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Set Up Your Ageless AI Trial and Onboarding

Learn how to complete your Ageless AI onboarding, activate your account in the first week, and unlock free print materials.

Overview

Ageless AI is an AI patient-qualification tool for aesthetic practices. This article walks practice owners, managers, and admins through the trial period, the onboarding steps, and the activation actions that turn a new account into a working lead engine.

Onboarding takes about 15 minutes and covers branding, practice details, service area, treatments, pricing, integration, and staff setup. Once your account is live, a short first-week activation plan puts your Ageless link in front of patients so you start generating qualified leads right away.

How your first month works: Your first month is a full 30 days with unlimited patients and full product access. You can cancel anytime. At Day 25, your actual usage data shows exactly which plan fits your practice, so there is no guessing when it is time to choose a plan.

Before You Start

  • You need admin access to your Ageless account at admin.ageless.ai.

  • Have your practice branding ready: your logo and brand colors.

  • Have your practice details on hand, including the phone number you will verify.

  • Know your service area (a radius, specific states, or nationwide) before you configure it.

  • Have a list of the treatments, pricing, and consultation details you want to offer.

Why It Matters

  • No guessing on plan selection. Real usage data at Day 25 tells you which plan fits your practice.

  • Faster time to value. A 15-minute onboarding and a structured first week get qualified leads flowing quickly.

  • Consistent brand experience. Uploading your logo and colors keeps the patient experience on-brand from the first interaction.

  • Team readiness. Staff setup and platform training ensure your whole team can work leads from day one.

  • Free marketing assets. Completing training unlocks free printed materials you can use in your practice.

Step-by-Step Instructions

Complete Onboarding

Log in at admin.ageless.ai and complete these steps in order. The full process takes about 15 minutes.

  1. Upload your branding, including your logo and brand colors.

  2. Add your practice info and verify your phone number.

  3. Set your service area by choosing a radius, specific states, or nationwide.

  4. Select and customize your treatments.

  5. Configure your pricing and consultation details.

  6. Complete your RepeatMD integration and staff setup.

  7. Complete your training videos to unlock free print materials.

First-Week Activation Steps

Once your account is live, complete these actions during your first week to start generating leads.

  1. Add your Ageless link above the fold on your website homepage, your treatment pages, and your Google Business Profile.

  2. Send an email blast to your full patient list using the pre-built templates in your Marketing tab.

  3. Text your top 10 to 20 VIP patients directly.

  4. Add your link to your Instagram bio.

  5. Set up a QR code in your waiting room.

  6. Check your dashboard daily.

Unlock Free Ageless Prints

To unlock free printed marketing materials:

  1. Complete the 3 short modules in Ageless University. Each module is under 5 minutes.

  2. Complete your onboarding and platform training.

Once your onboarding and required training are complete, the print order button unlocks in your dashboard.

Best Practices and Pro Tips

  • Finish onboarding in one sitting. The full flow is about 15 minutes, and completing it in one pass gets your account live faster.

  • Place your link above the fold. Patients should see your Ageless link without scrolling on your homepage and treatment pages.

  • Lead with your VIPs. A direct text to your top 10 to 20 patients often produces the strongest early response.

  • Check your dashboard daily. Reviewing leads each day during the first week helps you act while interest is high.

  • Watch your Day 25 data. Use your actual usage to choose the plan that fits, rather than estimating up front.

Common Mistakes and FAQs

Q: How long is the first month, and can I cancel?

A: Your first month is a full 30 days with unlimited patients and full product access, and you can cancel anytime.

Q: When do I choose a plan?

A: At Day 25, your actual usage data shows which plan fits your practice, so you can decide based on real numbers instead of estimates.

Q: How long does onboarding take?

A: About 15 minutes total, across the seven onboarding steps.

Q: How do I unlock the free printed marketing materials?

A: Complete the 3 short modules in Ageless University and finish your onboarding and platform training. The print order button then unlocks in your dashboard.

Q: Where do I add my Ageless link first?

A: Add it above the fold on your website homepage, your treatment pages, and your Google Business Profile, then extend it to your Instagram bio and a waiting-room QR code.

Next Steps and Support

After completing your trial setup and onboarding, continue with these related articles:

Need help? Email support@ageless.ai

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