Tip: To book appointments through the Aesthetic Record calendar and the booking page, you must build out your services in the web first!
2. Click "Appointments"
3. Click the wrench icon
4. Click "Smart Configuration"
5. Click "Services"
6. First, you will need to create categories for your services. Start by clicking "Manage Categories"
7. Then, add the category name. (EX. Injectables, Facials, Laser Hair Removal etc.)
8. Lastly, click "Save"
9. Once you've created categories, click "Create Service"
10. Add the category for the service.
11. Type in the service name.
Tip: (Side note: The service name and category will reflect on the booking portal for patients to view)
12. Attach the clinic(s) that are available for this service.
13. Attach the providers that are able to perform this service
14. "Can't book with" allows you to prevent specific services from being booked together in the same appointment
15. If the service requires a deposit, click "yes" and add the price in the textbox below
Tip: The deposit will be charged at the time of booking and will be added to the patient's wallet to be redeemed at check out.
16. Choose the duration of the appointment (this will be the amount of time blocked off on your calendar for the service)
17. If you would like this service to be available for online booking, toggle this on.
Tip! If your services aren't reflecting on the booking portal, make sure "Clinic Available for Online Booking" is toggled on in Settings>Account Setup> Manage Clinics> Edit
After choosing if the service is available for online booking, you can also choose to allow patients to only view the service and information, but not be able to book it from the online booking portal.
This is a great use-case for displaying everything that's available and offered through your practice without allowing patients to schedule specific services, and they will be prompted to call your clinic instead.
If you select the Display only Toggle, this is the prompt patients will see when viewing the services to book online.
18. Click the dropdowns to add the Questionnaires and Consents that patients will need to fill out for this service when booked.
19. Next, tie in any Resources and Prep/Post Treatment Instructions if needed.
Remember: You must have resources and all consents, questionnaires and treatment instructions created prior to tying them to your services in this section.
Creating Equipment/ Resources for services: https://learn.aestheticrecord.com/en/articles/9251213-equipment-and-resources
20. Add a description for your patients to view on the booking portal. You can also tie a survey to the service.
21. Once you're done, click save
22. In the steps below, you will see where the services reflect on the booking portal
23. Click "Services"
24. Service categories will reflect in the dropdown menu
25. Once you click on a category, a list of the services in that category will pull up
26. Your patients can view the service details and book the appointment from here!
27. All done!