8144 results found
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Reports: Sales and Refunds: Date Created
The Sales and Refunds report has a column called Created On. Unfortunately, dates aren't in mm/dd/yyyy format. The leading zeros aren't there. For instance, February 2nd isn't 02/02/yyyy it's 2/2/yyyy. This creates a problem when sorting the data by that column. So the report for the month, when sorted by the column "Created On" puts the transactions from the 2nd after the 19th. To solve this problem please change the way dates are recorded in the system. Thanks!
1 vote -
Memberships
Allow units of neurotoxin (etc) to accrue monthly/ quarterly/ yearly as an option for memberships.
2 votes -
1 vote
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View prior invoices and current payment options from Ipad App.
When in the room with a client discussing add-ons and price, it would be so helpful if we could see if they have account credit or vouchers available to apply to the service. This would make providing quotes on the fly so much easier. We currently use a paper "ticket" that the front desk creates and hands to the service provider.
1 vote -
accounting options in summaries- cash vs accrual
Especially for small business, an option for cash vs accrual methods of sales summaries would be very useful.
Or at least have the ability to customize the summary (I.e. let me choose to include cash, credit, aspire, alle, patientfi, etc and leave out certain items like vouchers). This option may actually be better for those that utilize things like aspire or patient fi a lot.
Either way, I would love to know how much actual cash is going into my bank account during the month without having to subtract vouchers, adjustments, credits, etc.
1 vote -
Shorten appointments after checked out
Allowing users to shorten their appointment after it is checked out to open up their books for new online booking (ie. a 3 hour appt that only took them 2 hours)
6 votes -
password reset
A password reset from the client profile would be extremely helpful for guest who need their hand held while reseting the password.
The merge guest could be better. I just merged 3 profiles into one and i still see all 3 when I search the guest.
1 vote -
activating multiple packages at once
Editing multiple packages at once:
It would be nice to be able to select multiple packages at once to activate/deactivate as well as bulk editing the category. This would make it easier to run series specials.
2 votes -
create scheduling alert API
it's possible to pull an existing scheduling alert via the API but not create one. this is a beneficial route as opposed to tagging client/appts since the alert appears upon appointment creation, rather than after an appointment has already been made.
3 votes -
Make Service Modifers and Add-On Service Categories rearrangable
Make it possible to customize rearranging the order or the Service Modifiers and Add-On Services widgets under Service options.
5 votes -
Allowing salon owners to get notifications for all staff
This is really crucial for me as an owner switching from Vagaro. My manager like to double check timing/availability etc.
1 vote -
Single location for online membership sales
Have a single, separate location for online sale of retail, memberships, packages, and gift cards to be attributable to.
1 vote -
Client Notes Changelog
The Gleamery would like ability to see a timestamp and operator record of any edits/deletion of client notes to be in compliance with Cal. Civil Code § 56.101
4 votes -
Staff Referrals in Referral Program
Track staff name for client referrals in the referral program and in reports.
5 votes -
Add unique referral link in client profile
instead of providing a client with steps to obtain their own referral link if they need help, just being able to share the links directly helps give a good client experience
2 votes -
Chart Sign-Off Pending Notification
Notification for when a provider submits a chart for review by medical director for sign-off.
53 votes -
Offer availability to include more tabs under Client Profile Tab>Notes section. Specifically a tab for ID/Insurance Info, Vital Signs, etc.
Offer availability to include more tabs under Client Profile Tab>Notes section. Specifically a tab for ID/Insurance Info, Vital Signs, etc.
4 votes -
Permission: View staff's own appointment ratings only
Allow an option for providers to see their own ratings without having to give them permission to other admin privileges. Also allow providers to see their own so they can reply to them, without them seeing rating that aren't theirs. It would be nice if the specific provider could receive notifications when they got these reviews as well!
4 votes -
Notify the business when clients submit a form so things don't get missed
Please have the option for an automated email to go to the business when a client submits a form so we know that it's happened. We need to know when a client has submitted a membership contract so they don't fall through the cracks.
2 votes -
Client availability to see before and after photos
We need a feature to allow clients to see their photos in their portal. Clients like to see and track their progress this would be nice, so that they can view this without coming into office to see these.
7 votes
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