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  1. 1 vote
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  2. 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
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  3. 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
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  4. 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
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  5. 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
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  6. 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
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  7. In the client, ability to "add new" a form or chart under forms/charts without having to add it to an appt.

    1 vote
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  8. 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
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  9. 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
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  10. 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
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  11. Ability to have shared services, but location-specific descriptions.

    1 vote
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  12. 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
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  13. The dashboard URL stays the same when toggling between locations. Since Hello Sugar has a single team that manages appointments across all 150+ locations, they would like to build a function between their tools that routes the employee to the location they need to be in by inquiry.

    For example - a client from a Houston location emailed in needing help about their appointment, they can click a link there that takes them to that location in the dashboard. Then, they get a message from an Alexandria client who needs help. This internal function would take them there instead of…

    1 vote
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  14. appointment email has appointment day of week along with date and time

    1 vote
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  15. Can there be a way to close out all marketing text messages once they are sent out, so they do not flood the open messages and then needs to be closed 1 by 1. There are hundreds.

    6 votes
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  16. I want to be able to purchase a product with vouchers, and then in the SAME INVOICE, utilize the voucher for the client on the same day.

    8 votes
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  17. We would love the ability to customize the color scheme of the client-facing online booking experience. Currently, the options are extremely limited—we can’t adjust the header background, button styles, or link/text colors to better match our brand identity.

    It would be a huge value-add to allow more control over:

    Button and link colors

    Header and background colors

    Font and text color options

    This would enhance the professional appearance of our booking page and maintain brand consistency across platforms.

    Please consider adding these customization options or allowing us to use our own CSS if embedding!

    1 vote
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  18. Following options listed below is not visible for the publish forms, we need to control the scenario's where can say "Yes" or "No" to any of the options below regarldess the forms are publish or it's in the draft mode. In the current implementation, following options only appears for the draft forms&charts

    With Appointment Booking Confirmation
    With Reminer
    With same day reminder
    At check-in with Duo App

    Screen Shot 2025-05-28 at 4.47.27 PM

    1 vote
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  19. Please add a separate tab within "client notes" for "communications" specifically so that the client notes section can be reserved for important information

    1 vote
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  20. have a spot on profile for BMI

    1 vote
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