8542 results found
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Line item type customization
We would like the ability to modify / add custom Line Item types to products and services. This way in reporting, we can filter by these custom types.
1 vote -
13 votes
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Voucher Balance Sheet per Client
I want to look at a client's voucher activity, which includes totals, on a given date. This is for the purposes of auditing a client's account to ensure correct application of vouchers. If there could be some sort of "Voucher History" with totals at the end of each date, that is greatly needed.
4 votes -
We should be able to add a form to an existing appointment and manually send it without resending the forms reminder
The forms section of an appointment would be a perfect place to add it. Click the 3 dots on the side, and instead of just the print/new tab/delete add a "send reminder" button. We have run into multiple instances where someone will fill out 2 of the 4 forms, or we need one more that is specific and cannot send just one form reminder, we have to resend the whole thing.
6 votes -
HIPPA Compliant Virtual Meeting Appointment
Allow for HIPPA-compliant virtual appointments. Easy to send out links and keep client's information safe.
21 votes -
when doing commission calculations, the memberships should still have backbar
When commission calculations are done the backbar for the service should still be deducted.
1 vote -
Ability for Staff to Create and Modify Forms without Business Manager Access
The business would like specific staff to be able to build forms but not have them have access to all business settings.
16 votes -
dynamic variable for location contact information so that specific studio info can be reflected in the form while only one form is leveraged
Request: Ability to leverage dynamic variables (e.g., Studio name, studio phone number, etc.) within Forms & Charts so that one form can be leveraged across all locations but contain the studio's specific information when requiring a client to complete.
Use Case: For multi-unit scaling purposes, they want to be able to have one form that all locations utilize, but they want the form to surface each location's specific contact information via dynamic field variables embedded within the form. When a studio goes to send a client the form, that studio's information is populated in the form. It is not scalable…1 vote -
allow us to have letters on demand
let us have the ability to create letters and send to certain clients, example: cancellation policy when they no show or arrive late.
1 vote -
AutoSave when creating forms and charts
When creating new forms/charts, there should be an auto save. Creating the forms on computers/laptops with sensitive track pads will often go back to previous page and the work that was input on the form is erased and has to be started again. With the creation of these forms being timely and tedious an auto-save feature would be extremely helpful.
37 votes -
It should say if a specific date is a holiday or national day on the calendar
On the top left of the calendar view where it says "Today's date" it should also state if that date is a holiday or national date.
3 votes -
Ability to associate 2 providers to a bill or membership & have reporting on it
We have a prospect that needs to be able to associate 2 providers to a bill or membership.
Example of the providers & use case:
1. a selling provider (like an MD) that recommends a treatment
2. provider that actually does the treatment (like a nurse)Goal is to be able to track who’s selling and providing treatment.
- Requested by Laser Lounge (prospect)
2 votes -
two factor authentication on gift cards
would like two-factor authentication on gift card purchases to ensure the name on the card matches their profile
1 vote -
Allow inventory editing after checkouts
I charge by area so it's always a flat rate. Since we need to manually count how many units are used, it would be helpful to be able to add in the inventory units after checkout so the patient doesn't have to wait while you calculate how many units were used.
1 vote -
5 votes
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Make it easy to show when a voucher was redeemed and by who for shareable memberships
It's impossible to see when and where a voucher was redeemed right now. So if clients have a shared membership and ask why they dont have a voucher on their account, you cant tell who redeemed which voucher and when. There should be a way to see a clear history of a clients voucher redemptions
9 votes -
Restrict usage of specific "Other" payment types to assigned privilege groups
There are some "Other" payments that should only be applied by a manager, so they should be the only ones to see it in the dropdown menu at checkout.
1 vote -
Can we have the option of not contacting the customer on the app version, like the desktop version gives
Can you please give the option to book an appointment on the app and not contact the customer? The desktop version offers this option.
1 vote -
Gift card promotion that allows clients to purchase a certain amount and receive a reward
Ability to set up a gift card promotion that would allow the client to receive a reward if they purchase a certain amount. For example, if a client purchases a $100 gift card they will receive an additional $20 gift card.
34 votes -
Have set required fields when adding a patient profile
Be able to set perimeters for required info for when a patient is being inputted into the system such as:
-date of birth
-phone number
-email
-card on file-zipcode
11 votes
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