84 results found
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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
12 votes -
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
10 votes -
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.
4 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.
5 votes -
Pronunciation field for client names
Add a pronunciation field for client names
6 votes -
add photo next to client name
I would like to see a picture of the client/patient when they are on the schedule
7 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 -
4 votes
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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
23 votes -
3 votes
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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
5 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.
10 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.
3 votes -
waitlisted for services in the client profile
A section in the client profile to say if they are waitlisted for services or not and a waitlist button inside their profile, similar to the booking button
2 votes -
Client search should allow a wildcard search for phone number
The client search bar should locate the client list by any part of the phone number, ie by searching the last 4 digits of a phone number.
Having to start with area code + prefix is far slower as salon locations are regional, thus the majority of clients share common area code + prefix.
Searching via last 4 digits and confirming visually from the list should be possible and preferred.Searching gmail.com works for email, why not phone numbers?
2 votes -
Client profile notification when you are leaving the page without saving
Just like when you leave a service without saving, a notification pops up asking if you still want to leave and if you would like to save and exit.
2 votes -
entering saved prices for client after check out.
I have removed the ability to change pricing at the front desk computer and i'd like to be able to go in and retroactively remember a client's price so i dont have to change it later, but this option seems to only be available when they have booked their next appointment or at check out. it would be really helpful to be able to add an accomodation like that at any time
3 votes -
patient images
The ability to upload a client profile photo so we know who they are. Kind of like the provider photos but we'd see their faces. Clients can upload their own photo as well on their client portal.
2 votes -
It would be helpful if a PT profile page would show all account credits, not only under the wallet tab.
Currently you can only see account credits for a PT under wallet. It would be helpful to see all account credits on the main profile page. It also does not show up at checkout for a PT. Have account credits and GC amounts visible through the PT profile tabs.
2 votes -
It would be very helpful to have a patient demographic screen in the App
It would be great to have a place in the app where all of the patient's data was visible in one place, including Name, DOB (and current calculated age), address, contact information. It's in the desktop version, but not the app.
2 votes
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