7209 results found
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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 -
Create one area that shows all transactions - balances, credits entered, services and payments rendered.
Have one location that shows all transactions - balances, credits entered, services and payments rendered.
1 vote -
checking clients out for digital gift card option
would like the option to do either physical or digital gift card when checking out a client for gift card purchase
2 votes -
missed appointment fees auto add to next appoint
If patient doesnt have CC on file, Need missed appointment fees to auto add to next appointment checkout AND have a distinctive color/etc to flag staff patient has a balance. Very awkward right now. Have to notice there is a balance, pay it separately etc.
2 votes -
fix the reports functionality
since the most recent update to the reports, the date range functionality has an error in it. I see 2 different problems. When picking a date range by clicking on the dates on the calendar, it does not accept the dates that are entered. The only way to do a custom range now is to enter it into the boxes at the top of the window.
Also, when running multiple reports for a specific time range(for example, the previous month), you must now enter the date range for each report. Previously, the date range would remain the same until you…
2 votes -
New Patient Intake Forms
Consolidate the signature portion of the New Patient Forms to one signature instead of several at the end for them to sign.
5 votes -
Line item type customization
We would like the ability to modify / add custom Line Item types to products and services. This way in reporting, we can filter by these custom types.
1 vote -
Per Transaction Option When Creating Offers (Discounts)
Currently when you create an offer it only allows to apply the discount to the item (per item). With this clients are able to use that discount on multiple items that are eligible. Can you all create a "per transaction" option for discounts, so that the client can only receive the discount towards the total transaction. For example, I currently have a $25 discount code. If a client books a massage and facial online they will save $25 on each item saving $50 total. With a "per transaction" option, they would only be able to save $25 total.
19 votes -
We should be able to add a form to an existing appointment and manually send it without resending the forms reminder
The forms section of an appointment would be a perfect place to add it. Click the 3 dots on the side, and instead of just the print/new tab/delete add a "send reminder" button. We have run into multiple instances where someone will fill out 2 of the 4 forms, or we need one more that is specific and cannot send just one form reminder, we have to resend the whole thing.
6 votes -
when doing commission calculations, the memberships should still have backbar
When commission calculations are done the backbar for the service should still be deducted.
1 vote -
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 -
Ability to upload PDFs to use as Form rather than having to build one
We need the abililty to upload a pre-exisitng pdf form into the forms function that becomes fillable for clients to fill out and sign
4 votes -
dynamic variable for location contact information so that specific studio info can be reflected in the form while only one form is leveraged
Request: Ability to leverage dynamic variables (e.g., Studio name, studio phone number, etc.) within Forms & Charts so that one form can be leveraged across all locations but contain the studio's specific information when requiring a client to complete.
Use Case: For multi-unit scaling purposes, they want to be able to have one form that all locations utilize, but they want the form to surface each location's specific contact information via dynamic field variables embedded within the form. When a studio goes to send a client the form, that studio's information is populated in the form. It is not scalable…1 vote -
discounts, be able to exclude commissions and or products. Example giving limit commissions on a friends and family discount.
Commission Control on Employee Discounts – The ability to limit or exclude commissions on services and products purchased with employee discounts. This would help maintain fair compensation structures while still offering staff perks.
Minimum Purchase Requirement for Promotions – The ability to set a minimum spend before a promotion is applied (e.g., “Buy $200 in gift cards, get $50” would only apply when the full $200 threshold is met).
Exclusion of Discounts from Being Combined – The ability to restrict specific promotions from stacking with other discounts (e.g., preventing a service discount from being combined with a retail promotion). This…
1 vote -
orders
Adding who completed the order on the first page, "orders" or even on the purchase itself vs, having to open every receipt to see.
1 vote -
allow us to have letters on demand
let us have the ability to create letters and send to certain clients, example: cancellation policy when they no show or arrive late.
1 vote -
413 votes
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Ability to associate 2 providers to a bill or membership & have reporting on it
We have a prospect that needs to be able to associate 2 providers to a bill or membership.
Example of the providers & use case:
1. a selling provider (like an MD) that recommends a treatment
2. provider that actually does the treatment (like a nurse)Goal is to be able to track who’s selling and providing treatment.
- Requested by Laser Lounge (prospect)
2 votes -
Auto update expired cards
When clients have expired cards, having the system be able to automatically update the expired cards would make the business run smother.
97 votes -
two factor authentication on gift cards
would like two-factor authentication on gift card purchases to ensure the name on the card matches their profile
1 vote
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