5895 results found
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7 votes
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1 vote
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1 vote
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Have the top line of reports lock
When viewing reports in regular or Beta make the top like that defines each column lock in place so you can see what each column as you scroll
7 votes -
2 votes
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2 votes
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Do not prompt for client confirmation when changing room/resource
When you are editing resource/room assignments, it would be great to just drag and drop without a confirmation message request to client. I understand the need to send edit on STAFF, but not on room assignment.
4 votes -
Covid Vaccine Confirmation Button
A lot of states are requiring vaccines to remove masks. We plan to confirm that and it would be nice to have a little check box in the client profile that we see knowing if the person is vaccinated.
7 votes -
Edit Purchase Order after it's been created
We should be able to edit a purchase order after saving it and clicking Next. Sometimes we receive the wrong item or an additional item, and it seems unnecessary to have to create a new PO for just one item rather than be able to edit/add it to the existing PO. This would also help POs match invoices across the business.
10 votes -
Client Profile/Appointment + Treatment Plan Section
It would be super helpful to have a section besides the notes where the service provider can write out the treatment plan for the client for that visit. This way you can refer to it at any time in the future, the person checking out the client can easily see it and it can also be referred to if the client calls in and inquires about it.
9 votes -
1 vote
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1 vote
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1 vote
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1 vote
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7 votes
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"Yes" trigger in messaging
to confirm an appointment the trigger should be something unique like "C". We have conversations with people and they use the word "Yes" often and get the auto text thanking them for confirming. Like - "do you want to cancel both appointments Michelle" ---"Yes" --- "Thank you you are confirmed"
7 votes -
10 votes
As of today, all clients can view their upcoming and past appointment information by selecting "All Appointments" at the top of their Appointment Details page (accessible via booking and reminder emails). It's not in an app yet, so we'll leave this as waitlisted, but clients can access the information from their browser. Learn more here.
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1 vote
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1 vote
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1 vote
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