Create a Survey

Manage Surveys

Create a Survey
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:

A. Create a Survey and Attach it to a Service

B. Edit Your Survey Email Template

C. View, Edit, Unpublish, or Delete a Survey

D. Export an NPS Report (view survey results)


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 type of answers you want to use for each question.

Textbox: The client can type in their answer (explanation).

Yes/No: The client will be given a choice between Yes and No.

Single Choice: The client is asked to highlight one choice among many.

Multiple Choice: The client is asked to highlight any choice that is applicable.

Opinion Scale: The client is asked to rate on a scale from 1 - not likely to 5 - very likely.

File Upload: The client is asked to upload a file.

You can add a note to your question by toggling Description on. This description can further explain and clarify your question.

If you want to clone your question, click on the two overlapping file icon on the left. If you want to delete your question, click on Delete on the right.

On the top right corner, click on the Add Question button to add more questions to your survey. Continue adding questions until you are satisfied.

Review your survey using the preview section on the right of your screen. Click on Full Screen View to preview your survey in full screen.

Once you're happy with your survey, click on Save.

To attach a survey to a service so that after the appointment, the survey is sent to the patient, please click here: Manage Services for Booking

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B. Edit Your Survey Email Template

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.

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C. View, Edit, Unpublish, or Delete a Survey

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.

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D. Export an NPS Report

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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