7195 results found
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Marking up of chart, we should have more ability to "zoom in" and "zoom out" out of picture during the mark up.
When I mark up my charts for my patients, I like to go over where I'm doing things , how much, and why. The current markup doesn't allow for you to scroll in and out easily. Right now, when I go to zoom in, sometimes it will go back to the chart and then I have to press back in. Also, ability to make the markings smaller, especially for the "dot" markers. I want to be able to fit an entire upper face of marking and still have client be able to clearly see where things will be going. Another…
1 vote -
We would like the ability to manage client notes more granularly. Specifically: Allow staff to add notes to a client’s record. Restrict st
We would like the ability to manage client notes more granularly. Specifically:
Allow staff to add notes to a client’s record.
Restrict staff from deleting existing notes.
Provide an option to designate who can delete notes, with management having exclusive access to do so.
This would help maintain note integrity while still allowing staff to document client interactions.
1 vote -
Clics Integration
CLICS (Color Lab Inventory Control System) completely optimizes the way salons formulate, dispense, and manage hair color. The innovative computer-controlled vending platform was created to take the guesswork out of color formulation—and deliver increased profitability and client satisfaction.
1 vote -
Staff see personal time clock summary
It is recommended that staff be granted the ability to view their personal time clock summaries directly, rather than having to access through the reports.
1 vote -
1 vote
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net sales less account credits
Need to be able to view net sales less account credits similar to the net sales less vouchers option
1 vote -
Allow account credit to be set to only be used for certain services
We would like to able to set monthly memberships to show as account credit for each client, but there is no way to set what that account credit is to be used for. We don't want every service to be able to use the credit accrued from memberships.
1 vote -
Show resume date for paused or cancellation scheduled memberships in Reports
Reports for memberships should include a date for when a Paused or Cancellation Scheduled membership is set to resume and become active again. This enables the business to be able to more accurately report on their future active memberships and track churn more correctly.
1 vote -
1 vote
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Adding a Frequency Report, and be able to filter that report via Client Profile Tags
Hi there -
Discussed yesterday on 11/5/25 - that our practice does not have a the Client Visit Frequency Report Available in our Reporting. We also need to be able to filter clients through tags added to their Client Profile (NOT the appointment itself) to be able to track different plans of care needed for that type of patient.For example, when a patient has a tag that states "Rehab", we need a report that will generate for that type of patient only (but can filter through multiple tags) and show how many visits per week they are coming in,…
1 vote -
1 vote
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adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full numner of appointments daily
1 vote -
adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full number of appointments daily
1 vote -
Packages-Vouchers and Perks are not necessary!
PLEASE change packages so that you do not have to add an additional incentive as in a perk or voucher to the already discounted package! You can not SAVE a created package unless you add a perk or voucher. Please address ASAP and thank you!
1 vote -
allow clients to have automatic payments be set up for memberships or packages outside of an appointment.
Would like to be able to sell something to patients outside of an appointment. Can you somehow disconnect the idea that all forms, invoices, etc must be connected to an appointment? It would be more beneficial and business friendly if we were allowed to truly function in the capacity any back office would. Not all services or items that need to be completed are always in relation to an appointment when it comes to primary care which is the way the majority of weight management operates.
1 vote -
Closed charts
We need a way to see if patient charts have been closed. First a quick “lock open or closed” on the front desk page to see if charts are open/closed as well as a report showing open charts. This is super important for proper chart compliance.
1 vote -
change day of message verbiage
Since we have our cancellation policy set to 24hrs before any penalties, clients recieve the following message the day-of: "Free cancellation or modification before Mon, Nov 3, 2025 at 5:00pm CST. After that, changes will result in a charge of 50% of your appointment total."
The above statement does not account for the fact that it is already the day of the appointment. Thus, it confuses the clients as the deadline date to cancel and/or modify their appointment has already passed. This could be rectified in one of two ways:
- Change the base verbiage to "Any modification or cancellation at…
1 vote -
Provide the ability to a quick click direct link to client transactions within commission reporting.
We need the ability to directly link each commission line item to its corresponding transaction or client record. Providing this level of traceability would streamline the transaction verification process, reduce time spent reconciling payroll, and minimize the risk of commission errors.
1 vote -
there should be an option to not take out business charge for total commission and not just vouch
there should be an option to not take out business charge for total commission and not just voucher
1 vote -
No longer able to see negative balance in client payment method.
With the recent update we've lost the capability to intuitively see a clients negative balance on their profile. We would utilize this function quite a bit in order to track/ or keep a running tab for our guests whether that was for cancellation fees or a payment plan.
It would also be nice to be able to see the total negative balance at checkout.
1 vote
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