1999 results found
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Scheduled Appointment Report
We REALLY Need a report that shows all new SCHEDULED bookings are made in a given time period -- broken out by Self-Booked or Other (Called In) -- and filtered by New Clients vs. Returning Clients.
We are ramping up our marketing efforts and we need to see how those efforts are performing. We can see the number of self-booked clients by observing cart_completed in GA, but that isn't sufficient. Help!
4 votes -
Update the "schedule" view to show number of forms that were assigned to the appointment
The schedule view has some utility, but it is hard to know if someone was assigned a form that wasn't completed. A third column for "assigned forms" would allow us to see if they have forms that should be completed so we can make sure we get the information from them.
1 vote -
Chart sign-off assignable to specific users/user groups
Medical director sign off is its own process, while a lead is a part of escalations in which they also need to be involved and have the ability to review/sign off in those instances. Instead of a single list of charts that need review, being able to split to their respective users based on circumstance would be more beneficial
3 votes -
Allow form integration with Google Drive
Allow Forms and Charts to be stored in Google Drive for easy access
1 vote -
Improve client management of group appointments
We have recently had multiple instances where someone books a group appointment, then cancels via their portal/email link. The problem is this often leaves the other party/parties in the schedule with no indication to us that it wasn't intentionally left, and no indication that the person who scheduled actually cancelled their own appointment (we have cancellation notifications off because they include too many appointments that we either already know about ex. cancelling them ourselves. or don't care about ex. cancelling an appointment to rebook it under a correct name)
I suggest either not allowing clients to manage group appointments (Similar…
7 votes -
Rename TIP COMMISSION to just TIP
Please remove the word commission from the Tip Report- it is confusing.
5 votes -
Wrap text in manually placed blocks
It would be nice to apply text wrapping to schedule blocks so you can read longer messages without having to click on them
8 votes -
Reminders with Appointment Changes
The appointment reminders need to make sure to reflect the CURRENT appointment day and time. We have had several clients come in at the original appointment day or time, though it was changed in the system, the reminder that got sent to them was for the prior day/time instead of the changed time. This is a BIG issue for our time and theirs. PLEASE fix sooner than later! Thank you.
7 votes -
Allow returning clients to log in when booking
The "boulevard booking" option allows clients to book appointments without actually logging in- this is causing our salon to run over on clients because we have some of them saved as 45 minute hair cut accommodations. When they use this booking option it bypasses their accommodation and books them at a shorter time than needed
4 votes -
Allow products to be entered into the checkout window without being shown on the clients receipt
Ability to add products into the checkout window to account for inventory without it showing on the client's receipt. Example, adding needles, tubes, etc. for injection services into the checkout window so that the inventory will automatically adjust but the client won't see that on their receipt.
2 votes -
We should be able to search by tag and keyword to filter
We should be able to search by tag and by keyword to match names with procedures completed! Thank you!!
2 votes -
Visibility Into Appointment Confirmation Method
Ability to see how the client's appt was confirmed ( online, over the phone, via text)
11 votes -
It would be helpful if the email marketing area had the ability to store uploaded images.
It would be helpful if the email marketing area had the ability to store uploaded images. It is time consuming to have to upload artwork each time.
8 votes -
add e gift cards to apple wallet
when the recipient received e gift card in their e-mail, it would be nice to add to their apple wallet for future use
8 votes -
Move the New Sale Button back to the far right of the screen
If I remember correctly, the "New Sale" button was at the far right of the sales screen. It moved to a more central location when I logged in this morning. For consistency with the "new appointment" button, it should be moved to the far right of the screen. I also preferred the blue color as it made it easier to find, now it kind of blends in with the surroundings.
2 votes -
Bring Product accommodations to the dashboard
Currently, you're unable to set a permanent discount for a client for products like you can for services. It would make legacy pricing for injection based services possible if this was added to the platform!
1 vote -
Offset only for online transactions
Option to enable Offset only for transactions completed online (example; gift card purchases).
2 votes -
Indefinite recurrances.
For recurring appts, like weekly blowouts or 3 week mens cuts, giving the option to book indefinitely and keep them on the same time in perpetuity is really helpful with the system we swapped from. Please consider it.
2 votes -
Google Tracking User Flow Improvement/Feedback
We use Google Tag Manager in addition to Google Analytics your documentation didn't quite work.
We think we figured out a work-around but haven't tested it robustly yet.
We adjusted your documentation for our internal use, and shared a version of it at this link for you. It is just a draft -- so it may or may not be of use to your devs, but I thought I would pass it along
- https://docs.google.com/document/d/1ebwl7UTfgHZOz9oqkiBH4raudz_2iFvxku8drZEyhCo/edit?usp=sharingI also wanted to (politely) point out that it took us over 8 hours of work to develop, test, and document the GTM + GA4…
2 votes -
Gift card sales report
Would like to have a gift card sales only report (no other products or types to filter out or need to manually adjust)
- show gift cards sales totals
- show gift card card values and discounts
- show if cards purchased online or retail with ability to filter by dates46 votes
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