6485 results found
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Blur out opened new booking notifications
It would be helpful if the notifications blurred out after they have been clicked on to be completed. This way we would not have to keep track of each name done as we've finished the prior person.
2 votes -
Referral program points vs. account credit
It would be nice if the referral program issued loyalty points that can be converted to dollars vs. automatic account credit. This way actual dollars from membership or account credits etc. are separated from promotional credits.
3 votes -
2 votes
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Have a report of cash expenses
Create a report that shows cash expenses paid out of the drawer for a given time period.
1 vote -
Allow re-arrangement of packages
Allow order of packages to be re-arranged and reflected on the booking overlay for a more organized look!
1 vote -
1 vote
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late cancellation/ no show appointment with no card on file
there should be a way to track if they owe money for an appointment they late cancelled or no showed and the card on file declined or wasnt present. like a negative account balance where in order to book there account must be brought up to date first.
21 votes -
Manual back dating charts/gallery photos
Have an option to back date a chart for late or forgotten documentation for the day of the appointment. Same with adding photos to the gallery.
4 votes -
Number counter for mark ups
Would be great to have a number counter on mark ups screen. As a med spa that does a high quantity of neurotoxin, having a counter to double check units w/b very helpful. I understand this number would not be connected to inventory or front desk check out (which w/b ideal), having a counting system would also help prevent lost revenue.
11 votes -
Show Service on Appt History Log
Under history, it currently only shows the date of the appointment. Due to having many providers here, it would be very helpful for it to show the procedure that was booked for that day rather than jsut the date and time. This allows providers to do a quick glance and not have to click every date to find the right appointment.
1 vote -
"Copy from Previous Chart" Should Not Copy Old Photos – Only Charted Text/Information
When using the "Copy from Previous Chart" function, the system currently brings forward previously uploaded images/photos along with the charted information. This leads to confusion and potential clinical inaccuracies, especially if the old photos are outdated or no longer clinically relevant.
1 vote -
access to forms and charts whenever we want not just with an appointment.
We need to have the ability to pull in charts and forms to all clients at any time. We have a lot of people that just pick up Rx's and I need to chart that every single time but they don't need appointments. So when we have a full schedule and lots of pick ups, it would make our schedule look CRAZY if we tried to schedule a Rx pick up every time. I just want to add the form or chart I need and be done. simple
1 vote -
Make charts and forms available to add whenever needed not just for an appointment.
We have a lot of clients that pick up rx and I need to be able to chart that every single time and that is not always with a scheduled appointment. It's very inconvenient to have to schedule appts for people that don't need them and then it makes our schedule look crazy trying to overlap our scheduled people with folks that don't need an appointment but I have to make one to get a chart or form to pull in for them.
1 vote -
charts/forms
In the client, ability to "add new" a form or chart under forms/charts without having to add it to an appt.
1 vote -
select time on calendar with resources
Whenever you hit select time on calendar, resources are not being applied. It would be great if it still pulled resources when booking that way. It should also notify you if you are overlapping resources to confirm if you want to do that.
8 votes -
Service providers should get notifications to changes on all appointments.
Staff does not get notified if an appointment is modified or moved from another provider. This causes issues for the staff unless they habitually check their schedules and creates more work for the front desk team because they now have to reach out to make sure the provider sees the update/change.
15 votes -
More Granular Employee Access & Improved Inventory Report Filtering
It would be incredibly helpful to have more customizable employee access options within the reporting system. Currently, I have receptionists who need access to inventory reports but should not have access to summaries reports. While I was able to grant them access to inventory on hand, they cannot filter the report to see specific details like desired quantity—which limits its usefulness.
Additionally, I’ve noticed that the summaries page displays more data than the reports page. Ideally, these should mirror each other, or the reports page should provide more detailed insights and filtering options.
Requested Improvements:
Granular Report Permissions – Allow…
3 votes -
Location Specific Service Descriptions
Ability to have shared services, but location-specific descriptions.
1 vote -
Allow for more than 1000 reports to be created and saved
Ability for a business to create, customize, and save more than 1000 reports and have them all be searchable and visible within the dashboard.
1 vote -
patients access
Allow patients access to review/access their own charts. We have multiple patients requesting access to their treatments/history but have no way to access records. Patients have a right to access their treatment charts.
1 vote
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