5930 results found
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Drive time block added when next provider appointment is at a different location
Customer would like a drive time block to automatically be added to the calendar if next consecutive appointment is at a different location.
1 vote -
Submitting picture icon via Mobile App
It would be so much easier for the estheticians to upload there picture icon on the mobile app versus going in and logging into there desktop to do it. Thanks
1 vote -
Critical Privilege Group Update: Toggle for Client Audiences/Filters
Objective:
To implement new safety measures to protect company data, specifically by managing access to the newly updated Clients tab and the ability to create and view targeted audiences.Background:
With the recent update to the Clients tab, users can now 'drill down' into client data and create targeted client lists. Previously, a client list with 12,000 entries was not very actionable, but with the new update, users can filter and extract valuable information. This poses a potential risk if sensitive data falls into the wrong hands.Current Situation:
Turning off client list access is not a viable solution as…1 vote -
Tracking Outstanding Balances for Payment Plans
We need a way to track outstanding balance for customers on bigger packages. Some don't get approved through Cherry, etc. so we allow them make weekly payments throughout their 6-8 week package. There is a way to track customer credits but we need a way to track amount owed and ideally this would populate during checkout.
5 votes -
2 votes
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a way to require the front desk to not be able to save a client without inputting their demographics like their address and DOB
a way to require the front desk to not be able to save a client without inputting their demographics like their address and DOB
1 vote -
Product should have default POS amount. Dont always start at 1 always but default 5 , 25 or 100. .
Product should have default POS amount. Dont always start at 1 always but default 5 , 25 or 100. Important when selling multiple of single item or unit.
1 vote -
Check in Process
If the client is already booked with us they should only have to enter either there phone # or there email and not have to retype all the personal info each time they check in. Also it would be great if they where able to pick what service they are there for when checking in for there appointment
5 votes -
Prepaid items that can be received at a later date.
Our office would like to be able to create bundle service packages with prepaid treatments that can be received at a later date. Example: package of 3 microneedling treatments that are done 4-6 weeks apart. The patient can purchase them all at once at a discounted rate but we need to be able to into the invoice and receive or finish the services for records.
1 vote -
Show balance/change information after checkout is complete
It would be nice to be able to see the change a guest should receive back after checkout is complete, not just before. It would also be nice to see gift card balances afterwards as well. Sometimes providers get a little click happy and it would save time to have that information on the screen still instead of having to look up the gift card balance or pulling out the calculator.
3 votes -
FORM upgrades
I think it would be EXTREMELY to have these options to form:
Manually link the forms so that we can send in marketing/client reach out campaigns
The option for forms to be required for booking
An alert or list of clients who have filled out forms (so we can input any information into the file)
A birthday option that automatically updates their birthday on their file (year not necessary)
12 votes -
"Voucher" or Series sales should not be included in Product Sales
It messes up the Retail to Service Sales percentages and has it so I have to manually break it out each pay period to avoid paying retail commission on it. Can it not be it's own category? Or at least go into the service sales because it is a series of services purchased.
22 votes -
OPTION TO STAR TEXT MESSAGES TO GO BACK AND RESPOND MESSAGE
WHEN RECEIVING MESSAGES THERE SHOULD BE AN OPTION TO STAR OR FLAG IMPORTANT MESSAGES.
22 votes -
Chart accessible by double clicking appointment
Please provide access to patient charts more easily- Double click on patients appointment and it will pull up?
2 votes -
Thank you for your help, please pass along the following recommendations for improvements: 1. Allow messages to be tagged "unread" and allow
- Allow messages to be tagged "unread" and allow messages to be sent to providers/front desk
- Put in place safeguard so a provider cannot be scheduled in two different locations at the same time.
- Allow blocked times (ie out/PTO) to be seen in all locations provider is seeing patients
- Allow option to see providers schedule in all locations they work on the same page
3 votes -
no show fee on receipt
When a client no shows/late cancels the no show / late cancellation fee should be shown on the receipt instead of a discount
24 votes -
Forms Auto Fill
If you fill out the forms and on the first form they put name and dob it should autofill the rest on the next forms. Along with the date should transfer over
23 votes -
product sales report
Would love a product sales report that listed who the sales were made by so commission would be easier to figure out. Client name on there would be nice also.
3 votes -
Make the client list alphabetical
It's so hard to look up clients when the list doesn't populate alphabetically. Scrolling through random names is time consuming.
4 votes -
Auto Apply Account Credits
Business would like account credits that are collected to automatically be applied to orders at checkout
4 votes
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