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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Update your plan, payment method, and invoices.

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Account Settings 

Add/Delete a Clinic or Manage Clinic Information

Updating Business Information and Uploading your Logo

Patient vs Client Tab

Clinic Notifications for Appointments and Check Ins

Change Main Admin on Your Account

Hide Deleted Clinics from Sales Tab, Business Insights & User Profiles

Clinic/Business Information

Steps for Adding a New Provider in Your Clinic

User Settings & Management

Manage Your Login Information

Provider Settings

Manage User Privileges & Activity 

Manage your AR Subscription

SMS Segment Charges & Reporting

Billing & Subscription

Exporting Sales Invoices For Payroll

How to set up Commission for Providers and Commission Reports

Dashboard Settings

Patient Referral Sources & Referral Report

Using the Time Clock (Timecard) in Aesthetic Record

Report Settings

Manage Consent Forms

Manage Pre and Post Treatment Instructions

How to Create and Utilize Dot Phrases (Preconfigured Notes)

Restore Deleted Procedures, Forms, Clients, Notes, and Surveys

Configure & Manage Document Expiration Settings for Account & Patients

Creating Multiscale Questionnaires

Creating Simple Questionnaires

On-Demand: Send Paperwork to Patient Portal Without Needing an Appointment!

Creating & Using Provider Questionnaires

Clinical Documentation & Forms Management

Changing Payment Method in the Patient Portal

Create, Edit, or Delete a Patient Profile

Add Additional Photos to the Gallery of a Cosmetic Procedure

Patient Management

iOS: Changing a Patient's Gender to Non-Binary

Add, Edit, or Delete a Credit Card through the Patient Profile

"Do Not Call" or "Fire This Patient" via the Patient Profile

Change the Patient's Profile Photo

Sex at Birth — Patient Profile Field

Viewing and Managing Patient Side Panel Information on the Web

Updating Patient Profile Information: Practice Facing

Export Patient Procedures and/or Photos Via the Web and App

Documents File in the Patient's Profile

Patients: Document Repository

Medical History Form

Patient Vitals: How to Configure Settings, Record Vitals & Create Progress Graphs on the Web / App

Conduct a Fitzpatrick Skin Type Test

Record Patient Vitals & Medical History

Filtering the Patient List

Merge Duplicate Patient Profiles

Import or Export Your Patient List

Bulk Delete Leads from the Web

Configure Patient Portal Email Settings & Resend The Invite Email to Patients

Delete Multiple Patient Profiles on Web via Bulk Delete

Quick Link to Patient Profile from Inbox on Web

Patients Tab & Bulk Actions

Create & Manage Sticky Notes

Review a Patient's Past and Upcoming Appointments (Web & Provider App)

Create a Treatment Plan Template and Add a Treatment Plan to the Patient's Profile

FAQ: Understanding Treatment Plan Templates

Patient Notes, Appointment Information & Treatment Plans

Enable & Manage the Inbox (two-way texting) Integration

View and Manage your Online Booking URL and the Patient Portal URL

How to Send a Text2Pay Link When Booking an Appointment

Booking by Rooms in Aesthetic Record

Scheduling, Online Booking & eCommerce

Adding, Editing & Deleting Provider Schedule Templates

Print One or All Provider's Appointment Schedules

Book an Out of Office Event

Manage Provider Schedules & Availability 

Equipment and Resources

Create and Manage Services in Aesthetic Record

Manage Surveys

Building Services for Booking with New Multi-scale and Simple Questionnaires

Creating Services for Booking

Service Deposits (Prepayments for a Service)

Disable Card Capture for Cancellation Policy on In-Person & Virtual Services

Create or Manage Your Cancellation Policy

Enroll an Appointment in the Cancellation Policy or Charge a Cancellation Fee

Service Deposits & Cancellation Policy for Appointments 

Creating Appointment Reminders

Add Social Media Review Links to Emails and SMS

Configuring & Managing Communication Options for Patient Appointments

Surveys: Sending out automated future service reminders

Configuring Patient Communications for Appointments

iOS Calendar: Provider & Front Desk Enhanced Views

Isolate Your Services Using Verticals

Calendar Views (By Day, Week, Vertical, Clinic, and Provider View)

Managing Appointment Details through the Web

Confirm an Appointment or Check a Patient In

Calendar Views & Appointment Details

Scheduling from Clinic View

Reschedule/Edit An Appointment

Change the Duration of an Appointment

Book an Appointment from AR Provider App

Manually Book an Appointment for the Patient via the Web and iOS App

Scheduling & Conducting Virtual Appointments (Telehealth)

Managing the Patient Waitlist

Add an Appointment Note

Create and Manage Pop-Up Parties/Events in AR

Booking/Editing Appointments from AR 

LINK Payments for Online Booking (Stripe)

Enable/Disable Online Booking for Clinics, Providers, or Services

Setup Your Online Booking & eCommerce Portal

Update Booking Increments, Lead Time, "Book with First Available", and Patient's Ability to Cancel or Reschedule

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