Surveys: Sending out automated future service reminders

A. Create a Survey

Log in to your account via https://app.aestheticrecord.com/login. Click on Settings > Surveys > Create Survey.

Name your survey first, type in a question, and then on the left where it says "textbox," click on that to select the type of answers you want to use for each question.

Yes/No: The client will be given a choice between Yes and No.

You can ask the question:
"Have you booked your wrinkle relaxer appointment yet?"

The answer option will be Yes/No

B. Attach the survey to the service

Once your survey has been created, head to the Appointments tab, click on the wrench icon ->Smart Configuration and Services.

Click on the service that you'd like to attach the survey to and scroll to the bottom of the page where it says Surveys.

Select the survey that you created and the amount of time after the service you want this to send out.

This can be immediately after the service, a few hours later, or even the next day, depending on your preference. You can also add multiple surveys by clicking the blue plus sign on the right. Click save.

Once the client submits the survey, it will take them to the "Thank You" content page which will also include a "Create Appointment" button at the top right that they can click to schedule their next appointment.

You can customize the "Thank You" content page by clicking Appointments, Wrench Icon, Smart Configuration, Communication, Survey.

Here you can prompt the client to click the "Create Appointment" button by customizing the verbiage and reminding them to schedule their next appointment.