7540 results found
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Ability to pull client contact info (phone/email) in Reports.
We use reports to categorize & pull past clients in order to follow up with them. It would be much more convenient to add a category/ability to customize report to add their contact info to the reporrt. As of now, you have to copy/paste the name or click into more details.
3 votes -
Simplifying Credit Tracking for Clients
Example: When a client uses their Botox credits, remove the botox name from the list entirely. Keeping them on the list with "0 remaining" is unnecessarily confusing and complicates the process when checking available credits. Additionally, store these credits in the wallet at the price the client actually paid, not the regular listed price. This helps avoid confusion and ensures accurate commission calculations for providers.
8 votes -
Ability to add time block to all
We would like to be able to block everyone without adding an individual time block to each schedule. Can you create a BLOCK ALL?
35 votes -
Enhanced Payment Reports with Service Details
Add service and product names as columns in the Payments & Refunds report to eliminate the need for cross-referencing with the Detailed Line Item report. This enhancement would streamline the reporting process by allowing users to see transaction details and the specific services/products in a single view, improving efficiency in financial tracking and reconciliation.
Current Pain Point: Users must manually cross-reference between two different reports to match order numbers with their corresponding services and products, making the process time-consuming and potentially error-prone.
2 votes -
Full dollar amount tips
This would make life way more simplified if tips had to be full dollar amounts.
11 votes -
Configurable Email Blast Send Time
Allow users to customize the time of day when scheduled email blasts are sent, rather than being fixed at 9 AM UTC. This enhancement would provide greater flexibility for businesses operating across different time zones and help optimize email campaign performance based on their target audience's peak engagement times.
Current limitation: Email blasts can only be sent at 9 AM UTC, with no option to modify the send time. This restricts businesses from scheduling emails at optimal times for their specific market and audience.
Proposed solution: Add a time selector alongside the existing date picker, allowing users to specify both…
46 votes -
5 votes
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Reports Filter: Staff Name (Active vs Inactive)
When filtering a report by Staff Name, having the ability to select between Active, Inactive or All. Similar to the Employees tab under Manage Business.
2 votes -
Need to be able to see the the whole schedule for a Monday-Friday week regardless of how many provider are on the schedule.
Need to be able to see the whole Monday-Friday work week for every provider regardless of how many providers are scheduled.
3 votes -
Clarity on packages based off original service price
It would be great for the system to reflect the original single service price and have the option to show the discount based off package price. This is essential to show the client how much they are actually saving.
3 votes -
Enhance Appointment Service Records Report with Timezone Adjustment and Staff Name Display
This feature would improve the Appointment Service Records Report by adding two key functionalities:
- Timezone Adjustment: Allow users to view the report in their local timezone, enhancing accuracy and convenience for businesses operating across different time zones.
- Staff Name Display: Introduce an option to show staff names alongside or instead of staff IDs, making the report more user-friendly and easier to interpret at a glance.
These enhancements would significantly improve the report's usability, providing more relevant and easily understandable information to users managing appointments and staff schedules.
1 vote -
inventory
I wish when scanning out inventory, such as color used for the day, that you could scan all items at once and it accounts for duplicates. This was something that was really beneficial on our former salon software, STX.
1 vote -
Email marketing call to action text button option
Small addition, but it would be amazing if there was an option to put a call to action button where the client can text us. There's just call/email/visit website.
6 votes -
Refer a friend
Your client portal is difficult to navigate with the new refer a friend. Once they sign in it should be write on the front page. It says make an appt. and then gift card. It should be refer a friend directly under that. You have them look at past appts. Then they have to get a code. Then click on their name. And then .... see refer a friend. LORD. Make this more user friendly. My older clients will absolutely not do this.
1 vote -
Unopened messages need to be at the top
Unopened messages should be prioritized at the top. It's frustrating to scroll through a large number of messages just to find the ones that are still unread.
31 votes -
Make Charts non-visible to admins due to HIPPA
Make Charts non-visible to admins due to HIPPA
3 votes -
Need a way to schedule clinic shutdowns and LUNCH
you need a way to book lunch breaks easily, ongoing. the 52 week limit on ongoing repeated blocks is frustrating- should not have to remember to reset it every 52 weeks. Lunch breaks are pretty standard necessity in a schedule!!
Also- it allows an opportunity for online scheduling to sneak through before you reset it )=Also an easier holiday feature to block would be nice
6 votes -
I wish it wouldn't send an email to us when we cancel an appointment for a patient
I wish it wouldn't send an email to us when we cancel an appointment for a patient. When a patient cancels their own appointment, it is super helpful that we get those emails because front desk goes through and contacts those patients to get rescheduled. It just makes it confusing when we get the emails for the appointments that front desk cancelled themselves. Or even if those emails could say something different showing that it was cancelled by a provider/employee.
2 votes -
sales summary report if you could click on one of the categories and it would have a drop down
it would help if on the sales summary report if you could click on one of the categories and it would have a drop down that would show all transactions under that category.
3 votes -
Improved patient check out experience
You check out processing is outdated and clunky. Having a front desk is outdated here in CA and we are moving toward a more patient friendly operational experience for the patient in which they stay where they are and we come to them for a mobile check out experience. Your competition, Mangomint is already doing this. Not having the ability for 1 device for check out- clinic provider phone or just an iPad needs to be looked at. We previously had Jane and the provider ran up and checked out the patient on the IPad and the patient swiped on…
1 vote
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