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Getting Started with GuideLab

New to GuideLab? This guide walks you through setting up your dental lab account, inviting your team, and configuring your first workflows.

Welcome to GuideLab! This guide will help you get your dental lab up and running quickly. Whether you’re a solo technician or managing a large team, these steps will have you accepting cases in no time.

Creating Your Lab Account

  1. Sign Up: Visit guidelab.co and click “Start Free Trial.” Enter your email, create a password, and provide your lab’s basic information.
  2. Verify Your Email: Check your inbox for a verification email and click the link to activate your account.
  3. Complete Lab Profile: Add your lab name, address, phone number, and logo. This information appears on documents sent to clinic partners.

Setting Up Your Team

Adding Staff Members

  1. Navigate to Settings → Team Members
  2. Click Invite Team Member
  3. Enter their email address and select their role:
    • Owner: Full access to all features and billing
    • Admin: Manage team, settings, and all cases
    • Technician: View assigned cases, update status, add notes
    • Viewer: Read-only access to cases and reports

Configuring Departments

Organize your lab by department to route cases efficiently:

  1. Go to Settings → Departments
  2. Create departments matching your workflow (e.g., Crown & Bridge, Removables, Implants, CAD/CAM)
  3. Assign team members to their primary departments

Configuring Your Product Catalog

Before accepting cases, set up your products and pricing:

  1. Navigate to Settings → Products
  2. Click Add Product for each restoration type you offer
  3. Configure:
    • Product name and description
    • Materials available (e.g., Zirconia, E.max, PFM)
    • Base pricing
    • Estimated turnaround time
    • Required prescription fields

Inviting Clinic Partners

Connect with your referring dentists:

  1. Go to Partners → Clinics
  2. Click Invite Clinic
  3. Enter the clinic’s email address
  4. They’ll receive an invitation to create their free clinic portal account

Once connected, clinics can submit cases directly through their portal, eliminating phone calls and paper prescriptions.

Your First Case

Receiving a Case

Cases arrive in your Inbox from:

  • Clinic portal submissions
  • Manual entry by your team
  • Scanner integrations (if configured)

Processing a Case

  1. Review the prescription and attachments
  2. Assign to a technician or department
  3. Set the due date and priority
  4. Move to production

Tracking Progress

Update case status as work progresses:

  • Received → In Production → Quality Check → Ready to Ship → Delivered

Each status change is logged with timestamps, creating a complete audit trail.

Getting Help

  • In-App Chat: Click the help icon for live support during business hours
  • Email: support@guidelab.co
  • Help Center: Browse guides and tutorials at guidelab.co/help

We’re here to help you succeed. Don’t hesitate to reach out with questions!