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Ideas Hub

Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.

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6487 results found

  1. It would be nice to check out/merge clients having multiple appointments without having to delete the merged appointment.

    1 vote
    Waitlisted  ·  0 comments  ·  Admin →
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  2. currently, you cannot charge a missed appt fee on a free service if you have your MAF set to a percentage. (which we prefer since larger appointment times/services cause more lost productivity when cancelled late/missed. HOWEVER we think it is important to offer free consultations to encourage people to come check us out. Today, though for example, we had a lady book consults on 3 services for an entire hour block...and no showed. We had no way to charge her other than to put a bill on file if she tries to come in again. This just really should be…

    2 votes
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  3. Membership changes like day of monthly renewal or changes to type of membership plan should be an edit option rather than having to cancel current membership and then resign patient up for new plan all over again.

    1 vote
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  4. The automated referral program should allow you to add the referral credit not just at the first visit for patients. Sometimes patients come in and only have a consultation done or we may miss the giving the credit at the first visit. The option to add the referral credit in should remain in the checkout window even after the first visit is completed.

    1 vote
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  5. Instead of blocking clients from booking with EVERYONE, but sometimes only a specific stylist doesn’t want to accommodate a customer and don’t want to get booked by he/she again.

    We should have a blocking clients from booking with a specific stylists

    2 votes
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  6. When a guest books - if tells us if that was booked by our system or the online booking. When it comes to finalizing payments and closing out the appointment, I can never trace it back to who it was to correct any mistakes made at check out.

    1 vote
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  7. Please make an easier way to draw attention to a note. Like a sticky note or post it that can be attached to an individual patient document or chart. Bonus if you can tag staff members to direct attention to the note

    1 vote
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  8. It would be so much more efficient if there was an in basket for medical directors that all documents or forms needing to be signed would be due sent to. This would save so much time and duplicate work.

    1 vote
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  9. Make it to where clients arrive twice when they are booked with two separate providers. For example, if they have a lash appointment an hour before a hair appointment, they can "arrive" twice so each provider knows when they are ready for the next service.

    1 vote
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  10. Disallow clients the option to change their first or last name when they are already logged in and booking an appointment.

    2 votes
    Waitlisted  ·  1 comment  ·  Admin →
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  11. Can you please create a one month view of appointments?

    2 votes
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  12. When a refund is initiated and fails whether due to a processor error, expired card, or other issue there is currently no automatic alert to notify staff. As a result, these failed attempts can go unnoticed unless someone manually checks the status, increasing the risk of unresolved refunds and negatively impacting the customer experience.

    We are requesting a feature that triggers an in-app alert to the location’s Notification Center as well as an email to the location’s designated email address when a refund fails. This would ensure the appropriate team is immediately informed and can take corrective action without delay.…

    2 votes
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  13. Be able to 'star' specific notes that need to stay at the top of the "note" section!

    4 votes
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  14. We have people that come A LOT so having to scroll through all of their appointments in order to get to their purchases is very time consuming, especially when a client is standing in front of you waiting. Thanks!

    2 votes
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  15. Tell us the gift card balance at check out. Or have an area where we can scan their gift card and it show what is left!

    4 votes
    1 comment  ·  Admin →
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  16. It would be helpful to have customizable features under the clients name. Things that are linkable to the chart notes like DOB or allergies. If they could be posted on the calendar view under a clients name within their appointment. That way we can see important details as glance.

    1 vote
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  17. I have artists that work at both locations and since we are on a sliding scale it woulds be helpful to base their commissions on the total from both locations not just one.

    1 vote
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  18. I would like to be able to search for a form or chart I want to be able to quickly find and make updates as needed.

    1 vote
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  19. When hover on name on calendar it shows picture! This is amazing for customer service. Being able to recognize client and use first name when they walk in the door

    1 vote
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  20. A feature that sends the waitlist requests to the providers as a notification so they can approve or deny.

    1 vote
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