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  1. If a patient is increasing their membership level/cost, there should be an option to charge it on their normal pay date. Ex. $99/mo to $299/mo, payment day of the first of every month. Patient decides to increase on the 15th, the increase doesn't get charged right away, but instead on the first of the month. My help chat agent advised this is NOT possible.

    2 votes

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    Waitlisted  ·  0 comments  ·  Admin →
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  2. Staff not being able to add/edit notes at home WITHOUT havening access to the clients personal information. We do not want our team or on-call staff to have access to last name, email, phone number when reviewing client profile or adding notes from phone

    3 votes

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  3. Changing an appointment and all enhancements/add-ons are lost

    1 vote

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  4. Deposits for services in dollar amount, not %
    The ability to add or update services on the ticket/sale instead of rebooking, this is an additional step that’s time consuming
    Not being able to edit a ticket/sale after payment has been processed. If an error is made we have to delete the entire thing and start over instead of being able to update payment type.
    Online scheduling allows guests to schedule at weird times and the bookings overlap even though we’ve selected “no double bookings”
    Changing an appointment and all enhancements/add-ons are lost
    When adding credit we then are unable to…

    1 vote

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  5. Keep service providers in same order as desktop!

    2 votes

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  6. Ability to customize commission reports in beta

    11 votes

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  7. Ability to bulk download or export completed forms instead

    12 votes

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    Waitlisted  ·  3 comments  ·  Admin →
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  8. The business wants the ability to track pre booked %'s for the staff members who are booking the appointments. They want to be able to see reporting on performance metrics as well based on if they have upgrade services, added add on's ect.

    1 vote

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  9. When purchasing a membership, a card on file should be saved to the client profile without having to click the "consent to store" box.

    1 vote

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  10. As of right now, the only time a Prebook or rebook tracks is if the prebooking was done at check-out before collecting payment. It would be helpful to have the option to either go back to "view appointment" and then be able to select a prebook option to set a new prebooked appointment, OR to add a prebooking tick-box when setting an appointment through "new appointment". Lastly, either function should help track the prebook metric.

    3 votes

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  11. 1 vote

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  12. The business would like the ability to have push notifications go to the SP as well as the business.

    2 votes

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  13. Need to require date of birth as a required field and not have to manually enter from an intake form so that they can take advantage of the birthday marketing

    6 votes

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  14. Please integrate with Zoho

    2 votes

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  15. We don't want service providers to be able to adjust products, but would for services. If these privileges were separated we can choose that option

    3 votes

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  16. 1 vote

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  17. Ability to have some level of customization (text/font/theme) on transactional emails

    64 votes

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    Waitlisted  ·  12 comments  ·  Admin →
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  18. Ability to programmatically upload a file into a client profile

    5 votes

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  19. Like a click to call or text when on the website from a cell phone

    3 votes

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  20. 1 vote

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