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Integrated Payment Processing
Cash Drawer, Clearent, Deposit Report, Disputes, e-Gift Cards, Invoices, Memberships, Patient Wallet, Promotions, Stripe Card Readers, Online Booking, Payments From a Procedure, Third Party POS Integrations, Turn on Integrated Payment Processing
36 articles
Grow Your Business Financing with Aesthetic Record & Stripe Capital
Turn on Point of SaleFollow this step by step guide to turn on Point of Sale (POS).
Managing Bank InformationStep-by-step guide for adding a new bank account or chanding your existing banking information for payout settings/processing.
POS Quick ButtonsUtilize POS Quick buttons to streamline checkout by grouping frequently sold services, products, and packages.
Add, Edit, or View the Invoice Disclaimer TextThis guide provides step-by-step instructions on how to add, edit, or view the invoice disclaimer text in Aesthetic Record.
Choosing Payment Methods at CheckoutHelpful information about the different payment methods you can use through Aesthetic Record's checkout flow.
Using Text2Pay from Provider App & Web Portal
Check Out a Patient via the AR iOS AppWith POS enabled, you can take payments through the AR iOS app 1. From a patient's procedure 2. Without a procedure (Quick Pay).
Marking an invoice as Frontdesk Checkout and Checking out from the Web using Desktop TerminalThe provider can generate the invoice and send it to the Front Desk for check out for the patient to pay through the web or through the app
Apply a Discount at CheckoutApply pre-made frequently used discounts, customized discounts to the entire cart, or to a specific item.
Evolus Quick Connect Rewards
Redeem Items from the Patient's Wallet (Package & BOGO)This guide provides instructions on how to redeem an item from a patient's wallet using a package or buy one get one (BOGO) offer.
Add Products/Packages, Dollar Credits, or Alle, Aspire, Xperience Points to the Wallet and Redeem on the AppEasily add products/packages, dollar credits, and Alle/Aspire/Xperience points to the patient's wallet via web or app.
Managing Patient Wallet Settings and ExpirationsAllow patients to bank things into their wallet and set the duration.
Edit Membership Fees & Discounts for New & Existing MembersEdit fees and discounts associated to existing membership programs for patients already enrolled and prior to enrollment
Creating Your Client Loyalty Programs (Memberships)By following this guide, you can easily implement and manage client loyalty programs to enhance customer satisfaction and retention.
Enroll, Edit, Cancel, or Put the Membership on HoldFollow this form to enroll, hold, or disable patients in membership programs.
Create a Membership Agreement & Attach It to a Membership
Enable Membership Decline SMS & Email
Utilizing Patient Membership ReportsNavigate and manage the Membership Reports to understand membership activity and statuses for patients enrolled in your loyalty programs.
Edit eGift Card Balance & ExpirationChange an existing eGift card balance when needed or extend/shorten an eGift card's expiration date.
Create, Sell, Redeem, and Resend an eGift CardHow to create an eGift card via the website, sell an eGift card via app or desktop terminal, resend an eGift card via email.