Practice Admin: How to Manage Practice Profile & Contacts

Available on: Web app only

Role required: Practice Admin

The Administration module is only accessible to Practice Admins. Practice Doctors do not see the Administration button. From Administration, you can manage your practice's profile information, logo, and contacts. To return to the main patient area at any time, click the Go to Main App button inside Administration.

How to View and Edit the Practice Profile

The Practice Profile stores your practice's core information. You can view and edit it at any time from Administration.

The following fields are editable:

• Practice Name
• Practice Number
• Email
• Address
• Website URL
• Booking Link

The profile also displays read-only information — the creation date and last updated timestamp — for reference purposes.

To edit the Practice Profile:

1. Go to Administration from the web app.
2. Select Practice Profile.
3. Click on any editable field and type your changes.
4. A Save bar will appear at the bottom of the page once a change is made.
5. Click Save to apply your changes, or Cancel to discard them.

How to Add a Practice Logo

Your practice logo appears on AI-generated materials such as Treatment and Care Plans.

1. Go to Administration → Practice Profile.
2. Click the upload icon on the practice logo section.
3. In the Upload Logo popup, drag and drop your image file or click to select one.
• Accepted formats: .JPG, .JPEG, .PNG
4. Preview the logo in the popup.
5. Click Save to apply the logo, or X to discard.
6. A success message will confirm the upload. The logo will appear within a few seconds.

To select a different logo, click Change Logo in the popup and repeat the steps above.

How to Delete the Practice Logo

1. Go to Administration → Practice Profile.
2. Click the edit icon on the practice logo.
3. In the View Logo popup, select Delete.
4. A confirmation prompt will appear: Are you sure you want to delete logo?
5. Click Delete Logo to confirm, or Cancel / X to discard.
6. A success message confirms the deletion. The logo will revert to the default empty state.

How to View the Contact List

All saved practice contacts are displayed in a table showing:

• Name
• Phone Number

Any contact marked as Primary displays a Primary label next to their first name. You can search by name to quickly find a specific contact.

How to Add a Practice Contact

1. Go to Administration → Contacts.
2. Click the + Add Contact button.
3. Fill in the contact form:
• First Name — required
• Middle Name — optional
• Last Name — required
• Email — optional
• Phone Number — optional
• Position/Role — optional, dropdown selection
4. Check the Primary Contact checkbox if this contact is the practice's main point of contact.
5. Click Save to add the contact, or Cancel to discard.

How to Edit a Practice Contact

1. Go to Administration → Contacts.
2. Click on any contact in the list to open their details.
3. The following fields are editable:
• First Name, Last Name, Position, Email, Phone Number
4. You can also check or uncheck the Primary checkbox.
5. A Save / Cancel bar appears at the bottom of the form once any field is edited.
6. Click Save to apply changes, or Cancel to revert to the original values.

If you attempt to leave the form with unsaved changes, an Unsaved Changes prompt will appear asking whether you want to discard your changes or continue editing.

How to Delete a Practice Contact

1. Go to Administration → Contacts.
2. Click on the contact you want to remove.
3. Select the Delete option from the contact form.
4. Confirm the deletion when prompted.

✓ Summary

• ✓ Administration — web app only; visible to Practice Admins only
• ✓ Practice Profile — editable fields include name, number, email, address, website URL, and booking link
• ✓ Read-only fields — creation date and last updated timestamp; cannot be edited
• ✓ Practice Logo — upload a .JPG, .JPEG, or .PNG; displays on AI-generated materials
• ✓ Contacts — add, edit, and delete practice contacts; searchable by name
• ✓ Primary Contact — one contact can be marked as the practice's main point of contact
• ✓ Unsaved Changes prompt — appears if you try to leave a contact form without saving

Summary

Need Help?

If you have questions about practice profile or contact management:

• Contact support at support@aesthetics360.com
• Visit aesthetics360.com for additional resources
• Request practice summary updates through support