Guides
Set up your lab, step by step
From first login to fully running — everything you need to get DentNode working for your lab.
Getting started: onboard your lab in 5 days
Import your client list, set up your workflow stations, invite your staff, and receive your first case.
⏱ 45 min total
- 1Day 1: Account setup + client import
- 2Day 2: Workflow builder
- 3Day 3: Staff accounts
- 4Day 4: First case entry
- 5Day 5: Invoice + payment
WhatsApp Business API setup
Connect your lab's WhatsApp number to DentNode so dentists get automated case updates.
⏱ 20 min
- 1Verify your WhatsApp Business number
- 2Connect to DentNode
- 3Set up message templates
- 4Test with a demo case
Scanner integrations (iTero, 3Shape, Medit)
Send cases directly from your scanner software to DentNode without re-entering data.
⏱ 30 min
- 1Install the DentNode scanner plugin
- 2Authenticate with your lab ID
- 3Map case types to your workflow
- 4Send your first digital case
GST invoicing + Razorpay UPI setup
Generate GST-compliant invoices and send UPI payment links to dentists via WhatsApp.
⏱ 15 min
- 1Enter your GSTIN and business details
- 2Connect Razorpay account
- 3Configure invoice template
- 4Send first invoice
Tally export: GSTR-1 in 2 hours
Export the month's invoices as Tally-compatible XML. Test with both Tally Prime and TallyERP 9.
⏱ 25 min setup, 10 min each month
- 1Set up Tally ledger mapping
- 2Configure GST rates per case type
- 3Run month-end export
- 4Import into Tally
Field staff + delivery route setup
Add fielders to your team, enable AI route planning, and track pickups and deliveries live.
⏱ 20 min
- 1Add fielder accounts
- 2Define pickup zones
- 3Enable AI route planning
- 4Test with a live delivery
Prefer hands-on onboarding?
Automation plan includes an onboarding manager who sits with you for the first week — in person in Jaipur, on Zoom elsewhere.
Book a demo →