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Add/Delete a Clinic or Manage Clinic Information
Add/Delete a Clinic or Manage Clinic Information

Guide for adding & managing clinics in Aesthetic Record. Set up or modify clinics with ease using these step-by-step instructions.

Updated over a week ago

Add a Clinic

2. Click the settings icon

3. Click "Manage Clinics"

4. Click "Create Clinic"

5. Fill in your clinic's information

Please Note: if your clinic location is a mobile/concierge clinic and you do not have a physical location, go ahead and add some form of address here as they are required fields.

From there, you can disable the clinic map and address so that none of this information will show to patients when they are scheduling online! Photos below for reference:

Any phone number or email under "SMS Notification Phone" or "Notification Email" will be alerted anytime a client books, cancels, or reschedules their appointment. There can only be one phone number, but multiple emails can be added to receive notifications! This is clinic-wide for ALL appointments.

6. Choose if you would like your clinic to be available for online booking or eCommerce only and if you want your clinic to have an option to accept tips

7. Add your business hours by selecting the day and adding the open and close hours. (This will reflect on the booking page)

Tip: Side note! These are only general business hours that will reflect on your booking page. To open appointment times for clients to book, each provider will need to build out their individual schedule in Smart Configuration.

8. Add any additional information you would like your client to know about this clinic location. (Ex. parking instructions, floor, etc.) This will also reflect on the booking page.

9. Click Save

10. The information and settings you choose will reflect here in the Online Booking page.

Edit Clinic Information

11. In the same section (manage clinics), click "Edit" on the specific location

12. From here, edit the information you would like to change and click "Save"

13. Once you have followed these steps and saved your work, you are good to go!

Delete Clinic

If you are the main admin, on the bottom left, you will see an option to delete the clinic from your account.

This action cannot be undone once complete.

First, you will need to confirm the action before moving to the next step.

Let's first look at a safety prevention pop up in case there is an active appointment or membership tied to the clinic below.

If you get this pop up, you need to head to your calendar > filter to that specific clinic view and edit any upcoming appointments to be switched to a different location.

If nothing is tied to the clinic and you are able to successfully delete it from your account, you will next see it grayed out with no option to edit in the right hand corner anymore.

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