Your migration page during a managed move
Last updated
If we are moving your records for you, the Your migration page shows the saved progress of your move.
The five stages
A progress stepper across the top tracks the whole move: Planned, In progress, Your review, Signed off and Complete. Completed stages get a tick; the current one is highlighted.
What we're moving
Below the stepper, a checklist covers each kind of data:
- Treatment menu & pricing
- Patients
- Appointment history
- Future bookings
- Booking reservation fees, balances & vouchers
- Consent documents
- Photos
- Forms & templates
- Prescribing history
- Aftercare documents
- Financial archive (receipts & ledger)
- Reception notes
- Booking fees carried
- Patient documents
- Consultations already done
Each item carries a status chip (Not started, In progress, Imported, Confirmed, or Not needed) and, where counts are known, a running tally such as 412 of 500 moved. The page also shows which platform you are moving from and, once agreed, your switch-over day.
Sending us a login
If Sending us a login is shown, the clinic owner can choose Which login, enter Username and Password or key, then press Send securely. Please do not email a password. The login can be opened once and is deleted when read, or after seven days if unread. Use Withdraw while it is still waiting if you need to take it back.
Starting a managed move
If the page says No migration in progress and you are switching from another platform, email hello@aestheticlinic.io. We run the whole move for you: patients, bookings, consent documents and photos, with an agreed scope and switch-over day.
When everything is in, the move enters Your review and it is your turn to check the records; see Signing off your migration.
Messages during your move
Your clinic owner can receive an email when the imported records are ready to review, a reminder the day before the agreed switch-over date, and a recap after training. The training recap can include notes or a recording link when supplied.
The reminder is sent during the 09:00 hour in UK time on the day before your recorded switch-over date. It helps you check your payment setup, reservation fee policy, team access and booking links.
Your first week after switching
Once the migration is signed off, your team sees a go-live notice from the switch-over date for seven days. Dismissing it hides it on that browser.
These are messages for your clinic team. Moving patient records does not automatically send portal invitations or switch patient messaging on.