7097 results found
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1 vote
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3 votes
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Client Lookup
It would be great if your system kept a memory of which clients we look up. Sometimes I back out too far and then have re-enter the clients name, whereas it seems it would work well if the client I just looked up was at the top of the list of names under the search bar (which seems to be completely random as far as I can tell.) Thanks
1 vote -
Provide warning when a resource is required but not specified
When editing an appointment from the "edit appointment" screen, there is no requirement to pick a resource for a service, even if a resource is marked as required for the service. It would be nice to have something like the warning that comes up when a staff member can't perform a service to remind us to pick a resource.
4 votes -
When assigning services to. A new technician. We should be able to. Checkboxes for the services instead of having to customize each service.
It's so tedious you have to go in and individually customize and make assignable each individual service instead of having a list of services and being able to check the ones that apply to that new technician.
2 votes -
2 votes
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1 vote
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1 vote
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1 vote
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3 votes
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2 votes
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1 vote
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14 votes
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2 votes
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1 vote
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Move Forms between clients
We often have spouses or parents book appointments for other people and fill the forms out in the other person's name. We then end up with an incorrect form in their profile. It would be nice to be able to copy or move that form to another profile to keep our records matching.
11 votes -
2 votes
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Store documents in profile
We have some clients with paper documents (doctor notes prescribing massage, etc...) that we would love to store in their profile. Right now it can be stored as an attachment to notes, allergies, or medications. But it would be nice to have somewhere that can have limited access via permissions.
9 votes -
2 votes
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Continuous Book Out
When booking multiple appointments, it would be great to be able to continuously book out from the last one booked. IE: book out 6 weeks after the previous appt, and so on, while using the 4 week, 6 week, 8 week option.
4 votes
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