5931 results found
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Archiving chart option when "in progress"
It would be helpful to have the option to archive any charts even if they have been started or "in progress". This would be a nice option to have in case 2 of the same charts or open, or the opened chart was not used or a different one was needed.
5 votes -
5 votes
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custom refund reasons
Add 'refund deposit' as a default refund option so 'other' and typing out 'refund deposit' doesn't have to be done. The majority of refunds are from deposits
5 votes -
More information needed on Inventory repors
Add in "desired quantity" and "supplier" to the inventory on hand report or the product records report
5 votes -
Client demographic reports
To improve overall organizational performance and quality we believe it is important to be able to generate reports on client demographic variables collected throughout the intake process. These include things like (gender or racial identity). Additionally it would be helpful to be able to run reports for fields that are contained in forms. Or at a minimum, be able to review summary reports of forms to support data cleaning activities, accuracy, completeness, timeliness, etc. To summarize, the request is to build out the ability to run more nuanced client reports that help us to better understand client demographic variables, which…
5 votes -
Having “Annual” as an option for Paperwork.
Right now you currently have 2 choices for paperwork to populate: “once per client” or “every visit”.
Certain forms, this works for and others it doesn’t. For instance, Cancellation Policies. Every visit is excessive, but only once in their entire history of being with our business is not enough. Annual re-signs would help us make sure clients are staying up to date with this policy and/or any changes that may have been added.
Thank you for continuing to better this platform. It’s appreciated!
5 votes -
Forms: Language Selection
Ability for clients/patients to be able to choose what language Forms are in when sent a link
5 votes -
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.
5 votes -
5 votes
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Botox unit report
A report that tracks the amount of Botox units used
5 votes -
Add a feature to indicate that a client is seeing multiple providers
A lot of our clients see multiple providers when they visit the salon. It would be a convenient feature to indicate that someone is seeing more than one provider. Just a quick and easy way for a service provider to see that without having to hover over or click on the appointment
5 votes -
Low inventory threshold
We need to be able to set custom "low inventory" numbers when using "Bulk Add" in a purchase order. When using bulk add, almost 100 products get added, and many have 4, 5, & 6 units in stock. Then we have to go through and delete those items, making bulk add a feature that doesn't make the process any easier or faster.
For our business, 5-6 units are full stock for most items. We want to be able to set "low inventory" as 0-2 units per item. Bonus if we could set custom low inventory for different categories as well,…
5 votes -
client notifications specific to the service they booked.
we have many different services that require different pre and post care instructions. for example, in the booking notification for a spray tan we want to tell them to wear specific clothing, for lashes we want to let them know to plan not to wash their face or shower. for extensions we want to let them know to take Tylenol bc their heads will be sore. on vagaro I was able to customize the client instructions based on what service they were getting
5 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.
5 votes -
send a notification to service providers when a client's appointment is changed or cancelled.
If a client's appointment is rescheduled or cancelled, the service provider is not being notified.
5 votes -
Better Forecasting Reports
Need a report where I can see how many people BOOKED appointments in a certain timeframe. So for example, if an appointment was booked on January 8 for an appointment in March... that's the data I'm looking for. We know how many people clicked on our website in a timeframe, but we don't know how many of those clicks turned into bookings. If you don't have a report for that, there's no way we can track it. This is very important data to track alongside marketing and SEO efforts!
5 votes -
HIPPA Compliant Virtual Meeting Appointment
Allow for HIPPA-compliant virtual appointments. Easy to send out links and keep client's information safe.
5 votes -
Give users the ability to log out remote sessions
Sometimes I forget to log out of my computer at work and this results in someone else using my profile. Our previous provider allowed us to remotely log out sessions so that it would force the user on that computer to then log in under their own profile. This is especially important with users with higher privilege levels than others.
5 votes -
Add 'day of' booking as an offer restriction
Implement a 'day of' booking restriction for offers to allow offer codes to only be used for booking services for the same day.
5 votes -
Bring back cursive chart sign off
The chart sign off signature used to be in cursive and now it's in bold capital lettering. Can you bring back the cursive or at least an option to have cursive over the capital letters?
5 votes
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