Booking audits8 min read
How to check your group’s booking paths
A field guide for dental and orthodontic groups: scope the check, follow the patient’s path, classify findings, and give each fix an owner.
Read the guideBooking Audits
Find where the booking path breaks.
Booking audits for dental support organizations (DSOs) and orthodontic groups. Spawn Partners follows the agreed website-to-booking paths across your locations, records what a patient sees, and helps your team decide what to fix first.
What you receive
Evidence your team can use.
01
Findings tied to an office
See the starting page, booking destination, inspected steps, and dated evidence behind each finding. Keep local brands and their booking systems identifiable.
02
Coverage you can account for
Separate observed booking problems from checks that were blocked or could not finish. Every inspection states where it stopped, so an incomplete check never looks like a working path.
03
A next step for the right team
Give website, scheduling, and office teams the context to investigate. Agree who will address each finding and which paths need a recheck after a change.
How it works
A clear path from finding to action.
Confirm locations, public entry points, schedulers, appointment types, and stopping points.
Check the agreed steps and retain the observation, evidence, and any inspection limits.
Prioritize findings with your team and agree on fixes, owners, and rechecks.
Checks stop before submission. They do not create test bookings or confirm that a request reached an office.
Your existing websites and schedulers
Start with the systems your offices use today. We confirm which paths can be inspected before agreeing coverage; support depends on the flow and access available.
An agreed cadence
Scope a first audit or discuss repeat checks around site releases and scheduler changes. The location list, frequency, and recheck work are agreed for your group.
Implementation where it helps
Your agency and operations team can act on the findings. If you want Spawn Partners to change the websites or build a different workflow, we scope that work separately.
Need a workflow built around your systems? Explore custom software.
Before you start
Scope, fit, and expectations.
Agree what your group needs before committing to the work.
Is this a full marketing audit?
This offer focuses on the patient-facing booking path. It gives your marketing team evidence about the agreed website links, forms, and scheduler steps. Advertising performance, office follow-up, and completed appointments require their own evidence and scope.
Can you audit a group with different schedulers?
Yes, we can discuss a mixed-system group. Bring representative location URLs and the systems involved. We confirm supported paths and document exclusions before starting; we do not assume every scheduler can be inspected.
Does a displayed time mean a patient can book?
A displayed time is an observation for the appointment type and dates checked. It does not prove that a booking completes. Request forms may require office confirmation, and each finding identifies the stopping point.
What should we bring, and how is it priced?
Bring a location list, representative websites, known schedulers, and the teams responsible for them. We agree coverage, frequency, deliverables, support, and price before work starts. Fixes and website management can be scoped separately.