7112 results found
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Client Communication Customization
Please let us edit automated client emails like receipts and confirmations, in more detail. They sound generic, and it’s wild that this basic feature costs extra- as much as a phone bill! We just want our messages to sound like our brand. Many other platforms I compared you to offer client communication at no additional cost or at much higher quantities per tier. Please update this!
7 votes -
forms
We need the ability to send treatment consent forms over manually to patients without them needing to schedule a new appointment. In the forms and charts section, there should be the option to send treatment forms directly to a patient with an existing account.
55 votes -
Upcoming card expiration alert
Alert to notify a business when a client has a card on file with an upcoming expiration date to prompt collecting an updated payment method.
11 votes -
The ability to send a form to someone at anytime, not just through a booking.
It would be helpful to send a form to a client at anytime without having a booking. When someone books for someone else, it takes time to cancel the booking, rebook under the other parties' name just to send the form.
14 votes -
Enhanced gift card location settings, restrictions, and visibility
Was looking for tickets regarding this insight for vouchers for EWC feature launch, and noticed there is a ton of franchise business request for similar updates to gift cards.
41 votes -
Please fix reports so you can save the DATE RANGE!!!!
The fact that you can not save the date range ("month to date" or "last month") with the reports is a huge setback
It always resets when you open (re-open) the report.
16 votes -
Flexible % of required Medical Director Sign off on charts
Our medical director only has to sign off on 10% of our charts, but there is no way to only show 10% to sign off on. Would love to see this added as a feature for easier and faster medical director sign off.
24 votes -
ability to have automated post treatment instructions sent at the time of checkout so paients can review them after they leave.
This feature allows patients to automatically receive personalized post-treatment instructions immediately after they complete their checkout. Instead of relying on verbal reminders or paper handouts (which can be misplaced or forgotten), the system sends clear, standardized, and customizable aftercare instructions directly to the patient’s email or via text. This ensures they have easy access to care information once they leave the spa.
How It Works
Checkout Trigger
At the time of checkout, the front desk or provider selects the treatment(s) performed from a drop-down menu (e.g., Botox, Morpheus8, Laser Hair Removal, HydraFacial).
Each treatment is already linked to a pre-built…
11 votes -
Unread texts stay at the top of message list
Unread messages stay at the top of the message list. When marketing texts go out, we lose all our current conversations in the message list. With thousands of marketing texts going out, we have to scroll back all the way to find the unread messages from current conversations.
8 votes -
Clients rescheduling appointments
It's crazy that the providers do NOT get notified if someone reschedules an appointment! How are they supposed to know? Just watch the schedule all day?
25 votes -
Single-Page Medical Director Sign-Off Dashboard
The current chart review process requires the Medical Director to open each individual patient profile, scroll to the chart section, and manually locate the note that needs review. This is inefficient and time-consuming.
Requested Feature:
1. Create a single-page dashboard where the Medical Director can see all charts that require review and signature without navigating into each patient’s profile.The dashboard should allow the Medical Director to:
View every pending chart in one centralized list
Open each chart directly from that page
Sign off quickly without extra clicks or page navigation
Optionally apply bulk review/sign-off actions
This would eliminate unnecessary…
5 votes -
Ability to send an invoice to a client for payment
It would be helpful to have an option to send a client an invoice to complete payment at a later date. We would use this in our clinic for product purchases.
10 votes -
Customize copy in transactional emails
Would like the ability to adjust what transactional emails say (ex. booking confirmations, receipts, etc)
12 votes -
STOP ADDING RESOURCES TO SCREEN DURING BOOKING!!!
Can we PLEASE stop with the resources populating the schedule every time we book an appointment. It's incredibly frustrating and TIME WASTING TO HAVE TO GO DELETE THEM ALL AGAIN, AND AGAIN, AND AGAIN ALL FRICKING DAY LONG!!!!! If I wanted all those columns jumbling up my schedule I would put them there!! UGH!!!!!!!!!!
9 votes -
Search button for services
Our office provides a lot of services, and we get a lot of calls for pricing. It's difficult to retrieve pricing from the master list of services because there is no search function.
9 votes -
Date of birth enhancements to forms and booking
As a medical practice a patient's DOB is required. Please do the following;
1) Require Birthdate when patients book online for the first time thereby automatically pulling it into their Client Profile,
2) Change the Birthdate Forms field so it does not automatically default to "Today's Date" on the mini calendar selector (many patients are clicking on Today's Date accidentally),
3) Add a field that automatically calculates the Age based on BirthdateThanks so much!
357 votes -
Ability to charge an appointment cancellation fee without it counting towards 'Appointment Count' in Reports.
When using the default appointment cancellation flow, and cancelling an appointment, the appointment still counts in the total Appointment Count metric and commission is still earned for the service that was not performed, if the cancellation discount is not 100% or is charged as a dollar amount. This causes commission to be paid out, despite the provider assigned the appointment not performing the service, potentially losing the business money.
8 votes -
Nightly Summary
Nightly sales report via email. Each night you receive an email with how much you made for the day/weekend. This is what will be deposited into your bank account the following day(mon-thurs). The weekend will be sent out on Sunday night(fri-sun) Includes a list of the follow: clients name, date of service including tips. This includes gift cards sold. Gloss Genius has this feature and I loved it. Bummed its not here.
8 votes -
New vs Current Clients Online Booking
It would be helpful if I could pause new client online booking for myself only and still allow my employee to get new clients. If I pause online booking for me it will not allow my current clients to book online.
13 votes -
Make cart editing easier in online booking
Agreed, i have so many clients calling because they said they have to many things in their cart and are unable to delete it. Please make the menu a little less confusion
12 votes
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