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6230 results found

  1. Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule

    Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule, tag something for someone else to review, create a task for someone to call and follow up with someone about something and choose the staff I want to assign it to

    6 votes
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  2. Need a way to schedule clinic shutdowns and LUNCH

    you need a way to book lunch breaks easily, ongoing. the 52 week limit on ongoing repeated blocks is frustrating- should not have to remember to reset it every 52 weeks. Lunch breaks are pretty standard necessity in a schedule!!

    Also- it allows an opportunity for online scheduling to sneak through before you reset it )=

    Also an easier holiday feature to block would be nice

    4 votes
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  3. cancel appointment from reminder text

    Please allow clients to cancel from their reminder!!! This isn't new technology, our old lame software offered this option. It's so much easier and faster than the current options for canceling

    13 votes
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  4. Membership Refunds/Dates

    Would like this added to the Membership tab... If payment has failed and the client has put a new payment on file... it charges them for missed months but it would be better to know what months were missed on the order notes or invoices. We have had a few client issues with this because they get charged multiple times in a month to catch up and don't understand why. So there needs to be a change in wording on the receipts. Also on the backend, it would be nice to see when we refunded the membership in the membership…

    2 votes
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  5. Apple Calendar needs to update rescheduled appointments

    If clients reschedule their appointments, they get a new text & email confirming the change, but when they click "add to my calendar" it doesn't get rid of the original appointment, so they will now have 2 different appointments on their calendar. Has caused confusion for several clients.

    2 votes
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  6. Capture leads from people who click the booking link but don't book

    Lead capture of name, phone #, and email when someone clicks the booking link but does not book. In order to accomplish this, ask for this information prior to seeing booking options.

    9 votes
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  7. More Granular Employee Access & Improved Inventory Report Filtering

    It would be incredibly helpful to have more customizable employee access options within the reporting system. Currently, I have receptionists who need access to inventory reports but should not have access to summaries reports. While I was able to grant them access to inventory on hand, they cannot filter the report to see specific details like desired quantity—which limits its usefulness.

    Additionally, I’ve noticed that the summaries page displays more data than the reports page. Ideally, these should mirror each other, or the reports page should provide more detailed insights and filtering options.

    Requested Improvements:

    Granular Report Permissions – Allow…

    2 votes
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  8. Offer code for specific Clients (VIPS, Friends & Family, etc.)

    I need to be able to assign an offer code to certain individuals who do not have memberships. These would include VIPS per Owner, certain Friends & Family, etc.

    8 votes
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  9. Gallery: Ability to upload PDF

    Ability to upload a PDF to Gallery

    15 votes
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  10. Cancellation follow up option

    Could we add a feature to the cancellation tab that allows for direct follow-up with the client? It would be helpful if this also reflects the client's response or status change, so we can track engagement and offer rescheduling opportunities in a streamlined way.

    5 votes
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  11. Appointment Service Records Filters & Date range

    We would Like the Appointment Service Records report to have filtering and Date range capabilities.

    Currently, we need to download this report each time we want to filter and this isnt optimal.

    2 votes
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  12. privilege groups, modify products

    Granular Inventory Access – Separate permissions for:

    Creating and managing purchase orders (POs)
    Counting and auditing inventory
    Reconciling stock
    Tracking employee usage reasons
    Viewing and managing stock levels

    2 votes
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  13. Randomize services for each provider instead of giving same services to same provider over and over

    1 vote
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  14. add on PRODUCTS to go with a service

    where you can put add on products WITH a service so you can still track the inventory but help everyone remember to offer to patients. also lets patients see more of what you have if you are looking to book online

    right now you can do it by making it an add on SERVICE but then you dont track inventory!

    4 votes
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  15. Allow staff to add their own profile pic in the app

    My staff cant even upload a profile picture in the app!!

    3 votes
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  16. create scheduling alert API

    it's possible to pull an existing scheduling alert via the API but not create one. this is a beneficial route as opposed to tagging client/appts since the alert appears upon appointment creation, rather than after an appointment has already been made.

    1 vote
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  17. Option to Require Referral Source and Credit Card through Manual booking

    We would like an option to require staff select a referral source and collect a credit card when booking in the Dashboard

    1 vote
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  18. Notify providers that there are new charts to be reviewed

    It would be extremely helpful to give the chart reviewing providers a notification that a new chart needs to be reviewed. Additionally, if it there were something as simple as adding a number notification onto the "schedule" box where they go to review the charts saying "3" as in 3 charts still need to be reviewed - could be shown next to the "needs review" option on the filter drop down as well.

    Sometimes charts get behind and if the reviewing provider is caught up, they will not know when something new gets submitted unless they scroll back far enough.

    1 vote
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  19. Order of stylists listed when guests go through online booking...

    We would LOVE to be able to change the way our stylists are listed to guests when booking online. Even if we could change from most expensive to least and go the opposite would be nice from time to time. They are the ones building their books the most and I want to see if that helps get them more results:) But just having the option to have them come up differently when booking online would be AMAZING!

    1 vote
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  20. Prompting a review at checkout

    A "rate your experience" prompted question that leads to leaving a review would be great!

    1 vote
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