Aesthetic Record

This guide provides step-by-step instructions that cover enabling, disabling, and managing the inbox effectively.

Enable & Manage the Inbox (two-way texting) Integration

Online booking URL's can be copied directly from AR. Once the link is copied, you can create a call to action button on your website, and paste the URL there.…

View and Manage your Online Booking URL and the Patient Portal URL

Text2Pay lets you text a patient a secure link to pay a service deposit or save a card for your cancellation policy, on the web or in the iOS app.…

How to Send a Text2Pay Link When Booking an Appointment

If you have designated rooms that need to be reserved for specific services, using resources can help streamline your booking process.

Booking by Rooms in Aesthetic Record

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

Scheduling, Online Booking & eCommerce

Adding, Editing & Deleting Provider Schedule Templates

Easily print the daily or weekly appointment schedules of one or all providers in your practice via web.

Print One or All Provider's Appointment Schedules

You can use out of office events to put blocks on your schedule and prevent an appointment from being scheduled.

Book an Out of Office Event

Manage Provider Schedules & Availability 

Associating equipment or resources to your service offerings ensures that double booking never occurs with resources or equipment.

Equipment and Resources

This guide provides step-by-step instructions on how to create and manage services in Aesthetic Record!

Create and Manage Services in Aesthetic Record

Create a survey, attach it to a service, and begin collecting feedback for your providers and services via the web.

Manage Surveys

Create and manage services for booking with the new format of questionnaires that can be used across Cosmetic & Health Procedures.

Building Services for Booking with New Multi-scale and Simple Questionnaires

Creating Services for Booking

Service Deposits allow your practice to set up an amount that you want to accept during the time of online and in practice booking.

Service Deposits (Prepayments for a Service)

Allow certain services to be booked without requiring a credit card and exempt them from the Cancellation Policy.

Disable Card Capture for Cancellation Policy on In-Person & Virtual Services

This guide will show AR users (with AR Pay activated and approved) how to create and/or manage your cancellation policy.

Create or Manage Your Cancellation Policy

Enroll appointments into the cancellation policy to protect against last minute cancellations and no shows.

Enroll an Appointment in the Cancellation Policy or Charge a Cancellation Fee

Service Deposits & Cancellation Policy for Appointments 

Streamline your appointment management process and ensure that your patients receive timely reminders.

Creating Appointment Reminders

This guide will show you how to add social media review links to email and sms.

Add Social Media Review Links to Emails and SMS

Aesthetic Record sends emails and texts after bookings and for provider check-ins. Learn about each section and the option to toggle off.

Configuring & Managing Communication Options for Patient Appointments

This guide will show you how to create a survey and attach it to a service.

Surveys: Sending out automated future service reminders

Configuring Patient Communications for Appointments

iOS Calendar: Provider & Front Desk Enhanced Views

This guide provides step-by-step instructions on how to isolate your services using verticals.

Isolate Your Services Using Verticals

Step-by-step instructions on how to navigate and utilize different calendar views in Aesthetic Record

Calendar Views (By Day, Week, Vertical, Clinic, and Provider View)

Manage upcoming appointment details from the calendar for no shows, cancellations, and check ins.

Managing Appointment Details through the Web

You can confirm appointments or check patients in via the web or the app.

Confirm an Appointment or Check a Patient In

Calendar Views & Appointment Details

Discover the new and improved Clinic View, offering full functionality to streamline your booking process.

Scheduling from Clinic View

Appointments can be rescheduled easily from your AR calendar.

Reschedule/Edit An Appointment

Change the Duration of an Appointment

This guide will show you how to book an appointment from the AR provider app.

Book an Appointment from AR Provider App

In addition to your online booking page, you can manually schedule appointments for your patients via the web, app, or the patient profile.

Manually Book an Appointment for the Patient via the Web and iOS App

This guide will show you how to schedule and conduct virtual visits for appointments and Good Faith Exams

Scheduling & Conducting Virtual Appointments (Telehealth)

This guide will show you how to manage the patient waitlist.

Managing the Patient Waitlist

Inform your provider of client special requests or details regarding your client's appointment by adding a note to the appointment.

Add an Appointment Note

This guide walks you through the steps of setting up a clinic and special booking link for Pop-Up parties and events.

Create and Manage Pop-Up Parties/Events in AR

Booking/Editing Appointments from AR 

LINK Payments for Online Booking (Stripe)

This guide provides step-by-step instructions on how to enable or disable online booking for clinics, providers, or services.

Enable/Disable Online Booking for Clinics, Providers, or Services

Manage your Clinic Settings for Online Booking, eCommerce, and Clinic Map and Address views for your Online Booking URL .

Setup Your Online Booking & eCommerce Portal

You can update your booking increments and lead time as well as enable and disable the "Book with First Available" button via web.

Update Booking Increments, Lead Time, "Book with First Available", and Patient's Ability to Cancel or Reschedule

For accounts with a dedicated, 2-way inbox, to stay compliant with A2P-10DLC & ensure mobile carriers do not block outgoing messages.

Add Your Privacy Policy to Online Booking

Create your key events and conversions with new OB URL structure & GA-4 Best Practices

Setting Up GA-4 with New Online Booking

How to Update a DNS Record Using a CNAME to Point Your URL to AR Online Booking

Online Booking & eCommerce Settings

This feature allows you to view a full list of clients that have booked, canceled, no showed, rescheduled, and confirmed their appointments!

Booking History

Step-by-step instructions on how to manage no-show appointments in Aesthetic Record.

Manage No-Show Appointments in Aesthetic Record

Cancellation Invoices and Reports

This guide will show you how to utilize the Leads Tab to manage abandoned bookings.

Utilizing the Leads Tab to Manage Abandoned Bookings

Booking History (No-Shows, Cancellations, Abandoned Bookings)

Aesthetic Record Home

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