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1. From the web, go to your Clients tab at the top.

2. Locate and click into a client's profile.

3. Over to the left, you will see important information such as date of birth, age, and any allergies this client has.

You will also be able to identify allergies by the red symbol located next to their name. This indication will pull through on both the web and the Provider app.

4. You will also see important information, such as address, phone, email, and the primary clinic for the patient, which can be edited if ever needed.

5. The Access Client Portal section will show if the client has accepted their invite or not. If they have not accepted their invite yet, you will see an action to resend their portal invite via email.

After a client has accepted their invite, you can always help them reset their password if they forget it or have a hard time accessing their portal when needed.

6. You can manage communication consents for this client as well.

If a client has opted out of SMS and Email communications through online booking, Do Not SMS and Do Not Email will automatically be toggled on here.

This is an action of the DND Consent Feature- be sure to clearly communicate with clients on understanding opting out of these communications, as they are important for receiving information regarding appointments and follow ups.

For more information on the DND Consenting, click here: https://learn.aestheticrecord.com/en/articles/9248153-do-not-disturb-consent-faqs

7. You can accurately track their last visit with the practice, any memberships they are currently enrolled in, their total sales relationship with the practice, and credit card information they have saved on file.

If needed, you can edit, delete, and add credit card information from here.

8. Memberships are also indicated by a star icon next to their name on both web and Provider app.

A badge with a slash through it (the pink star shown in this photo) means they are enrolled in a membership that has been placed on hold.

The red timer icon indicates the patient has documents that are expiring soon or have expired.

9. You can easily check which loyalty programs your client is enrolled in from their side panel as well. Towards the end of this article, we will look at editing this information if you need to manage these programs.

Keep in mind, the action of checking the box for enrollment of a loyalty program can only be done by the practice at this time.

10. If the Fitzpatrick Skin Test has been completed with the client through the Provider App, you will see the details here. If their Skin Test has not been completed yet, you will not see this section when viewing their profile on the web.

Please note: The Fitzpatrick Skin Test can only be completed with the client through the Provider App at this time.

11. To view Fitzpatrick details you can click "View Details" for an overview of the answers.

12. Additional information for the client will be at the bottom, such as emergency contact name and phone number if there is one listed, referral information, and any carrier and prescription information.

We will look at how to add and edit this information in the steps following, and clients can update related details through their client portal on their end.

13. On the top left, you can edit and update their profile information by clicking Actions > Edit.

14. You will be able to update any relevant primary and demographic information for your client through here.

If you need to manage referral information, such as referral sources and subcategories, use this article for steps: https://learn.aestheticrecord.com/en/articles/9243667-patient-referral-sources-referral-report

15. To update a client's Loyalty Programs, simply check the box next to each program they are enrolled in. This action will prompt you to enter the client's username and password for their Alle, Xperience, or Aspire accounts.

This step ensures you can easily access their portals whenever needed, allowing you to check for available redemption coupons or points to apply during checkout.

If you are interested in utilizing the Aspire or Evolus Integrations, click the links below to turn them on-

Aspire Rewards x AR: https://learn.aestheticrecord.com/en/articles/9247621-connecting-your-ar-account-to-aspire-galderma-rewards

Evolus Quick Connect x AR: https://learn.aestheticrecord.com/en/articles/9247574-evolus-quick-connect-rewards

Always be sure to save your progress after updating so you don't lose your work!