Getting started
Set up your practice workspace, invite teammates, and find your way around DayLoom.
Set up your first practice workspace
Create your practice, invite a teammate, and confirm the basics before importing data.
Read guideUnderstand staff approval in DayLoom
How review-first works for AI drafts, automations, and anything patient-facing.
Read guideUse automation templates
Start from a safe template instead of building automations from scratch.
Read guideCreate your DayLoom workspace
Stand up a new practice workspace, set the timezone, and confirm the basics before inviting anyone.
Read guideChoose your front-desk priorities
Decide which DayLoom screens your team opens first thing in the morning.
Read guideSet up your first practice location
Add the physical office that holds your chairs, providers, and schedule.
Read guide
Related categories
Daily Brief
Use the morning brief to scan the day, see real risks, and act before 9 a.m.
Schedule and No-Show Guard
Keep the day whole with the schedule view, confirmation status, and no-show risk reasoning.
Recall Engine
Track recall opportunities, prioritize who to reach today, and prepare safe outreach.
Messages and AI drafts
Triage patient messages and review AI-suggested replies before anything is sent.
Still need help?
Tell us the practice name and what you were trying to do — we'll help.