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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