With a survey, you can gauge your client's overall happiness with your service, provider, and clinic, and see how likely they are to recommend and use your services again by capturing your Net Promoter Score (NPS). You can review your survey stats in the Business Insights section and gain a better understanding of your client satisfaction.
Create a Survey
1. Step 1: Log In
- Navigate to your Aesthetic Record Login on the web
- Enter your username and password to log in.
Step 2: Navigate to Survey Creation
- Click on the Settings gear icon located at the top right.
- Select Surveys from the sidebar menu on the left.
- Click on Create Survey.
Step 3: Name and Design Your Survey
- Enter a name for your survey to easily identify it later.
- Type in your first question in the provided field.
Step 4: Choose Answer Type
- On the left side, you’ll see an option labeled “textbox”. Click on it to reveal a dropdown menu
2. Below are screenshots of what each type of question will look like:
Tip: Yes/No
Tip: Textbox
Tip: Multiple Choice
Tip: Single Choice
Tip: Opinion Scale
Tip: File Upload
Attach Survey to a Service
3. To attach a survey to a service so that after the appointment, the survey is sent to the patient, head to the Appointments tab, click on the wrench icon ->Smart Configuration and Services.
Click on the service that you'd like to attach the survey to and scroll to the bottom of the page where it says Surveys.
Select the survey that you created and the amount of time after the service you want this to send out.
This can be immediately after the service, a few hours later, or even the next day, depending on your preference.
4. To edit the communication sent out with the survey (email and text), click on Appointments > the Wrench Icon > Smart Configuration > Communications > Survey.
5. From this page, make sure that the two underlined snippets in the screenshot below are added in the survey email template so that the system will pull the survey forms that you created and send those to the patient. If you want to add a Google or Social Media Review link, you can add it here as well.
Additionally, you can add in your online booking link (for new patients), your patient portal link (for existing patients), or your clinic phone number here in case the patient needs to schedule their next appointment.
Edit Existing Surveys
6. Should you wish to review and edit your existing surveys, Click on Settings, Surveys, and then click on the survey you want to view, edit, unpublish, or delete.
If you want to disable but not completely delete the survey, click on Unpublish. If you want to delete the survey, click on Delete.
Pull Survey Reports
7. In order to pull an NPS report, Click on Business Insights, NPS, Ceate report, select the report type that you want to pull, and then Continue.
8. Select the last one (% of Surveys Returned) if you want to view the survey results. Once the report is pulled up, click on View All Surveys in the top right. From there, you can select the individual survey you want to view.
Alert: You can only view the survey results/answers if you're on the Accelerator Plan.
Tip: Additional Tips:
Customization: Customize the look and feel of your survey to make it engaging and in line with your brand’s aesthetic.
Testing: Consider testing the survey internally before sending it out to clients to ensure everything works seamlessly.
Feedback: Encourage clients to provide feedback to continually enhance the service experience.