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Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.
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8142 results found

  1. Currently, a user is restricted by IP address based on their role. When a business uses dynamic addresses, the update isn't always automatic and the business needs to be able to disable the requirement for a day or so before the new one works. Until then, the entire business must have it disabled instead of just at the location where the address recently changed. Ideally, the IP address can be disabled only at the location level when necessary.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. When changing the date range on a custom view, the report won't let you change to another report without clicking "update view".

    As I was putting this request in I saw that someone requested the ability to save date ranges. I think the best option is to allow the update view to save a date range, but don't require the update view if you have changed a date range and want to exit the report.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  3. Notifications to provider when they have prescriptions that need approval in the queue

    3 votes

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  4. An option to print out each staff member's daily plan

    5 votes

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  5. There are times in between office/clinic visits there is a need to add a medical note, without adding it to the general note area on their chart for everyone to read.

    10 votes

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  6. It would be great to have a place in the app where all of the patient's data was visible in one place, including Name, DOB (and current calculated age), address, contact information. It's in the desktop version, but not the app.

    4 votes

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  7. Currently, when appointments are booked manually (outside of online booking), there is no way to collect a client’s card on file without contacting them directly.

    This creates extra administrative work and delays, and leaves bookings unprotected.

    Suggested Solution:
    Allow businesses to send clients a secure link via text or email to add a card on file for any appointment, regardless of how it was booked.

    Impact:
    Reduces admin time, improves efficiency, and helps protect against no-shows while creating a smoother client experience.

    4 votes

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  8. Have a CC be required for any new client/appointment. Have a button to bypass, but make it something someone booking the appt must actively do. Must also be able to turn off on the back end for certain (existing) clients.

    1 vote

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  9. Need option to add additional medical chart note/form to client chart without it being associated to a visit.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  10. Clients that want to re-book or re-schedule with a specific provider should have the options to select their provider and be given direct access to their schedule. This is particularly helpful for providers that work for multiple locations.

    1 vote

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  11. The ability to edit/remove multiple published shifts for scheduled staff at once. Example: holidays, an unexpected closure.

    3 votes

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  12. Ability to use Phrases (Messages) feature from the Client Profile and Calendar View, in addition to the Messages tab.

    15 votes

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  13. Toggle option for clients to allow English forms to switch to Spanish

    5 votes

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  14. Currently, you have to click into a chart to see if it is fully completed. This would be two separate icons that indicate if they’re good on completing chart and want “its done/locked”.

    2 votes

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  15. This would be to show patients during appointments not before/after, but take a picture and use it to talk treatment options.

    2 votes

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  16. Within the client profile, there should be a setting that allows you to turn on or off online booking for select services. For example, only allowing return clients to be able to book for services meant only for existing clients.

    2 votes

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  17. I’d like a report that shows how many new appointments were created each day.

    This should be based on the date the appointment was created/booked, not the date the appointment is scheduled for.

    This would help us understand how successful our marketing campaigns are by showing which days actually generate the most new bookings.

    For example:
    Monday: 25 appointments were created
    Tuesday: 32 appointments were created
    Wednesday: 18 appointments were created

    It would also be helpful if this could be connected to marketing sources or campaigns, so we can better track which campaigns are bringing in real appointments.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  18. When a client is purchasing a giftcard, it automatically saves the card on file, Id like for it to be a check box that they understand this , and maybe a link to the policies (cancellation / no show etc) , instead of having to click the privacy policy. This will avoid head aches of clients saying they didn't consent because it was a gift card purchase

    2 votes

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  19. There should be a simple and efficient way to modify or update a service during guest checkout without needing to delete and recreate the entire service entry. Additionally, any changes made should not remove the corresponding block from the calendar view.

    17 votes

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  20. It would be nice to have tabs for multi-tasking. Thank you

    4 votes

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    1 comment  ·  Other  ·  Admin →
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