7705 results found
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5 votes
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1 vote
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Ring up a service without booking an appointment
Switching over from meevo here....
In meevo, I can go directly to the register and ring up a service for a client w/o creating a new appointment.
I had to refund a client because we rang her up for the wrong service. But I had to create a new appointment for her to be able to charge her. It's an inconvenient extra step. Would have been easier if in 'New Sale' the option to charge for a service was available.
Same for ringing up a walk in client for product. Meevo has 'Anonymous Male, Anonymous Female option in the register…
10 votes -
Permission: Edit product and service prices
Ability to control whether staff has access to view or edit service and product prices
1 vote -
1 vote
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Beta Reports: Instead of trying to decrease the automatic refreshing of these reports...
...I think it would be more useful to have them at longer intervals like 6 hours each or even twice a day and provide the option to select the report to be prioritized as the next to get refreshed. I imagine that most businesses do not use the BETA reports feature on a basis of needing information from the current day. In this case, decreasing interval of refreshing would have little impact to businesses, but to provide an option to skip all the scheduled refreshes to the queue of locations needing a refresh on a particular report (or all) would…
1 vote -
Beta Reports Need to have Method of Payment Filter
I would like to see the method of payment used by clients as an option for filtering on the Beta reports
13 votes -
3 votes
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12 votes
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2 votes
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2 votes
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Ability to decide if/when clients get confirmation email
Can we decide when we want the client to get text or email confirmations? Sometimes we don't want a new client to get the confirmation before because sometimes we fudge the books a little for a comp service we do at the bowl before the service.
21 votes -
Let service providers see their personal history with client
You're currently unable to see your history with a client, it only shows the most recent history for the client themselves. This isn't helpful if it has been a long time since a service provider has seen a client, because the initial interactions will be potentially off-putting (i.e. "Nice to meet you" versus "Nice to see you again!").
1 vote -
2 votes
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Sales
It seems as though this is a concern for everyone to have an area where sales for the appointment can be logged. So I won't reiterate :)
Presently I keep receipts for completed appointments in an appointment book. However, being able to eliminate the paper would be great.
2 votes -
1 vote
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1 vote
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1 vote
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Client Profile/Appointment + Treatment Plan Section
It would be super helpful to have a section besides the notes where the service provider can write out the treatment plan for the client for that visit. This way you can refer to it at any time in the future, the person checking out the client can easily see it and it can also be referred to if the client calls in and inquires about it.
18 votes -
1 vote
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