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215 guides for running your clinic. Search, or browse by topic.
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Setting up your clinic Finding and sharing your booking link Where the money goes when a patient pays online Setting booking reservation fee amounts Reminders and lifecycle messages Sending forms to patients Importing patients from a spreadsheet Buying SMS credits
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Getting started 10 articles
- Changing your password
- Connecting Stripe to take payments
- Inviting your team
- How the booking page picks a date for patients
- Waitlist auto-fill and claim links
- Marking a no-show and what happens next
- Merging duplicate patients
- Using a reviewed Heidi note in AesthetiClinic
- Signing off a treatment record
- How form templates and versions work
- Sending forms to patients
- Chasing outstanding forms
- Applying a discount in clinic
- Card payments for invoices and booking reservation fees
- Choosing your currency, and why it locks
- The stock reports
- The staff report
- Conversion breakdowns: devices, sources, treatments and A/B tests
- SMS credits
- The rebook nudge and treatment recall, and how they differ
- Previewing your automated emails with a test send
- Collecting Google reviews automatically
- Setting up prepaid packages
- Selling and redeeming memberships and packages
- Tracking stock and stock takes
- Prescriptions and the face-to-face rule
- Emergency and complications guidance: where to find it
- Booking profiles: how practitioners appear to patients
- How practitioner seats and billing work
- What an Admin seat can and cannot see
- Signing off your migration
- Your migration page during a managed move
- Carrying marketing consent across in an import
- Finding a change in the audit trail
- What is inside your data export
- Your Data Processing Agreement, and what changed in version 1.2
- Your Shifts page now shows the whole month
- Map a treatment on your patient's own photo
- Finding the right form to send is quicker