On Demand Virtual workshop

On-Demand Virtual Workshops

Learn at your own pace with our on-demand virtual workshops! These pre-recorded sessions provide in-depth walkthroughs of different areas of our software system, guiding you step-by-step through essential features and workflows. Whether you're a new user looking for a foundational overview or an experienced user exploring advanced tools, these workshops are designed to fit your schedule and learning style.

What to Expect:

Comprehensive Training –

Expert-led sessions covering key system features.

Anytime, Anywhere Access –

Learn when it’s convenient for you.

Step-by-Step Walkthroughs –

Watch, pause, and follow along at your own pace.

Prefer a live session? Sign up for our LIVE walkthroughs here!

Workshop 1

Account Settings, Booking Appointments & E-Commerce

Get started with the essentials! In this workshop, we’ll walk you through key account settings to help you set up and manage your system efficiently. You'll learn how to configure users, clinical documents, schedules, services, calendars, the patient portal, and more. Whether you're new to the system or looking for a refresher, this is the perfect place to begin!

Workshop 2

Inventory Management & Documentation

Master your inventory and procedure documentation in Aesthetic Record! In this workshop, you'll learn how to add and manage inventory for effective stock tracking and pricing. We'll cover adding service items, retail products, and pricing variations—then guide you through starting a procedure and charting them properly. Perfect for ensuring accurate records and smooth operations!

Workshop 3

Capturing Payments & Creating Promotions

Streamline your sales process with Aesthetic Record’s integrated POS system! In this workshop, we’ll explore how to create discounts, packages, and e-gift cards, as well as how to check out using QuickPay. Plus, we’ll walk through the Chart-to-Cart flow to ensure a smooth and efficient checkout experience. Join us to optimize your payment and promotion strategies!

Workshop 4

Memberships & Client Loyalty

Boost client retention and generate recurring revenue with Aesthetic Record’s membership and loyalty features! In this workshop, we’ll walk through setting up memberships, including perks, benefits, and the seamless checkout flow. Learn how to create a loyalty program that keeps clients engaged and coming back!

Workshop 5

From Booking to Billing – A Full Flow of AR

Put it all together! Whether you're a front desk user, provider, or admin, this workshop will guide you through the complete Aesthetic Record workflow. We’ll cover the basics of booking appointments on both the web and app, starting a procedure, and seamlessly taking payment. Perfect for anyone looking to understand the full client journey from start to finish!