To Create a service

  1. Go to Appointments from the navigation ribbon.
  2. Navigate to Services tab.
  3. Click on any service category, you must create a category first - for example Fillers, Wrinkle Relaxer, Laser Services. 
  4. Click on CREATE SERVICE.
  5. Enter the Service Name.
  6. Choose Clinics where the service is available.
  7. Choose Devices (if needed)

(If the service is dependent on any devices so Aesthetic Record will make sure these are free whenever anybody books this service)

   8. Choose Book Online Toggle

(Defines whether clients will be able to find and book this service themselves from your online booking page)

  9. Choose Questionnaires (if needed).

(This will link any questionnaires you have created to this service so a client will be presented it after they book and before the service starts)

   10. Choose Providers who can perform this service.

(Our smart calendar will make sure at least one of these is available at the location needed for patients whenever they book this service.)

    11. Choose Resources (if needed)

(If the service is dependent on any devices so Aesthetic Record will make sure these are free whenever anybody books this service)

     12.  Choose “Can't book with” if needed

(This lets you put in the name of any other service that should NOT be performed at the same time (or on the same day) with this particular service.)

    13. Choose Pre Treatment Instructions (if needed).

(These will be sent out to client’s via email anytime they book this service)

     14.Select Duration time of the service.

(This is the average duration of this service -- this will let your calendar know how much time to block out anytime the service is booked -- make sure to account for any break time needed before and after.)

     15.Type in a description for this service. 

(This description will also be the one your clients see online when booking the service so make sure to keep them in mind.)

    16.Click Save.

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