The customer notes section is generally where you can log any private notes that you would like to keep for a client. The customer notes are visible only to clinic staff.

In this article, you can learn how to:

A. Add, Edit, View, or Delete Customer Notes via Web

B. Add, Edit, View, or Delete Customer Notes via App

A. Add, Edit, View, or Delete Customer Notes via Web

Log in to your account via https://app.aestheticrecord.com/login. Click on Patients, enter in the patient's name in the search box, click on their profile, and then Customer Notes at the top.

If you don't see the Customer Notes tab, ask your Head Admin to update your user privileges and click the Add/Edit Customer Notes box for you. Once it's updated, please log out and log back in for the change to take effect.

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B. Add, Edit, View, or Delete Customer Notes via App

Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon above it. Type in the patient's name in the search box. Tap the profile and the three dots in the top right. Then click on Profile.

On the next page, the three dots in the top right, and then Patient Notes.

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Add, Edit or Delete a Patient Profile
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