Appointments via Control Center (web)
Viewing Your Calendar in Vertical, Clinic or Provider View
The AR calendar gives a few different view to see all the providers and appointments booked for a given time. You will be able to view via clinic, provider, or vertical view. Clinic View Go to the appointments tab Click on Clinic View on the right ...
Reschedule An Appointment
Appointments can be rescheduled easily from your AR calendar. Go to the Appointments tab Click on the appointment you would like to edit or reschedule Click Edit at the top If you need to change the time on that date- select a new time below and ...
Book an Out of Office Event
You can use out of office events to put blocks on your schedule. This will block out the time, so that patient's and your staff will not be able to schedule a patient appointment during your OOO event. We recommend using this for lunch breaks! Go to ...
Confirm an Appointment or Check a Patient In
You can easily confirm an appointment for a patient within your AR system! First, we highly recommend turning on the two way texting inbox. You can use this inbox to text your patients, and ask them for confirmation of their appointment. You could ...
Manage Provider Schedules
Provider schedule is a dedicated time that a provider plans to see patients. If a providers schedule is active during a certain time, a patient would be able to schedule via online booking. Add Provider Schedule From the Control Center, Click on ...
Service Deposits at the time of Booking
A Service Deposit will allow you to choose a specific amount that you would like to charge at the time of booking. This feature works with both in clinic booking and online booking. Note: You must have an active and approved point of sale account in ...
Service Verticals
Service Verticals allow you to visually group services together on your calendar, or create a specific booking link that only shows certain services. Service Verticals can be used internally just to organize the calendar. Verticals van be used to ...
Service Deposits (Prepayments for a Service)
Service Deposits allow your practice to set up an amount that you want to accept during the time of booking. This is applicable for both in practice bookings and online booking. Set Up Service Deposits Login to any web browser with your AR ...
Booking Appointments via Control Center (Web)
Booking an Appointment Through the Control Center (Web) You can book appointments through the Web by clicking on the Appointments tab, and accessing your Web calendar. Keep in mind in order to book appointments you must have your availability set up. ...
Update Booking Increments and Lead Time; Enable "Book with First Available"
Update Booking Increments and Lead Time; Enable "Book with First Available" You can update your booking increments and lead time as well as enable and disable the "Book with First Available" button via web Log in to your account via ...
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
Equipment can be defined as: Any service that requires a physical device to perform the service. Resources: can be defined as a room, chair for example that is needed to perform a service. Adding or Editing the Equipment or Resource Schedule Once ...
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 ...
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 ...
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 ...