Smile LeadFlow Dental Marketing System Installation Guide
Your comprehensive step-by-step guide to setting up our marketing management system template on ClickUp for your dental clinic.
Requirements
Installation Process Overview
Follow these simple steps to get your Smile LeadFlow dental marketing management system up and running in minutes. Our template is designed specifically for dental clinics to streamline your marketing operations.
Purchase
Buy the template from our website
Receive Email
Get download link and instructions
Import Template
Add to your ClickUp workspace
Start Using
Begin managing your marketing
Detailed Installation Steps
Purchase the Marketing Management System
After completing your purchase on our website, you'll receive a confirmation email to the same email address you used during registration.
Your purchase confirmation email will arrive within 5 minutes. If you don't see it, please check your spam folder.
Purchase Process Video
Check Your Email for Download Instructions
You'll receive an email containing a download link for your template and detailed installation instructions in PDF format.
Installation Guide PDF
Contains comprehensive setup instructions
Template Download Link
Direct link to your ClickUp template
The download link will be sent to the same email address you used during purchase.
Email Guide Video
Get 14 Days Free Trial on ClickUp Unlimited Plan
Before importing the template, you can get a free 14-day trial of ClickUp's Unlimited plan to import the full system without any cost. This trial includes all the features needed for the complete template functionality.
💡 Pro Tip: Get Your Free Trial
Use this method to access all premium features for 14 days completely free, giving you enough time to set up and test the complete system.
Step-by-Step Trial Setup:
- Click this link https://try.web.clickup.com/p4lh4stz4bwb to sign up for a new account using an email that hasn't been registered with ClickUp before
- Simply enter your name, email, and create a password to get started
- Check your email for the verification code and enter it to activate your account
- Choose "Personal" as your account type
- From the list of tools you use, select "Notion"
- Open the menu on the left side and click on "Apps"
- Select "All ClickUp Apps"
- Activate all the new features, such as Duration
- A popup will appear—select "Start Free Trial" to continue
- Congratulations! You now have a 14-day free trial on the Unlimited plan
Important: Make sure to use a new email address that hasn't been used with ClickUp before to qualify for the trial.
Free Trial Setup Tutorial
Create or Login to Your ClickUp Account
You'll need a paid ClickUp account if you could not get the trial 14 Days(Ultimate or Business plan) to fully utilize all features of our marketing management system template.
Important: A paid ClickUp plan (Ultimate or Business) is required to import the template with all customizations intact.
Why a paid plan is necessary:
- Advanced customizations and automations
- Custom fields and specialized views
- Extended storage for marketing assets
ClickUp Account Setup
Create a New Workspace in ClickUp
Create a dedicated workspace for your dental clinic's marketing management. Give it a distinctive name, such as your clinic's name.
Workspace Creation Steps:
- Login to your ClickUp account
- Click on "Workspaces" in the sidebar
- Select "Create New Workspace"
- Name your workspace (e.g., "Smile Bright Dental Marketing")
- Customize your workspace settings if needed
- Click "Create Workspace" to finalize
Tip: Choose a descriptive workspace name that clearly identifies your dental practice for easier organization.
Workspace Creation Guide
Import the Template to Your Workspace
Click on the template link provided in your email. This will automatically direct you to select which workspace you want to import the template to.
Import Process:
- Open the template link from your confirmation email
- ClickUp will prompt you to select a workspace
- Choose the workspace you created in the previous step
- Review the template components to be imported
- Click "Import" to begin the process
The import process will transfer all customized views, automations, and templates to your workspace.
Template Import Tutorial
Wait for the Import Process to Complete
The import process takes approximately 10 minutes to complete. You'll receive a notification when the system has been fully imported to your workspace.
Estimated time: 10 minutes
Important: Do not close ClickUp during the import process to avoid any interruptions.
During this time, ClickUp is:
- Configuring your custom fields and views
- Setting up marketing automations and workflows
- Importing templates and pre-built assets
Import Process Explanation
Start Using Your Marketing Management System
Once the import is complete, you can begin using all the features of your dental marketing management system. The template includes everything you need to manage your clinic's marketing operations efficiently.
Success! Your marketing management system is now ready to use.
The system includes:
System Overview Tutorial
System Requirements & Compatibility
ClickUp Plan Requirements
To ensure full functionality of all template features, a paid ClickUp plan is required.
ClickUp Ultimate Plan ($19/month) RECOMMENDED
Fully supports all template features and automations
ClickUp Business Plan ($12/month)
Supports most template features
ClickUp Free Plan
Limited functionality, not recommended
Browser Compatibility
Our template works best with the following browsers:
Google Chrome
Recommended for best performance
Mozilla Firefox
Fully compatible
Microsoft Edge
Fully compatible
Safari
Compatible with latest version
Frequently Asked Questions
Can I use the template with a free ClickUp account?
While you can import the template with a free account, many features will be limited or unavailable. We strongly recommend a paid plan (Business or Ultimate) to access all features and customizations.
How long is the template download link valid?
Your download link is valid for 60 days after purchase. If you need to access it after this period, please contact our support team with your order details.
Can I customize the template after importing?
Yes, you can fully customize all aspects of the template after importing it to your workspace. You can add, remove, or modify any elements to suit your specific clinic's needs.
Do I need to install any additional software?
No additional software is required. The template runs entirely within ClickUp, which is a cloud-based platform accessible from any modern web browser.
Can multiple team members access the system?
Yes, you can invite team members to your ClickUp workspace according to your ClickUp plan's user limits. Each team member can be assigned different permissions and access levels.