7133 results found
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Client Portal Needs Updated
We need to give patients more options of seeing results on their patient portal such as being able to review their labs.
1 vote -
Ability to send an invoice to a client for payment
It would be helpful to have an option to send a client an invoice to complete payment at a later date. We would use this in our clinic for product purchases.
10 votes -
3 votes
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memberships
I would like the option to have a membership charge every 4 weeks instead of monthly. Since medical weight loss programs often follow specific treatment cycles that don't align perfectly with standard monthly billing.
3 votes -
Give Voucher to clients at will
I would like to see on the back end an option to create vouchers that can be applied to client's accounts at will by certain permission groups. This would be useful for specials and such. Currently, vouchers are only in Packages and Memberships. Also, I would love if vouchers could be applicable for products, not just services.
1 vote -
Add the CLOCK-IN / CLOCK-OUT to the app, please!
Add the CLOCK-IN / CLOCK-OUT to the app, please!
6 votes -
OFFER CODES
For the OFFER CODES, can we add a third option under the Audience settings?
There is limited by NEW CLIENT or Limited by MEMBERSHIP STATUS.
Having an option to EXCLUDE new clients would be fantastic, so for the third option I would suggest Not New Clients, as we have a special that automatically is applied for 1st time visits OR if that is not feasible, can we have a setting under promo codes where you can restrict offers to only 1 per client?
Thank you!
2 votes -
Providers getting a notifications that their appointments got rescheduled. Clients get this but not providers
Providers getting a notification that their appointments got rescheduled. Clients get this but not providers dont.
7 votes -
Improve Forms Features
The current forms software is just not as inclusive as all of the others out there. Not being able to send a form separate from an appointment is very inconvenient. I have membership agreements and package agreements that aren't tied to specific appointments, but need to be filled out and kept in the clients profile. what is the point in having online forms if i have to keep separate forms for these things. it makes me want to cancel my forms subscription and use a seperate application. I should also be able to send a form to a designated ipad…
6 votes -
Ability to delete clients, especially ones that have opted out.
We need to have the ability to delete clients in our client list, especially clients that have opted out.
3 votes -
Text and email reminders for appointments!
Right now, text reminders are only available for 24 hours before or same day reminders. We have noticed the emails either get lost or go to spam, and 24 hours isn't enough time to fill openings if they cancel . If the 3 or 4 day notification could be text too it would help the business a lot. Clients read texts way more
1 vote -
Bulk Holiday Closure for Location Scheduling
We’d like the ability to block off an entire location’s availability for a specific date (or range of dates) — such as for holidays, weather closures, or staff events — without having to manually update each staff member’s schedule one by one. This would streamline scheduling for large teams and ensure consistency across the calendar and client-facing booking tools.
10 votes -
Setting to Show/Hide Voucher Values in Sales Order
On the Sales Orders, show breakdown of what was paid by the Client more clearly vs just the overall total of the entire Order. Ex. What they were charged and exactly what for, especially when using a Package/Membership.
1 vote -
Have the ability for offer codes to not appear in the drop down menu for manual checkout
It would be great if some offer codes could not be manually selectable from the dropdown menu. For example, we have 100 providers who we want to give unique offer codes to. If we created 100 of them there would be 100 options added to the dropdown menu in checkout. This makes it difficult for our team to find the offer codes that might be active that apply companywide. These 100 unique codes would primarily drive appointments and originate from online booking anyway.
2 votes -
List 'encounter date'
In the Forms and Charts tab, add the option to show 'encounter date' and not just 'submitted on' date since some charts might be signed late
1 vote -
Color Code Resources
Be able to color code the resources (by time) so that it matches the providers scheudles... MUCH easier to eyeball the schedule/room availability!
2 votes -
Stylists need to receive text or email notifications whenever a client changes their appointment.
Add it onto the list of notifications that stylists are able to choose from. The only option now is if a client books a new appointment or cancels.
4 votes -
Client notifications for newly available appointments
Have the ability for a client to not only sign up for a waitlist, but get a notification when their selected stylist opens up a new appt time of someone else cancels. They could set the parameters themselves to what day/times they'd like to be notified for.
1 vote -
Batch Photo Upload for Gallery
Instead of uploading photos one by one, allow users to select and upload multiple photos at once directly into the gallery. This would save time, reduce repetitive steps, and make the gallery-building process much smoother.
14 votes -
Credits display at checkout
Boldly display applicable credits at checkout so that they are not overlooked
2 votes
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