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

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 Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via Web
2. Add Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via App

1. Add Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via Web

Log in to your AR account via https://app.aestheticrecord.com/login. Click on the Patients tab at the top. In the search box, type in the name of the patient. Once the profile of the patient shows up, click on it.
From the patient's timeline, click on Patient Wallet at the top.


On the next page, you can add or remove dollar credits, BD(Alle) or Aspire points, and products/packages from the patient's wallet.
If you don't see the Add/Remove button, ask your Head Admin to update your user privileges and click the Add/Remove Dollar Credits box for you. Once it's updated, please log out and log back in for the change to take effect.
Important note: Prepaid discount packages and services are automatically added to the wallet once the payment is taken so there's no need for them to be manually added to the patient's wallet.


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2. Add Products/Packages, Dollar Credits, or BD/Aspire Points to the Wallet via App

Log in to your account via the AR app. From the All Patients page, hit the blue icon in the bottom right and then the magnifying glass icon above it. Type in the name of the patient. Once their profile shows up, tap it.
You'll be then taken to the patient's timeline. From their timeline, hit the 3 Dots in the top right and then Wallet.


On the next page, swipe from right to left to add or remove dollar credits or BD/Aspire points.
Important note: Prepaid discount packages and services are automatically added to the wallet once the payment is taken so there's no need for them to be manually added to the patient's wallet.




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