5935 results found
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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.4 votes -
"Pattern of Behavior" Alert
Alerts if client/patient has a history of no-shows or cancels often.
Ex. When we're choosing a reason, client canceled, client no-showed, if we're choosing the reason, if the system could recognize that as: "Hey, history of no -shows or one no -show", it would help prepare for that appointment.
4 votes -
Notification for message failure
If a message/text we send fails to send to a client, we should get some sort of notification so we can re send.
4 votes -
Add Referral Sources within the Booking Process
The business wants to enter the referral source at the time you are searching for availability. SO right before you would click View Times or Select Time on Calendar. They would like an option within that part of the pop up.
4 votes -
Improved visibility into billing details for multiple locations
it would make reconciliation much easier to be able to view all invoices with location and line item breakdowns in one place and be able to download it too! instead, we have to go into the manage tab at all of them which is very time consuming
4 votes -
make app more like desktop view
- Stylists should be able to see who booked the appointment from their app, not just from the receptionist's view on desktop
- It would be nice to see the whole week
- Sending messages through the app to contact clients/see confirmations
- Stylist could see their merchant account info in their app
4 votes -
Don't ask clients to put in card info when they book online every single time
Clients are constantly confused by the online system asking them for card info every single time they make an appointment and then we have like 15 copies of the same two cards on file that we have to delete.
Make it so they just have to update expired info or they just have to confirm the CCV security code when they make the appointment
4 votes -
Better reports around loyalty program and levels with points
I would love to be able to see our top clients with loyalty program points. It would also be amazing to offer those top clients more perks as far as levels go (similar to Nordstrom)
4 votes -
Add "Client Rescheduled" as a reason when we cancel an appointment.
When going to cancel a client's appointment, but they need to call back to reschedule, it would be nice to have a "client rescheduled or client will call back to reschedule" option under cancellation reason.
4 votes -
Pays for option
We would like to see the option for one client to pay for other clients. We have many parents or spouses paying for someone else, and it does not seem like there is an easy way to execute that.
4 votes -
allow confirmation history.
On an old booking platform, we were able to see if past clients had confirmed past appointments.
4 votes -
Client Order History
When you go to the history tab in the client profile and scroll down to the Order History - it would help to be able to see if the Sale Total is a credit or a debit
4 votes -
rearrange client tabs
Would like to rearrange the client tabs in a customized order such as moving forms and charts closer to the overview as the second tab to view
4 votes -
Birthday Form Field - Add a min date requirement to avoid "today's date" being accidentally submitted
Clients often accidentally select today's date in the birthday field in new client forms. having the ability to set some sort of requirement to warn the client or not accept today's date by adding a minimum age or similar guardrail would be helpful.
4 votes -
when making an apt for a specific provider it would be great if you can only see what services they offer
when making an apt for a specific provider it would be great if you can only see what services they offer
4 votes -
Put date of service on client receipts when closed out after the appt date.
The date of service needs to be added to all receipts that don't get closed out the same day. When closed out after service date, it gives the current date and clients get confused and think they're getting charged when not being in that day.
4 votes -
Make the client list alphabetical
It's so hard to look up clients when the list doesn't populate alphabetically. Scrolling through random names is time consuming.
4 votes -
Auto Apply Account Credits
Business would like account credits that are collected to automatically be applied to orders at checkout
4 votes -
Reminders with Appointment Changes
The appointment reminders need to make sure to reflect the CURRENT appointment day and time. We have had several clients come in at the original appointment day or time, though it was changed in the system, the reminder that got sent to them was for the prior day/time instead of the changed time. This is a BIG issue for our time and theirs. PLEASE fix sooner than later! Thank you.
4 votes -
Allow returning clients to log in when booking
The "boulevard booking" option allows clients to book appointments without actually logging in- this is causing our salon to run over on clients because we have some of them saved as 45 minute hair cut accommodations. When they use this booking option it bypasses their accommodation and books them at a shorter time than needed
4 votes
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