6482 results found
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"Star" Important Notes
Be able to 'star' specific notes that need to stay at the top of the "note" section!
3 votes -
Tell us the gift card balance at check out
Tell us the gift card balance at check out. Or have an area where we can scan their gift card and it show what is left!
3 votes -
Membership Cancellation Alert in Client Profile
Overview:
Introduce a visual alert on a customer’s profile when they have canceled their membership, similar to the existing "Past Due" badge. This would help frontline staff quickly identify a client’s membership status at a glance.Proposed Functionality:
A "Membership Cancelled" badge or alert appears prominently in the customer profile when their membership is no longer active due to cancellation.
Functions similarly to the "Past Due" alert that already exists, drawing attention without needing to click into deeper membership details.
Use Case / Value:
Helps reception, providers, and managers stay informed without digging through account history.
Enables smoother conversations and…
4 votes -
4 votes
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Staff Notifications: Include Internal Appointment Notes
Include internal appointment notes/memos within the Staff Notification email and/or text
7 votes -
Have business's name show when sending a text to clients
Ability to share business name in text messages so that clients see the business name as the text sender
4 votes -
invoices
Send Client Invoices - This would be amazing to invoice clients prior to a big event or appointment to secure their spots if they are new patients and do not currently have a credit card on file with the practice.
4 votes -
Make the appointments adjustable on the calander by dragging.
It would be great to be able to adjust the time of the appointment right in the calendar itself instead of having to click on the appointment and editing it. A simple click and drag up or down would be GREAT.
8 votes -
50 votes
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"Phone Call" or "Correspondence" chart
It would be helpful if were able to add a "phone call" or "Correspondence" note to the patients file. So we wouldn't have to create an appt. every time the NP speaks to a client and needs to document a note.
2 votes -
See names of people who interacted with our blast campaign
When we send out blast campaigns via text or email it would be nice to see the names of the people who clicked on our ad and not just the number of people who interacted so that we can effectively market towards those people.
3 votes -
Clients rescheduling appointments
It's crazy that the providers do NOT get notified if someone reschedules an appointment! How are they supposed to know? Just watch the schedule all day?
4 votes -
Open tickets
Show open tickets under the patient's profile as well as in the sales view. A pop up letting us know there are still open tickets while closing the drawer would be great!
5 votes -
Creating visible biographies/employee profiles for service providers in the booking overlay
Show a picture of the staff member (can be a head shot or more), and a bio about them. This will be helpful for clients who want to identify with a particular person
3 votes -
Have a designated tab for lab work
We do a lot of medical weight loss and HRT/TRT which require lab work. Right now the only way to upload their bloodwork is to add it in the notes which is very time consuming - downloading the bloodwork, then uploading one file at a time; or by creating a chart then uploading it. The issue with doing it in a chart is sometimes peoples bloodwork is just 2 pages, or 10, or more. If doing it in a chart, you have to guess when building it the average amount of pages and hope no one has longer bloodwork. If…
9 votes -
Notification for when clients complete forms!
When a client completes a form, we should get some text or email (similar to if a client arrives or books). All of our forms are essential to our client experience, it’ll be more efficient if we got a notification when they were completed!
3 votes -
Allow forms to be sent outside of a upcoming appointment
We very often have forms that need to be sent after a client has been seen. Especially if a client wants to join a membership or certain forms were missed. Unfortunately they can only be sent through an upcoming appointment and it would be helpful to be able to email them separately.
6 votes -
Flagging Messages
It would be great if there was a way to flag messages with clients or mark them as unread. Sometimes it can be really difficult if we read a message during the weekend for example but don't want to take action on it while we are not working. It would be nice to have a way to flag the message to come back to when we are back in the salon.
25 votes -
fix credit card fee reversal
Especially here in Florida, it is common to reverse the credit card fee. Make it so that the client pays 3 or 3.5% per charge and the merchant pays nothing, like so many other pos systems offer.
1 vote -
Taking deposits directly from the appointment- so the deposit is tied to that app.
The current way to take deposits for clients is a bit tricky and complicated, it would be easier not only for our books but for general house keeping if we could take deposits directly on the appointments on our end. That way we can see that the client has paid a deposit SPECIFICALLY for that appointment.
4 votes
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