6510 results found
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Simple work flows using your automated marketing
I would like to send a welcome email to clients after their first apt with our marketing info in it. It would not be a -pls re-book, but information on what is the norm what is not. Post care for the welcome to massage. You should be able to select when this should be sent. For example, after the first visit, after all visits.
3 votes -
3 votes
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We would like to be able to sell services online without scheduling an appointment
Sell services and products without booking an appointment at the time of check out
10 votes -
Separate client contact info and tag permissions
We use the tag system heavily operationally, so all our team members need to be able to see tags. I would like to restrict service providers to limiting client contact information for important security and business protection reasons, but I can't because they would lose tag visibility which they need to perform services accuratly. Separating this in permissions would be a HUGE win for us.
1 vote -
have a place at checkout to add a misc item
Sometimes when we are checking out a customer, we come across a product or service that has not yet made it into inventory. We then have to add a different item and adjust the price to be sure the item is paid for. This throws off our inventory count and creates chaos at checkout. Can you add a misc line at checkout where an item can be manually entered along with the price and an option to add tax or not?
2 votes -
Referral program points vs. account credit
It would be nice if the referral program issued loyalty points that can be converted to dollars vs. automatic account credit. This way actual dollars from membership or account credits etc. are separated from promotional credits.
3 votes -
quote
After a consultation we should be able to email or text a quote to clients
12 votes -
being able to manually add vouchers
Manually adding vouchers to a client's chart. Example: giving a client a free session, we should be able to add the voucher to the account without going through check out and zeroing out the balance.
2 votes -
2 votes
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Service Provider reflect in Online Booking, but not bookable.
Would like to be able to still show all providers at the business- however if a provider does not want to partake in Online Booking, then it would be great to be able to add a note stating to call the business to book with them, instead of not listing them as a provider at all.
3 votes -
Membership Status and Client Email Report
Would like to be able to include/add column for a client email in the Memberships report. This way we can obtain a Client List of past-due memberships along with their email.
2 votes -
Pre and Post Treatment Forms
I suggest that you guys add pre and post treatment forms that can be automatically sent out prior to procedures and after the client checks out.
75 votes -
checking clients out for digital gift card option
would like the option to do either physical or digital gift card when checking out a client for gift card purchase
2 votes -
click on calendar opens patient
When you click on calendar, it opens patient. I HATE having to go off calenedar, look up patient. too awkward. This would be a great step saver
1 vote -
missed appointment fees auto add to next appoint
If patient doesnt have CC on file, Need missed appointment fees to auto add to next appointment checkout AND have a distinctive color/etc to flag staff patient has a balance. Very awkward right now. Have to notice there is a balance, pay it separately etc.
2 votes -
fix the reports functionality
since the most recent update to the reports, the date range functionality has an error in it. I see 2 different problems. When picking a date range by clicking on the dates on the calendar, it does not accept the dates that are entered. The only way to do a custom range now is to enter it into the boxes at the top of the window.
Also, when running multiple reports for a specific time range(for example, the previous month), you must now enter the date range for each report. Previously, the date range would remain the same until you…
2 votes -
new update is giving windows 2
To anyone that is even semi coherent while also being past the age of 60 years old feels like they’ve been transported back into 2005 windows 2 graphics & technology. Top tier New York City salons have cited the inefficiency of this update multiple times which makes it even more detrimental to all professionals nationwide and also worldwide. It’s disappointing to have access to a system that heavily advertises for modern salon technology but reverts to something prehistoric. If my work place is suffering to your technological inabilities then I am fearful for the rest of our industry.
1 vote -
Ability to associate 2 providers to a bill or membership & have reporting on it
We have a prospect that needs to be able to associate 2 providers to a bill or membership.
Example of the providers & use case:
1. a selling provider (like an MD) that recommends a treatment
2. provider that actually does the treatment (like a nurse)Goal is to be able to track who’s selling and providing treatment.
- Requested by Laser Lounge (prospect)
2 votes -
Product Unit Display Management in Client Profiles
Summary:
Add functionality to fully remove product listings from client profiles when orders are deleted, preventing lingering entries with 0 units from appearing in accounts.Description:
Currently, when orders containing product units are deleted, the product listing remains visible in client profiles even with 0 units. This creates confusion for both clients and staff. A new feature would:- Allow complete removal of product listings when associated orders are deleted
- Maintain cleaner client profiles without zero-unit entries
- Prevent confusion about product availability and redemption status
- Streamline the order deletion and cleanup process
3 votes -
Appointment Availability Report
Summary:
Create a new report that shows available appointment slots by day or month, helping businesses better visualize and manage their scheduling capacity.Description:
Currently, businesses can only view scheduled appointments through the Staff Schedule Summary report, making it difficult to identify open slots efficiently. A dedicated Appointment Availability Report would display unused scheduling space directly, allowing businesses to:- View open appointments across different time periods
- Identify scheduling patterns and optimize staff availability
- Make data-driven decisions about staffing and scheduling
2 votes
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