Create and Manage Services in Aesthetic Record

    • Averie Holcombe |
    • 0 step |
    • 2 minutes
    Tip! To book appointments through the Aesthetic Record calendar and the booking page, you must build out your services in the web first!
    Navigate to [https://app.aestheticrecord.com/appointment/provider/74702/clinic/1/day](https://app.aestheticrecord.com/appointment/provider/74702/clinic/1/day)
    Click "Appointments"
    Click the wrench icon
    Click "Smart Configuration"
    Click "Services"
    First, you will need to create categories for your services. Start by clicking "Manage Categories"
    Then, add the category name. (EX. Injectables, Facials, Laser Hair Removal etc.)
    Lastly, click "Save"
    Once you've created categories, click "Create Service"
    Add the category for the service.
    Type in the service name.
    (Side note: The service name and category will reflect on the booking portal for patients to view)
    Attach the clinic(s) that are available for this service.
    Attach the providers that are able to perform this service
    "Can't book with" allows you to prevent specific services from being booked together in the same appointment
    If the service requires a deposit, click "yes" and add the price in the textbox below
    The deposit will be charged at the time of booking and will be added to the patient's wallet to be redeemed at check out.
    Choose the duration of the appointment (this will be the amount of time blocked off on your calendar for the service)
    If you would like this service to be available for online booking, toggle this on.
    Tip! If your services aren't reflecting on the booking portal, make sure "Clinic Available for Online Booking" is toggled on in Settings>Account Setup> Manage Clinics> Edit
    Click the "Cosmetic" or "Health Timeline" depending on the service.
    Next, tie the corresponding paperwork for that service (This includes Questionnaires, Consents, and Pre and Post Treatment Instructions)
    Tip! You must create paperwork in "Clinical Documentation" before tying it to a service
    Add a description for your patients to view on the booking portal. You can also tie a survey to the service.
    Once you're done, click save
    In the steps below, you will see where the services reflect on the booking portal
    Click "Services"
    Service categories will reflect in the dropdown menu
    Once you click on a category, a list of the services in that category will pull up
    Your patients can view the service details and book the appointment from here!
    All done!
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe