8542 results found
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Having a combined report so that we do not have to access several different reports
Having a combined report that is a more detailed sales report that includes a variety of report categories. It specifically includes the following:
Sales Summary - shows all your sales for services, classes, packages, products, gift certificates, memberships
Payment Distribution shows all the payment types you've processed in the software. You can specifically see your total cash, check, and credit card transactions, and other types of payments.
Product sales - shows all your sales for each product
Service and Class sales - shows all your sales for each service and class
Employee sales - shows all your sales for each…
2 votes -
have a block history tab showing when a block is created, moved, or deleted with time stamps
have a block history tab that shows what staff member created, moved, edited, or deleted a block (specifically recurring blocks) like you can see with appointments
8 votes -
Fix App to Make Services Visible Again
The recent app updates have made it so that our service providers can no longer see what services are booked from their main homepage (their calendar view). They are forced to click into the appointment to find out what services are booked, causing extra delay in using the app, when it was clearly visible at a glance prior. Please fix this!
1 vote -
New Booking Notifcation for Non-Service Providers
Would like to have the option to enable New Booking Notifications for Staff Members that are not Service Providers or Business Admins.
6 votes -
Can our neurotoxin treatment record keep pulling forward to the new treatment record? Because botox patterns often stay the same
Can the previous neurotoxin treatment records pull forward to the new neurotoxin record? A lot of patients want the same injection pattern, or change small things, and that would SAVE A LOT OF TIME ON DOCUMENTING THE MARK UP of a patient if it just pulls forward and we can resubmit if it is the same or change the few changes and not have to document all over again as some peoples patterns are very tedious if they get a lot done and multiples areas etc.
I use to use nextech, and we used that feature and saved us so…2 votes -
Visibility Into Appointment Confirmation Method
Ability to see how the client's appt was confirmed ( online, over the phone, via text)
11 votes -
Name and DOB autopopulate for forms
Make it possible to add first and last names to client forms and have them auto-populate from their profile so that the form has their name on it if it is printed out. Legally the form still needs to have their name on the form itself, it's not enough that the form lives in their profile.
15 votes -
Cancellation Policy Pop-Up for Online Booking
A pop-up box for clients to check understanding of policy when booking online.
65 votes -
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.
85 votes -
Chart accessible by double clicking appointment
Please provide access to patient charts more easily- Double click on patients appointment and it will pull up?
7 votes -
Customizable Appointment Status
The current status are good (Unconfirmed, Confirmed, Arrived, Completed) but we need the option to add custom statuses as well.
Examples:
1. Clients that have "Arrived" might not be fully checked in but there is no way to see the difference. It creates additional work for staff and service providers.
2. Some appointments are paid at check-in, but when it is paid for the appointment moves to completed which makes it look like the client has left.
3. Some appointments must be reviewed by staff 24h prior and need an additional status to mark accordingly.If there was a customization…
2 votes -
Previous treatment upload to new treatment sheet
Pull previous treatment diagram to next appointment so that the provider does not have to redraw on the diagram
1 vote -
Offers should have ability to make include or exclude by brands as a rule.
It would be helpful for offer to have the ability to set a rule that includes or excludes by brand and not just service or product. When we run a brand promo we have to go through every item in our inventory to select what can be included. It would save a significant amount of time to say all of X brand is included in this offer.
3 votes -
Allow for commission to only be granted on Staff booked appointments. No commission for online booked appointments.
I would like to provide commission only for actual sales that our team members make. If a client books on their own online, or is scheduled for more visits, I don't want to give automatic commissions. They would be a rewarded for sales activities.
1 vote -
Reservation Numbers and Booking Multiple Appts
We would love to see a reservation number added to each appointment and make them searchable, much like an order number. This is a very easy way to look up specific details for our guests. It would be best if we could also book multiple reservations or bookings under a single reservation number for groups and parties as well.
1 vote -
Customize forms design / layout
Need a better way to create an intake form that looks more condense and professional with better spacing. Different design layout/forms that we can create.
1 vote -
Dynamic date fields for email campaigns
Ability to add merge tags in email body to say things like "show this email within the next 2 weeks to get XX% off your next service" or "Come in for your next appointment by :insert merge tag: "for [2 weeks] from the date of sending this email for XX%" off your next appointment." This would allow the email campaigns to remain more evergreen.
4 votes -
client notifications timing
Needs to be able to change the time that the appointment reminder text is sent 2 days prior to the appointment
3 votes -
Filter by Last Contacted
When filtering clients, we would like to have an option to filter clients based on when the most recent message was sent. For example to filter out clients if they were contacted less than a month ago.
2 votes -
9 votes
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