Aesthetic Record

This feature enables you to filter and export your client list using advanced criteria tailored to your specific needs.

Filtering the Patient List

Follow the steps below to merge duplicate profiles in AR!

Merge Duplicate Patient Profiles

This guide provides step-by-step instructions on how to import or export your patient list.

Import or Export Your Patient List

Bulk Delete Leads from the Web

Sending and resending the patient portal invite email to your patients

Configure Patient Portal Email Settings & Resend The Invite Email to Patients

Delete Multiple Patient Profiles on Web via Bulk Delete

Patients Tab & Bulk Actions

Aesthetic Record Home

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Create your workspace and invite the people you work with.

Set up your account

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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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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