If you are using a scheduling and POS system that is not integrated directly with Aesthetix CRM, we recommend a regular export from that software and import it into Aesthetix CRM.
Key Reasons to Sync Your Client Data to Aesthetix CRM
Update Type of Contact from Lead to Patient
Update the Patient Lifetime Value
Improves Reporting for Lead Source Attribution
Enables Future Marketing Automation for Patient Engagement
Furthers Personalization
Can Create Bulk Actions such as Review Request submissions
Here are the steps to import contacts from a scheduling system such as Vagaro:
Step 1: Export Vagaro Report (.csv) for the time period since your last import
Step 2: Add a Column to the spreadsheet titled “Type of Contact” and insert Patient for all contact records
Step 3: Import the .csv file into Contacts
Step 4: Map the Data Fields
Step 5: Choose the Import Settings
Un-check “Don’t update empty values for existing records”
Add Tags: patient , send review
Step 6: Submit & Review List from Bulk Actions
Please review the step-by-step tutorial video below for support:
Importing Vagaro Contact List to Aesthetix CRM 📥 - Watch Video
