EcofyxOperational area
Aesthetic clinic
Ready-to-use application by segment
Aesthetic clinic
Organize clients, intake forms, packages, sessions, photo progress, returns and payments in one operation.
What this template is designed to organize
Organize clients, intake forms, packages, sessions, photo progress, returns and payments in one operation.
Connected structure
6 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application by segment
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Aesthetic clinic client registration
Key fields:
- Full name
- Phone/WhatsApp
- Date of birth
- Customer source
- General notes
Aesthetic health intake and consent
Key fields:
- Customer
- Customer's main goal
- Reported conditions
- Reported current medications and treatments
- Is there any contraindication or need for evaluation?
- Did the customer acknowledge and consent?
- Responsible professional
Aesthetic treatment plan and session package
Key fields:
- Customer
- Procedure or plan
- Sessions purchased
- Start date
- Package expiration
- Contracted amount
- Responsible professional
Aesthetic session appointment
Key fields:
- Customer
- Session procedure
- Professional
- Expected duration
- Session number
- Confirmation
- Consent to use the information
Aesthetic session progress record
Key fields:
- Customer
- Plan or package
- Procedure performed
- Responsible professional
- Parameters and products used
- Observed progress
- Next session or reassessment
Aesthetic package payment
Key fields:
- Customer
- Package
- Due date
- Expected amount
- Payment method
- Notes
How this template organizes the routine
Organize clients, intake forms, packages, sessions, photo progress, returns and payments in one operation. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Aesthetic clinic
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusTreatment sessionOwner
Visible dashboard columns
- Client
- Procedure
- Professional
- Date
- Status
- Session
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Today's sessions
Active packages
Missed appointments this month
Overdue follow-ups
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- New appointment
- Add customer
- Complete health intake
- Record progress note
- Create session package
- Record payment received
- Update customer
- Update session package
- Update appointment
Attention points
Check these alerts to identify records that may need follow-up.
- Assessment required
- Follow-up overdue
- Overdue payment
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Aesthetic treatment journey
Scheduled→Waiting for client→In service→Completed→No-show→Cancelled→Session completed→Follow-up
- Record arrivalScheduled → Waiting for client
- Start sessionWaiting for client → In service
- Complete sessionIn service → Completed
- Record progressCompleted → Session completed
- Schedule follow-upSession completed → Follow-up
- Record no-showScheduled → No-show
- Cancel sessionScheduled → Cancelled
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Aesthetic clinic template for?
Organize clients, intake forms, packages, sessions, photo progress, returns and payments in one operation.
Which forms are included in this template?
Aesthetic clinic client registration, Aesthetic health intake and consent, Aesthetic treatment plan and session package, Aesthetic session appointment, Aesthetic session progress record, Aesthetic package payment.
How are records organized in Ecofyx?
Data is organized in the Aesthetic clinic dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page is included and required to start the external process. The planned entry form is “Aesthetic treatment appointment”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Aesthetic clinic
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.