Cherry Integration Benefits & Automation:
Segment contacts based on patient financing data for more targeted campaigns
Capture Cherry payment transactions to update opportunities if EMR does not have an integration
Collect data for better patient/client segmentation
Customize lead nurture with more advanced Cherry options that can be patient or practice-specific estimates.
Monthly email metric report of the past 90 days on Cherry usage with your practice.
Platform Connection Requirements:
Utilizes Aesthetix Connect platform for integration.
Requires client to generate API key from their Cherry portal
How to Create Your Cherry API Key
Learn how to access and create your Cherry Payments API Key
Aesthetix CRM will set up the integration.
Current Integration Available:
One-way sync from Cherry to Aesthetix CRM
New Patient Created Trigger
Patient Account Refreshed Trigger
Cherry Payment Successful Trigger (Cancelled, Refunded, Completed)
Reporting Metrics Trigger
Get Practice-Specific Estimates Action
Other Integration Options Available (Custom Setup Pricing Upon Request):
Get Patient-Specific Estimates Action
Custom Fields Available:
Cherry Account Status | SINGLE_OPTIONS | {{ contact.cherry_account_status }} |
Cherry Account Balance | MONETARY | {{ contact.cherry_account_balance }} |
Cherry Balance Status | SINGLE_OPTIONS | {{ contact.cherry_balance_status }} |
Cherry Application Completed Date | DATE | {{ contact.cherry_application_completed_date }} |
Cherry Invoice Number | TEXT | {{ contact.cherry_invoice_number }} |
Cherry Practice 6-Month Estimate | LARGE_TEXT | {{ contact.cherry_practice_6month_estimate }} |
Cherry Practice 12-Month Estimate | LARGE_TEXT | {{ contact.cherry_practice_12month_estimate }} |
Cherry Patient 6-Month Estimate | LARGE_TEXT | {{ contact.cherry_patient_6month_estimate }} |
Cherry Patient 12-Month Estimate | LARGE_TEXT | {{ contact.cherry_patient_12month_estimate }} |
Cherry Increase Eligible | SINGLE_OPTIONS | {{ contact.cherry_increase_eligible }} |
Cherry Extension Eligible | SINGLE_OPTIONS | {{ contact.cherry_extension_eligible }} |
Cherry Last Payment Date | DATE | {{ contact.cherry_last_payment_date }} |
Cherry Payment Status | SINGLE_OPTIONS | {{ contact.cherry_payment_status }} |
Cherry Payment Amount | MONETARY | {{ contact.cherry_payment_amount }} |
Cherry Patients Smartlist for Segmentation Overview
Below is a quick video detailing how to utilize the smart list for Cherry Patients segmentation.
Welcome to this quick video walkthrough of the Cherry Patient Smart List inside Aesthetix CRM.
The Cherry Smart List is a dynamic, auto-updating contact list that pulls patient data directly from your Cherry integration. This list is populated and refreshed in real time based on several Cherry events, including:
When a new patient is created in Cherry
When an existing patient is refreshed
When a Cherry payment is made
And when we first connect your Cherry integration and pull in all active patient records
Once synced, your Smart List becomes a living database of your Cherry patients.
What’s Included in the Smart List
In addition to standard contact info, we’ve added two custom data columns:
Account Status: Indicates if the patient’s Cherry account is active or inactive
Active Balance: Shows the patient’s available balance through Cherry
This gives you deeper insight into your patients' financing eligibility at a glance.
How You Can Use This List
With this Smart List, you can target or exclude Cherry patients from campaigns with precision:
Want to send a promo to patients with $5,000+ in Cherry balance? Easily done.
Running a Cherry financing campaign and want to exclude current Cherry users? Also easy.
This kind of segmentation allows you to create hyper-personalized marketing strategies that convert.
Cherry Social Media & Graphics Access in Aesthetix CRM
In this video, we’ll show you how to easily access and use your Cherry-branded social assets inside Aesthetix CRM.
Cherry creates a wide variety of marketing assets—everything from seasonal graphics to promotional content. While these are typically available through your Cherry Practice Portal, we’ve made it even easier by importing them directly into your Aesthetix CRM media library.
To get started:
Click on Marketing in the main menu
Then select Media
You’ll land in your Media Storage, where you’ll see a folder named Cherry. Inside, you’ll find organized subfolders—like Seasonal, Holiday, and other content categories—making it simple to browse and find what you need.
All Cherry assets are ready to be used across your CRM tools:
Add them to emails and SMS messages
Use them for social media posts
Incorporate them into campaigns and automation
Everything is seamlessly integrated with the Email Builder, SMS, Funnel Landing Page Builder, and Social Media Content Planner.
These assets help you promote Cherry patient financing more effectively, engage your audience with professional, on-brand content, and drive more conversions and new business to your practice.