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Ideas Hub

Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.

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6435 results found

  1. It makes no sense to include tips in net sales if your team members receive their tips or a portion of their tips. That is not revenue - it's tips (totally separate). Why isn't it possible to remove this through a simple filter?

    I've spoken to multiple team members (chat, chatbot, tier 1, and tier 2) and no one could understand or explain how this misleads the numbers. I was told it was a "simple configuration issue" and pushed off to the next person - only to waste an hour of my time trying to explain that a sale is…

    2 votes
    1 comment  ·  Admin →
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  2. An owner or admin of the account should have full access to their MR system in voiding credits or changing credits. SO often patients pre pay for syringes of filler and change what filler they want but they cant use their credit appropriately and i cant void their banked units. Or they pre pay for sculptra and choose radiesse etc. We need a way to be able to adjust product units that are banked!

    2 votes
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  3. During the checkout process would like to be able to exclude tax from normally taxable transactions. Some clients ask to ship their product out of state. In that case I do not collect tax. Work around is telling to create a duplicate nontaxable product, but it messes up the inventory and is not feasible

    4 votes
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  4. Option for a business location to receive a notification when a membership goes past due or to be cc'd on the failed payment email sent to the client.

    3 votes
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  5. Ability to sort Reports by 'created on' date or 'created by'

    3 votes
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  6. Need the option for early membership termination fee similar to the late cancel fee option.

    5 votes
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  7. My state just passed a bill requiring sick time pay and all commissioned stylist have to start clocking in and out to track hours worked. Hours Worked is not always equivalent to Hours Booked. Can this category be added to the staff performance report?
    The Dept of Labor requires that commissions paid be equivalent to at least minimum wage, so this is an important report to have!

    2 votes
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  8. The option to add client accomodations in the accomodations tab in a clients profile would be very beneficial to help regulate incorrect bookings.

    2 votes
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  9. Add a function to the waitlist that insterts a requested waitlist appointment into the schedule, in a specific color block so the the business is aware of a potential appointment time that could be filled.

    2 votes
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  10. Be able to use a previous gallery photo in a current chart. We do not always get day of photos of patients and need to be able to use old photos in the gallery for a current chart. Right now, we have to screenshot the old photo and upload it as new. We end up having the same photo in the patient's gallery over and over.

    14 votes
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  11. preventing providers from taking clients back prior to receiving required documents for service

    4 votes
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  12. If there's someone who reschedules the appointment or adds a note to the appointment, it would be good to see who made that change or added the note.

    4 votes
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  13. Please add a first-time client email to the automated campaigns. I would like the ability to automate sending a welcome email. I want to let them know about our other services and ask for their feedback.

    5 votes
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  14. I would love to be able to set a default calendar view. It is very time consuming that whenever we refresh or log in the calendar view switches. It will just decide this time it is going to show 1 day, 1 team member and all the resources. For instance, I personally like to see a full week at a time so every time I go to the calendar, I have to toggle off all the resources and toggle on the staff and then choose the week view. I would like to be able to set it the way I…

    8 votes
    Waitlisted  ·  1 comment  ·  Admin →
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  15. Add time stamps to appointment history. ie: what time the previous appointments were scheduled for.

    2 votes
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  16. having gratuity option even if the ct is using their account credit for payment.

    3 votes
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  17. The female request tag should be a different color, preferably pink since its universally recognized as a "girl" color and would make it easier to read since we work in a fast paced environment and every second counts. We have to keep going into the service to read whether its male or female request when the color change would be read without having to even click on the appt.

    2 votes
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  18. uploading photos in an organized way so that we can click gallery and see what treatment/date each photo is from without having to change each photo manually.

    2 votes
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  19. 4 votes
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  20. Membership changes like day of monthly renewal or changes to type of membership plan should be an edit option rather than having to cancel current membership and then resign patient up for new plan all over again.

    2 votes
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