Setting Up Your Account in the Dandy Portal

This guide walks you through the initial steps of setting up your account within the Dandy Portal as well as guidance on how to complete the Training Intake Form, ensuring a seamless start to your experience with Dandy.

Forgot your password? Check out our article on How to Reset Your Password in the Dandy Portal.

Account Setup Process

Dandy's Chairside software will guide you through the process to complete your Dandy Portal account setup. You will need to create a profile before attempting to use Chairside for the first time. It is best to complete a doctor's profile first. This will allow you to begin scanning and submitting cases. Please follow the steps below to get started.

Step 1 - Email from Dandy

  • Look for an email from Dandy ( ) titled “Welcome to Dandy! Here’s How to Get Started.”
    • Note: This email is sent to the person who signed the contract with Dandy OR the person designated to set up equipment during the sales process.
  • Highlight and copy the verification code provided in the email and click on 'Set up my Dandy Portal' within the email.

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 Step 2 - Completing Account Information

  • Paste the verification code provided in the email into the box and click 'Continue.'

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  • Fill out your account information, which will be used to log into your Dandy Portal.

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Step 3 - Verify Billing Information and Shipping Address:

  • Ensure your billing information and shipping addresses are correct in the system to avoid any issues with future orders.

Getting Ready For Your Training

Once your account is set up, you now have the ability to complete the Training Intake Form. This form allows us to tailor your upcoming training session based on your staff's scanning experience. In total, the intake form should take ~2 minutes to complete.

Step 1 - Accessing the Training Intake Form

  • Navigate the to Home screen on your Dandy Portal.
  • Once on the Home screen, locate the section titled "Your practice's training session," and select the 'Let's tailor your training' button to begin the form (shown below).

Step 2 - Adding Information About Attendee Scanning Experience

  • Complete the fields in the form related to the individuals attending the training and their previous scanning experience. When finished, select the 'Continue' button.

Step 3 - Adding Information About Doctor Clinical Preferences

  • Complete the fields in the form related to each doctor's preferred material choices, retraction methods, and prep styles. When finished, select the 'Continue' button to complete the form and submit your information to Dandy.

Customize Your Dandy Experience

Once you've set up your Dandy Portal account, you can now access the Dandy Portal from any web browser at

To continue customizing your experience with Dandy, check out our article Customize Your Experience with Profiles in the Dandy Portal to learn more about how to add additional profiles to your account.

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