6114 results found
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2 votes
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Report details on Blasts
When viewing the report details there should be a way to identify those clients that acted on the blast. I do not see a way to verify/see who is responsive. For example: if I am being charged $2 for each responsive person I should be able to see who they are.
2 votes -
Enhanced Payment Reports with Service Details
Add service and product names as columns in the Payments & Refunds report to eliminate the need for cross-referencing with the Detailed Line Item report. This enhancement would streamline the reporting process by allowing users to see transaction details and the specific services/products in a single view, improving efficiency in financial tracking and reconciliation.
Current Pain Point: Users must manually cross-reference between two different reports to match order numbers with their corresponding services and products, making the process time-consuming and potentially error-prone.
2 votes -
Full dollar amount tips
This would make life way more simplified if tips had to be full dollar amounts.
2 votes -
Reports Filter: Staff Name (Active vs Inactive)
When filtering a report by Staff Name, having the ability to select between Active, Inactive or All. Similar to the Employees tab under Manage Business.
2 votes -
Need to be able to see the the whole schedule for a Monday-Friday week regardless of how many provider are on the schedule.
Need to be able to see the whole Monday-Friday work week for every provider regardless of how many providers are scheduled.
2 votes -
Clarity on packages based off original service price
It would be great for the system to reflect the original single service price and have the option to show the discount based off package price. This is essential to show the client how much they are actually saving.
2 votes -
configure the client portal to allow patients to look back (view only not edit) on past forms signed
We have a post care form that I would like to add, but when the client "submits" the form, it would not be able to be reopened in the client portal. If they could still click into the form and be able to view without editing, this would be ideal. Thanks!
2 votes -
Make Charts non-visible to admins due to HIPPA
Make Charts non-visible to admins due to HIPPA
2 votes -
Multi-Location Booked Forecast Summary
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 -
referral discount as percentage
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 -
Custom Notifications - Mail Merge Fields
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 -
New Customer Services vs. Existing
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 -
Add Operator Field to Inventory Adjustments Report
Alani Skin MD would like the ability to see the operator associated with inventory adjustments within the report. Currently they have to go into each product details window for this level of visibility.
2 votes -
Packages payments in parts
I would like to be able to make packages that my patients can pay in parts (like memberships). For example, laser package that is paid in 3 months.
2 votes -
Schedule reminders for providers
It would be great if we could set a notification that sends a daily reminder of the providers schedule of patients/clients before each day begins to the staff.
2 votes -
Mark-Ups - Ability to Select Product Used
It would be amazing from the Mark-Ups to allow to select from a list which product was used. Perhaps a drop down and color coded would be amazing.
2 votes -
Priority tags for waitlists
Having a priority tag for waitlists would be hugely helpful. Occasionally people have a client they want to contact first and as of right now you have to dig through all of the notes of individual clients, which can be quite a feat for longer waitlists.
2 votes -
Have a spot for maiden name
It would be beneficial to have the maiden name of clients connected to their profile as well. We have clients get referred and list a client's maiden name or married name, but we can't find them in the system because their new/old last name isn't updated.
2 votes -
Please create a report only for Service Charges.
Please create a report only for Service Charges.
2 votes
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