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  1. 1 vote
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  2. We would like a permission to allow a provider to be able to only view a clients profile / information without the ability to make any edits. One permission with this ability would be very helpful.

    1 vote
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  3. Stylists should be able to view all client information without being able to edit. Right now the only option to give employees access to phone numbers/emails is to also give access to edit.

    1 vote
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  4. Currently, membership statuses only reflect a single state at a time. This limits visibility into important membership history and lifecycle changes. For example, if a membership is in a past due state and the customer then cancels, the system only shows cancelled, which removes critical context.

    Ask is to see an enhancement that allows multiple statuses to be displayed simultaneously or in sequence such as showing both past due and cancelled status within the membership.

    1 vote
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  5. When a client disputes a deposit that was used to fund their account balance, the system should automatically remove that corresponding credit from the client’s account until the dispute is resolved.

    2 votes
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  6. We need the ability to send post-care instructions to patients following any treatment. These instructions should be delivered via email and include key details such as: Expected downtime, Expected reactions and Dos and don’ts after the procedure.

    There should also be an option at checkout to choose whether or not to send the post-care instructions—similar to how online receipts are managed—since regular or returning patients may not require them every time.

    1 vote
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  7. It makes no sense to include tips in net sales if your team members receive their tips or a portion of their tips. That is not revenue - it's tips (totally separate). Why isn't it possible to remove this through a simple filter?

    I've spoken to multiple team members (chat, chatbot, tier 1, and tier 2) and no one could understand or explain how this misleads the numbers. I was told it was a "simple configuration issue" and pushed off to the next person - only to waste an hour of my time trying to explain that a sale is…

    1 vote
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  8. A report that lists each service provider and the services they're assignable to, not services they have performed.

    1 vote
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  9. 1 vote
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  10. There are some high ticket items that we do not want to add a tip feature (injectables no tip but facials yes tip) but there is no way of limiting this feature per service

    1 vote
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  11. Overview:
    Introduce a visual alert on a customer’s profile when they have canceled their membership, similar to the existing "Past Due" badge. This would help frontline staff quickly identify a client’s membership status at a glance.

    Proposed Functionality:

    A "Membership Cancelled" badge or alert appears prominently in the customer profile when their membership is no longer active due to cancellation.

    Functions similarly to the "Past Due" alert that already exists, drawing attention without needing to click into deeper membership details.

    Use Case / Value:

    Helps reception, providers, and managers stay informed without digging through account history.

    Enables smoother conversations and…

    3 votes
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  12. The customer is requesting more granular permissions around payment access for their manager-level users. Specifically, they would like their managers to be able to:

    Log information related to disputes (e.g., add notes, upload supporting documents, track communication).

    View active and historical disputes for transparency and internal handling.

    However, they do not want managers to have access to sensitive financial settings, including:

    Viewing or editing the business’s bank account details.

    Accessing or downloading deposit reports or payout information.

    2 votes
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  13. I have had difficulty setting up an Event that i need clients to sign up for. I have had to use another platform and then encored cost. Maybe I am unaware how to do, but thus far have not been able to do this.

    1 vote
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  14. 3 votes
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  15. Scents of Serenity therapists would like to see a breakdown of tips and product sales in the Pro App. It would also be great if there was no lag-time in data population.

    1 vote
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  16. It would be helpful to have an option to delete a client profile.

    2 votes
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  17. When looking at a refund for an order, there is no indication for whether commission was clawed back or not. It would be ideal to have that on the refund and not have to look at the detailed commission report.

    1 vote
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  18. 2 votes
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  19. Option for a business location to receive a notification when a membership goes past due or to be cc'd on the failed payment email sent to the client.

    2 votes
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  20. Ability to re-associate vouchers with a membership (original or new) so vouchers follow the expiration rules or benefits of the new membership.

    1 vote
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