7221 results found
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Add chartrs to a patient's file without it being attached to an appointment.
There are times where our injectors need to add notes for a patient that's unrelated to a specific appointment (i.e. ordering medications or a phone call follow up). With how it's set up now, its difficult to attach forms and we have to go into a previous appointment and chart through there.
3 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.
5 votes -
Cancellation alert verbiage
" it is too "SOON" to cancel online is confusing and they would like it to say " it's too LATE to cancel online". thanks
8 votes -
Send clients reminder email before membership is charged
Send clients an automatic reminder email before their membership is charged each month
5 votes -
Require a deposit or paying for service upfront from select clients i.e ones that have a history of no-shows are constant rescheduling.
This feature would allow us to set a client accommodation that requires a deposit or payment in full upon booking from particular clients. This would help with clients that have a history of no-shows or chronic rescheduling.
15 votes -
vouchers having their own tab under managing business
Vouchers should not be listed as a product and be included in the report
I would under stand if it was under memeberships but the whole set up is not ideal for business
they tend to get lost in the product list2 votes -
Customer service count shown on schedule/appointment details, and reports.
Add a service count indicator on the appointment details that shows how many times the customer has done that service in the past. For example, if the customer has already completed 4 60min massage appointments, the schedule would have an indicator (when you click to see details) that shows they've completed 4 previously so we know it is their 5th.
This would help provide better conversations with clients, and better staff awareness when a client is completing series of scheduled/prescribed treatments.
2 votes -
Enable likes on client messages
Adding an option to like a client message to show it was received on the salon end.
4 votes -
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.7 votes -
2 votes
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filter for unassigned product sales under the sales tab
simple filter under the sales tab so you can see any products or services sold without being assigned to a service provider. 3 times now a stylist sold a product but it was not assigned to them and commission was not given to them.
3 votes -
Need to be able to add forms and see pending forms from client profile and not just from the calendar
Need to be able to add forms and see pending forms from client profile and not just from the calendar
1 vote -
Edit Purchase Order
I need to be able to go back and add more items to a purchase order after I've saved it. Often times I run the PO and if I don't place the order immediately I need to add more items, and I want it all on one purchase order.
1 vote -
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 -
location on text confirmations
Location info on confirmation texts for businesses with multiple locations.
11 votes -
watch customer
The ability to 'watch' a client would be very helpful. We have certain customers that come in that I'd like to be aware of - either because they are a high value client that I'd like to connect with personally, they need extra attention in some way, or they are a problem customer that we need to be aware of in order to track if any other issues come up with them. The way it could work would be:
- I would click on "watch client".
- I would get an option to show a notification when booked, receive an…3 votes -
Set default employee communications settings for new staff profiles
New employees have the same exact comms settings as existing ones. Being able to set a default instead of updating the toggles every time a new staff profile is made would be more efficient.
3 votes -
Ability to track product usage through Photo Markup's/ Forms
The business would like the ability to track products when utilizing the forms/ photo markup
12 votes -
We would like to set the 'send confirmation to client' at the service level
Some appointments are for internal purposes only and we do not want the client being notified. We would like to be able to set the default for this check box at the service level so that staff doesn't accidentally send the appointment to the client.
1 vote -
Automatic Late Cancellation Charges
I would like to add to this and maybe have a reminder pop up when they late cancel within a certain timeframe that we can set?
If its legal - take a step further and either have the system automatically charge them or put the late cancel charge in their cart/profile to show as needing to be check out by the front desk some how?
37 votes
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