Create a survey, attach it to a service, and begin collecting stats for your providers and services via web
With a survey, you can gauge your client's overall happiness with your service, provider, and clinic, and see how likely they are to recommend and use your services again by capturing your Net Promoter Score (NPS).
You can review your survey stats in the survey insights section and gain a better understanding of your client satisfaction.
In this article, you'll find instructions on how to:
Log in to your account via https://app.aestheticrecord.com/login to do this and click on Appointments > the Gear Icon (next to Clinic View)>Smart Configuration > Communications > Survey > Email.
From this page, make sure that the two underlined snippets in the screenshot below are added in the survey email template so that the system will pull the survey forms that you created and send those to the patient.
If you want to add a Google or Social Media Review link, you can add it here as well.
Additionally, you can add in your online booking link (for new patients), your patient portal link (for existing patients), or your clinic phone number here in case the patient needs to schedule their next appointment.
It's imperative that all these three steps are taken in order for the patient to successfully receive the survey forms:
1. Create a survey form.
2. Attach the form to the service.
3. Make sure the two snippets are added in the survey email template, and if applicable, the Google or Social Media Review link.
Should you wish to review and edit your existing surveys, log in to your account via https://app.aestheticrecord.com/login. Click on Settings, Surveys, and then click on the survey you want to view, edit, unpublish, or delete.
**Surveys can also be utilized to send out appointment reminders. Example: Have you booked your Wrinkle Relaxer appointment? and set the survey to send 3 months after the scheduled appointment
If you want to disable but not completely delete the survey, click on Unpublish. If you want to delete the survey, click on Delete.
After you‘re finished with your edits, click on Save.
In order to pull an NPS report, log in to your account via https://app.aestheticrecord.com/login. Click on Business Insights, NPS, Create report, select the report type that you want to pull, and then Continue.
Select the last one if you want to view the survey results. Additionally, you can only view the survey results/answers if you're on the Accelerator Plan.
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