7540 results found
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Cancellation Report to clawback commissions when its a specific cancellation reason
Requested by Simplicity Laser, Strategic Prospect
7 votes -
"All Locations" selections to honor newly added locations (staff profile, forms settings)
"All locations" can be selected as a staff member's assigned locations as well in a form or chart's settings. When a new location is added to the dashboard, though, each of these areas have to be updated to include it. It would be more efficient overall if the "All locations" checkbox considered future locations after it's been set.
7 votes -
Online store built in
I know Shopify is an integration, but having native online capabilities would be nice instead of having to build an entire Shopify website to sell products online. I know you can technically make products available to sell online via the booking widget, but that is not really a great option. Maybe having a easy online page that would sync with your created products that would look professional.
7 votes -
Add any photos that are texted in to the patient gallery immediatley
Please add any photos sent by patients into their charts. Occasionally we receive sensitive content
7 votes -
Duplicate offers
Some offers have virtually the same rules but different code name or eligible locations for tracking and would love to be able to duplicate an existing code rather than creating a brand new one
7 votes -
Faxed reports to patient chart
Be able to receive faxes so lab reports can be automatically added to patient's charts without having to scan them and attach to document.
7 votes -
Needs Review list for all dates, not just one day.
list of which charts need review versus having to search day by day
7 votes -
view tips for staff separate
We would like our staff to be able to view tips. I know its under one of the privileges for VIEW SALES but we don't want them to also have access to the register view and Gift Card list
7 votes -
Print Client Name on All Forms and Charts
Please add the Client (Patient) name to all sheets when a form or chart is printed with page numbers. This is normal practice for medical offices. It helps to insure HIPAA compliance. Thank you.
7 votes -
Last Name sort for reports!
I want to run Staff reports and sort by Staff's Last Name!
7 votes -
Option to change the staff member that completed the Chart
Incase of a mistake of a staff member completing the Chart in another staff member’s dashboard, it would be nice to be able to change the name of the staff member that competed the Chart.
7 votes -
7 votes
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Add a character count on messages
Since we are charged for multiple segments if the message is over 160 characters, there should be a character count on the messages so we can be aware of how many of our allotted messages we are using at a time.
7 votes -
Bypass Review Chart option
"bypass review forms" privilege and feature should present a "skip" option to staff allowed to bypass rather than just removing the "submit and review" button altogether.
7 votes -
Be able to block of certain hours on the schedule for New Clients only (or members only, etc).
Be able block certain hours on the schedule so that people that are online scheduling can only book in those times if they are new clients, or members, etc.
7 votes -
Have a "search" function in Business and Location Manager. For example, "services"
When a business location has a long list of services, you have page through until you find it service in managing location or employee. A search function would be helpful.
7 votes -
Check in and checkout times added to appointment
Would be super helpful if you could add the times the client checked in for their appointment and what time the appointment was checked out in the appointment details for easy visibility.
7 votes -
7 votes
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7 votes
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Improve client management of group appointments
We have recently had multiple instances where someone books a group appointment, then cancels via their portal/email link. The problem is this often leaves the other party/parties in the schedule with no indication to us that it wasn't intentionally left, and no indication that the person who scheduled actually cancelled their own appointment (we have cancellation notifications off because they include too many appointments that we either already know about ex. cancelling them ourselves. or don't care about ex. cancelling an appointment to rebook it under a correct name)
I suggest either not allowing clients to manage group appointments (Similar…
7 votes
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