The inbox gives you a personal phone number to send and receive SMS texts between the clinic and your patients!
Tip: Important note! This can only be set up by the Main Admin on the account through the web browser. Additionally, if this feature is enabled, the account will be charged $5 a month and you will need to be on the Accelerator Plan to access this feature! All SMS texts sent from your account will come from the phone number that you select.
Enable the Two Way Inbox
1. Navigate to https://app.aestheticrecord.com/settings/profile
2. Click "Inbox"
3. Toggle on the Inbox
4. Enter the area code of your clinic and select a number you would like to use!
5. Click "Select"
6. Click "Continue"
7. Review the information and click "Finish Setup"
Tip: Once you have purchased a phone number, your patients will be able to respond to your outgoing SMS texts sent through the inbox.
Example: You can message your patients if you wish to ask them how their visit was or if they would like to confirm their appointment!
Disable the Two Way Inbox
Tip: Tip! You MUST be the Main Admin to disable the inbox
8. Click the settings icon
9. Scroll to the bottom of the page and click "Inbox Settings"
10. Toggle off the inbox
11. Click "Confirm"
Tip: Once you've disabled it, you will no longer be able to access your inbox or view previous texts sent through the inbox.
Manage the Inbox Through the Web
12. Click "Inbox" at the top of the page
13. From this page, you will be able to go back and forth between "Unread" and "All" messages. Scroll through the list of patients or search for the patient to view their messages.
14. To start a new message, click "Create Message"
15. Then, search for the patient, click on their name, and click "Send Message"
16. From here, you will be able to text back and forth with your client!
17. When a client texts back, or if you have any unread messages, a red badge will show over "Inbox"
Managing the Inbox Through the App
18. To view the Inbox in the App, press the 3 blue lines and press "Inbox"
19. From here you will be able to send, view, and receive all messages.
Tip: Tip! There will be a blue dot beside any unread messages.
20. To send a new message, press the pen and paper icon, type the patient name, message, and click "Send"
User Privilege for the Inbox
Tip: If you are unable to see the inbox tab on your iPad or through the web browser, please have the main admin of the account update your privileges.
21. Go to the Settings icon>Teammates>Users>Click on the user profile>Manage Privileges
22. Then check "Inbox" and "Save"
