Knowledge base
The SmilePass Wiki.
Step-by-step documentation for practice staff, organised into tracks you can follow in order or dip into when you need a specific answer.
Track 1
Getting started
From first sign-in to your first ready-to-use clinic.
5 articles
- The onboarding wizard
- Your dashboard
- Quick actions in the top bar
- Setting up your practice locations
- Connecting Stripe & payouts
Track 2
How SmilePass works
The core model — clinics, locations, members and contracts — and what your patients see.
2 articles
Start trackTrack 3
Building your plans
Design the memberships, payment plans, add-ons and discounts you'll offer.
8 articles
- Building membership plans
- Plan templates — three worked examples
- Add-ons — extras attached to memberships
- Payment plans — instalment financing
- Loyalty, discounts & promo codes
- Included services & procedures
- Service discounts explained
- Editing a live plan
Track 4
Daily operations
Onboard patients, take payments and watch the numbers move.
8 articles
- Registering a new patient
- The patient signup flow
- Importing existing patients (CSV bulk)
- Adding a new member (the membership wizard)
- Taking an instant payment
- Taking a payment plan
- Tracking results — KPIs, reports and reconciliation
- The member detail view
Track 5
Payments & billing
How recurring charges, invoices, overdue handling, refunds and fees work.
6 articles
- The recurring billing cycle
- Invoices & statuses
- Overdue & failed payments
- Refunds & disputes
- Fees & GST
- Billing & payouts
Track 6
Account, team & integrations
Team management, marketing kit, third-party connections and your pricing tier.
2 articles
Start trackTrack 7
Troubleshooting & FAQ
Common issues, what to check first, and how to get help.
5 articles
Start trackReady to start using SmilePass?
You can sign up free at any time — no demo booking required. If you'd rather a hand getting set up, drop us a line.