Welcome to Aesthetix CRM! Please provide information about your practice below for your account onboarding.

Practice Information:

Practice Name *

Your Name *

Your Email *

Practice Phone *

Practice Email *

Address *

Practice Website *

How many locations do you have? *

Provide website, email, business name, logo, and address for the email signature. If you have multiple locations, would you like separate email signatures? *

Brand Guidelines

Upload Brand Guidelines (Colors, Fonts, etc.) if Available

Logo

Upload Practice Logo

Onboarding Information:

Key Contact: please provide the name and email address of the individual who will primarily manage Aesthetix CRM onboarding. *

Onboarding Timeline *

Preferred 'Go-Live' Date *

Marketing Information:

Do you have a Marketing Agency? *

If yes, what is the name of your marketing agency. Is it ok to work with your agency? Please provide contact name and email.

Facebook Profile Link

Do you have Meta/Instagram Campaigns? *

if yes, please provide active Meta/IG Ad campaign URLs here:

Instagram Profile

Do you have Google Campaigns? *

if yes, please provide active Google Ad campaign URLs here:

Are you using our forms for website submissions and campaigns? *

Google My Business Page

YouTube Page

TikTok Profile

Website + Domain

Do you have access to your domain provider? *

Can you add your own DNS records? *

If you need us to help, please share delegate access to [email protected]

Website Manager Email *

Contact Form Link *

Website Promotions Page

Website Financing Page

Website Products Page

Website Services Page

Website About Page

Integrations

What EMR do you use? *

What are your EMR Login Credentials: *

Provide Your Online Scheduling Link *

What POS system do you use? *

Do you use WhatsApp and need the integration? *

Do you have Realself? Would you like to integrate it? *

Phone Setup and Call Tracking

Call Tracking Provider

Do you currently have call tracking?

How many phone numbers do you use/need?

Service Information

Do you want to enable Spanish message templates in your account? *

Services Offered ( The services listed here will be used for the contact/consultation form and chat widget for leads and patients to select from) *

Opportunity Value Assignment *

User Assignment

Who will leads be assigned to? ex: Surgical leads are assigned to Susan, Non-surgical leads to Abby or if treatment of interest is Botox assign to Cara. *

Calendars

Are you planning on leveraging our appointment scheduler and online booking calendar for pre-scanning qualified leads or consultations? *

This onboarding form is designed to help us tailor Aesthetix CRM to your unique business needs. Please allow at least 48 hours after submission before scheduling your kickoff call, so we have time to configure your CRM based on the information provided.