What Scheduling Institute does

Scheduling Institute is a privately-held US consulting and training firm founded in 1996 by Jay Geier and headquartered at 1150 Sanctuary Parkway, Suite 300, Alpharetta, Georgia. The company serves exclusively the dental practice vertical, providing proprietary front desk phone training, patient acquisition systems, and practice growth consulting built around its 5-Star Phone Call Framework. Its core technology consists of a call recording and mystery-call evaluation system used to assess 12,000+ practices, the Call Tracker subscription for ongoing call measurement and analytics, and a 5-Star certification program that has trained 20,000+ front desk team members. Sub-brands include the New Patient Institute (DBA) and the New Patients Now Podcast launched in 2026, hosted by successor Flint Geier.

The company's revenue model combines multi-year subscription memberships (Platinum 36-month, 5X 24-month, Gold Plus 6-month), on-site training days delivered by certified coaches, self-implementation kits, Call Tracker subscriptions, and paid events (Blueprint Days, Customer Appreciation Events). Pricing is quote-based and tiered by commitment length; multi-year contracts are non-cancelable and non-refundable, providing revenue durability at the contract level. Go-to-market is sales-led: prospects enter through the complimentary 5-Star Challenge (mystery-call assessment) or Mystery Call Audit, then convert via 30-minute discovery/accelerator calls into membership or training programs. Customer concentration is in SMB independent dental practices across the US and Canada, with a secondary emerging motion targeting dental service organizations (DSOs) and group practices. The company is bootstrapped with no disclosed institutional funding, with leadership having transitioned from founder Jay Geier to his son Flint Geier in 2024.

Name

Scheduling Institute

Legal name

Scheduling Institute, Inc.

Website

https://schedulinginstitute.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

101–250 employees

Short description

Scheduling Institute is a privately-held dental practice consulting firm founded in 1996, providing proprietary 5-Star Phone Call training, multi-year memberships, on-site coaching, and call analytics to SMB dental practices across the US and Canada.

Ownership category

akta.pro rank

Product category

Dental Practice Consulting & Training

NAICS

Telemarketing Bureaus and Other Contact Centers (561422)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Appointment Scheduling, Waitlist & Patient Flow Communications (HLACAEAB)

akta.pro secondary industries

Calendar, Resource & Capacity Management (HLACADAB), Referral Intake & Scheduling Coordination (HLACADAF)

Keywords

• Dental practice consulting
• Front desk training
• Practice growth coaching
• Patient acquisition systems
• Call conversion training

Headquarters

HQ city

Alpharetta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Membership Programs (Platinum & 5X): Ongoing subscription memberships providing access to training resources, coaching, call tracker, and certification programs. Platinum is a 36-month commitment; 5X is a 24-month commitment. Both are non-refundable with auto-renewal options.
2. On-Site Training Days: Full-day in-person training sessions delivered by certified specialists at client dental practices. Pricing varies by training type (standard vs. premium), with $1,000 non-refundable deposit for cancellations. Travel included for continental US and Canada.
3. Self-Implementation Kits: Self-study training kits for practices preferring remote learning. Includes materials, videos, and scripts. Comes with free 90-day Gold membership; converts to $299/month after trial.
4. Call Tracker Subscription: Monthly or yearly subscription for call measurement, recording, and performance tracking. Auto-renews at standard rates after promotional pricing expires. Monthly subscriptions require 30-day written notice to cancel.
5. Events and Bootcamps: Paid events including Customer Appreciation Events, Blueprint Days, seminars, and The U annual program. Events must be paid in full prior to attendance; cancellations within 90 days are non-refundable.
6. Gold Plus Program: Comprehensive 6-month program combining telephone training, New Patient Experience training, and membership. Includes 180-day free Gold membership trial converting to $299/month.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

Scheduling Institute provides consulting, training, and coaching programs to dental practice owners focused on new patient acquisition, front desk phone call conversion, and practice revenue growth. Its core offering is the proprietary 5-Star Phone Call Framework, delivered through on-site training, membership programs (Platinum, 5X, Gold Plus), self-implementation kits, call tracker subscriptions, and events like Blueprint Days and Customer Appreciation Events.

Product overview

Scheduling Institute offers a comprehensive suite of practice growth solutions for dental and private practice owners. The core offering centers on the 5-Star Challenge (free assessment) and front desk phone training programs (on-site and self-implementation kits) designed to convert more new patient calls into appointments. The portfolio includes membership programs (Platinum 36-month, 5X 24-month, Gold Plus 6-month), the Call Tracker subscription for call analytics, training programs (New Patient Experience, Premium Training programs), events (Blueprint Days, Customer Appreciation Events), The U annual program, and the New Patients Now Podcast for educational content. The membership programs bundle training, coaching, accountability tools, and certification into structured commitments, while standalone services allow à la carte access to specific offerings.

Differentiator

Problem solved

Functional benefit

Brands

• New Patients Now Podcast: A groundbreaking audio series hosted by Flint Geier for dentists and private practice owners, providing strategies for practice growth, new patient acquisition, and team training.
• 5-Star Challenge

Products and services

• 5-Star Challenge A complimentary assessment that benchmarks a dental practice's front desk phone performance against the 5-Star Phone Call Framework, providing a scorecard, recording, and actionable improvement plan.
• Dental Front Desk Training Structured, ongoing training program that equips dental administrative staff with skills to convert new patient phone calls into scheduled appointments, including greeting, engagement, objection handling, and scheduling frameworks.
• 5-Star Telephone Training (Self-Implementation Kit) Self-study program providing videos, scripts, and training resources for practices to train front desk staff independently.
• New Patient Experience Training On-site training focused on creating a first-visit experience that builds loyalty and sets the foundation for referrals.
• Mystery Call Audit Free expert evaluation where a trained caller poses as a prospective new patient and assesses the practice's call handling against 5-Star criteria, providing specific feedback on gaps.
• Call Tracker Call measurement and recording subscription service that monitors and analyzes phone calls, enabling ongoing performance tracking and accountability.
• Platinum Membership 36-month comprehensive membership program (three 12-month terms) providing access to training, coaching, resources, and events for sustained practice growth.
• 5X Membership 24-month non-cancelable membership program offering discounted access to services and resources for accelerated practice growth.
• Gold Plus (Ultimate New Patient Experience Program) 6-month program combining New Patient Mastery training and certification, with a free 180-day Gold membership included and a 25% new patient increase guarantee.
• The U Program Annual program running January through December with workshops, events, and resources. Requires Platinum or 5X Membership for eligibility.
• Premium Training Programs Advanced training programs including Hygiene Mix of Services, Hygiene Profitable Perio, Retention/Recare/Reactivation, T.E.A.M. Training, T.E.A.M. Advanced Leadership, 2-day Live Scheduling Day, Associate Integration, Accounting, Cash Flow Management, and others.
• Blueprint Days Full-day in-person events focused on specific practice growth topics, with non-refundable purchase and rescheduling terms.
• Customer Appreciation Event Semi-private event for Owner Doctors focused on driving collections, time management, and team empowerment, with registration through secure checkout.

Quantifiable outcome

• 30%+ average increase in new patient conversion after on-site training
• +6 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature4 records

Partnerships

One partnership is on record.

• ReachLocalminorGTM or Marketing PartnerReachLocal provides retargeting advertising services for Scheduling Institute, enabling display advertisements on third-party networks based on cookies. This is used for demand generation and brand awareness campaigns targeting prospective dental practice clients.

Scale indicators7 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Weave: Patient communication and phone-system platform built specifically for dental and medical practices, offering call tracking, two-way texting, and scheduling - the technology-enabled analog of Scheduling Institute's Call Tracker and phone-conversion methodology.
• Dental Intelligence: Practice analytics and patient communication platform for dental practices that surfaces scheduling, recall, and production opportunities - overlapping with Scheduling Institute's data-driven mission to convert more calls into appointments.
• Overjet: AI platform for dental practices and DSOs that uses machine learning on radiographs and clinical data to improve case acceptance - an emerging competitor for the 'case acceptance' and analytics component of Scheduling Institute's value proposition.

Broad incumbents

• Henry Schein One: Broad dental technology and software portfolio (Dentrix, Demandforce, Lighthouse) serving thousands of dental practices worldwide - a broad incumbent that competes for the practice-management software wallet share adjacent to Scheduling Institute's consulting offering.
• Solutionreach: Established patient relationship management and engagement platform used by dental and healthcare practices for appointment reminders, recall, and patient communication - a broader incumbent addressing parts of the patient-flow problem Scheduling Institute addresses through training.

Direct peers

• Levin Group: Founded by Roger Levin, Levin Group is a longstanding dental practice management consulting and coaching firm serving independent and group practices with practice growth, team training, and scheduling optimization - directly analogous to Scheduling Institute's owner-operator dental advisory model.
• MGE Management Experts: Management and business training firm focused on dental, medical, and optometry practices, offering on-site training, workshops, and consulting to improve practice productivity and patient flow - the closest dental-specific consulting peer alongside Levin Group.
• The Jameson Group: Dental practice management coaching and consulting firm delivering customized coaching, marketing, and team training to independent dental practices - a direct comparable in target customer (solo owner-dentists) and service delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/playlist?list=PL9smmCwFDXFjTplo6JaXYczbwrLWSiR_O
• Facebookfacebook.com/schedulinginstitute
• Instagraminstagram.com/SCHEDULINGINSTITUTE
• Xx.com/schedulinginst
• LinkedInlinkedin.com/company/schedulinginstitute

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Scheduling Institute