Aesthetic Record

Exporting Sales Invoices For Payroll

Step-by-step instructions on how to adjust teammate commission percentages and view commission reports in Aesthetic Record.

How to set up Commission for Providers and Commission Reports

The Dashboard allows you to see a quick glance of certain reports (such as Most Used Discount, Office Sales Goals, Net Sales by Provider.)

Dashboard Settings

Patient Referral Sources & Referral Report

This article will walk you through how to use the time clock via the web browser.

Using the Time Clock (Timecard) in Aesthetic Record

Report Settings

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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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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Create your account and invite the first people to your workspace.

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