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Quickly connect Aesthetic Record EMR to Square with a Zapier template.

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Create Square customers for new Aesthetic Record EMR patients
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Aesthetic Record EMR + Square

Create Square customers for new Aesthetic Record EMR patients

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Aesthetic Record EMR + Square

How Zapier works

Zapier makes it easy to integrate Aesthetic Record EMR with Square - no code necessary. See how you can get setup in minutes.

Select a trigger from Aesthetic Record EMR

A trigger is an event that starts your Zap and runs the workflow. For example, with Aesthetic Record EMR, a trigger could be "New Invoice."

A trigger is the event that kicks off your automated workflow.

Setup an action from Square

An action is what takes place after the automation is triggered. For example, with Square, the action could be "Add Customer to Group."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Aesthetic Record EMR to Square

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Aesthetic Record EMR + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Aesthetic Record EMR and Square

Can I integrate Aesthetic Record EMR with Square using your platform?

Yes, our platform allows you to integrate Aesthetic Record EMR with Square seamlessly. You can set up triggers where actions in Aesthetic Record, such as new appointments or updated records, automatically create corresponding actions in Square, like generating invoices or processing payments.

What types of actions can be triggered in Square from Aesthetic Record EMR?

When integrating Aesthetic Record EMR with Square through our platform, you can trigger various actions such as creating customers in Square when a new patient is added to Aesthetic Record or generating a payment request when an appointment is marked complete.

How do I ensure sensitive patient information remains secure during integration?

We prioritize data security and ensure that all transfers between Aesthetic Record EMR and Square comply with industry standards. The integration is designed to handle sensitive information securely, using encryption and by limiting data access strictly to necessary transactions.

Are there any limitations on the type of data that can be synchronized between the two applications?

Currently, our integration supports synchronizing essential financial and patient management data between Aesthetic Record EMR and Square. However, detailed medical records or extensive historical data may not be supported for direct synchronization due to privacy regulations and system constraints.

Will the integration between Aesthetic Record EMR and Square affect my existing setup or require any changes?

Integrating these applications through our platform should not disrupt your existing setup. The process is designed to work alongside your current systems without requiring any significant changes. Our support team can assist if any unique adjustments are needed.

How often is the data updated between Aesthetic Record EMR and Square once integrated?

The integration allows for real-time updates, meaning that changes made in either system will reflect almost instantly in the other. This ensures that financial transactions and patient records are always up-to-date without manual intervention.

Do I need technical expertise to set up the integration between Aesthetic Record EMR and Square?

Our platform is designed to be user-friendly, enabling you to set up integrations without advanced technical skills. We provide detailed guides and support throughout the process to ensure a smooth setup experience.

Connect Aesthetic Record EMR and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Trigger
Scheduled
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New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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- Location
  Required
- Order Status
Trigger
Scheduled
Try It
- Customer ID
  Required
- Group
  Required
Action
Write

- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write

- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write
- Help_text
- Location
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field_help
- Email_address
- Phone_number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Phone_number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write

New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Trigger
Scheduled
Try It
- Item Type
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
Trigger
Scheduled
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone_number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

Learn how to automate Square on the Zapier blog

About Aesthetic Record EMR

Aesthetic Record EMR is A Complete Practice Management & EMR Solution in the Industry. Software Designed To Make Growing Your Aesthetic Practice Easy.

Related categories

Contact Management

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.