Documentation
Everything Aliice does, and how to use it
Aliice is the CRM and ERP built for aesthetic clinics: one place for patient records, the agenda, the sales pipeline, Swiss insurance billing, communication and automation. These pages document every module in the platform, what each function does, and the exact steps to use it.
50 modules across 10 areas · Last updated September 2025
Start here
New to Aliice? Read these six pages in order.
Browse by area
Getting started4 pages
What the platform is, how to sign in, and how to find your way around.
- Platform overviewWhat Aliice is, which problems it solves, and how the modules fit together.
- Signing inHow to access the platform, what to do when you cannot, and how your own profile works.
- Finding your way aroundThe two layouts, the menus, global search, patient tabs and dark mode.
- Roles & permissionsThe difference between Staff and Admin, and how doctors are handled separately.
Patients & records5 pages
Patient files, clinical records, documents and 3D imaging.
- Patients listFind, filter, create and merge the contacts your clinic works with.
- The patient fileThe cockpit, consultations, notes, invoices, appointments and everything else on one patient.
- Documents & photosUpload, organise, edit and share patient files, including before-and-after images.
- Consultations, notes & medicationClinical documentation, prescriptions and the eMediplan medication plan.
- 3D imaging (Crisalix)Turn patient photographs into 3D face and body simulations.
Scheduling4 pages
The agenda, doctor availability, online booking and reminders.
- AgendaThe clinic calendar: book, move and document appointments across doctors and rooms.
- Doctor availabilityWorking hours, days off and blocked dates that decide what can be booked.
- Online bookingLet patients book themselves, and manage what arrives.
- Appointment remindersAutomatic confirmations and day-before reminders by SMS and email.
Sales & leads5 pages
Pipeline, lead capture and import, call follow-up and your treatment catalogue.
- Deals & pipelineTrack every treatment opportunity from first enquiry to operation.
- Lead capture & importBring leads in from ad platforms, spreadsheets, web forms and AI phone calls.
- Lead analyticsWhere your enquiries come from, and which ones turn into treatment.
- Missed callsEvery call the clinic did not answer, with a status until it is dealt with.
- Services & pricingThe treatment catalogue that prices deals, invoices and booking.
Billing & finance5 pages
Invoices, Swiss insurance billing, TarDoc coding and payments.
- InvoicesIssue, track and chase invoices for self-pay and insured treatment.
- Financial overviewBilled, paid and outstanding revenue for any period, with comparisons.
- TarDoc codingLook up Swiss tariff positions, tax points and medicines when billing medical treatment.
- Insurance & MediDataSubmit invoices to Swiss insurers electronically and track every response.
- Payments & reconciliationCard payment links, Swiss QR bills, bank file import and invoice linking.
Communication5 pages
Email, WhatsApp, SMS, internal comments and the full message history.
- EmailSend, receive, schedule and track patient email without leaving the platform.
- WhatsAppThe channel patients actually read — conversations, templates and queued sending.
- SMSText messaging as a fallback where WhatsApp will not reach.
- Comments, mentions & tasksHow the team talks to each other about a patient without emailing.
- Communication logsEvery conversation the clinic had, including AI calls and chat.
Automation & AI8 pages
Workflows, marketing campaigns, AI voice agents and the Aliice assistant.
- WorkflowsMake the follow-up happen automatically when something changes.
- Workflow builderDraw the automation on a canvas, configure each step, then activate it.
- Email templatesOne library of templates shared by manual email, workflows and campaigns.
- Marketing campaignsBuild an audience from your own patient data, preview it, and send.
- AI voice agentsLet an AI answer or place calls, and make sure a human picks up what it cannot.
- Aliice assistant & chat widgetThe AI assistant for staff, its knowledge base, and the chat widget for your website.
- Staff availability controllersPer-user working days and hours that shape the calendar views.
- SEO & AEO content hubPlan keywords and generate articles to bring patients in from search.
Reporting2 pages
The dashboard and the statistics reports behind it.
Patient-facing tools5 pages
Patient app, intake questionnaires, embeddable forms and payment pages.
- Patient appWhat your patients see: their appointments, invoices, records and photos.
- Intake & consultation questionnairesCollect history, insurance and treatment goals before the patient arrives.
- Forms, embeds & QR codesPut the clinic's forms on your website, in print and on the front desk.
- Mobile & tablet useWorking from a phone or tablet, and the app-mode interfaces.
- Patient payment pagesWhat the patient sees when they follow a payment link.
Administration7 pages
Settings, users, onboarding, training and integrations.
- SettingsThe eight configuration areas that shape how the rest of the platform behaves.
- User managementInvite colleagues, set their role, and remove access when they leave.
- Your profileYour photo and the email signature used on your outgoing messages.
- Client onboardingThe six-step guided setup for a clinic joining the platform.
- Aliice AcademyTraining modules, lessons and certificates for your team.
- Knowledge baseThe clinic's own reference material, organised by topic with attachments.
- IntegrationsThe external services the platform connects to, and what each one needs from you.
All pages, A–Z
- 3D imaging (Crisalix)
- Agenda
- AI voice agents
- Aliice Academy
- Aliice assistant & chat widget
- Appointment reminders
- Client onboarding
- Comments, mentions & tasks
- Communication logs
- Consultations, notes & medication
- Dashboard
- Deals & pipeline
- Doctor availability
- Documents & photos
- Email templates
- Financial overview
- Finding your way around
- Forms, embeds & QR codes
- Insurance & MediData
- Intake & consultation questionnaires
- Integrations
- Invoices
- Knowledge base
- Lead analytics
- Lead capture & import
- Marketing campaigns
- Missed calls
- Mobile & tablet use
- Online booking
- Patient app
- Patient payment pages
- Patients list
- Payments & reconciliation
- Platform overview
- Roles & permissions
- SEO & AEO content hub
- Services & pricing
- Settings
- Signing in
- SMS
- Staff availability controllers
- Statistics reports
- TarDoc coding
- The patient file
- User management
- Workflow builder
- Workflows
- Your profile