Aesthetic Record

The central hub for managing and configuring your account to suit your workflows and needs.

Account Settings 

Guide for adding & managing clinics in Aesthetic Record. Set up or modify clinics with ease using these step-by-step instructions.

Add/Delete a Clinic or Manage Clinic Information

This guide provides step-by-step instructions on how to update your business information and upload your logo in Aesthetic Record.

Updating Business Information and Uploading your Logo

Customize how you label your clients as "patients" or "clients" at the top of your screen.

Patient vs Client Tab

Clinic and Provider notifications for patient check in. Clinic notifications for booking, cancellation and rescheduled appointments.

Clinic Notifications for Appointments and Check Ins

Clinic/Business Information

In this comprehensive guide, we will walk you through the steps to upgrade, downgrade, or cancel your Aesthetic Record EMR subscription.

Manage your AR Subscription

SMS Segment Charges & Reporting

Billing & Subscription

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

Aesthetic Record Home

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Create your workspace and invite the people you work with.

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

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

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

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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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Update your plan, payment method, and invoices.

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