Skip to main content
All Collections
Scheduling and Online Booking
Scheduling and Online Booking

Booking Appointments, Managing Your Calendar, Cancellation Policy and No Shows, Email and SMS Communication, Google Tracking, Manage Services Offered, Online Booking and Patient Portal, Patient Waitlist, Telehealth

43 articles
Book an Appointment from AR Provider AppThis guide will show you how to book an appointment from the AR provider app.
Manually Book an Appointment for the Patient via the Web and iOS AppIn addition to your online booking page, you can manually schedule appointments for your patients via the web or the app.
Add Social Media Review Links to Emails and SMSThis guide will show you how to add social media review links to email and sms.
Enroll an Appointment in the Cancellation Policy or Charge a Cancellation FeeEnroll appointments into the cancellation policy to protect against last minute cancellations and no shows.
Create or Manage Your Cancellation PolicyThis guide will show AR users (with POS activated and approved) how to create and/or manage your cancellation policy.
Print One or All Provider's Appointment SchedulesEasily print the daily or weekly appointment schedules of one or all providers in your practice via web.
Scheduling & Conducting Virtual Appointments (Telehealth)This guide will show you how to schedule and conduct virtual visits for appointments and Good Faith Exams
Update Booking Increments and Lead Time; Enable "Book with First Available"You can update your booking increments and lead time as well as enable and disable the "Book with First Available" button via web.
Turn off the Cancellation Policy for certain services using Disable Card CapturePrevent certain services from requiring a credit card to book
Setup Your Online Booking & eCommerce Portal
Enable/Disable Online Booking for Clinics, Providers, or Services.This guide provides step-by-step instructions on how to enable or disable online booking for clinics, providers, or services.
Book an Out of Office EventYou can use out of office events to put blocks on your schedule and prevent an appointment from being scheduled.
Adding, Editing & Deleting Provider Schedule Templates
Configuring Booking and Communication Options for Aesthetic Record AppointmentsAesthetic Record sends emails and texts after bookings and for provider check-ins. Learn about each section and the option to toggle off.
How to Make eGift Cards Available for E-commerceThis guide will show you how to make eGift cards available for E-commerce.
View and Manage Online Booking URL's and the Patient Portal URLConfigure your online booking link & share publically
How to Register and Access the Patient PortalThe Patient Portal is where the patient profile is displayed.
Create and Manage Services in Aesthetic RecordThis guide provides step-by-step instructions on how to create and manage services in Aesthetic Record!
Utilizing the Leads Tab to Manage Abandoned BookingsThis guide will show you how to utilize the Leads Tab to manage abandoned bookings.
Managing the Patient WaitlistThis guide will show you how to manage the patient waitlist.
Do Not Disturb Consent FAQs
Sync Your AR Schedule to Google CalendarAesthetic Record's appointment calendar can be synced with Google Calendar to display your upcoming appointments.
Equipment and ResourcesAssociating equipment or resources to your service offerings ensures that double booking never occurs with resources or equipment.
Surveys: Sending out automated future service remindersThis guide will show you how to create a survey and attach it to a service.
Add an Appointment Note
Change the Duration of an Appointment
Creating Appointment Reminders
Adding a GA4 Measurement ID to the Online Booking & eCommerce Portal
Cancellation Invoices and Reports
Service Deposits (Prepayments for a Service)
Appointment Reports
Manage No-Show Appointments in Aesthetic Record
Calendar Views (By Day, Week, Vertical, Clinic, and Provider View)
iOS Calendar: Provider & Front Desk Enhanced Views
Changing Payment Method in the Patient Portal
Clinic Notifications for Appointments and Check In's
Manage Surveys
Confirm an Appointment or Check a Patient InConfirm a patient appointment and notify providers when a patient has arrived.
Two Way Inbox (SMS Texting)This guide provides step-by-step instructions that cover enabling, disabling, and managing the inbox effectively.
Reschedule/Edit An AppointmentAppointments can be rescheduled easily from your AR calendar.
Isolate Your Services Using VerticalsThis guide provides step-by-step instructions on how to isolate your services using verticals.
SMS Segment Charges & Reporting
Enable Membership Decline SMS & Email