105 results found
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Having a connection between parent and child profiles
Ability to link a parent's client profile to a child's client profile and have children's appointments appear in the parent's client portal and in the History tab of their profile.
13 votes -
Client ID number
With the lack or internal notes/messages, sending requests outside the dashboard (ex: via email) would need a searchable account ID to remain HIPPA-compliant
17 votes -
12 votes
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Delete Old Clients
Delete clients that no longer live in your state/expressed they no longer want your services to ensure you are only reaching out to real customers
18 votes -
A way to capture leads that click to "book now" and start the booking process but do not complete it
It would be great to be able to capture warm leads that do not complete the booking process.
10 votes -
Pronunciation field for client names
Add a pronunciation field for client names
9 votes -
8 votes
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DOB in client profile on app
Right now you cannot see the clients DOB in their profile when using the professional app. This makes it challenging to work from your phone and call in prescriptions etc. for clients when all important info can't be viewed from the app.
2 votes -
name pronounciation
a place to leave client information regarding their name - sounder client notes on their profile maybe having an additional tab similar to the like allergies/medications and having a spot for name pronunciations or adding a tag to hover over someones name that can be edited to reflect a preferred nickname or pronunciation as right now the best spot is in the alert section but that can get crowded fast
2 votes -
There needs to be a way to enroll a client in text notifications even if the office makes the appt by sending a separate consent for texts
Text enrollment even when office makes appt
8 votes -
Checking receipts in profile history being able to get back to purchase history without starting over
When I'm searching through a patient's payment history and going into an order I want to be able to get directly back to that clients order history...but once you open an order you can't go back and need to start over by searching for the client again. Would save a ton of time when searching through an individual's orders for something
26 votes -
Report for first time clients per day
Make it easy to identify and report on clients who are scheduled for their first visit in the next day (whole business). Right now, the Clients list filters don’t reliably match ‘upcoming first visit’ for a specific date range, so we have to manually scan the Calendar and look for the star icon next to new clients. A simple filter or report view that combines ‘upcoming appointment date’ + ‘first visit’ would save a lot of time.”
5 votes -
middle initial
Ability to add middle initials to account. We have many clients that have the same exact name (crazy, right), and having a way to list a middle initial to differentiate these clients would make check in much more swift.
5 votes -
Streamlining Client Profiles
We have so many duplicate clients that are registering as "new" because they book online with a different email but same phone number. There needs to be a way the system recognizes the duplicate phone number and alert that this client already exists
2 votes -
Linked Profiles: Relationship Tagging & Shared Payment Methods
It would be incredibly helpful to have a way to link or tag patient profiles together to show relationships (e.g., family members, parents/children, spouses).
Additionally, we need the ability to share payment methods between these connected profiles. During checkout, we should be able to:
Automatically see who a client is linked to right on their profile.
Easily charge a connected profile's card on file (e.g., a mother paying for her child's products, or an adult child paying for their parent's treatment).
Select whether to use the current client's card or a linked family member's card on file seamlessly.
2 votes -
Show more details in a client's history for cancelled appointments
Rather than just showing "cancelled" as a blanket term I would like it to show if it was a late cancel, a now show, or cancelled by staff/client. It would help us be able to track clients show rate more accurately and when to potentially intervene on a chronically late guest, or chronic canceller.
3 votes -
enable phrases inside the patients profile.
enable phrased inside the patients profile.
1 vote -
Tags in the Client List
Franchisees would like the ability to see a client's tag when viewing clients in the Clients tab (without having to search/filter by tag). They want tags to show after they search for a client so they can quickly choose the correct parent or child account based on relevant tags.
2 votes -
ADD MORE THAN ONE PICTURE OUT OF TIME ON GALLERY
self explanatory i take many before and after pictures different angles and i have to add them one by one it is not convenient
8 votes -
Pop-Up Alerts for Critical Patient Notes
It would be really helpful if sticky notes or chart alerts could pop up automatically when opening a patient profile or appointment.
For example, if a patient has an important note like “Allergic to numbing cream”, “Patient frequently passes out" or “Red flag patient”, it would be ideal for that information to appear immediately rather than relying solely on tags or digging into the patient record.
Tags are great for categorization, but pop-up notes would ensure that urgent or safety-related information is seen right away by anyone working with that patient.
11 votes
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