6205 results found
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restrict access to who can cancel a membership
Need the ability to control privilege group access to control who has access to cancel a membership. This is a critical request for True REST
2 votes -
2 votes
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Report details on Blasts
When viewing the report details there should be a way to identify those clients that acted on the blast. I do not see a way to verify/see who is responsive. For example: if I am being charged $2 for each responsive person I should be able to see who they are.
2 votes -
Package Services Loaded onto a Physical Card to be Gifted
Package Services to be loaded onto a physical card with a serial number. The clients like to leave with something physical to gift. The code on the card can be added or scanned just like a gift card. "Enter or scan package code" possibly under the gift card section at checkout, then those services can be loaded from the package entered to be bought. When the client presents the card or calls to book their services, it can be looked up to see the remaining services they have with the package they bought or were gifted. When the package service…
8 votes -
Customizable Summary Views
Add customization options to Summaries similar to those available in Reports. This would allow users to:
- Select which data columns to display
- Arrange columns in their preferred order
- Apply filters to focus on specific metrics
- Save custom Summary layouts for future use
Current Pain Point: Users cannot modify Summary views to match their specific business needs, unlike Reports which offer extensive customization options. This limitation makes it harder for businesses to quickly access and analyze the specific data they need.
1 vote -
Configurable Default State for "Resend Confirmation" Checkbox
Add the ability for businesses to set their preferred default state (checked/unchecked) for the "Resend Confirmation" checkbox when appointment types are changed after patient check-in. Currently, the checkbox defaults to checked and must be manually unchecked each time, which can be time-consuming for staff who frequently need to modify appointment types. This enhancement would improve workflow efficiency by allowing businesses to customize the default behavior according to their specific needs.
3 votes -
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.
7 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?
20 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.
3 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…
33 votes -
4 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.
2 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.
2 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 -
configure the client portal to allow patients to look back (view only not edit) on past forms signed
We have a post care form that I would like to add, but when the client "submits" the form, it would not be able to be reopened in the client portal. If they could still click into the form and be able to view without editing, this would be ideal. Thanks!
2 votes -
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 -
Apply an "Accepts Tips" indicator to each employee.
Our office has a number of providers that do not accept tips for their services and one that does. We would like the tipping option to not display for those that do not. It is awkward to have to tell the majority of our clients to not tip when the tipping screen opens for the sake of one employee that collects tips.
4 votes
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