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Scheduling, Online Booking & eCommerce
Booking Appointments, Managing Your Calendar, Cancellation Policy and No Shows, Email and SMS Communication, Google Tracking, Manage Services Offered, Online Booking and Patient Portal, Patient Waitlist, Telehealth
41 articles
Two Way Inbox (SMS Texting)This guide provides step-by-step instructions that cover enabling, disabling, and managing the inbox effectively.
Adding, Editing & Deleting Provider Schedule Templates
Print One or All Provider's Appointment SchedulesEasily print the daily or weekly appointment schedules of one or all providers in your practice via web.
Book an Out of Office EventYou can use out of office events to put blocks on your schedule and prevent an appointment from being scheduled.
Equipment and ResourcesAssociating equipment or resources to your service offerings ensures that double booking never occurs with resources or equipment.
Create and Manage Services in Aesthetic RecordThis guide provides step-by-step instructions on how to create and manage services in Aesthetic Record!
Manage SurveysCreate a survey, attach it to a service, and begin collecting feedback for your providers and services via the web.
Add Your Privacy Policy to Online BookingFor accounts with a dedicated, 2-way inbox, to stay compliant with A2P-10DLC & ensure mobile carriers do not block outgoing messages.
Service Deposits (Prepayments for a Service)Service Deposits allow your practice to set up an amount that you want to accept during the time of online and in practice booking.
Turn off the Cancellation Policy for certain services using Disable Card CapturePrevent certain services from requiring a credit card to book
Create or Manage Your Cancellation PolicyThis guide will show AR users (with POS activated and approved) how to create and/or manage your cancellation policy.
Enroll an Appointment in the Cancellation Policy or Charge a Cancellation FeeEnroll appointments into the cancellation policy to protect against last minute cancellations and no shows.
Creating Appointment RemindersStreamline your appointment management process and ensure that your patients receive timely reminders.
Add Social Media Review Links to Emails and SMSThis guide will show you how to add social media review links to email and sms.
Configuring Booking and Communication Options for Aesthetic Record AppointmentsAesthetic Record sends emails and texts after bookings and for provider check-ins. Learn about each section and the option to toggle off.
Do Not Disturb Consent FAQs
Surveys: Sending out automated future service remindersThis guide will show you how to create a survey and attach it to a service.
iOS Calendar: Provider & Front Desk Enhanced Views
Isolate Your Services Using VerticalsThis guide provides step-by-step instructions on how to isolate your services using verticals.
Confirm an Appointment or Check a Patient InConfirm a patient appointment and notify providers when a patient has arrived.
Calendar Views (By Day, Week, Vertical, Clinic, and Provider View)Step-by-step instructions on how to navigate and utilize different calendar views in Aesthetic Record
Managing Appointment Details through the WebManage upcoming appointment details from the calendar for no shows, cancellations, and check ins.
Scheduling from Clinic ViewDiscover the new and improved Clinic View, offering full functionality to streamline your booking process.
Reschedule/Edit An AppointmentAppointments can be rescheduled easily from your AR calendar.
Change the Duration of an Appointment
Book an Appointment from AR Provider AppThis guide will show you how to book an appointment from the AR provider app.
Manually Book an Appointment for the Patient via the Web and iOS AppIn addition to your online booking page, you can manually schedule appointments for your patients via the web, app, or the patient profile.
Scheduling & Conducting Virtual Appointments (Telehealth)This guide will show you how to schedule and conduct virtual visits for appointments and Good Faith Exams
Managing the Patient WaitlistThis guide will show you how to manage the patient waitlist.
Add an Appointment NoteInform your provider of client special requests or details regarding your client's appointment by adding a note to the appointment.
LINK Payments for Online Booking (Stripe)
Adding a GA4 Measurement ID to the Online Booking & eCommerce PortalYour Online Booking & eCommerce portal is pre-configured for Google tracking using your GA4 management ID.
View and Manage Online Booking URL's and the Patient Portal URLConfigure your online booking link & share publically
How to Register and Access the Patient PortalThis article takes you through the online booking process as well as the Patient Portal.
Enable/Disable Online Booking for Clinics, Providers, or Services.This guide provides step-by-step instructions on how to enable or disable online booking for clinics, providers, or services.
Setup Your Online Booking & eCommerce Portal
Update Booking Increments and Lead Time; Enable "Book with First Available"You can update your booking increments and lead time as well as enable and disable the "Book with First Available" button via web.
Booking HistoryThis feature allows you to view a full list of clients that have booked, canceled, no showed, rescheduled, and confirmed their appointments!
Manage No-Show Appointments in Aesthetic RecordStep-by-step instructions on how to manage no-show appointments in Aesthetic Record.
Cancellation Invoices and Reports
Utilizing the Leads Tab to Manage Abandoned BookingsThis guide will show you how to utilize the Leads Tab to manage abandoned bookings.