5892 results found
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PDF Upload option when building a chart, like a photo upload
PDF Upload option when building a chart, like a photo upload.
My spa has an external company who provides Good Faith Exams. This comes to us in a PDF form. I would like to be able to add this in a chart, a space reserved for unique clinical data rather than in the client note area, for it is not a note, it is a clinical document11 votes -
Account credits
If a client has an account credit , when checking out , a pop up should show up that asks if you want to use the account credit, or the account credit button should be red if that have an actual credit
11 votes -
Notification for blocked patients when booking.
When a patient is blocked from booking, give a warning when business is booking the appointment. As of right now it just says that the chosen provider cannot preform this service instead of saying that the patient is blocked when their name is typed in.
11 votes -
package credit/voucher - making packages
I saw that packages can now be applied as a credit which is great but the vouchers really need to be taking out the cost of services before the employee split.
Also, we should be able to put a custom package together at checkout instead of having to pre-make every package. We customize packages for clients all the time. It could be like we pick which services we want them to have, have them pay and it puts a credit on their account for those services only, or a voucher for each service, but the voucher needs to take out…
11 votes -
I need clients to be able to sign a membership contract *before* they purchase a membership in the overlay.!
Right now, I have to figure out a way to get forms to clients when they sign up for a membership, and there's no decent automated workflow available for this. It is cumbersome. So instead of trying to automate it, I send the forms myself... but this is counterintuitive for someone that is actively purchasing a membership, spending the money, and then receiving a contract to sign later on - after they've already committed themselves. It needs to happen in order, in the same workflow process.
A new membership purchase might not be caught until later on in the day…
11 votes -
Add a flag to messages that it needs follow up, further info or attention
add a flag for messages that need further attention or review, or more info. Or at least make message unread to others can see it and notice. When you have multiple people looking at message and then a bunch of others come thru they get lost.... some sort of way to know this need follow up. thanks
11 votes -
Add Initial Ability to Forms
Please add the ability for a field that allows patients to initial certain sections. This is important for consents/forms. Thank you.
11 votes -
Forms Optimization
Having the ability to create a bank of questions/dropdowns etc. that can then be added to many different forms and charts would be very time-saving and allow us to create forms/charts with ease.
Also, it would be a cool feature to pull in products by category into a chart so we would easily make a protocol for providers to select what product they used during that step.
Having the ability to change a chart to a form and vice versa, just in case you spent a lot of time building the form or chart in the incorrect format.
11 votes -
NEW vs. CURRENT Clients Online Booking
We have an issue with New Patients/clients booking under existing patients. New Patients require additional time for their appointment. This creates a nightmare for our front desk, since many times these are missing - which leads to a poor customer experience, when they show and there isn't enough time allowed for their appointment. It would be great, if there was a question that could be asked at the beginning of online booking. "Are You Currently a Patient at...? Yes or No. Then based off that question they would be show a list of services they can book. Or, maybe there…
11 votes -
Add the ability to bulk add time blocks for all staff members at once.
This would be really useful for instances when we're having a company meeting and need to ensure the provider's are blocked from booking so they are able to attend.
11 votes -
loyalty program view for customers
client would like the customers to have the ability to view their loyalty program points and status in app.
11 votes -
Add Review Invite To Check-Out
We would like an invite to give feedback/review after the client completes payment via the Duo/iPad set-up. Once they confirm and pay, having an opportunity to give us 1-5 stars and, if they give us 4 or 5 stars, inviting them to review with Google Reviews would be great.
11 votes -
Visibility Into Appointment Confirmation Method
Ability to see how the client's appt was confirmed ( online, over the phone, via text)
11 votes -
Cancellation Fees owed Text message
When someone's card declines for cancellation fees. We would like there to be a way that we can
a) notify them that they owe those fees before booking again.
b) allow a deficit put on their account that needs paying before they can book again. Not that they can have an open account but so that we can track and charge for unpaid late charges.it is really hard to keep track of this via notes in the system and word of mouth.
11 votes -
Print multiple tickets at once
Ability to select multiple tickets to print at once rather than having to print individually.
11 votes -
Apply business charge when a voucher is used
Still apply the business charge when a voucher is used
11 votes -
Report for Online Bookings
Business wants a report that shows the total number of bookings made online for a specific date range.
11 votes -
Commission reports in beta
Ability to customize commission reports in beta
11 votes -
Limit # of times client can reschedule
Limit the number of times a client can reschedule an appointment. For example, if the appointment was first booked in February, it should not be possible for them to rebook into April as we have some seasonal services. I'd like for clients to only be allowed to reschedule an appointment no more than twice. After that, they should have to book a new appointment and place a new deposit.
11 votes -
Easily print client history
Be able to easily print client history or have a button in the client profile that says "print client's treatment history"
11 votes
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