Checking out Patients
Evolus QuickConnect Rewards
How to use Evolus QuickConnect 1. You must have charted items specifically from Evolus that show in the cart. 2. Once you are at the cart screen, you can click on Redeem under Evolus Rewards 3. Must log in with your practice Evolus Portal at least ...
How to sell and redeem packages (wallet credits)
It is important to properly account for packages sold and what we call Wallet Credits and Wallet Debits. From a business standpoint, it is important to keep track of the liabilities of services you have on the books. Selling Packages means selling a ...
Taking payment with your Clearent desktop card reader
Taking payment with your Clearent desktop card reader After creating an invoice inside of the Aesthetic Record app, select "Mark Frontdesk Checkout" from the "Options" menu. Then, head to your desktop. Follow these steps once you're inside of your ...
How To Use Clearent Virtual Terminal
How To Use Clearent Virtual Terminal and Desktop Card Readers Don't have Clearent? Click Here to inquire on how to activate this in your account! A. Setting up the Clearent Virtual Terminal After being approved to process with Clearent, you should ...
Create, Sell, and Redeem an eGift Card
Create, Sell, and Redeem an eGift Card Create eGift Cards and send them to the ones that are near and dear! 1. Create the eGift Card Login to your account via https://app.aestheticrecord.com/login. Go to Settings Click POS Click on eGift Cards ...
Cash Drawer
Cash Drawer Use this guide to manage your cash drawer Login to your account via https://app.aestheticrecord.com/login. Go to the Sales tab Click Cash Drawer Manage your cash settings from this screen You can open the cash drawer each day and then ...
Redeem an Item from the Wallet
Redeem an Item from the Wallet Redeem a session/product, BD/Aspire points, or dollar credits from the patient's wallet via app In this article, you'll find information on how to: 1. Redeem a Session or Product (discount package) 2. Redeem BD or ...
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 ...
POS Quick Buttons
POS Quick Buttons Group together the services, products, and packages you sell most often to fasten the checkout process. Login to Aesthetic Record via web, and click on the settings widget. Click on POS Click on the POS QUICK BUTTON Give your POS ...
Add Products/Packages, Dollar Credits, or BD(Alle)/Aspire Points to the Wallet
Add Products/Packages, Dollar Credits, or BD(Alle)/Aspire Points to the Wallet Easily add products/packages, dollar credits, and BD/Aspire points to the patient's wallet via web or app In this article, you'll find information on how to: 1. Add ...
Desktop Terminal: Checking a Patient Out from the Computer
Checking a Patient Out from the Computer Checkout process. Important Note: In order to use the Desktop Terminal, the invoice will need to be created from the Aesthetic Record app. The invoice will need to be marked as a front desk checkout to be ...
Create Discount Groups
Create discount groups Login via control center (web) Click on Settings POS Promotions Discount Group in the top right corner You can begin adding products into this group - for example if you want to offer a promotion on ANY type of filler you ...
Add a Custom Discount at Checkout
Add a Custom Discount at Checkout Enter a discount that is applied to the entire transaction rather than using individual item's discount With Aesthetic Record, you can apply a customized discount on an entire cart during the checkout process. The ...
Create an Invoice, Check Out a Patient, or Generate a Quote
Use this method to take a payment from a patient's procedure, without a procedure, or for a balance via app If POS is enabled on your AR account, you can take a card (with or without a card reader) or cash payment from a patient via the AR app. In ...
Correct an Item or Amount on an Invoice
Correct an Item or Amount on an Invoice Void an invoice and send the money to the wallet via web and create a new invoice via app! Once payment is taken, you can no longer edit the information (amount and item) on an invoice, but in this article, ...
Manage Invoices
View your patient's past invoices and cancellation charges via web and app; refund or void an invoice via web Once a payment from the patient is successfully taken, the invoice/receipt will be kept under Payment History (web) or Past invoices (app) ...
Attach an Appointment to a Procedure
Attach an Appointment to a Procedure Tie in the patient's appointment to a procedure via web and app Linking an appointment to a procedure will do the following: - Attaches the forms completed by the patient from the patient portal - Changes the ...
Create a Package or Special Discount
Add discount packages or special discounts via web and add the discount/discount package to the cart via app In this article, you can learn how to: A. Add a Package or Special Discount via Web B. Create a Discount Group C. Add the Discount/Discount ...
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 ...