7218 results found
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Allow business service charge to be set per unit rather than a flat fee
Say someone comes in and gets 10 units of Botox at $12/unit ($120) and the business charge is $8/per unit. The business should get $96 back before commission is paid out but if there is just a flat fee and it is not set per unit then they are only getting $8 back for 1 unit. and everyone gets a different amount of units so we can't just put a random number in the business service charge.
11 votes -
Staff Tags
Similar to client tags, being able to tag staff members and filter the calendar by those tags.
Example use case: narrow down calendar by service speciality.1 vote -
Recurring Shift Schedule Should Match Business Start Day
Adding a recurring shift schedule should have the same starting day of the week as the Calendar and Schedule.
1 vote -
1 vote
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Have dates when service/ packages are created
We release packages every year, before we had the new package system, we had to make a new service and now we are trying to clean out our services and can't remember which is current and notice we linked wrong ones
also to see when package should be inactive on our side without having to go to client list or client history1 vote -
1 vote
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make messages not disappear when you switch tabs to check schedule
at least be able to see them
1 vote -
Membership Status and Client Email Report
Would like to be able to include/add column for a client email in the Memberships report. This way we can obtain a Client List of past-due memberships along with their email.
2 votes -
Be able to go back into a form or chart after it submitted to fix errors.
Be able to go back into a form or chart after it submitted to fix errors.
3 votes -
Print Client Name on All Forms and Charts
Please add the Client (Patient) name to all sheets when a form or chart is printed with page numbers. This is normal practice for medical offices. It helps to insure HIPAA compliance. Thank you.
7 votes -
Create one area that shows all transactions - balances, credits entered, services and payments rendered.
Have one location that shows all transactions - balances, credits entered, services and payments rendered.
1 vote -
checking clients out for digital gift card option
would like the option to do either physical or digital gift card when checking out a client for gift card purchase
2 votes -
missed appointment fees auto add to next appoint
If patient doesnt have CC on file, Need missed appointment fees to auto add to next appointment checkout AND have a distinctive color/etc to flag staff patient has a balance. Very awkward right now. Have to notice there is a balance, pay it separately etc.
2 votes -
fix the reports functionality
since the most recent update to the reports, the date range functionality has an error in it. I see 2 different problems. When picking a date range by clicking on the dates on the calendar, it does not accept the dates that are entered. The only way to do a custom range now is to enter it into the boxes at the top of the window.
Also, when running multiple reports for a specific time range(for example, the previous month), you must now enter the date range for each report. Previously, the date range would remain the same until you…
2 votes -
New Patient Intake Forms
Consolidate the signature portion of the New Patient Forms to one signature instead of several at the end for them to sign.
5 votes -
Line item type customization
We would like the ability to modify / add custom Line Item types to products and services. This way in reporting, we can filter by these custom types.
1 vote -
Per Transaction Option When Creating Offers (Discounts)
Currently when you create an offer it only allows to apply the discount to the item (per item). With this clients are able to use that discount on multiple items that are eligible. Can you all create a "per transaction" option for discounts, so that the client can only receive the discount towards the total transaction. For example, I currently have a $25 discount code. If a client books a massage and facial online they will save $25 on each item saving $50 total. With a "per transaction" option, they would only be able to save $25 total.
19 votes -
We should be able to add a form to an existing appointment and manually send it without resending the forms reminder
The forms section of an appointment would be a perfect place to add it. Click the 3 dots on the side, and instead of just the print/new tab/delete add a "send reminder" button. We have run into multiple instances where someone will fill out 2 of the 4 forms, or we need one more that is specific and cannot send just one form reminder, we have to resend the whole thing.
6 votes -
when doing commission calculations, the memberships should still have backbar
When commission calculations are done the backbar for the service should still be deducted.
1 vote -
Duplicate offers
Some offers have virtually the same rules but different code name or eligible locations for tracking and would love to be able to duplicate an existing code rather than creating a brand new one
7 votes
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