Aesthetix CRM includes a full membership platform for building patient education courses, staff and provider training, paid membership programs, and private communities, all managed from one area of your account. This guide orients you to the product area so you know where each piece lives and which detailed guide to open next.
Courses: structured lesson content for patient pre- and post-treatment education, skincare regimens, or new-patient onboarding.
Provider training: internal courses for onboarding new staff, standard operating procedures, or continuing education, gated so only your team can access them.
Membership programs: paid or free access tiers that unlock courses, community spaces, or downloadable content, useful for subscription skincare programs or VIP patient perks.
Communities: private discussion spaces tied to a membership, where patients or staff can post, comment, and connect around a shared program.
Client portal: the patient-facing login where members sign in to view their purchased courses, community, and content.
All of this lives under Marketing > Memberships in your Aesthetix CRM account.
From the left navigation, click Marketing.
Click Memberships.
Click Products to see the dedicated area for building and managing your membership products. From here you can edit both a product's information and its content structure.
Once you're in the Products area, a few tools help you keep things organized as your library grows.
Filter: if you're looking for a specific product among a long list, search for it by name instead of scrolling.
Sort: click the Sort drop-down menu to reorder your products, for example by name or by date created.
Create Product: click Create Product to start building a new course, membership product, or other gated content. This is the starting point for every course or membership you launch in Aesthetix CRM.
Product templates: inside a product, you can add modules, categories, posts, and sub-categories to structure your content exactly how you want it. You can also edit content and thumbnails within each module, and control publishing options such as locking drafts until you're ready to release them or setting a drip schedule so new lessons unlock over time (for example, releasing a post-op recovery course one lesson per day).
Enrollment and offers: once a course or membership product exists, you attach it to an offer so patients can purchase or be granted access. Detailed steps for building offers and pricing live in the dedicated Courses guides in this collection.
Automations: membership and course triggers and actions (such as enrolling a patient automatically after a purchase, or removing access after a refund) are built in Workflows. This overview does not cover workflow setup; see the Workflows collection for that.
Quizzes: if you want to add a knowledge check or intake quiz inside a course, that's built with Quiz Builder and embedded into your course content.
Member communication: live chat with members inside a community is handled through the Chat Widget, not through the course product itself.
Client portal login: members access their purchased content through the client portal, where they sign in with the same credentials used at checkout.
If any of your membership programs charge patients, connect a payment provider before you publish. Aesthetix CRM recommends AX Pay, our own payment processor, which offers better rates than Stripe. See the AX Pay help article for setup steps.
Course content and community posts are visible to every member with access to that product, so avoid including a specific patient's protected health information (diagnosis, treatment details, photos tied to a named patient) in shared lesson content or community threads. Keep PHI in your patient records, not in shared course material.
Where do I go to build a course or membership in Aesthetix CRM? Go to Marketing > Memberships > Products, then click Create Product to start a new course or membership.
What's the difference between a course and a membership? A course is a structured set of lessons. A membership is the access layer, typically a paid or free tier, that can unlock one or more courses, a community, or other content. Many practices combine both: a paid membership that grants access to a library of courses.
Can I use this for staff training instead of patient content? Yes. Courses work equally well for internal provider or staff training since access is fully gated to whoever you enroll or grant a membership to.
Can I control the order lessons are released instead of unlocking everything at once? Yes, product templates support drip scheduling so lessons release on a timed basis, along with the option to lock draft content until you're ready to publish it.
Do I need a separate tool to build a community? No. Communities are built as part of the membership product itself, so a private discussion space can be attached directly to a course or membership tier.
Where do I set up what happens automatically when someone enrolls or cancels? Automations for membership and course events (enrollment, access removal, reminders) are configured in Workflows, not in the Products area itself.
Can I add a quiz to a course? Yes, quizzes are built separately in Quiz Builder and then embedded into your course content.
How do members log in to see their courses? Members sign in through the client portal using the same credentials they used when they purchased or were granted access.
Do I need to connect a payment provider to sell a membership? Yes, any paid membership or course requires a connected payment provider before checkout will work. AX Pay is the recommended option for Aesthetix CRM accounts.
Is there patient privacy to think about with courses and communities? Yes. Since course and community content is visible to every enrolled member, keep specific patient PHI out of shared lesson material or community posts.
