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  1. Your client portal is difficult to navigate with the new refer a friend. Once they sign in it should be write on the front page. It says make an appt. and then gift card. It should be refer a friend directly under that. You have them look at past appts. Then they have to get a code. Then click on their name. And then .... see refer a friend. LORD. Make this more user friendly. My older clients will absolutely not do this.

    1 vote
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  2. Unopened messages should be prioritized at the top. It's frustrating to scroll through a large number of messages just to find the ones that are still unread.

    17 votes
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  3. Make Charts non-visible to admins due to HIPPA

    2 votes
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  4. you need a way to book lunch breaks easily, ongoing. the 52 week limit on ongoing repeated blocks is frustrating- should not have to remember to reset it every 52 weeks. Lunch breaks are pretty standard necessity in a schedule!!

    Also- it allows an opportunity for online scheduling to sneak through before you reset it )=

    Also an easier holiday feature to block would be nice

    4 votes
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  5. 6 votes
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  6. I wish it wouldn't send an email to us when we cancel an appointment for a patient. When a patient cancels their own appointment, it is super helpful that we get those emails because front desk goes through and contacts those patients to get rescheduled. It just makes it confusing when we get the emails for the appointments that front desk cancelled themselves. Or even if those emails could say something different showing that it was cancelled by a provider/employee.

    1 vote
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  7. it would help if on the sales summary report if you could click on one of the categories and it would have a drop down that would show all transactions under that category.

    3 votes
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  8. You check out processing is outdated and clunky. Having a front desk is outdated here in CA and we are moving toward a more patient friendly operational experience for the patient in which they stay where they are and we come to them for a mobile check out experience. Your competition, Mangomint is already doing this. Not having the ability for 1 device for check out- clinic provider phone or just an iPad needs to be looked at. We previously had Jane and the provider ran up and checked out the patient on the IPad and the patient swiped on…

    1 vote
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  9. This feature would introduce the ability to track lot numbers and expiration dates for inventory items. Currently, the system only allows input of quantities, SKU/UPC, pricing, cost, category, and brand information. The proposed enhancement would:

    • Add fields for lot numbers and expiration dates in the inventory management system
    • Enable tracking of products by lot, improving traceability
    • Allow for better management of perishable or time-sensitive inventory
    • Facilitate easier recalls or identification of expired products
    • Enhance reporting capabilities to include lot and expiration information

    This feature would be particularly beneficial for businesses dealing with perishable goods, pharmaceuticals, or any products where batch…

    31 votes
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  10. Also there needs to be a in client information the dollar amount spent and allow tags.

    2 votes
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  11. Currently, summaries are location-based, requiring users to log into each location's dashboard individually to view booked forecast information. This feature would introduce a new report that aggregates data from all locations, providing:

    A unified view of booked forecasts across all locations

    The ability to compare and contrast performance between different locations

    Time-saving efficiency for multi-location businesses

    Enhanced decision-making capabilities with a holistic view of the entire business

    This feature would significantly improve the user experience for businesses managing multiple locations, streamlining their reporting process and providing valuable insights at a glance.

    2 votes
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  12. This feature would add a new column or row in reports that automatically excludes vouchers from package sales. The functionality would:

    • Automatically identify and filter out vouchers associated with package sales in reports
    • Eliminate the need for manual filtering of packages with vouchers
    • Provide a more streamlined and accurate view of sales data
    • Save time and reduce potential errors in reporting

    This enhancement would improve the efficiency of report generation and analysis, allowing businesses to quickly access relevant sales data without the extra step of manually filtering out package vouchers.

    2 votes
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  13. Current referral offer is 20% off for new and existing guest and would like to use that in new referral program versus a dollar amount.

    2 votes
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  14. When clients or receptionists need to put someone on the waitlist, make it available to put them on the waitlist for weeks at a time for any openings that come up besides same day.

    5 votes
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  15. In the salon guests emailed receipt, there is a button that says, "book next appt." If a salon/spa does not offer on-line booking, this button should be able to be eliminated from the receipt. So this is my suggestion, that you make this feature optional. Thank you.

    1 vote
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  16. This feature would automatically apply an offer code when a client's cart total exceeds a specified amount. Key benefits include:

    • Streamlined checkout process for clients
    • Increased sales through incentivized higher spending
    • Reduced manual intervention from staff
    • Flexibility to set different thresholds for various promotions

    The system would continuously monitor the cart total during the booking process and instantly apply the relevant offer once the threshold is met, enhancing the overall customer experience and potentially boosting revenue.

    7 votes
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  17. 4 votes
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  18. being able to add an attachment to send to the client in messages to send the pre care instructions before their scheduled apt

    7 votes
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  19. I would really like the ability to add merge fields in the text notifications. We're a busy medspa and would like the ability to include information in the text notifications like <customer name> and <service> in the notifications.

    2 votes
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  20. We require new patients/customers to pay a deposit (to protect against no shows). Unfortunately, there is no way to distinguish between current customers and new customers. We need a gateway (are you a new customer question) OR ideally a way of showing certain services to new patients and certain services to existing patients. This has become a big issue as rather than booking under services titled "New Patients to XXXXX Start Here" since they require a deposit, they circumvent the system and book under other services.

    2 votes
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