method of payment using this safe and secure form. This information goes directly to our Billing person.

Account Changes >>

Chat Feature

In the bottom right-hand side of the Dashboard, you will see the Chat Feature. This is live Monday to Friday from 9:30 am to 5:30 pm ET. Feel free to ask a member of the support team your questions in real time.

Request Support Button

Have a question? Need help? Want to reset your PIN#? Couldn’t find the answer in the Help Center? Please fill out the form and let us know how we can help and support you.