Scheduling
Automated Appointment Confirmations
Appointment Confirmations on the Appointment Book and Aesthetic Record App Aesthetic Record sends automated text confirmations 48 hours prior to a clients appointment. They will receive a message to their cellular device to confirm Y Code to confirm. ...
Service Verticals
A way to group selected services for the purposes of segmenting the calendar view, organizing a Provider's day and creating a curated booking experience for patients. Service Verticals can be used internally just to organize the calendar. Verticals ...
Manage Provider Schedules
Manage Provider Schedules Add, edit, or delete a provider schedule via web In this article, you can learn how to: A. Add a Provider Schedule B. Edit a Provider Schedule C. Delete a Provider Schedule Important note: Only the users who are providers ...
Disable Card Capture
Disable Card Capture Disable card capture inside of the services section By default, whenever a service is booked, it requires your client to enter their credit card information. This works in conjunction with your cancellation policy to ensure that ...
Add an Appointment Note
Add an Appointment Note How to add an appointment note / how to edit an appointment note If your client has any special request or miscellaneous detail regarding their appointment, you can inform your provider by adding a note to the appointment. You ...
Manage Equipment and Resources
Manage Equipment and Resources Adding an equipment schedule and a resource, also editing it Equipment: Certain services require specific equipment to be available. For example, Laser Services and Body Contouring services require a machine. ...
Sync Your AR Schedule to Google Calendar
Sync Your AR Schedule to Google Calendar View your appointment calendar on mobile devices with Google Calendar Aesthetic Record's appointment calendar can be synced with Google Calendar to display your upcoming appointments on mobile devices. ...
Book an Appointment for the Patient
Book an Appointment for the Patient Manually book an appointment for the patient via web or app If, for some reason, the patient is unable to book an appointment from your online booking page, or you disabled online booking, you can schedule the ...
Edit, Cancel, or Mark an Appointment as No Show, and Check a Patient In
Edit, Cancel, or Mark an Appointment as No Show, and Check a Patient In Appointments can be edited, cancelled, or marked as "no show" and the patient can be checked in easily via web or app If you need to edit, cancel, or mark an existing appointment ...
View Schedule from the AR App
View Schedule from the AR App Check all the booked appointments from app. Log into AR App. Click on 3 horizontal lines in the top-left corner. From the menu panel, click on Calendar. Click on the 3 lines to choose the location and provider you would ...
Change the Duration of an Appointment
Change the Duration of an Appointment Edit the duration of your appointment when you are booking via the calendar Go to the appointments tab Hit "create" Fill out all the details, next you will see an edit box next to the duration Click, EDIT, then ...
Print One or All Providers' Appointment Schedules
Print One or All Providers' Appointment Schedules Easily print the daily or weekly appointment schedules of one or all providers in your practice via web Log in to your AR account via https://app.aestheticrecord.com/login. 1. Print One Provider's ...
Manage Services for Booking
Manage Services for Booking Add, edit, or delete services for scheduling purposes via web Services refer to the medical treatments you provide to your patients. The services you'll set up in Smart Configuration will show up on both the online booking ...
Mark an Appointment as Confirmed
Mark an Appointment as Confirmed Mark an appointment as confirmed from the calendar via web Important note: The appointment confirmation toggle can only be accessed in office. If you received an appointment confirmation via a phone call or SMS from ...
Add, Edit, and Delete an Out-Of-Office Event
If, for instance, a provider is open on a specific day from 9AM-9PM (as added in Smart Configuration > Providers) but they need to be unavailable from 12PM-1PM to attend a meeting, an out-of-office event can simply be created for them. Doing this ...
Popular Articles
NPS Surveys: Sending out automated future service reminders
A. Create a Survey Log in to your account via https://app.aestheticrecord.com/login. Click on Settings > Surveys > Create Survey. Name your survey first, type in a question, and then on the left where it says "textbox," click on that to select the ...
Use the Front Desk Checkout
Use the Front desk Checkout Please make sure that you have configured a user as a front desk user in your administrator profile before using this feature. In this article, you can learn how to: 1. Create the Invoice and Send it to the Frontdesk User ...
Set Your Account Up to Take Payments Using Clearent (US Clients Only)
Don't have Clearent? Click Here to inquire on how to activate this in your account! You must be the main admin on the account in order to configure and set up point-of-sale. This gateway for processing is for customer located in the US only. If you ...
Service Verticals
A way to group selected services for the purposes of segmenting the calendar view, organizing a Provider's day and creating a curated booking experience for patients. Service Verticals can be used internally just to organize the calendar. Verticals ...
How to Issue A Refund (Vendor)
How to Issue a Refund to Customers Full and partial refunds can be issued to customers on any completed order. If a customer is eligible for a refund, you can create a refund request from your dashboard against that order. To begin, do to your ...