Aesthetix CRM includes a built-in phone system so your team can call patients directly from the platform. This guide answers the questions we hear most often about call settings. For deeper phone configuration, see the Phone collection.
Yes, you and another team member can make calls at the same time, but each of you needs a separate phone number to do it. A single number can only handle one active call at a time, so shared use causes conflicts. With distinct numbers, the system can tell your calls apart and keep both connections clear.
Yes. The message customers hear before a call connects (sometimes called the call whisper) can be adjusted in your phone settings. Open the phone configuration menu to modify or disable these options to match how you want calls to connect.
Not at this time. You cannot currently change the area code of the outbound caller ID number when placing calls from Aesthetix CRM. Our team is aware of this request and is working on giving users more flexibility here. We will share updates as this develops. If a specific area code matters for your practice, contact support so we can advise on options such as adding a number in the area code you need.
Can my team and I make calls at the same time? Yes, but each person needs their own phone number. One number handles a single active call at a time, so simultaneous calling requires separate numbers to avoid conflicts.
How do I disable the announcement customers hear before a call connects? Open your phone settings and adjust the call whisper or connect message. You can modify or turn it off from the phone configuration menu.
Can I change the area code of my outbound caller ID? Not currently. Changing the outbound caller ID area code is not yet supported. Our team is working on it. If you need a specific area code, contact support about adding a number in that area code.
