8529 results found
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Client Notes visibility for Admins only
The admin team can communicate privately within the platform, ensuring these messages remain hidden from the service providers.
1 vote -
Open Chart Provider Notification
During a busy day, we start a chart and need to complete and submit it. It would be nice if there was a prompt for the day to indicate open charts that need to be submitted.
8 votes -
please allow my providers to see the patient's DOB in the Pro App. Or provide them the ability to chart a patient from the Dashboard. I
Just let my provider see the patient's dob from the Pro App so they know the age of the person they're dealing with. Making them run to a desktop computer is screwing up our flow.
4 votes -
See when people are booking online
We should be able to see when someone is booking an appointment online in real time so that we don't potentially book over top of it.
2 votes -
Client Profile
Clients should be required to enter in all information, such as date of birth and home address at the time of booking their first appointment. A complete profile is essential, especially for marketing purposes.
2 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…
17 votes -
be able to transfer product credit into account credit
I have patients who originally bought product credits but then will change their minds and want to change it into account credit towards another service. as of right now, there's no way to transfer or change the credit. you have to create an appointment, check out the products, and then create a new product credit.
it'd be much easier to change it directly into account credit.
3 votes -
Fill Slow Days Automated Message Filter
For the fill slow days automated messages, allow us to set filters as to who would receive the message. We don't want to send a message to someone who was here yesterday. We would like to be able to filter to clients who are on our "rescue lost clients" list or those on the waitlist.
7 votes -
Credit card expiration
I would like to be able to update just the expiration date for memberships when the card expires. Instead of entering the whole same credit card number.
7 votes -
Flexible No-Show Fee Based on How Long the Appointment Is or What Service It's For
There should be a way to set custom no-show fee for shorter and longer appointments. We have somewhere from 15minutes to 3 and half hours, so charging a flat no show fee would not be fair neither to our practice nor the patients. We are a med spa and we don't list our pricing on the online booking site for everything, so we cannot use the % of the service price. Thank you for your consideration.
1 vote -
appointment notes date and time
Please make a log on appointments that show WHO left a note, and WHEN it was left. (not client profile notes- specific appointment notes)
1 vote -
1 vote
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On checkout shrink appt to time used. Over scheduling time screws ture utilization
Stylist are overbooking and abusing time for services (especially color) and then on check out sometimes have 30-45 minutes remaining, the system doesn't shrink up the appointment on check out to reflect the waste of time over scheduling and it is not recorded in the utilization reports because it still holds the block making it look like they were working. The Booker system had that feature. Way better for making poor use of time a visual reality.
2 votes -
Location Organizer: Location Groups in location dropdown
It would be helpful for location groups to be surfaced in the dropdown menu for easy navigation as another option apart from the search function!
2 votes -
Offer good on product credit
We need the ability to apply offer codes to product credit so people who are banking large purchases of Tox can utilize offers
2 votes -
Client Birthday Report by Month
Ability to generate a Report showing Birthdays by Month; enables us to see all current clients with January bdays or February...etc. We used this info with our previous software company to send out specials for Birthdays that month.
6 votes -
"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.
5 votes -
Referred by name can be put in by client to automatically give credit instead of staff having to check manually.
Make it that the client can put who referred them in the intake form so you don't have to go back and check and then manually add it.
3 votes -
Hi - Under Clients if a column could be added to show if client has a Membership Plan available . Signified by a crown. (VIP).
Membership purschased
1 vote -
Give a alert on main desk computer when people arrive. Other than on Front desk
We have so many clients coming in and sometimes I am away from my desk. I would love some kind of alert on my screen to let me know a walk in or someone who is scheduled has arrived WITHOUT having to go to Front desk to try to figure it out.
2 votes
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