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6236 results found

  1. adjusting product units

    We should be able to manually adjust banked product units on accounts. Employees make mistakes and currently the only way to go back and fix the account is to refund the invoice and re do the whole thing potentially days later when you catch the mistake. If we could just manually adjust the units , this solves the problem of employees adjusting price instead of using the banked units

    7 votes
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  2. Ability to get google reviews from an auto text not boulevard reviews

    3 votes
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  3. Bi-weekly hours Business Is Open

    We need to be able to have the option to have alternate hours for certain days etc. For example we are closed every other Monday but right now we only have the choice to put open or closed. If we can make our service providers schedule bi-weekly, it would be very helpful to be able to have our business hours have more flexibility in what we show as our hours of operation as well.

    2 votes
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  4. add a way to MANUALLY send client forms.

    currently the only way to send clients the required forms is to book an appoitnment, but there should be a way to

    1 - manually add a different form to a clients profile

    2 - click a button and manually send off that form via text/email to the client

    7 votes
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  5. Room assignments/schedule for staff/provider

    It would be nice to assign a provider to a room for the day. Example: Becky is in the Laser Hair Removal Room today and therefore can only be scheduled with services that she can provide IN THAT ROOM.

    4 votes
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  6. Allow a form to populate for all clients/patients every January

    Currently there are two options for forms to populate
    -every appointment or
    -once per patient/client
    I believe it would be beneficial to have a third option where a certain form would be auto assigned to all clients or clients that get a specific service to be required to complete a form yearly- assigned in January

    5 votes
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  7. be able to delete in progress forms

    Sometimes forms get addedd accidentally and saved as a draft during treatment...but it ends up being a duplicate or wrong form...and there is currently no way to delete that. Might I suggest that you make CERtain USER TYPES/admins be able to delete these. the archive option is only available when the mandatory info is completed...which is annoying AND integrates a form into the patient chart that is extra and erroneous since you just have to put babble in the mandatory spots.

    3 votes
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  8. Allow more than one product to be associated with a service

    A full facial balancing appointment could use multiple types of services. Make it so that you can add multiple products to a service without it having to be a "service add-on"

    3 votes
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  9. Account Credit

    Ability to better differentiate account credits. Sometimes employees DO NOT put notes as to what the account credit is for. Sometimes it's botox units. Sometimes it's extra change they didnt want. Or have section just for these two specific things. Vouchers don't always work.

    3 votes
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  10. Staff Links

    Each staff member should be able to have their own link to send clients that will only show their services/pricing/availability. Espeically for booth rent business models. That way if they have a new client or lead they aren't sending them a link that has all of their "competition" on the same link

    3 votes
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  11. 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…

    5 votes
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  12. Reflect full value of service on voucher redemptions client receipts

    Customers cannot understand the logic of why the price assigned to the service, based on voucher value, is what it is. They cannot make sense of it and the explanation is lengthy and only makes sense if you can see the internal dashboard.

    It would be better for client experience to have the full service value show on client facing receipts and the value of the voucher show internally only.

    14 votes
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  13. I need to be able to print appointments for guests

    Guests would love for us to be able to print all upcoming appointments. We can screen shot from the computer but it would be very helpful to print out for those guests who are not tech savy.

    9 votes
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  14. Simplifying Credit Tracking for Clients

    Example: When a client uses their Botox credits, remove the botox name from the list entirely. Keeping them on the list with "0 remaining" is unnecessarily confusing and complicates the process when checking available credits. Additionally, store these credits in the wallet at the price the client actually paid, not the regular listed price. This helps avoid confusion and ensures accurate commission calculations for providers.

    7 votes
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  15. message from the client portal

    There should be a Message button in their Client Portal. We all know clients do not always save the text number but if they're in their portal, should be able to message us through that.

    3 votes
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  16. Add an option to adding services at check out called "add time"

    The new feature to add a service at checkout is great, however there should be an option to "add time" with the service because without doing so it is negatively impacting someones utilization which is a key KPI in evaluating providers and their success within a business and its profitability.
    Perhaps you can add the option to "add time with this service" as well for those of us who need it without having to leave the screen and add the service in to the appointment the regular way which would ensure that time is added and utilization is optimized. Otherwise,…

    3 votes
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  17. Not allowing deleting of other service providers notes. Only original provider that charted is permitted to delete.

    Since multiple providers have access to same charts, need to have password or pin to allow deleting someone else’s charted notes. Too easy to delete notes.

    6 votes
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  18. Inventory Input and Unit Cost Adjustment

    Our accountant has raised some concerns regarding the way we input products into inventory, specifically when it comes to adjusting the unit cost for the price at which items were actually purchased.

    For example, we sometimes purchase neurotoxin at a discounted price during sales, or on occasion, we receive it for free. However, when inputting this into the product inventory, the unit cost is automatically set to a general price, which doesn’t reflect the actual discounted or zero cost we've paid. As a result, our accountant is concerned that it appears we have a lot more inventory on hand than…

    4 votes
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  19. Calendar Blocks

    Customization on blocks:
    Changing colors of blocks
    Duplicating blocks
    Run a report for all blocks on the calendar
    Select multiple employees at 1 time and select a date range

    3 votes
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  20. not send texts asking clients how they enjoyed their visit after it was canceled

    Clients are receiving texts and emails asking how they enjoyed their visit even if the appointment was canceled. This makes it extremely uncomfortable especially if they were charged for a no show cancelation and then get that text. Bit like rubbing salt in the wound and we wind up with pretty nasty replies.

    3 votes
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