Completing onboarding

Before you can start charting, Rebrief walks you through a short one-time setup: a few details about your practice. The home screen stays locked until it's done.

Fill in your practice details

1. Clinic name — enter your practice's name.
2. Specialty — choose the option that best matches your practice from the list.
3. Notation — choose the dental notation you want your charts to use (for example, FDI or Universal).
4. Probing convention — choose the order in which probing depths are recorded. Setting up from a phone also gives you the option to define a custom order.

Your clinic's location (optional)

When the setup screen opens, Rebrief quietly tries to record your clinic's location. Your browser may ask you to allow location access.

• Allow the prompt, and the location is saved with your clinic.
• If you deny it, it times out, or no location is available (for example, location services are turned off on the computer), nothing changes on screen and you can carry on.

Note: Location is never required. Finish setup works whether or not a location was captured.

Optional: book a 1:1 with a Rebrief expert

At the bottom of the setup form is a tick-box: "Request a 1:1 session with a Rebrief expert." Ticking it lets you book a free, 30-minute walkthrough of Rebrief on your own practice.

Your setup is already saved and complete by the time you reach this step, so booking is never required to finish onboarding.

If you tick the box:

1. A booking calendar opens right in the panel.
2. Pick a time that works for you.
3. You'll receive an email invite for the call.

If you'd rather not book right now, select "Skip for now — I'll book later." The panel closes and nothing is lost either way — you're free to book anytime later.

Tip: Some clinic networks block the booking calendar from loading. If it's taking a while to appear, a message will let you know and offer to open the booking page in a new browser tab instead.