Account Settings
Patient Referral Sources & Referral Report
Add Patient Referral Sources Click on the Settings wheel then go to Report Settings > Patient Referral Sources Once inside, you'll find a list of pre-activated referral sources. You can click "Deactivate" to turn the sources off or click "Activate" ...
Manage Clinics or Business Information
Add a Clinic Log in to your account via https://app.aestheticrecord.com/login Click on Settings Account Setup Manage Clinics Create Clinic Enter in the details of your clinic and hit save Delete a Clinic or Location Log in to your account ...
Adding Users to Your Aesthetic Record Account
Adding a User In order to add a new user to your AR account follow the steps below: Login via web Go to Settings Click Teammates > Users > Create User Enter in the details of the new user you want to add: IMPORTANT: If this user is tied to another AR ...
Upgrade to the Accelerator Plan
Upgrade to the Accelerator Plan Get access to two-way text messaging, marketing integrations, TouchMD, Video before/afters and advanced reporting! First you will want to start by logging into your Aesthetic Record account on the control center. Go to ...
Upload Your Business Logo
Upload Your Business Logo Add your clinic's logo and display it on the online booking and patient portal and your clinic's eGift Cards Adding a logo allows you to display it on your clinic's online booking and the client portal. You can also use it ...
Review User Activity Log
Review User Activity Log View actions that your users take inside of AR Aesthetic Record keeps a log of any action performed by the users at your clinic. You can view, sort and search for any particular activity and keep track of what your users are ...
Attach a Clinic to a Provider's Profile
Add a Clinic to a User Profile Specify the clinic(s) where your users work It is important that you specify where your users work, especially if you have multiple clinics. Aesthetic Record depends on this setting to work out the user's schedule. To ...
Reset or Update Your Password and/or Passcode
Reset or Update Your Password and/or Passcode Reset or update your password and/or passcode via web In this article, you can learn how to: A. Reset Your Password If You Can't Access Your Account B. Update Your Password While Logged In to Your Account ...
Patient vs Client Tab
Patients vs Clients Tab In Aesthetic Record, you have the option to see your clients as "patients" or "clients". You can choose what you want the tab to say at the top of your screen by logging into your account at ...
Understanding Email and SMS Capabilities
Aesthetic Record has the ability to send out emails and texts after appointments are booked as well to providers for check in purposes. In this article we will breakdown each section that would be applied toward and email or sms allotment. You have ...
Manage User Privileges
Through this feature, you're able to control what your employees can and can't see when they're logged in to their AR account. In this article, you'll find information on how to: A. Update a User's Privileges B. Update the Default Privileges of ...