Marketing onboarding for dental clinic in about 9 minutes
Bottom line: Dental clinic onboarding on Sunbots is six short steps (Brand, Audience, Voice, Goals, Channels, Look), estimated at about nine minutes. You need a paid plan, your website URL and a LinkedIn Page or YouTube channel. After you click Finish setup →, Sunbots starts preparing your brand report once a channel is connected and data access is ticked.
In short:
- Before you start, have four things ready: a paid plan, your website or a few minutes for questions, a logo file or public URL, and admin access to one social channel.
- The first four steps run at
/onboarding, then come the Channels screen and the Look screen. Finish setup → takes you to your dashboard. - A banner on the dashboard tracks the background jobs behind your brand report. There is no automatic first calendar.
- Four mistakes cost dental clinics the most time: connecting only Google Business Profile, taking the skip link, skipping the Don't line, and keeping all three pre-selected styles without checking them.
Before you start
Onboarding needs an active paid subscription. If your plan is not active, /onboarding sends you to /signup/plans. The plans are Presence at ₹30,000, Growth at ₹55,000 and Domination at ₹80,000 a month, each + 18% GST. There is no free trial. The one-off ₹999 business audit does not open onboarding. New here? Start with How to sign up for Sunbots Marketing.
Keep these on hand:
- Your clinic website URL. Here Sunbots acts as a website crawl marketing tool: paste the address and it reads the site. No website? You answer a few quick questions instead.
- A logo file or a public logo URL, in case the logo is not on your website.
- Admin access to one social channel: a LinkedIn Page (your clinic's company page), your own LinkedIn profile or a YouTube channel. Customers cannot connect Facebook or Instagram today, because Meta's app review is still pending.
The header on the first screen reads "Set up · 6 short steps · about 9 minutes". The rows show Brand (3 min), Audience (1), Voice (1), Goals (1), Channels (2) and Look (1). Those are the screen's estimates.
Steps
The six steps are numbered below by their names. The buttons you click sit inside each step.
- Brand —
/onboarding. Paste the clinic URL and click Read it →. The button in the side panel reads Read my website →. With no site, click Enter business details manually, under the line "No website? Answer a few quick questions instead". The next screen reads "Here's what we found. Does it look right?" and lets you tap anything to change it. Confirm the clinic name as patients say it. The industry list has 47 entries, including Dental Clinic. You can pick more than one, and the first is treated as your primary industry. Tidy the description so it names your locality and services, such as implants and braces in Bopal. - Audience —
/onboarding. From your website Sunbots drafts the types of customer. Keep the ones that fit, drop the rest or add your own. You need at least one. - Voice —
/onboarding. Voice setup starts with three presets: Friendly, Straight-talking or Formal. A Fine-tune slider then moves the tone between Casual and Professional. Below it sits the "Words we should never use (optional)" field. Type a word and press Enter to add it. Words added here are saved as Don'ts in your brand voice. There is no Always list on this screen. Fuller Do, Don't and sample-phrase lists live in Brand settings at/dashboard/settings/brand; see Brand voice Do and Don't lists for clinics. - Goals —
/onboarding. Pick up to two goals from the five on screen. Then choose how often to post: Light is 3 posts a week, Steady is 5 and Busy is 7. Steady carries the Recommended tag. A Skip weekends switch sits below. - Channels —
/onboarding/channels. Under "Where posts are published", the screen lists LinkedIn (company page or your own profile), YouTube and Google Business Profile. Facebook and Instagram rows are also on screen, but customers cannot connect them today. Google Search Console sits under "Optional · count your visitors". The gate reads "Connect at least one channel". It needs a LinkedIn Page, a LinkedIn profile or a YouTube channel. Google Business Profile and Google Search Console do not count toward it. Once a channel is connected, Continue stays disabled with the note "Accept data access to continue" until you tick the box that authorises use of connected channel data to generate your audit and strategy. A second, optional box, "Include public competitor research", is ticked by default on a first visit and does not block Continue. The link "Skip for now — I'll connect later (preview only)" moves you on to the Look step and leaves you with a preview-only workspace. Help is in Connect your first social channel. - Look —
/onboarding/visual-identity. The first card shows your logo with a badge: "Found on your website" or "Uploaded by you". To use a different logo, click Replace. A field reading "Upload a logo or paste a public CDN URL" opens. Under "Pick a look", choose post style. There are 16 visual styles and you select 1 to 3. The counter reads "N of 3 picked". Sunbots pre-selects three recommended styles, so it usually opens at "3 of 3 picked"; click a style to untick it, and the last one cannot be unticked. Click Finish setup →. It shows "Saving…" while it saves, then takes you to your dashboard.
Once your audit finishes, the dashboard may offer an optional "Set up your studio" step at /onboarding/studio-setup. It asks you to choose an avatar and voice for videos and to confirm your image style. It has a skip link, "Skip — use smart defaults". That page says you can change everything later in Settings.
What to expect next
On your dashboard, a banner tracks the background jobs. The brand report needs a connected channel and your data-access tick. The stages include pulling your channel history, analysing your content patterns, researching SEO and competitors, then generating your brand report and a strategy.
The report appears under Insights › Brand report (/dashboard/brand-report). When the audit lands, the brand report spotlight on the dashboard fills in and the banner hides.
There is no automatic first calendar. Your first full week of content comes from the weekly content job, which runs on Mondays at 06:30 IST and needs an active plan and at least one connected social channel. You can also press Generate calendar yourself. Generate your first content calendar covers the button. Your first week on Sunbots covers the Monday rhythm.
Common mistakes in marketing onboarding for dental clinic owners
- Connecting only Google Business Profile. Only a LinkedIn Page, a LinkedIn profile or a YouTube channel satisfies "Connect at least one channel".
- Taking the skip link to save two minutes. "Skip for now — I'll connect later (preview only)" leaves you with a preview-only workspace.
- Skipping the Don't line. Sunbots' built-in writing standard for local service businesses leans on before-and-after transformations. A clinic should add its own Don't line for that in Brand settings. Brand guardrails for dental clinics goes further.
- Keeping all three pre-selected styles without checking them. Sunbots picks three recommended styles for you and the Look screen says generation chooses the best fit from your selected pool for each content item, so untick any style you would not want on the clinic's feed.
Frequently asked questions
Do I need a website to finish onboarding?
No. If you have no site, click Enter business details manually, under the line "No website? Answer a few quick questions instead". Then answer the questions Sunbots asks about the clinic. The first screen also lets you upload a brochure or price list as a PDF.
Why doesn't connecting Google Business Profile count as a channel?
Google Business Profile and Google Search Console do not count toward the "Connect at least one channel" gate. In Sunbots' readiness check they are optional sources that enrich the brand audit. Today the gate needs a LinkedIn Page, a LinkedIn profile or a YouTube channel. The Channels screen also shows Facebook and Instagram rows, but customers cannot connect them today. Connect Google Business Profile as well if you like. It will not clear the gate on its own.
Can I change the styles I picked later?
Yes. The style picker also lives in Brand settings at /dashboard/settings/brand. The same limit applies there: it keeps at most three styles. Pick the styles you want now and swap one there if the look does not fit your clinic's feed once posts start appearing.
What is Sunbots doing after I click Finish setup?
You land on your dashboard, where a banner tracks the background jobs. The brand report needs a connected channel and your data-access tick. The stages include pulling your channel history, analysing your content, researching SEO and competitors, and generating your brand report and a strategy. The report appears under Insights › Brand report at /dashboard/brand-report.
Related guides
Create your Sunbots account on the signup page and start with the Brand step.
This article was produced with AI assistance and reviewed by our team for accuracy.