Aesthetic Record

This guide provides step-by-step instructions on how manage metrics in Aesthetic Record.

View your Sales and Procedure Metrics Following an Appointment in Aesthetic Record

Aesthetic Record's appointment calendar can be synced with Google Calendar to display your upcoming appointments.

Sync Your AR Schedule to Google Calendar

We have many reports in Aesthetic Record that your practice can benefit from using. We'll take you through each report and its purpose!

Appointment Reports Overview

Calendars

Aesthetic Record Home

FAQs

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

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.

Style guide

Article page title

Home hero title

English

Español

url(https://downloads.intercomcdn.com/i/o/byyui46h/969385/1ae4785ad628795795197dc1ff80/198393437e3a89e8f580d13178a84cf7.png)

Account Settings 

Add/Delete a Clinic or Manage Clinic Information

Updating Business Information and Uploading your Logo

Patient vs Client Tab

Clinic Notifications for Appointments and Check Ins

Change Main Admin on Your Account

Hide Deleted Clinics from Sales Tab, Business Insights & User Profiles

Clinic/Business Information

Steps for Adding a New Provider in Your Clinic

User Settings & Management

Manage Your Login Information

Provider Settings

Manage User Privileges & Activity 

Manage your AR Subscription

SMS Segment Charges & Reporting

Billing & Subscription

Exporting Sales Invoices For Payroll

How to set up Commission for Providers and Commission Reports

Dashboard Settings

Patient Referral Sources & Referral Report

Using the Time Clock (Timecard) in Aesthetic Record

Report Settings

Manage Consent Forms

Manage Pre and Post Treatment Instructions

How to Create and Utilize Dot Phrases (Preconfigured Notes)

Restore Deleted Procedures, Forms, Clients, Notes, and Surveys

Configure & Manage Document Expiration Settings for Account & Patients

Creating Multiscale Questionnaires

Creating Simple Questionnaires

On-Demand: Send Paperwork to Patient Portal Without Needing an Appointment!

Creating & Using Provider Questionnaires

Clinical Documentation & Forms Management

Changing Payment Method in the Patient Portal

Create, Edit, or Delete a Patient Profile

Add Additional Photos to the Gallery of a Cosmetic Procedure

Patient Management

iOS: Changing a Patient's Gender to Non-Binary

Add, Edit, or Delete a Credit Card through the Patient Profile

"Do Not Call" or "Fire This Patient" via the Patient Profile

Change the Patient's Profile Photo

Sex at Birth — Patient Profile Field

Viewing and Managing Patient Side Panel Information on the Web

Updating Patient Profile Information: Practice Facing

Export Patient Procedures and/or Photos Via the Web and App

Documents File in the Patient's Profile

Patients: Document Repository

Medical History Form

Patient Vitals: How to Configure Settings, Record Vitals & Create Progress Graphs on the Web / App

Conduct a Fitzpatrick Skin Type Test

Record Patient Vitals & Medical History

Filtering the Patient List

Merge Duplicate Patient Profiles

Import or Export Your Patient List

Bulk Delete Leads from the Web

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

Delete Multiple Patient Profiles on Web via Bulk Delete

Quick Link to Patient Profile from Inbox on Web

Patients Tab & Bulk Actions

Create & Manage Sticky Notes

Review a Patient's Past and Upcoming Appointments (Web & Provider App)

Create a Treatment Plan Template and Add a Treatment Plan to the Patient's Profile

FAQ: Understanding Treatment Plan Templates

Patient Notes, Appointment Information & Treatment Plans

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

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

How to Send a Text2Pay Link When Booking an Appointment

Booking by Rooms in Aesthetic Record

Scheduling, Online Booking & eCommerce

Adding, Editing & Deleting Provider Schedule Templates

Print One or All Provider's Appointment Schedules

Book an Out of Office Event

Manage Provider Schedules & Availability 

Equipment and Resources

Create and Manage Services in Aesthetic Record

Manage Surveys

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

Creating Services for Booking

Service Deposits (Prepayments for a Service)

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

Create or Manage Your Cancellation Policy

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

Service Deposits & Cancellation Policy for Appointments 

Creating Appointment Reminders

Add Social Media Review Links to Emails and SMS

Configuring & Managing Communication Options for Patient Appointments

Surveys: Sending out automated future service reminders

Configuring Patient Communications for Appointments

iOS Calendar: Provider & Front Desk Enhanced Views

Isolate Your Services Using Verticals

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

Managing Appointment Details through the Web

Confirm an Appointment or Check a Patient In

Calendar Views & Appointment Details

Scheduling from Clinic View

Reschedule/Edit An Appointment

Change the Duration of an Appointment

Book an Appointment from AR Provider App

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

Scheduling & Conducting Virtual Appointments (Telehealth)

Managing the Patient Waitlist

Add an Appointment Note

Create and Manage Pop-Up Parties/Events in AR

Booking/Editing Appointments from AR 

LINK Payments for Online Booking (Stripe)

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

Setup Your Online Booking & eCommerce Portal

Online Booking & eCommerce Settings