Alert: Note: You must have the user permission enabled to add or edit service verticals!
Build a Service Vertical
Tip: Example 1:
If you want to create a booking link for a "Botox Party", this feature allows you to isolate those services to that vertical booking link ONLY.
Example 2:
You can organize all body contouring services together and create a link.
Example 3:
You can create a link for your VIP membership services and provide that to the members when they enroll.
This creates a personalized experience for those specified patients without putting them on your standard booking page. To do this, follow the steps below!
1. Navigate to https://app.aestheticrecord.com/appointment/index
2. Click "Appointments" and then wrench icon
3. Click "Smart Configuration"
4. Click "Verticals"
5. From here, you can view and edit your existing verticals. To make a new one, click "Create"
6. Title the vertical name (Ex. Botox Party)
7. Choose the vertical color (This differentiates it from all other verticals on the calendar)
8. Choose the Clinic
9. Add the services you would like to include in the vertical
10. Click "Save"
Hide or Isolate Certain Services from Your Online Booking Page
Tip: Side note! This option ensures that the services tied to this vertical will not be accessible from your standard online booking page!
Example: You only want specific clients to have access to book through the vertical link. You will then send the link separately to the specified patients or post on social media if it applies.
Events/Parties
Friends and Family
Training/ Model Events
Referral or Partnership links
11. Click "Appointments"
12. Click the wrench icon
13. Click "Smart Configuration"
14. Click "Verticals"
15. Select the Vertical
16. Click the "Exclude Vertical from Primary Clinic URL" field to remove it from your primary booking page.
17. Click "Save"
Vertical Calendar View
18. Click "Appointments"
19. Click this drop-down menu
20. Click "Verticals"
21. From here, you will be able to see all vertical appointments for that day and a key will reflect on the left side of the calendar!
How to locate your vertical URL
Tip: You can copy and paste the vertical URL to send directly to the patient OR share the link on social media for the services offered in that vertical
22. Click the Appointments tab>Wrench Icon>Smart Configuration>Booking Portal>Domain Configuration
23. To edit the name of your URL, click the pen and paper icon. Then, add your clinic name or whatever you would like your url to reflect!
24. Scroll down and locate "Booking URL's for Verticals"
25. From here, you will be able to view all of your vertical booking links to copy and paste. Then send to patients or post on social media!