Crowding and spacing are problems inside the arch. Now the problem is between the arches — the sagittal relationship: Class II, where the lower arch sits behind, and Class III, where it sits ahead. This is where aligners meet their limits, and where you have to be honest: some of these cases correct with plastic and elastics, and some need a surgeon. This lesson is how you tell them apart — and how you move the ones you take.
Diagnose: read the molars, on both sides
Start with the diagnosis, and start with the molars. Class I is the reference: the upper first molar’s mesiobuccal cusp sits in the buccal groove of the lower first molar. Class II is the lower molar behind that — half a cusp or more distal, usually with an increased overjet. Class III is the lower molar ahead, incisors edge-to-edge or crossed.
upper MB cusp in the lower buccal groove
lower molar ≥ half a cusp behind — the overjet grows
lower molar ahead — edge-to-edge or crossed
Read the relation on both sides, because they are often not the same. And read the canines too — they are what the patient sees when the case is finished.
Dental — or skeletal?
Then the question that decides everything: is this dental, or skeletal? A dental Class II is teeth in the wrong place on jaws that are roughly right — an aligner problem, and a good one. A skeletal Class II is a small or retruded mandible; teeth can camouflage a mild one, but they cannot move the jaw.
teeth out of place on jaws that are roughly right — an aligner problem
a small or retruded mandible — teeth can camouflage a mild one, never move the jaw
Look at the profile, the chin, and the cephalogram if you have it. In an adult with a moderate skeletal discrepancy, the honest options are camouflage with limits, or surgery. Say so before the case starts, not after.
Class II: three strategies
For a dental Class II there are three strategies, and the incisors and the profile choose between them.
uppers proclined · full profile
lowers retroclined · limited in adults · growing → mandibular advancement (Module 6)
most real cases
In a growing patient, mandibular advancement with aligners is its own plan — covered in the lesson on growing and teen patients. Whatever you choose, the setup must show it explicitly: the correction should be planned movement, not the software’s guess.
The tools
Class II elastics run from a hook near the upper canine down to the lower first molar — worn full time, and pulling from day one of the distalization, not added later when tracking slips.
Sequential distalization moves the upper molars back first, then premolars, then the anterior — reliable to about 4 mm with elastics alone; beyond that, plan skeletal anchorage with TADs. And when the posteriors already sit well, skip the distalization entirely: selective IPR and retract the anterior segment.
The order matters as much as the tool
First, expand the upper arch, so there is room to move into. Second, distalize sequentially, back to front, molars leading. Third, retract and detail the anterior. The lower arch moves in step — aligning without distalization, so the bite keeps its contacts as the upper comes back. Check the staging frame by frame: if the incisors start retracting before the molars have moved, the anchorage is wrong.
The unilateral Class II
A common variant: the unilateral Class II — one side is Class I, the other is not. Use the good side as anchorage: correct only the Class II side, and slow the sequence down.
Once both sides read Class I, move them together to finish.
Class III — the mirror, with more caution
Class III is the same movements in reverse — with a lot more caution. The strategies mirror Class II: advance the upper arch, retract the lower, or both. The tools mirror too.
Lower sequential distalization buys far less than the upper arch does — a millimetre or two at most — and lower IPR brings the lower incisors back. The lower canines and premolars carry attachments and move first; extractions in the lower arch are the last resort. And accept the anatomy: the lower incisors already sit in thin bone. Do not tip them into a dehiscence to chase a number.
Choose honestly
So who is a good aligner case, and who is not?
- Mild–moderate dental Class II · compliant adult · large overjet, proclined uppers
- Mild dental Class III · edge-to-edge that upper advancement clears
- Deep-bite Class II — fix the vertical first
- True skeletal discrepancy → surgery
- Any Class III where the mandible is the problem
Take the rewarding cases, and correct the careful ones in the right order. The growing patient with a retrusive mandible is a different plan: mandibular advancement, covered in the lesson on growing and teen patients. Decline — or plan surgery for — the discrepancies that are skeletal.
The takeaway
Read the molar and canine relation on both sides, and settle dental versus skeletal before you promise anything. For Class II: expand, distalize sequentially with elastics from day one, then retract — TADs beyond four millimetres, and a 33% overlap when it is one-sided. Class III is the mirror, with respect for the lower bone. And say plainly which cases plastic cannot fix.
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