7574 results found
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Forms and charts
- Forms should be able to be copied and turned into a chart and vs versa so you don't have to start from scratch if you want to change it!
- Also on both forms and charts, common fields should be automatically populated! Fields that should come up automatically include patient name, date of birth, today's date. It's a hassle to fill these out each time! Even the provider's name should come up.
- When the patient fills out the form with their personal information, it should update their profile (with birthday, allergies, etc.)
2 votes -
Detailed Line item Marketing Consent
We would like the Detailed Line item report to have the ability to report on the Marketing consent status of Clients.
2 votes -
Have there be an option to hide front desk employees where they don't show on the schedule. Where only providers show up on the schedule!
Have there be an option to hide front desk employees where they don't show on the schedule. Where only providers show up on the schedule!
2 votes -
Name and date submission inclusion on printed charts.
include on a printed chart who it was submitted by and the date and time.
2 votes -
improve dashboards and reporting & BETTER MEMBERSHIP REPORTING
Similar to shopify or any other pos -> more visual charts/reporting
There should also be a much clearer dashboard for all memberships/subscriptions:
total count
total active
total inactive
payment overdue
churn %
ltv per client
FORECASTING - we should be able to have an idea as to when which subscriptions are being renewed (% of those approved on a daily basis/card declined,etc.)just better backend reporting all in all
2 votes -
improve dashboards and reporting & BETTER MEMBERSHIP REPORTING
Similar to shopify or any other pos -> more visual charts/reporting
There should also be a much clearer dashboard for all memberships/subscriptions:
total count
total active
total inactive
payment overdue
churn %
ltv per client
FORECASTING - we should be able to have an idea as to when which subscriptions are being renewed (% of those approved on a daily basis/card declined,etc.)just better backend reporting all in all
2 votes -
More Details on the appointment text messages
I need the text reminders to have the option say what the appointment is for, and who the provider is!!!!
example: "Your appointment for HYDRAFACIAL with LINDSEY is today at 9am"2 votes -
no credit card needed to book
There should be an option for the business to pick if they want a credit card on file to book or not.
2 votes -
2 votes
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Allow for more than 1000 reports to be created and saved
Ability for a business to create, customize, and save more than 1000 reports and have them all be searchable and visible within the dashboard.
2 votes -
appointment email has appointment day of week along with date and time
appointment email has appointment day of week along with date and time
2 votes -
Memberships
Allow units of neurotoxin (etc) to accrue monthly/ quarterly/ yearly as an option for memberships.
2 votes -
activating multiple packages at once
Editing multiple packages at once:
It would be nice to be able to select multiple packages at once to activate/deactivate as well as bulk editing the category. This would make it easier to run series specials.
2 votes -
Add unique referral link in client profile
instead of providing a client with steps to obtain their own referral link if they need help, just being able to share the links directly helps give a good client experience
2 votes -
Notify the business when clients submit a form so things don't get missed
Please have the option for an automated email to go to the business when a client submits a form so we know that it's happened. We need to know when a client has submitted a membership contract so they don't fall through the cracks.
2 votes -
Ability to download client records to one file
If records are requested by the patient - we need an easier way to export them all, instead of having to open each one to download separately, then re-combine and send as one file...
2 votes -
Change copy on booking widget for waitlist
The customer would like to update the snippet that reads “Not seeing the time you want? Join the waitlist” to include a phone number for contact.
2 votes -
Currently, discount codes apply universally across all service providers. We'd love the ability to create offer codes that are tied to speci
Stylist-Specific Offer Codes:
Currently, discount codes apply universally across all service providers. We'd love the ability to create offer codes that are tied to specific stylists—this would allow us to run targeted promotions (e.g. for new team members or specific availability) without affecting pricing for the entire team.
This added flexibility would be incredibly helpful for marketing, onboarding, and stylist growth strategies.
2 votes -
barcodes
Please add a feature to be able to assign a barcode to packages. It's available for "products" but not for packages. For example, when I sell a weight loss package, I would like to be able to scan a barcode that I created for it, rather than have to search during checkout. I have many "packages" that have very similar names and scanning a barcode would be much easier than scrolling through 20-30 package options that all look the same at quick glance.
2 votes -
Custom Email for Receipts
Leviticus doesn't have online booking for their Tattoo location, but the default message reads "Thank you for your business. Please find your receipt below. When the time comes, you can book your next appointment using the link below." They would like the ability to customize this message.
2 votes
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