Have Ability To Set Relationships Between Clients
I would love if there was a way that we could set up relationships between clients. Clients sometimes call and say they share a 'membership' or credit card with their husband and we have to ask the name and info of the husband etc. Or another example is someone wants to book an appointment for their 'sister' and there's no way to link the accounts. It would be much easier if we could see who a client is 'related' to in our system.
Front Desk
shared this idea
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Matt Alleman
commented
This would be such a quality of life improvement for staff. We currently have to double-book a session so the payer's information is on the schedule. Then we have to go to the front desk screen and combine the tickets and then remove the client who was not receiving the service. After it has been checked out we have to then cancel the appointment for the client who did not receive the service. That's five extra steps to check someone out. This is also extremely confusing when training new staff.
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Aleece Boudreaux
commented
I would love to be able to have it to where clients can be linked and share vouchers and information
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Front Desk
commented
It would be great to have a way to connect client profiles by their relationships!
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Matt Alleman
commented
In the checkout window it would be nice to have an area where you can have an existing client pay for another client's session. As an example, if there was a surprise massage booked and you didn't want them to pay for it we could have the option to link another clients payment info, or search for the client's name that wants to pay. Sharing payment information in general would be nice (sharing packages specifically).
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Matthew Danna
commented
Ability to add "related contacts" on a Client Profile similar to Mindbody