6336 results found
-
Membership Cancellation Alert in Client Profile
Overview:
Introduce a visual alert on a customer’s profile when they have canceled their membership, similar to the existing "Past Due" badge. This would help frontline staff quickly identify a client’s membership status at a glance.Proposed Functionality:
A "Membership Cancelled" badge or alert appears prominently in the customer profile when their membership is no longer active due to cancellation.
Functions similarly to the "Past Due" alert that already exists, drawing attention without needing to click into deeper membership details.
Use Case / Value:
Helps reception, providers, and managers stay informed without digging through account history.
Enables smoother conversations and…
4 votes -
Expanded Payment Permissions
The customer is requesting more granular permissions around payment access for their manager-level users. Specifically, they would like their managers to be able to:
Log information related to disputes (e.g., add notes, upload supporting documents, track communication).
View active and historical disputes for transparency and internal handling.
However, they do not want managers to have access to sensitive financial settings, including:
Viewing or editing the business’s bank account details.
Accessing or downloading deposit reports or payout information.
2 votes -
Events or Ticket sales
I have had difficulty setting up an Event that i need clients to sign up for. I have had to use another platform and then encored cost. Maybe I am unaware how to do, but thus far have not been able to do this.
1 vote -
4 votes
-
Tip Breakdown in Pro App
Scents of Serenity therapists would like to see a breakdown of tips and product sales in the Pro App. It would also be great if there was no lag-time in data population.
1 vote -
Option to Delete Client
It would be helpful to have an option to delete a client profile.
4 votes -
Refund order should show whether commission was clawed back or not
When looking at a refund for an order, there is no indication for whether commission was clawed back or not. It would be ideal to have that on the refund and not have to look at the detailed commission report.
1 vote -
3 votes
-
Email notification when a membership goes past due
Option for a business location to receive a notification when a membership goes past due or to be cc'd on the failed payment email sent to the client.
2 votes -
Ability to link vouchers to a different membership
Ability to re-associate vouchers with a membership (original or new) so vouchers follow the expiration rules or benefits of the new membership.
1 vote -
Sorting of Reports by Creation Date or Creator Name
Ability to sort Reports by 'created on' date or 'created by'
1 vote -
Have business's name show when sending a text to clients
Ability to share business name in text messages so that clients see the business name as the text sender
4 votes -
Reassigning appointments from provider to provider
Automated way to reassign appointments from one service provider to another
1 vote -
abilty to add more than on "add on" service at a time in the service set up
have the ability to select more than one "add on" Service at a time to the service set up. Individually selecting add ons is time
consuming and leaves room for error1 vote -
auto export reports
Create an option for a custom package. For example, if we run a BOGO laser hair removal package, we would need to make a package for every single area (underarms, bikini etc) and then change them monthly. Can we please have a custom package option where we can load vouchers, discounts etc all at once to check them out with?
1 vote -
expiration forms
We need the ability to have certain forms expire. For example, a medical history form should be updated at minimum once a year.
8 votes -
Set forms to expire. For example, a medical history form should be updated at minimum once a year.
Allow forms to have an expiration. For example, a medical history form should be updated at minimum once a year.
8 votes -
filter records reports by active/inactive
when looking at service/product catalog or staff members, inactive profiles are unnecessary so a filer would be helpful. Not all records reports have an "active" column so it isn't always actually even clear what is active or not.
1 vote -
invoices
Send Client Invoices - This would be amazing to invoice clients prior to a big event or appointment to secure their spots if they are new patients and do not currently have a credit card on file with the practice.
4 votes -
Updating provider on past sale changing report
Updating a past product / package sale for example will move the sale in reporting from the date of sale to the date it was updated for said provider.
This essentially invalidates past iterations of said report and can cause issues with accounting. We would like an option to turn this behavior off or an offering of a solution.
1 vote
- Don't see your idea?