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Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.

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7087 results found

  1. Client Completed Booking

    If a client is calling to make an appointment, let's input their phone number (or email) and first name. The system can then send them a text (or email) to input their card, agree to cancellation policy, etc, and only then will their appointment get put on the calendar.

    3 votes
    0 comments  ·  Client experience (online booking, portal, etc)  ·  Admin →
    How important is this to you?

  2. "Copy from Previous Chart" Should Not Copy Old Photos – Only Charted Text/Information

    When using the "Copy from Previous Chart" function, the system currently brings forward previously uploaded images/photos along with the charted information. This leads to confusion and potential clinical inaccuracies, especially if the old photos are outdated or no longer clinically relevant.

    4 votes
    1 comment  ·  Admin →
    How important is this to you?

  3. Need a way to apply a Time Block at BEGINNING of service scheduled for NUMBING for certain services provided

    We need an auto Time Block at beginning of appt for NUMBING for certain services provided (filler, microneedling, etc.)

    Currently what is offered for time blocking with each appt is: Processing Time (a block of time at the END of the service when a client is busy, but the staff can attend other clients.), Finishing Time (a block of time at the END of a service and any processing or transition time when both the client and the staff are busy.), and Transition Time (a block of time AFTER the service is performed during which the staff member is unavailable.…

    2 votes
    0 comments  ·  Appointment management  ·  Admin →
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  4. Mobile calendar should count out weeks, same as the browser option.

    2 votes
    0 comments  ·  Appointment management  ·  Admin →
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  5. More flexibility in automated campaign audience building and setting specific triggers for when a client enters a list to be marketed to.

    Ability to create specific triggers for automated campaigns based on client-level parameters, including voucher count, membership status, package purchases, and service they received.

    3 votes
    0 comments  ·  Marketing and Messaging  ·  Admin →
    How important is this to you?

  6. Inventory by room and storage location

    Inventory level tracking for each treatment room and inventory storage location. Minimum thresholds should be established per SKU with alerts when on-hand inventory falls below the threshold and a purchase order or transfer is needed.

    3 votes
    0 comments  ·  Catalog creation and management  ·  Admin →
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  7. Remove packages and memberships from earning Loyalty Points

    The Loyalty App should have the ability not to to grant points to clients who buy packages or memberships as the redemption of the earned vouchers earns them points.

    2 votes
    0 comments  ·  Other  ·  Admin →
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  8. I would like to be able to edit the content of the text message reminders so that they do not sound so robotic.

    The content of text reminders is too robotic, I would like to customize it to our business needs

    3 votes
    0 comments  ·  Marketing and Messaging  ·  Admin →
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  9. gift card expiration date

    It would be nice to be able to have an expiration date on gift cards.

    5 votes
    0 comments  ·  Admin →
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  10. 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!

    15 votes
    4 comments  ·  Admin →
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  11. Client portal: show complete purchase history

    Clients should be able to see a breakdown of their purchases in client portal

    3 votes
    0 comments  ·  Client experience (online booking, portal, etc)  ·  Admin →
    How important is this to you?

  12. Time Blocking multiple staff at once

    PLEASE! It is so annoying to block each staff member off individually when we have staff meetings or other events everyone will be attending. MAKE IT EASIER! :)

    8 votes
    0 comments  ·  Admin →
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  13. Vouchers Cancel Upon Membership Cancellation

    Can you add the option that vouchers expire immediately when membership expires?

    7 votes
    0 comments  ·  Admin →
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  14. Another couples service idea

    If you allowed services to be booked at the same time (client facing and dashboard), and allow us to assign services to the same room, that would solve the couples issue.

    2 votes
    0 comments  ·  Client experience (online booking, portal, etc)  ·  Admin →
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  15. list the appointment type when texting employees new booking notifications.

    the app currently does not list the type of booking when sending text messages to the employee about a new booking, and it should.

    2 votes
    1 comment  ·  Marketing and Messaging  ·  Admin →
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  16. IS there ever going to be an inter-office messaging system? We are close to choosing another EMR that offers it.

    A messaging system for providers and employees to quickly alert each other of patient concerns or questions. Most EMR's have this and it is essential for . interoffice communication as well as documentation of patient care,

    3 votes
    0 comments  ·  Other  ·  Admin →
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  17. OFFER CODES

    For the OFFER CODES, can we add a third option under the Audience settings?

    There is limited by NEW CLIENT or Limited by MEMBERSHIP STATUS.

    Having an option to EXCLUDE new clients would be fantastic, so for the third option I would suggest Not New Clients, as we have a special that automatically is applied for 1st time visits OR if that is not feasible, can we have a setting under promo codes where you can restrict offers to only 1 per client?

    Thank you!

    2 votes
    0 comments  ·  Marketing and Messaging  ·  Admin →
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  18. E-Scripts

    Need E-scripts

    106 votes
    Waitlisted  ·  12 comments  ·  Admin →
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  19. create new client on the iPad

    Allow new client creation/sales to be conducted on iPad.
    When selling at community events, we have to bring a laptop, an iPad and the Duo. Each device needs to then have a hotspot and to be fully charged for the event. Why not let us create a new client/sale on the iPad AND use the iPad to checkout? It would eliminate the need for 3 devices.

    1 vote
    0 comments  ·  Point of sale / Register / Checkout / Orders  ·  Admin →
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  20. make compare photos saveable directly in the gallery

    Currently you can download a compare photo into the device photos, but then have to upload it back in to the client gallery. Have a button allowing it to save directly to the client gallery. Saving some images interferes with HIPPA for medical services.

    1 vote
    0 comments  ·  Other  ·  Admin →
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