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

A. Add Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via Web

B. Add Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via App

A. Add Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via Web

Log in to your AR account via https://app.aestheticrecord.com/login.

Click on the Patients/Clients tab at the top. In the search box, type in the name of the patient. Once the profile of the patient shows up, click on it.

From the patient's timeline. click on Patient Wallet at the top. On this page, you can add or remove dollar credits, BD or Aspire points, and products/packages from the patient's wallet.

If you don't see the Add/Remove buttons on the web, please ask your Head Admin to update your user privileges and click the Add/Remove Dollar Credits box for you. The instructions can be found here. Once it's updated, please log out and log back in for the change to take effect.

Important note: Prepaid discount packages, products, and services are automatically added to the wallet once the payment is taken.

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B. Add Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via App

Log in to your account via the AR app. From the All Patients page, hit the bubble icon in the bottom right and then the magnifying glass icon above it. Type in the name of the patient. Once their profile shows up, tap it.

You'll be then taken to the patient's timeline. From their timeline, hit the 3 Dots in the top right and then Wallet. From that page, swipe from right to left to add or remove dollar credits or BD/Aspire points.

Important note: Prepaid discount packages, products, and services are automatically added to the wallet once the payment is taken.

 

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Want to know more?

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
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Set your Account up to Accept Payments
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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