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Create and Manage Services in Aesthetic Record
Averie Holcombe |
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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!
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Navigate to [https://app.aestheticrecord.com/appointment/provider/74702/clinic/1/day](https://app.aestheticrecord.com/appointment/provider/74702/clinic/1/day)
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Click "Appointments"
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Click the wrench icon
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Click "Smart Configuration"
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Click "Services"
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First, you will need to create categories for your services. Start by clicking "Manage Categories"
Once you've created categories, click "Create Service"
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Add the category for the service.
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Type in the service name.
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(Side note: The service name and category will reflect on the booking portal for patients to view)
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Attach the clinic(s) that are available for this service.
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Attach the providers that are able to perform this service
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"Can't book with" allows you to prevent specific services from being booked together in the same appointment
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If the service requires a deposit, click "yes" and add the price in the textbox below
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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.
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Choose the duration of the appointment (this will be the amount of time blocked off on your calendar for the service)
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If you would like this service to be available for online booking, toggle this on.
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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
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Click the "Cosmetic" or "Health Timeline" depending on the service.
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Next, tie the corresponding paperwork for that service (This includes Questionnaires, Consents, and Pre and Post Treatment Instructions)
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Tip! You must create paperwork in "Clinical Documentation" before tying it to a service
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Add a description for your patients to view on the booking portal. You can also tie a survey to the service.
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Once you're done, click save
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In the steps below, you will see where the services reflect on the booking portal
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Click "Services"
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Service categories will reflect in the dropdown menu
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Once you click on a category, a list of the services in that category will pull up
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Your patients can view the service details and book the appointment from here!
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All done!
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