6220 results found
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edit verbiage for client to patient
Need the ability to change 'client' in the dashboard to reflect as 'patient'
5 votes -
Client Facing Booking
We NEED updates on the booking widget like yesterday. It is so difficult to have clients have to book each individual parts of a package with different service providers. For packages that have 4 different services, clients get so annoyed having to add of their services. Plus, it is so messy the way the booking widget looks. We NEED subcategories to be able to separate out member bookings and nonmember and then have services within each of those categories. Other booking softwares do this, why can't we?
1 vote -
CSV file of audience with more columns i.e. services, appointment time,
Audience and day schedule is too limited. Employee need more info at a glance or dig through for relevant processing. Name , phone, email but then Last seen, service, charges, new, established, appt time, last appt time, future appt time , tag applied , membership, credits available. Just a big database to build profile and surface good info for today's clients or upcoming.
1 vote -
Ability to create filters for audience that uses data on deactivated employees. This is crucial to market to the clients of terminations.
Our SOP used to be to target special incentives or routing clients to new staff of the departed team member by emailing or texting them the offer or to ask them to give us a call so we can warm hand them to who we hope will take care of them going forward. In order to do this we want to create filters of Provider=Deactivated Staff, Last APPT=>30 days, Next APPT=0.
1 vote -
MD Notes/Orders
Needs to have any notes or orders that are added to the chart during sign off somehow flagged so that the provider knows to review prior to nex visit
3 votes -
Pre-treatment time with different service provider
In the med spa space, there is often work that needs to be completed by a nurse before the service can begin. It'd be beneficial to add an additional 'pre-treatment' time block, similar to processing time, that can be assigned to an additional provider to complete this work before the actual service provider begins the service
7 votes -
Chart Markup - more options
Add the option to add text boxes and shapes such as circles and arrows. This is helpful for designating the technique used for the treatment.
4 votes -
Make it easy to show when a voucher was redeemed and by who for shareable memberships
It's impossible to see when and where a voucher was redeemed right now. So if clients have a shared membership and ask why they dont have a voucher on their account, you cant tell who redeemed which voucher and when. There should be a way to see a clear history of a clients voucher redemptions
4 votes -
custom refund reasons
Add 'refund deposit' as a default refund option so 'other' and typing out 'refund deposit' doesn't have to be done. The majority of refunds are from deposits
5 votes -
Pays for option
We would like to see the option for one client to pay for other clients. We have many parents or spouses paying for someone else, and it does not seem like there is an easy way to execute that.
4 votes -
Default checkbox selection
In charts, Giving the option to set a specific checkbox item as the default selection
1 vote -
Providers at one location still need to be able to see the other location even if they only see patients at one location.
Sometimes Grace answers the phone in cookeville and needs to book someone for lebanon but she cant see lebanon because she isnt a provider there
1 vote -
Have a "is blank" or "Is not blank" option on report filters
I run several reports where I need things like all orders with discounts. The only reliable way to get this is to select each discount reason as an "include" filter (Thanks to people being able to type anything I now have 300+ discount reasons to add). It would be much easier to have it give an "is not blank" option for the discount field. That would catch all discount reasons (especially if someone can manually add a discount at any time that I need to know about to add to the report)
1 vote -
Have room priorities for different providers
Be able to have a priority that appointments are booked in a certain room first, and then into other rooms if that room is full.
3 votes -
Contesting disputes needs improvement
We need to submit files that are larger than 1mb and more than 750 characters. We have a lot to say and a large consent file with images that needs to be submitted. Creates challenges shortening these if we are going to attempt to win them
1 vote -
I need a cancellation for a period of time. Selected dates I can review all the cancellations for rescheduling.
A complete detailed cancellation list for a period of time. For Instance- wanting to send out a text blast to recent guests who have cancelled and not rescheduled yet.
1 vote -
personalized app
client would like a personalized app for her business
1 vote -
we can change the time reminder texts are sent out
Sending out the day before confirmation texts at night is inconvenient, it would be better if we could set the time they're sent especially so it reflects our cancellation policy
3 votes -
More information needed on Inventory repors
Add in "desired quantity" and "supplier" to the inventory on hand report or the product records report
5 votes -
Change the messaging system back to how it was. It was more thorough and easier to navigate. Also, show times of messages not time elapsed p
The original messaging system showed more info on the client right off the bat, with fewer steps. Also showed who had looked at the message without having to open the message. Also instead of showing how much time elapsed between messages it showed the time the actual response went through. It was an easier more efficient setting. Please change it back!
4 votes
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