What makes a great offer

A well-built offer turns marketplace browsers into booked patients. The fields the portal asks for matter — patients read them, compare them and book accordingly.

The fields and how to use them

Service category

Pick the category that best matches what's being offered (e.g. Checkup, Filling, Dental Crown, Emergency). The category drives where this offer appears in search and may unlock template wording for inclusions and terms.

Name

Use a clear, plain-English name. Examples:

New Patient Comprehensive Exam — better than NPCE
Same-day Emergency Consult — better than Emergency
Single Tooth Crown — better than Crown

Default duration

The default time we'll book the appointment for. You can override per practitioner later.

Inclusions

What's actually covered by this appointment. Patients read this to decide whether the offer is right for them. Be specific. A great inclusions list tells the patient exactly what they're getting.

If your service category has an inclusions template, you'll see a Use template button — clicking it loads pre-written wording you can keep or tweak. See Service categories and their templates.

Terms / disclaimer

Conditions or caveats. Examples:

"Excludes x-rays beyond standard bitewings"
"Subject to clinical assessment"

Keep it short — long terms put patients off.

Total fee

The price the patient sees. This is what they're agreeing to when they book.

Consult fee (optional)

If part of the total fee is a consult fee, set it here. The portal treats the consult fee as included in the total fee — it's not added on top. Patients see "Includes $X consult fee" alongside the total. Setting consult fee is useful for offers like:

Crown — total fee covers crown + the initial consult that's part of it.
Whitening — total fee covers the procedure + a consult.

No Gap

Tick if the appointment is no out-of-pocket for patients with private health insurance. The badge appears on your offer in search results — it's a strong conversion signal for patients who have insurance.

What good looks like

A new patient comprehensive exam offer might look like:

Name: New Patient Comprehensive Exam
Default duration: 45 minutes
Inclusions: A 45-minute comprehensive examination, two bitewing x-rays, and a treatment plan
Terms: Excludes panoramic x-rays. Available to new patients only.
Total fee: (your price)
Consult fee: optional — leave blank or set part of total
No Gap: ticked if applicable

Tips

Don't stuff your inclusions list with everything you might do. Patients prefer a tight list of what's always included.
Be honest about what's included. Patients who feel mis-sold leave bad reviews.
Test by viewing your live profile (see View your live public profile) and reading the offer the way a stranger would.