Secrets 2 Scheduling™
A masterclass for orthodontic scheduling training.
Your SC is expected to be the Google of the practice, the keeper of the schedule, and the person everyone turns to when things go sideways. Train them how to handle the chaos, navigate the obstacles, and schedule with confidence.
Your scheduling coordinator is the glue that holds the whole day together.
Three pillars that take your SC from filling holes day to day to running a schedule that works for your team and your patients.
Scheduling training
Schedule templates, phone etiquette, goals, and reports, so the day feels comfortable for your team and your patients instead of crammed.
Group collab
Hear from fellow scheduling coordinators about the communication tips that actually work. (It's a relief to know you're not the only one!)
Best practices
Understand your practice's volume needs and build an efficient schedule that gets everyone seen without running the clinic ragged.
9 modules that cover the schedule, every day.
From template basics to the phone call that tests your patience, each module stands on its own so your team can jump in wherever it hurts most.
Setting the Stage
Discover the key responsibilities, essential skills, and daily expectations of a successful orthodontic scheduling coordinator.
New Patient Intake
Learn how to create a welcoming first impression while gathering essential information and setting new patients up for a seamless experience.
Scheduling Policies
Establish clear scheduling policies that create consistency, protect valuable chair time, and keep your practice running efficiently.
Scheduling Template
Learn how to build and maintain a strategic scheduling template that maximizes productivity, supports practice goals, and keeps the day flowing smoothly.
How to Properly Schedule
Master the techniques for scheduling appointments accurately and efficiently while balancing patient needs and practice productivity.
Difficult Appointments
Build confidence in navigating challenging scheduling situations, managing patient expectations, and finding solutions without disrupting the schedule.
Missed Appointments
Implement proactive systems to reduce missed appointments, recover lost chair time, and keep patients on track with treatment.
Morning Meetings
Learn how to lead productive morning meetings that align your team, identify potential challenges, and set the day up for success.
Goals and Reporting
Discover the key scheduling metrics to track, how to measure performance, and how to use reports to improve efficiency and achieve practice goals.
Six things every team walks away with. In one masterclass.
One flat tuition covers your whole office. Your SC gets the scheduling training, a workbook, the replay window, and the alumni community. No per-seat surprises.
Everything included in Secrets 2 Scheduling™
$998Whole team · one-timeEvery team member
One registration covers everyone, so the front desk, clinical team, and doctor all understand why the schedule is built the way it is.
75+ page workbook
A printed playbook with template examples, call scripts, and report checklists you'll actually use at the desk. (One workbook included.)
90 days replay access
Rewatch when the schedule gets messy again, or train a new SC anytime in the 90-day window.
Bonus material
Extra resources on the scheduling headaches that come up most: broken appointments, reschedules, and busy-season planning.
twoCREW Alumni group
Membership to the private Facebook group, where SCs across the country swap template ideas, ask questions, and cheer each other on.
On-demand delivery
Start whenever you're ready. No scheduled cohort, so you learn around your office's real schedule, not ours.
Taught by people who have run the schedule
Brittani & Megan, B+Meg, both started in orthodontics at 16 (#firstjobever) and have worked every position in the office, the scheduling desk included. Sisters, not twins. Today they coach ortho teams across the country, and this course is built from what actually works in real practices.
Don't take our word for it.
Pearls every time
"I always get a few pearls of information to apply to our practice after taking one of your courses. Thank you for being a constant source of information to those of us who always strive to improve our practice."
Great courses, every time
"Thank you for always putting on great educational courses and that we are able to do them over Zoom!!"
Takes out the guesswork
"The course is packed with valuable information, actionable strategies, and fantastic templates and resources that take the guesswork out of implementation. I’m genuinely excited to bring these new systems into my office and optimize our practice workflow."
Answers, before you ask.
How do I politely tell patients "no, we can't do that" when they only want after-school appointments?+
Module 3 helps you set clear scheduling policies that protect your chair time, so you have something consistent to point to. Module 6 builds your confidence with challenging scheduling situations: managing patient expectations and finding solutions without wrecking the schedule.
How do I handle appointments that need to be forced in?+
Module 4 shows you how to build and maintain a strategic scheduling template that keeps the day flowing, and Module 5 covers scheduling accurately and efficiently while balancing patient needs and practice productivity.
How do I keep the schedule flowing so the assistants don't get behind?+
Module 8 covers morning meetings that align your team and spot problems before the day starts. Pair that with the template work in Module 4, and the assistants stay on time instead of playing catch-up.
How do I handle patients who are late or miss their appointments?+
Module 7 covers proactive systems to reduce missed appointments, recover lost chair time, and keep patients on track with treatment. Module 6 helps you manage patient expectations when the schedule gets challenging.
What scheduling reports should an orthodontic SC be running?+
At minimum: active patients without appointments, missed appointments, and missed call rate. Secrets 2 Scheduling™ covers which reports matter most, how often to run them, and what to do when the numbers aren't where they should be.
How does better scheduling improve practice profitability?+
Every empty chair is production you can't get back. An SC who knows template design, goal-setting, and proactive fill strategies can bring the broken appointment rate from 10–15% down to under 2%. At most ortho production rates, that's tens of thousands of dollars a year back in the practice.
How much time does it take?+
4 hours of video, on-demand, so your team can work through it around the schedule (we see the irony!). Most offices take it a module at a time and update their template as they go.
Can my whole team join?+
Yes, one flat $998 covers your entire office. Your SC gets the scheduling training, and the front desk, clinical team, OM, and doctor can watch right alongside them. No per-seat fees.
How many CE credit hours, and who accepts them?+
4 CE hours per team member on completion. Secrets 2 Scheduling™ is PACE-approved through the joint program provider approval of UpScale Education, LLC and The Wyrick Outlook, so credits are recognized by AGD and most state dental boards. Certificates are issued digitally to each team member's email.
How does my team access the course?+
Each office gets a single login to the course portal so progress and CE credits are tracked accordingly. Watch on any device, laptop, tablet, phone. No app to install.
What happens after I register?+
The Monday after you register, you'll get a welcome email with your course portal login, your 90-day replay window starts, and your printed workbook ships to your office.
What if the course isn't the right fit?+
Please email info@thewyrickoutlook.com within 14 days of course completion if you are unhappy with your purchase.
Make the most of every moment. Register your team.
One tuition covers the whole office, workbook, replay window, and alumni community included.
Fill in the details and we’ll get you set up on-demand.
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Keep B+Meg in your corner every week.
For offices that need a little more than the course. Get custom coaching from B&Meg at a fraction of the cost of 1:1 consulting.
- 4 weekly live group coaching sessions with B + Meg
- Bonus mastermind session
- Editable role specific playbook template
- Personalized implementation action plan
New groups start on the 1st of every month. Register anytime and you’ll join the next one.