8483 results found
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move form from one client to another
When a client books for themselves and others, the forms all get put on the profile of the person booking. It would be nice to move that form to the respective client.
3 votes -
front desk
a special icon for when a client is actively in the service with the provider that way we as the front desk, are aware of how long they've been waiting for the provider or when they were taken. This would help keep track if by chance a provider is running late or vice versa
1 vote -
right click to open pages
I need the ability to right click on the patients appointment to have a quick dropdown to certain tabs in their chart or to find certain forms easier. For example, right click the appointment and have prior forms: universal notes, prior purchase history, messages, etc. its annoying to click through a bunch of pages to get where you want to go and it wastes a lot of time. Id love this to be a more efficient charting system.
1 vote -
Client Portal: Viewable
Adding the following items as viewable to clients through their portal.
- Personalized Recommendations for Products
- Personalized Recommendations for services/add-ons
1 vote -
Fix the sorting by time on the appointments report
Sorting by appointment start time in the new appointments report does not give anything like a valid sort. It isn't even in numerical order. I can't figure out what it is doing. But it definitely isn't the earliest appointments first and the latest appointments last!
1 vote -
Inventory Tracking Enhancement: Lot Numbers and Expiration Dates
This feature would introduce the ability to track lot numbers and expiration dates for inventory items. Currently, the system only allows input of quantities, SKU/UPC, pricing, cost, category, and brand information. The proposed enhancement would:
- Add fields for lot numbers and expiration dates in the inventory management system
- Enable tracking of products by lot, improving traceability
- Allow for better management of perishable or time-sensitive inventory
- Facilitate easier recalls or identification of expired products
- Enhance reporting capabilities to include lot and expiration information
This feature would be particularly beneficial for businesses dealing with perishable goods, pharmaceuticals, or any products where batch…
109 votes -
new client retention
Would love to see clearer reporting on New Client Metrics. This is such a crucial number to track. I don't appreciate having to pull 3 other reports to do my own math on a metric that seems easy to activate. There should be clear New Client Retention, and New Client Prebooking rates. I had both on other systems.
2 votes -
Update logic on previous period for new business summary report
The new business summary report has some wonderful insights! One small change I would like to see in the logic:
When looking at "[time period] to date" reports, the previous period is based on how many days you are seeing. So a week to date report for today(Friday) is showing 6 days for the week, but the previous period data is showing 6 days prior. So I am comparing Monday to Tuesday, Tuesday to Wednesday, etc... Year to date right now shows data from 212 days prior, which becomes very meaningless.
The logic for the "previous period" in these cases…
2 votes -
Tips & Invoices
You should have the option to let the business owner modify which service only asks the patient for Gratuity after the appointment. Not all our services must require a tip. The option you have is to disable or enable it only.
Also kindly add a feature where we can create invoices and send it to our clients/patients. Especially if it pertains to unsettled appointments.
4 votes -
Booking Flow Feedback – Availability Visibility & Cart Issues
I’m writing with some consistent issues we’re seeing with the booking flow that are creating confusion for our clients and friction in booking.
Issue 1: Customers can’t easily see availability across a full day
Right now, clients have to:click on a specific time
see which practitioners are available
back out and try different times repeatedlyThis makes it very difficult to understand the overall schedule for a given day. What customers actually want is:
a clear view of all available practitioners for a selected day
and the times each one is availableThe current flow feels like guessing rather…
4 votes -
Scheduling a Membership Payment/Membership Sale in advance
It would be great to be able to schedule a membership payment/ membership sale to be a date in the future - Instead we are having to track it manually and manually sell them the membership on the date we want it to start
24 votes -
Allow filtering client lists by former service providers
When creating marketing lists, it would be helpful to include inactive/former employees as filter options. This would allow us to identify and target clients who previously saw a provider who left the business and communicate who they can book with that would be similar to their preference. This functionality would support client retention and more targeted marketing efforts.
2 votes -
More granular permissions within permission groups
More granular permissions with permission groups. For example, allowing staff members to be able to edit products (barcodes) without giving full access to the gear icon.
8 votes -
Ability to search ALL products, whether Active or Inactive
When searching for a product in a location's product page, businesses need the ability to search for all results. This makes it more efficient for them to quick find the result they are searching for and can discern whether they need to activate a pre-existing product or create it as a new product. This is particularly helpful for franchised businesses where a product may be created at one location and not readily visible at other locations.
1 vote -
referral
its on the confirmation text but you have to scroll all the way to the bottom and my clients dont even know it is there.
1 vote -
make a spot where front desk can add notes that are only seen by receptionists and not stylists
appointments notes now can be seen by both provider and front desk but a new spot where the provider may not see any notes that are strictly for the front desk would be very helpful!
1 vote -
change status of forms
Ability to change status of Forms & Charts, especially from "Completed without review" to "Completed with review" when signed off under the wrong status.
1 vote -
purchase order
Voiding a purchase order should adjust the inventory.
1 vote -
location providers
Merge provider activity for multiple locations instead of separating all reports and transactions
1 vote -
2 votes
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