Client Success Center: Training and Resources

Step 1: Review & Accept the Terms of Training.

Aesthetic Record Training Plan Agreement 

This Training Plan Agreement (“Agreement”) is entered into by you and Aesthetic Record ("Company") on the date of acknowledgement.

1. Purpose

Aesthetic Record shall provide virtual training services to Client to facilitate effective use of the Aesthetic Record software system, as outlined in the purchased training plan.

2. Training Plan Packages

The specific training plan purchased by Client is detailed in the invoice. The following outlines the scope of each available plan:

  • Account Review Session (One 45-minute session): Review of account audit and Client questions.

  • One Training Session (One 60-minute session): Customized functionality-focused training.

  • Two Training Sessions (Two 45-minute sessions): Two sessions of objective-focused training based on Client needs.

  • Three Training Sessions (Three 45-minute sessions): Three sessions of objective-focused training based on Client needs.

  • Elevate AR Pro Training (Three 45-minute sessions): Thorough account auditreview in the first session, followed by objectives and questions.

  • New Employee Training (Two 45-minute sessions): Two sessions of objective-focused training based on Client needs.

  • New Admin Training (Three 45-minute sessions): Three sessions of objective-focused training based on Client needs.

3. Training Scheduling and Attendance

  1. Training must be completed within sixty (60) days from the paid invoice date, or remaining sessions are forfeited.

  2. Client is responsible for scheduling all sessions at the end of the first session, ideally within a two-week period, using booking links provided by Aesthetic Record.

  3. Aesthetic Record will send up to three reminder emails to schedule remaining sessions. If Client does not schedule after the third reminder, remaining sessions are forfeited.· Only one training session per day is permitted.

  4. Aesthetic Record will make every reasonable effort to encourage Client participation, including sending reminders and providing accessible booking links. However, Client is solely responsible for attending scheduled training sessions.

  5. If Client is more than ten (10) minutes late, the session will be canceled and must be rescheduled. Late arrivals do not extend session time.

  6. If Client fails to attend two sessions, those sessions are forfeited.

  7.  Client may purchase additional sessions as needed.

4. Cancellation and Rescheduling

Client must provide at least twenty-four (24) hours notice to reschedule or cancel a session. Failure to provide notice may result in forfeiture of the session.

5. Training Delivery

  1. Training will be conducted virtually via Zoom. Each session will focus on a specific topic identified by the Client to the Coach facilitating the session, lasting forty-five (45) or sixty (60) minutes, as specified in the purchased plan.

  2. Aesthetic Record will provide a recording of each session via email, available for thirty (30) days. Client is responsible for downloading recordings, which may be shared with team members unable to attend.

6. Client Responsibilities

Client shall:

  • Attend all scheduled sessions on time.

  • Share session recordings with team members as needed, as sessions are conducted only once.

  • Schedule sessions promptly using provided booking links.

  • Ensure respectful conduct during training. Disrespect, verbal abuse, or threats will result in termination of the training plan without refund, and Client will be ineligible for future training purchases.

7. Confidentiality

Client agrees to keep all training materials and information confidential and not share them with third parties, except as permitted for internal team use.

8. Payment

All fees paid to Aesthetic Record are non-refundable. The training plan cost is specified in the invoice issued to Client.

9. Termination
Aesthetic Record may terminate this Agreement at its discretion if the client breaches any part of Sections 3, 4, 5 or 6 of this agreement. 

Client may terminate this Agreement, but no refunds will be issued. 

10. Limitation of Liability and Indemnity

Aesthetic Record shall not be liable for any damages arising from the training services, provided Aesthetic Record complies with its obligations.

Client shall indemnify, defend, and hold harmless Aesthetic Record, its directors, employees, and agents from any claims, liabilities, or expenses arising from Client’s use of training materials or failure to attend sessions.

11. Force Majeure

Either Party is excused from performance due to events beyond their control (e.g., acts of God, travel disruptions, or government actions), provided prompt notice is given and reasonable efforts are made to remedy.

12. Dispute Resolution 

Any dispute, controversy, or claim arising out of or relating to this Agreement, including but not limited to disputes regarding charges, shall first be addressed through good faith negotiations between the Client and Aesthetic Record. The Client agrees to contact Aesthetic Record at [email protected]  to attempt to resolve the issue directly with the Aesthetic Record team before initiating any formal dispute, chargeback, or legal action. If the dispute remains unresolved after thirty (30) days of good faith negotiations, either party may pursue resolution through binding arbitration conducted in Dallas, Texas, under simplified procedures mutually agreed upon by the parties. The parties agree that they shall not pursue any claims against each other in court, except to enforce the arbitration award, and that arbitration is the sole and exclusive method for resolving disputes under this Agreement. Each party shall bear its own costs and attorney’s fees, and the parties shall equally share the arbitrator’s fees and administrative costs of arbitration. This arbitration clause shall survive the termination or cancellation of this Agreement.

13. Severability and Survival

13.1 Severability If any provision of this Agreement is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall continue in full force and effect.

13.2 Survival The provisions of this Agreement that, by their nature, are intended to survive termination or expiration, including but not limited to Sections 7 (Confidentiality), 10 (Limitation of Liability and Indemnity), 12 (Dispute Resolution), and this Section 13 (Severability and Survival), shall remain in effect after the termination or cancellation of this Agreement.

14.Governing Law

This Agreement is governed by the laws of the State of Texas, excluding conflict

of laws principles.

15. Entire Agreement

This Agreement constitutes the entire understanding between the Parties and

supersedes all prior agreements, whether written or oral.

By signing below, the client agrees to the terms and conditions outlined in this Agreement.

By checking this box, I confirm I have read and agree to the Training Plan Agreement listed above.

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

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