Aesthetic Record has the ability to send out emails and texts after appointments are booked as well to providers for check in purposes. In this article, we will breakdown each section that would be applied toward and email or sms allotment. You have the ability to turn off a section if you don't wish to send them out!
2. Click "Appointments"
3. Click the wrench icon
4. Click "Smart Configuration"
5. Click "Communication"
6. Once you're in the Communication tab, you can use and edit each of the following forms of communication.
In-Person booking, Virtual Booking, Cancellation, In-Person Reminder, Virtual Reminder, Covid Communication, Reschedule, and Survey.
Tip: Tip! We provide preconfigured templates that are already built out in system that you can use or edit at any time!
7. Under the "From Email" section, put the email you would like your communications to come from
8. In the "Clinic Instructions" field, include any information about that location that your clients might need to know!
EX. "we have street parking only" "please call ahead when parked so we can let you in as this is a shared office space"
9. Click "Save"
10. Next, select the communication you would like to view or edit.
11. Choose between Email and Text Message
Tip: Tip! Snippets are used to pull information from the appointment, so you can copy and paste the selected snippets to add additional information for your patients!
12. Before you're done, make sure the Booking Confirmation email/sms is enabled for each form of communication.
13. It's also a good idea to let your clients know that these messages are automated so they don't reply to them, unless you have two-way texting turned on.
When you are happy with your email and SMS texts, scroll to the bottom and click Save to save your changes!