7490 results found
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Customer service count shown on schedule/appointment details, and reports.
Add a service count indicator on the appointment details that shows how many times the customer has done that service in the past. For example, if the customer has already completed 4 60min massage appointments, the schedule would have an indicator (when you click to see details) that shows they've completed 4 previously so we know it is their 5th.
This would help provide better conversations with clients, and better staff awareness when a client is completing series of scheduled/prescribed treatments.
2 votes -
2 votes
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Need to be able to add forms and see pending forms from client profile and not just from the calendar
Need to be able to add forms and see pending forms from client profile and not just from the calendar
1 vote -
Edit Purchase Order
I need to be able to go back and add more items to a purchase order after I've saved it. Often times I run the PO and if I don't place the order immediately I need to add more items, and I want it all on one purchase order.
1 vote -
Bypass Review Chart option
"bypass review forms" privilege and feature should present a "skip" option to staff allowed to bypass rather than just removing the "submit and review" button altogether.
7 votes -
watch customer
The ability to 'watch' a client would be very helpful. We have certain customers that come in that I'd like to be aware of - either because they are a high value client that I'd like to connect with personally, they need extra attention in some way, or they are a problem customer that we need to be aware of in order to track if any other issues come up with them. The way it could work would be:
- I would click on "watch client".
- I would get an option to show a notification when booked, receive an…3 votes -
Set default employee communications settings for new staff profiles
New employees have the same exact comms settings as existing ones. Being able to set a default instead of updating the toggles every time a new staff profile is made would be more efficient.
3 votes -
better booking flow for multi location businesses.
Acquiring clients are VERY expensive. Sometimes people only check the first location in the toggle and blvds looking flow is very ridged and hard to get things in and out of the cart as well as understand what you are booking (it sometimes jumps to the next avail rather than showing it is booked)
We really need a message or a way to navigate to the next location so we do not lose the client who is shopping. When something is booked, the booking flow for multi locations should have the message to check the other location, at the very…3 votes -
Ability to track product usage through Photo Markup's/ Forms
The business would like the ability to track products when utilizing the forms/ photo markup
12 votes -
We would like to set the 'send confirmation to client' at the service level
Some appointments are for internal purposes only and we do not want the client being notified. We would like to be able to set the default for this check box at the service level so that staff doesn't accidentally send the appointment to the client.
1 vote -
Group bookings in the Dashboard
It would be wonderful to book group appointments from the dashboard. We end up booking two appointments, but they aren't combined like a group appointment booked online. The trouble comes up when one person cancels their appointment, but it doesn't cancel the group. We can end up with an orphaned appointment on the books that takes some detective work to figure out who they were originally scheduled with.
80 votes -
Repeat block go indefinitely rather than requiring an end date.
We have a weekly team meeting that I would like to set up to repeat as a blocked time indefinitely. Instead the max I could set it was a year and now I'll have to go in an reset that up every year.
5 votes -
New forward looking report
Something like the staff performance report mixed with the booked forecast report. I would like to see hours booked and hours scheduled along with the dollars booked for the date range.
2 votes -
Tax report
Where are we on creating a report that separates taxable services and products from non-taxable services and products????? There are so many items that I had to list as retail for it to show up properly in the checkout area but they aren’t taxable so it’s becoming tedious
1 vote -
Logo identification between sites
We have two locations, although under the Manage tab for each location we have a different logo, which also shows up on the booking widget, it does not show up in the console when you toggle to a different location. It seems to default to the main global logo instead of the per site one. It is hard sometimes to know what site you are looking at because the logo is the same for both.
3 votes -
during check out, give a prompt to charge the credit card on file, instead of automatically charging the card on file.
during check out, give a prompt to charge the credit card on file, instead of automatically charging the card on file.
3 votes -
allow commission on price of sale product
We need a method for providers to earn commission based on the sale price of the product unit credit. This way, when the credit is redeemed, the provider receives commission based on the sale price rather than the standard price of the product. Providers should only earn commission on the actual sale prices, not the regular pricing.
1 vote -
Membership Page Display
Would like easy visibility into start date directly on Membership page (vs in a report). Also, would like to be able to filter and/or search by plan name on this page.
4 votes -
client notes photo limit
increase the number of photos that can added to a note
2 votes -
ability to add transitions PER APPOINTMENT not per service
It would be a lot more efficient to be able to add an APPOINTMENT transition time rather than adding it to the SERVICE because sometimes we can have multiple services in one appointment that don't require transitions in between, only at the end but these services can also be booked individually so that's why they all need their own transition time with the way it is setup now.
1 vote
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