In this article, you'll find information on how to:

A. Activate POS on the Account

B. Add In Your Bank Account Information

A. Activate POS on the Account

Important note: Only the Head Admin on the account can set this up as the POS Settings tab is visible only to them.

If POS is activated on your account, you're able to:

Take card (with or without a card reader) and cash payments

Require patients to enter their CC info when booking online

Access and export Sales reports from Business Insights

Run multiple-tier membership programs

Create packages and special discounts

Use the patient wallet system

Create and sell eGift cards

Add treatment plans

If you deactivate POS on your account, you'll lose access to all of these features as well as the saved CC infos of your patients.

To activate POS on your account, log in to your account via https://app.aestheticrecord.com/login. Click on Settings > POS > POS Settings > Enable POS in the top right.

Click on Setup Account, enter the required information, and when you're done, hit Save.

Next, if you're located in the US, you can reach out to us via live chat to place a card reader order.

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B. Add In Your Bank Account Information

In order for payouts to be credited to your bank account, make sure you have your bank account info added in.

Important note: Only the Head Admin on the account can set this up as the POS Settings tab is visible only to them.

Log in to your account via https://app.aestheticrecord.com/login. Click on Settings > POS > POS Settings > Payout Settings > Add new bank account.

If you're adding in a new bank account, follow the same steps but make sure to hit Set as Default afterwards to make it your default bank account.

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Want to know more?

Add Brilliant Distinctions, Aspire Rewards or a Dollar Credit to Wallet
Take a Payment
Checking a Client Out from the Computer
POS Quick Buttons
How To Use Front Desk Checkout
How To Redeem a Session, Product or Package from the Wallet
Invoice Disclaimer Text
How do I Change my Bank Account For Processing?
How Do I Change The Email and Phone Number for My Stripe Account?
Cash Drawer 

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