8545 results found
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Make referral source mandatory
Where new clients come from is critical information to understand. Currently, referral source isn't a mandatory field to complete a profile and I think it should be! Our team constantly forgets or skips asking this and it's lead to tons of profiles without a referral source. If it's not mandatory then it should be a warning when creating a profile.
In an ideal world this would be a backend setting "make referral source mandatory"
23 votes -
Collect Birthday when booking
I would like to be able to utilize the marketing feature to send clients birthday emails and discounts but I can't do this because birthdays aren't collected when a client creates their profile. I would like this to at least be an option for them when online booking.
18 votes -
addons
We just added our first add-on! Yay. But we have discovered you cannot actually see that there is an add-on in the mobile calendar without clicking into the apt and reading carefully. This needs to be visual and bold.
We are having reception leave notes to staff on top of their shift for the day in a block, but pls make some kind of add-on marker!! or they will totally be missed. Building it was easy though and we are excited by this option!
3 votes -
Add the Service field to text messages to providers for Client Bookings.
Allow provider to see the the service name in text message notification to providers on Client Bookings.
3 votes -
Change client after appointment is booked
some clients share profiles and may need to change who is paying at time of checkout-
9 votes -
2 votes
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3 votes
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Duration of appointment in email confirmation
Please add the length of a client's appointment to their email confirmation, where they can already see the start time. Adding an end time would be helpful so they aren't surprised at how long the service will take!
8 votes -
1 vote
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Add Tags to Retention Report
With the improved retention, reports add client tags, and services name, so the report can exclude clients who are tourists, or clients who no call/no show and were charged late cancelation fees
2 votes -
Fix the tag summary report
We would like to be able to use that report to track a specific client group who comes to our spa.
3 votes -
no show fee on receipt
When a client no shows/late cancels the no show / late cancellation fee should be shown on the receipt instead of a discount
32 votes -
Exclude CC fees from "Net service Sales"
Net service sales should exclude CC fees that have been taken out.
1 vote -
Ability to remove completed appointments on the calendar
The business wants to the ability to override an appointment that has been completed in error so that the time slot on the calendar can be open for others to select on the widget.
2 votes -
FORM upgrades
I think it would be EXTREMELY to have these options to form:
Manually link the forms so that we can send in marketing/client reach out campaigns
The option for forms to be required for booking
An alert or list of clients who have filled out forms (so we can input any information into the file)
A birthday option that automatically updates their birthday on their file (year not necessary)
16 votes -
different tip percentage option
Ability to have a different tip percentage prompts for different services. This is because on some high ticket items like Botox, Filler, etc. it is not customary to tip the same amounts as regular services
3 votes -
Block usage of gift card if customer disputes the charge
We recently had a customer dispute the credit card charge for a gift card purchase. Some form of option to block usage of the gift card while the dispute is worked out would be great. I can zero it out, but then if the dispute resolves in my favor I need to reactivate it and house the purchase. (this whole process screws up all kinds of reports)
Some way of (preferably automatically) blocking that gift card from being used until the dispute is resolved would be very helpful. Or simply voiding the card when the dispute is created is another…
3 votes -
5 day calendar view
Ability to view the calendar in a 5 day view
24 votes -
Filter clients by birthdays
Ability to filter clients by birthday in order to create audiences for one time blasts.
31 votes -
Make an additional Forms/Charts Section for Treatment Protocols and SOP's that staff could pull up with an appt and also separately
Make an additional Forms/Charts Section to hold Treatment Protocols and Facility SOP's that staff could pull up for review outside of a specific appointment (protocols could also be attached to specific appointments.) This would help to keep spa documents organized and give staff one place to go to look for information related to how to best perform their job, treatment protocols, etc.
7 votes
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