7519 results found
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Membership Enrollment Fee
We have a membership that requires an enrollment fee and also charges monthly. I know how to set up a membership for purchase online, however since there is no way to charge the enrollment fee with it we aren't able to see memberships online. We need an update to allow for an enrollment fee to be automatically charged ONCE so that we can sell memberships online.
9 votes -
detailed lists with automated campaigns
On the automated campaigns, I would like to see a list of who all received a text, who booked and what they purchased.
9 votes -
Filter patients gender
Create an option to filter clients/patients by Gender or Sex. This will allow to create marketing campaigns for services targeting Males or Females specifically.
9 votes -
pull over the medications and medical history into the good faith exam
pull over the medications and medical history into the good faith exam automatically
9 votes -
Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule
Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule, tag something for someone else to review, create a task for someone to call and follow up with someone about something and choose the staff I want to assign it to
9 votes -
Create Brand Identity Profile for Marketing
It would be awesome if we could set branding preferences for marketing (brand fonts, colors, etc.) and have them saved rather than having to change each thing every time we want to send out an email.
9 votes -
Offer codes for specific service providers
For instance, we would like to make offers limited by service provider -- either the providers who ARE available for the offer and the providers who aren't. In general, we should be able to customize our own offers much more granularly.
9 votes -
9 votes
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Sharing Credit Card Information
We have several clients that wish to use their card on file to pay for other people (their spouse, friend, child, etc.) when they don't have an appointment at the same time. It is frustrating for us as the business as well as clients to have to re-enter their card information onto each client's profile they wish to pay for. If there was a way to easily transfer that information such as setting up a paying client or marking clients as minors under a parent account so their card will populate, that would be very helpful.
9 votes -
height and weight under demographics so a form can pull and auto populate. Also calculate BMI
height and weight under demographics so a form can pull and auto populate. Also calculate BMI from height and weight.
9 votes -
Send messages from clients as a text message. Silly that i can get a text that my client has 'arrived" but not a text "im running late"
It would be very useful to send messages from clients as a text message to my phone. It is not useful that i can get a text that my client has 'arrived" but not a message that they are running late, want to cancel last minute or message me to reschedule. We are a small and busy clinic that does not sit in front of computer monitors watching for messages.
9 votes -
Persistent vitals section
Vitals section that is persistent for each visit that is easily viewed and able to show record of previous vitals values (weight, BMI, BP, etc) from each visit.
9 votes -
Different options for booking overlay
Wants to have different options to choose from for booking overlay format
9 votes -
Change the "resend confirmation" to be unchecked by default for appointment changes
Most appointment changes by the front desk are for internal purposes only... it would be nice if the "resend confirmation" box is unchecked by default so the client doesn't accidentally receive unnecessary reminders.
9 votes -
Make it easy to show when a voucher was redeemed and by who for shareable memberships
It's impossible to see when and where a voucher was redeemed right now. So if clients have a shared membership and ask why they dont have a voucher on their account, you cant tell who redeemed which voucher and when. There should be a way to see a clear history of a clients voucher redemptions
9 votes -
Gear vs. Manage
It is incredibly inefficient to switch between Gear and Manage. A few opportunities for improvement;
If permissions allow, simply display all settings, even if not edit-able.
Add a "switch" at the top to switch between gear (Business) and manage (Location)
The biggest issue switching between the two is your online location is lost. So if you are in a particular service and change between gear and manage you need to locate the service from scratch, if your browsing location can be saved when switching, this would be a satisfactory temporary fix.
This issue is most annoying regarding products and services.
9 votes -
Customize required client profile information
Require custom data fields ie:
Date of birth
Phone
Email
Billing/Mailing address
Preferred pharmacy
Gender
Emergency contact9 votes -
Add a TO DO List or Client Follow up
Considering adding a to do list or a client follow up list, ie follow up with T. Hall to reschedule, or return client phone call.
9 votes -
Give clients the ability to buy a package for someone else
It's fairly common have someone tell us that their significant other purchased them a package of massages. In order for the person gifted the massages we have to either double book an appointment slot with the package buyer so we can check out the appointment as a grouped ticket where we delete the buyer from the ticket but use a voucher that lives in their account, or we have to manually delete the voucher(s) from the buyer's account and then manually add corresponding vouchers to the person they bought them for. We also sometimes lose nuanced data in the second…
9 votes -
incomplete notes- provider
We are a soap notes required biz.
We are having issues with soap notes compliance and there is no easy way to sort who is leaving them and who is not. We need an indicator of incomplete forms-either on the providers profile or on the client. Right now reception has to go through all the day before and send out mean emails. Yes people should just do them, but the human brain is silly.9 votes
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