betterdocs-category-icon

Account Setup

2
  • Using Alternate Emails for External Calendars
  • Finding Business Type Information (LLC, Corp, etc.)
Explore More
betterdocs-category-icon

Advanced Tools and Integrations

1
  • Manage Funnel Payment Methods
Explore More
betterdocs-category-icon

Body Sculpting

25
  • ShapeScale 3D Body Scanner – BS
  • RF Permanent Fat Reduction – BS
  • Neveskin Tone – BS
  • Infrared Light Therapy – BS
  • RF Skin Tightening – BS
  • Treatment Contraindications – (Funnel BS – Booking)
Explore More
betterdocs-category-icon

ClickUp

1
  • Use internal tools to gather Business Profile information
Explore More
betterdocs-category-icon

Client Communication

1
  • CSM – Revenue Tracker Guide
Explore More
betterdocs-category-icon

Client Success Managers

19
  • CSM – Updating ClickUp for Newly Launched Campaign
  • CSM- 📬Sending the Client Launch Email
  • CSM – What to Do When a Campaign Goes Live
  • CSM – How to Pull an Ad Spend Report
  • Granting Access to a Client’s Business Manager
  • CSM – AC Billing Walkthrough
Explore More
betterdocs-category-icon

Facial Aesthetics

27
  • Intense Pulsed Light (IPL) Treatment – FA
  • Diamond Microdermabrasion – FA
  • Hydrodermabrasion Facial – FA
  • CELLUMA® LED Anti-Aging Treatment – FA
  • Alma IQ skin analysis – FA
  • Facial Contouring Treatment – FA
Explore More
betterdocs-category-icon

Getting Started

1
  • Client Onboarding Checklist
Explore More

Copyright © 2025 Patient Engine. All rights reserved.