6975 results found
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Client portal membership cancellation rescue options
Being able to implement specific retention efforts when a client would like to schedule a cancellation. For example, offers such as a free extra vouchers, a discount off their membership for 1+ months, etc.
2 votes -
Membership balance!!
Patients really should be able to see their balance. Number one complaint we receive from patients, almost on the daily.
2 votes -
Product Search
There should be a tab at the top next to "Manage, Marketing, Calender, etc" for products/services where it tells you the price of all products and services. Kinda like a search bar at the top.
2 votes -
Default to First Available in online booking, then allow choosing a specific provider
We, too end up with confusion about online booking. People select a provider without realizing "First available" is an option, then they are locked out from seeing many potential appointments. I think it should default to First Available, and then have the option to choose a specific person.
2 votes -
Online booking Date-first flow: choose a date to view available providers
show all available providers at the time of a desired appointment
2 votes -
Online booking: Show dates and times first, then pick a stylist
want to show more options to clients based on appointment slot instead of a provider's availability
2 votes -
Clear display of appointment date in booking confirmation email
I had a client ask if it were possible to display the date of the booked appointment at the beginning of the subject line in the email confirmation. Otherwise, it looks like a bunch of the same emails at a glance when booking multiple appointments at a time. This would help the client see their appointment dates quickly, without having to click on a bunch of different emails.
2 votes -
2 votes
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2 votes
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Change wording to a rescheduled appt text to indicate it's a change to an appointment
Currently, a change to an appointment will send to the client with the exact same verbiage as an initial booking. This causes confusion for clients who may mistakenly think a duplicate appt was made in error (before they click through into the client portal details).
Slightly changing verbiage to indicate that a date/time has moved rather than a brand new appt text would help differentiate which is a new appt and which is a change.2 votes -
Ability to apply discounts to a client's account based on status - eg. "employee", "friends and family"
The option to add discounts to client profiles, based on their relationship to the business. These would be toggled on until toggled off or removed and would auto-apply online or in-person.
2 votes -
provider tasks
There needs to be a way to assign tasks to providers. If a provider needs their nurse or assistant to call in a medication for a pt, there should be a way to the provider to assign that task to the nurses profile.
2 votes -
High level view of all service details settings across the business
Its very manual to go into each location, then each service or staff to understand who is assigned to which services. At over 100 locations, this becomes very overwhelming. It would be very impactful to have an admin view of who is assigned to services, which services are bookable online, which are even active at what locations, etc.
2 votes -
Review for the products
We would like to add the options to send our clients the notifications to rate not just a services , but our products as well , and if its possible for that clients, who had experienced it more then 1 month from date of purchase
2 votes -
Automated, custom message sent to No Show/Late Cancel clients
Ability to automatically trigger a customized email and/or text message to clients when they late cancel or no show to their appointment to reiterate the cancellation policy and inform them how to properly communicate last minute missed appointments to the business.
2 votes -
Inventory depletion based on appt type. Every IV infusion I do should deplete 1 IV bag, co-band, alcohol swab, etc.
We should be able to have inventory depleted per appointment type. Every IV infusion I do should deplete 1 IV bag, co-band, alcohol swab, etc. The client should not be able to remove that modifier at checkout because it would mess up my inventory count.
2 votes -
Gift card add on options
An option to upgrade (add on a product) at gift card checkout. Sell a gift card online and allow a pop up to add on "gratiuty/tip" on the gift card.
2 votes -
automated campaign appointments generated by text vs email
it would be great to see the breakdown of how many appointments were generated by text vs email in the automated campaign reports
2 votes -
Text notification to clients when they have a failed membership renewal payment, for them to update their card on file.
Ability to send text notifications to clients with failed membership billing, including a link to the client portal for them to update their payment method.
2 votes -
Membership Details
An "end date" for memberships would be so helpful instead of just setting a cancellation date. (Most of our clients sign a contract for a 1 year commitment) The option to "auto renew" for clients that want to continue would be amazing as well.
If we could make the membership page clearer it would be incredibly helpful. Charge dates clearly labeled, with which date they redeemed the voucher that is connected to that charge date.
2 votes
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