7101 results found
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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 -
Designated place for Client Formulas
Somewhere in client profile to write client formulas, but not in notes.
5 votes -
See client notes at a glance on the calendar
See client notes at a glance on the calendar in app and desktop. Easier for all staff to view notes without going into client profile. There should be a clickable option to turn on/off daily client notes.
6 votes -
1 vote
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29 votes
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4 votes
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3 votes
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voids should not show up as refunds in reports
it's confusing and inaccurate - voiding when you create a replacement order should ot be considered a refund
2 votes -
2 votes
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Be able to navigate through closed sales without having to exit out of each sale to go to the next.
Sometimes I have to go back and edit closed sales so that employees can get their commision. It would be much easier to do this if I could just open a sale and then hit a "next" button rather than having to enter and exit sales and lose my place.
11 votes -
3 votes
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Option to text a service provider from the calendar context menu
It would be super useful to have a "text this staff member" option from the context menu that pops up when you click beside their name in the calendar. We often need to send quick reminders to staff members, and this would be a great shortcut in doing that
5 votes -
1 vote
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1 vote
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At checkout, flag when a client with standing appointments, only has 3-4 more standing left - "time to rebook?"
We have MANY clients with standing/recurring appointments and if not caught in time to renew, their spot often gets taken.
15 votes -
1 vote
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4 votes
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