7194 results found
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Intake Forms to include service modifiers
When creating/editing intake forms, it should also allow for service modifiers to be selected. When a modifier(s) is selected, the intake form will be sent to those clients. This is currently not doable
1 vote -
Make Offer settings become a floating/moving box
Make an offer's settings and attributes stay visible when scrolling the list of Offers so the information stays available for reference when reviewing all Offers.
4 votes -
Ability to move appts from one location to another
Ability to reschedule or change an appointment's location without having to cancel and rebook.
2 votes -
Payment Link
It would be amazing to be able to email or text a link to customers who call on the phone to make an appointment to secure their spot (less chances of cancellation) in addition, this would be nice for house calls as sometimes we service clients at home as part of our mobile services. Thank you
1 vote -
edit auto confirmation texts
I HATE the auto confirmation and reminder messages and I want to be able to edit them fully. I hate that you guys charge so much for text messages, even when it doesn't cost you anything. I hate that it's 5 segments for one reminder text. So that's my feedback
1 vote -
Automated Marketing for Canceled Appointments
Create an automated marketing campaign for canceled appointments. Client receives a text and or email prompting them to reschedule their appointment after canceling.
4 votes -
when a guest books online it should ask for phone number or email and it will show if that guest already has an existing profile, so not
when a guest books online it should ask for phone number or email and it will show if that guest already has an existing profile, so as not to create multiple accounts in database. there for saving all info and confusion
9 votes -
fresh clinics
I'd love to see some type of integration with fresh clinics for GFEs, consent forms and charting. We use fresh clinics for our medical oversight and were having to chart / consent forms twice. I think I'd be a great partnership for the two companies to have an easy work flow.
1 vote -
Please remove feature that readds discounts that have been manually removed when scanning product.
If I remove an auto discount manually, it re applies when scanning other products. This causes discounts to be accidentally stacked when the auto discount had been manually removed. With every additional product scan, I have to go back and remove the auto generated discounts that don't apply.
1 vote -
Fraud Prevention Alerts
We have a client who has been banned from all stores but keeps making new client profiles with different names (usually the same phone or email). Would like an option to set up email notifications or alerts if suspected spam / fraud accounts matching certain criteria are created and try to book. IE you could set an alert for the client name, email, phone, etc, if it's added into a new account & booking.
1 vote -
Ability to turn tip setting off for specific services
Since we provide aesthetic services and medical spa services. It would be helpful to turn off tip settings for specific services that it is not customary to tip on. For example laser hair removal or botox services. Having the check out screen bypass the tip setting for certain service would be help. A selection option on the service settings that says. "Turn off tipping for this services" would be helpful.
1 vote -
Time blocks that actually block time.
The processing time in an appointment will automatically overlap with a time block. This makes it difficult to schedule a lunch, for example, because if a client signs up for an appointment with an in-person time that fits before a lunch break, the processing time for the rest of the appointment will occur during the lunch break. If there isn't another person available to release the client, the original staff member doesn't get a lunch break. A simple toggle that nothing can overlap the time block would be helpful.
1 vote -
Make the "Add More" line in the booking overlay clearer
"Add More" in the booking overlay window is unclear. Clients don't understand they can book more than one appointment at the same time. It should say something like "Add Sessions to This Appt."
1 vote -
Allow invoices to be customized. If we are belatedly charging a
Allow emailed invoices to be customized. If we are belatedly charging for an appointment, they receive a receipt that TWICE (once in the subject line, once in the text of the message) contains the date of the processing, NOT the date of the appointment. If people want this, fine, but in an insurance-based clinic people are often charged after the fact for various reasons, and it is very confusing to receive invoices with the wrong date, especially if they need them for reimbursement purposes.
1 vote -
Referral Program credit availability
Referral Program credit available for referring patient immediately after the referred patient checks out instead of waiting 24hrs.
1 vote -
"Needs Review" Filter by Name of Form/Chart and Date Range to simplify approvals
Add a filter for Name of Form/Chart when reviewing and approving.
This will allow for a Medical Director or Admin to narrow their search down to just the necessary form/charts that they need to pay attention to. OR have a setting for "Approval by Medical Director" "Approval by Admin" "Approval by Front Desk" so when the appropriate person is approving forms and charts they only see the ones that pertain to them.
In addition to the name filter, allowing us to select a date range vs clicking through days will also reduce unneccessary work on those who are in highest…1 vote -
6 votes
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Send Consents without Appointment
Sometimes we need to send patients consents without them needing an appointment like membership consents or photo releases etc, however, there is no way to send consents to fill out without an upcoming appointment.
4 votes -
Allow tip on Duo at checkout for all forms of payment
It would be nice if the Duo would allow the client to enter their tip amount and that figure would import to the check-out screen on the dashboard. It can be awkward for the receptionist and for the client to have to discuss the tip amount when they are paying cash.
2 votes -
Link and ability to email client forms
Why is there no way to send forms digitally?! My clients are not receiving there forms via email, and our for fill out went from 75% to practically 0. This is very frustrating considering every other system I have worked with has this option. This is a necessity to protect our businesses and not having this done before the client arrives wastes time.
2 votes
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