Aesthetic Manage AI Technologies – Complete Feature Reference

👤 Client Management 6 features

◆Patient Profiles — Full contact info, notes, tags, birthday, referral source, preferred provider, and VIP status (500+ loyalty points).

◆Client Search & Filtering — Search by name, email, or phone; filter by VIP, new, or recent; sort by name or revenue.

◆CSV Import / Export — Bulk import clients from any spreadsheet; export the full client list at any time.

◆Client Timeline — Unified view of all past appointments, treatment notes, consent forms, and loyalty activity per client.

◆Consent History — View all signed and unsigned consent packets directly within the client record.

◆SMS Conversation Thread — Full two-way SMS inbox per client, accessible directly from the client profile.

📅 Appointment Scheduling 10 features

◆Calendar View — Day, week, and month views with drag-and-drop rescheduling.

◆Smart Provider Matching — Auto-assign the best available provider based on service and schedule.

◆Room Assignment — Assign treatment rooms with real-time conflict detection.

◆Buffer Times — Configurable pre/post appointment buffers per service type.

◆Waitlist Management — Add clients to a waitlist; auto-promote when a slot opens up.

◆Deposit Enforcement — Require deposits at booking; track paid/unpaid status per appointment.

◆Cancellation Fees — Automated cancellation fee calculation, tracking, and enforcement.

◆Appointment Status Tracking — Confirmed, completed, cancelled, no-show statuses with staff notes.

◆Multi-Location Support — Book and manage appointments across multiple clinic locations.

◆Online Booking Portal — Public-facing booking page where clients can request appointments online.

✍️ Digital Consent & Intake 9 features

◆E-Signature Consent Forms — Legally-binding digital forms capturing client signature, date, and IP address.

◆Automated Form Delivery — Consent forms auto-emailed when an appointment is created or approved.

◆Service-Specific Matching — Forms auto-matched to the booked service by keyword (Botox, filler, peel, etc.).

◆Secure Token Portal — Clients sign via a unique one-time link — no login required.

◆New Patient Intake Forms — First-time clients automatically receive an intake form before their visit.

◆Branching Intake Logic — Conditional follow-up questions based on patient responses.

◆GFE Exam Templates — Good Faith Exam documentation templates for clinical compliance.

◆Consent Status Dashboard — Live panel showing which upcoming appointments have missing or pending consent.

◆Consent Reminder Alerts — Automated staff notifications at 12 hours and 30 minutes before appointments with unsigned forms.

🩺 Treatment Documentation 7 features

◆Interactive Face Maps — Click-to-annotate face charts marking injection sites, units, and product used per zone.

◆Clinical Treatment Notes — Rich notes with procedure type, products, units, dilution, and technique per session.

◆Multi-Treatment Support — Botox, fillers, EZgel, PRF/PRP, Endolift, microneedling, IV therapy, chemical peels, and more.

◆Before & After Photos — Upload and store treatment photos securely tied to each appointment record.

◆MD Review & Sign-Off — Providers submit notes for MD co-signature; MD marks as reviewed from a dedicated queue.

◆Treatment Outcome Tracking — Satisfaction scores, outcome ratings, improvement notes, and complication logging.

◆Patient Photo Gallery — Visual gallery of before/after photos organized per client and treatment.

💬 SMS & Communication 9 features

◆Two-Way SMS Inbox — Full inbound and outbound SMS conversations per client via Twilio A2P 10DLC.

◆Appointment Confirmation SMS — Automatically sent when an appointment is booked or approved.

◆Appointment Reminder SMS — Sent automatically 24 hours before each appointment.

◆Cancellation SMS — Automatic notification sent when an appointment is cancelled.

◆Consent Form SMS Link — Sends a secure consent signing link to the client's phone number.

◆7-Day Follow-Up SMS — Auto-sent exactly 7 days after a completed visit with a service-specific check-in message (12 distinct templates by treatment type).

◆AI Reply Classification — Inbound follow-up replies are classified as a concern or neutral; concerns trigger instant staff alerts.

◆SMS Campaigns — Broadcast messages to targeted client segments with delivery and reply tracking.

◆TCPA Compliance — All messages include opt-out language; stop-word handling and opt-out enforcement built in.

📣 Marketing & Automation 7 features

◆Reactivation Campaigns — Automatically contact clients who haven't visited within a configurable window.

◆Post-Treatment Drip — Scheduled follow-up sequences after specific treatments.

◆Birthday Offers — Automated birthday SMS or email with a personalized promotional message.

◆Renewal Reminders — Remind clients when it's time to rebook (e.g., Botox every 3–4 months).

◆Abandoned Booking Reminders — Follow up with clients who started but did not complete booking.

◆Upsell Suggestions — Automated recommendations for complementary services based on treatment history.

◆Email Campaigns — Send branded email campaigns to client segments via Resend; track opens and engagement.

🎁 Loyalty & Packages 5 features

◆Loyalty Points Program — Clients earn points per visit; VIP status automatically granted at 500+ points.

◆Treatment Packages — Sell multi-session packages; track remaining sessions per client in real time.

◆Gift Cards — Create, sell, and redeem digital gift cards with balance tracking.

◆Birthday Rewards — Automatic reward issued on a client's birthday month.

◆Client Portal — Secure patient-facing portal to view loyalty points, packages, history, and signed consent forms.

🤖 AI-Powered Features 3 features

◆AI Treatment Assistant — Suggests personalized treatment plans, pricing bundles, and optimal next-appointment timing for each client based on their history.

◆AI Skin Analysis — Upload a patient photo for AI-powered skin type classification and personalized treatment recommendations.

◆AI Reply Classification — Inbound post-treatment SMS replies are automatically classified as a concern or neutral response. Concerns instantly trigger a staff notification for follow-up.

👥 Staff & Team Management 7 features

◆Role-Based Access Control — Owner, admin, provider, and front-desk roles with distinct permissions per module.

◆Staff Profiles — Name, role, specialty, credentials, active status, and appointment history per team member.

◆Provider Scheduling — Set available days, hours, and service types per provider.

◆MD Review Queue — Dedicated queue for treatment notes awaiting MD review and co-signature.

◆Approval Workflows — Booking requests and key actions routed for manager approval before proceeding.

◆In-App Notification Bell — Real-time notification bell with unread count for consent alerts, follow-up concerns, and other events.

◆Chart Auditing — Track who viewed or edited any client record, with full timestamp and user logging.

💳 Payments & Financing 4 features

◆Stripe Integration — Secure card payments, subscription billing, and webhook-based event processing.

◆Payment Tracking — Log payment method (cash, card, Zelle, Venmo, other) and amount collected per appointment.

◆Payment Plan Management — Create installment-based financing plans; track milestones and send payment reminders automatically.

◆Deposit Tracking — Paid/unpaid deposit status tracked per appointment with timestamps.

📦 Inventory Management 3 features

◆Lot-Based Inventory — Track products by lot number, expiration date, and quantity on hand for full traceability.

◆Service-to-Product Linking — Associate products consumed per service type for accurate depletion tracking.

◆Low-Stock Alerts — Automatic flags when inventory items fall below a configurable minimum threshold.

📊 Reporting & Analytics 5 features

◆Revenue Reports — Total revenue, revenue by provider, by service, and top clients by spend.

◆Client Analytics — New vs. returning clients, retention rates, and client lifetime value over time.

◆Provider Performance — Appointments completed, revenue generated, and outcome scores per provider.

◆Appointment Analytics — No-show rate, cancellation rate, booking trends, and peak hour analysis.

◆HIPAA Audit Logs — Immutable log of all record views, edits, and data exports for compliance.

⚙️ Platform & Settings 8 features

◆Multi-Tenant Architecture — Each clinic is fully isolated with its own data, branding, staff, and configuration.

◆Custom Branding — Upload logo, set primary color, clinic name, and contact information per tenant.

◆8 Luxury Themes — Boulevard Luxury, Midnight Glass, Rose Gold, Ocean Breeze, Noir Elegance, Emerald Studio, Blush Beauty, ProHealth Blue.

◆Custom Domain Support — Map a custom domain to any clinic's portal for white-label presentation.

◆Timezone Configuration — All SMS reminders and notifications localized to the clinic's configured timezone.

◆Subscription Plan Management — Essentials, Premier, and Prestige tiers with Stripe-managed recurring billing.

◆Responsive Design — Full mobile, tablet, and desktop support with adaptive navigation for all screen sizes.

◆Legal Pages — Auto-generated Privacy Policy and Terms of Service pages for every tenant.