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Install CoTreat WebChat on Your Website

Add the CoTreat WebChat widget to your website so new enquiries can text your practice while they’re browsing.

Why this matters

WebChat lets potential patients message your practice while they’re on your website — without calling or waiting on a form reply. It can save your team time, capture more enquiries, and make it easier for patients to take the next step.

Who this is for

Practice Managers, Owners, Reception/Front Desk, or anyone who manages your website provider/IT contact.

When you’d use this

Use this when you want to add (or re-add) the CoTreat WebChat widget to your website, or update the look and greeting message.

What you’ll need before you start

  • Admin access to CoTreat (to view WebChat settings)

  • A website contact (IT/web developer/agency) who can paste a small code snippet into your website

Part 1 - Install WebChat (copy the code for your website)

  1. In CoTreat, go to Settings (top right) > WebChat

  2. Click the Installation tab

  3. Under HTML code, click Copy Code

  4. Send the copied code to your website contact (IT/developer/agency) with this instruction:

    • “Please paste this code just before the closing </body> tag on every page of our website.”

  5. Ask them to confirm once it’s done, then open your website and check that the chat widget appears.

If your practice has multiple websites or a landing-page site, the code needs to be added to each site where you want WebChat to appear.

Part 2 - Customise the WebChat look and greeting

  1. In CoTreat, click the Setting icon on the top right > Click WebChat.

  2. Click the Customisation tab.

  3. Update the settings:

    • Position: Choose where the widget sits (e.g., left or right).

    • Greeting: Add a short, friendly message (example below).

    • Avatar: Upload your practice logo or a friendly team photo (optional).

    • Theme colour: Set a colour that matches your branding.

  4. Click Save

Greeting examples

  • “Hi there 👋 Have a question? Text us here.”

  • “Need an appointment or a quote? Message us here.”

  • “Questions about treatment options? We’re happy to help.”

Best-practice tips

  • Keep the greeting short (1 sentence is enough). Busy people won’t read a paragraph.

  • Use a recognisable avatar (logo works well) so patients trust it’s your practice.

  • Match your brand colour so it looks like part of your website (not a random pop-up).

  • Decide who will reply (e.g., reception) and aim to respond during business hours where possible.

If something doesn’t look right

  • Widget not showing? Ask your website contact to confirm the code was added before </body> and published to the live site (not just a draft).

  • Showing on some pages but not others? The code may only be installed on certain templates/pages - ask them to apply it site-wide.

  • Changed greeting/colour but nothing updated? Refresh your browser or try an incognito/private window (sometimes caching hides changes).


If you’d like a hand or something doesn’t look right, our support team is happy to help.