7207 results found
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"Needs Review" Filter by Name of Form/Chart and Date Range to simplify approvals
Add a filter for Name of Form/Chart when reviewing and approving.
This will allow for a Medical Director or Admin to narrow their search down to just the necessary form/charts that they need to pay attention to. OR have a setting for "Approval by Medical Director" "Approval by Admin" "Approval by Front Desk" so when the appropriate person is approving forms and charts they only see the ones that pertain to them.
In addition to the name filter, allowing us to select a date range vs clicking through days will also reduce unneccessary work on those who are in highest…1 vote -
censor form
I want the ability to either censor sections of forms or some forms so that my staff can access the forms I want them to see without accessing private client information.
1 vote -
Vish
Would love an auto integration with Vish product charges added to sales ticket, with option to leave a note why it was or was not charged. Will also suggest to Vish.
2 votes -
form access
Enable setting access restrictions on certain fields on forms for different privileged groups to protect client personal information.
1 vote -
integrate AI or smart consulting and booking
use ai to assist with making service recommendations, answering questions about service details and fully booking clients. guiding clients from the beginning to the end. Repeat MD now uses AI treatment advisors.
2 votes -
Users ability to see all locations without being assigned to them.
Currently, only an Admin can see all locations without actually being assigned to any of them. Therefore, they don't need to be listed in Manage > Staff.
Non-admins currently do need to be assigned. Businesses with a remote CX team then have to assign them to all locations, but can be confusing for franchise owners who have a new location and over two dozen staff assigned to it when they don't actually work AT that location.
It would be great to activate a user to have permissions to see all locations while NOT being an admin.1 vote -
Addition of date selector in the API report exporter for Discounts and Offers report
Currently, the Discounts & Offers report exporter has a limit of 1,000,000 rows. For larger sets of data, some rows will be missed entirely creating gaps. Having the ability to select a specific date range would reduce the overall size of the report and allow full exporting.
1 vote -
DO NOT delete messages from a clients profile when their phone number changes
When a client changes their phone number , it erases ALL messages tied to that phone number. This is frustrating. Sometimes we refer back to past conversations for information, photos, etc.We are a med/spa office and rely on our system to keep track of all important info such as messages between client, Charting, etc. This would be the equivilent if all of a sudden medical carts went missing. Please fix this
4 votes -
Ability for business admin to reset 2FA for a single staff member or update the staff's phone number.
This would allow users with Business Manager/Admin permissions to reset a staff member's two-factor authentication and allow them to update their phone number without needing to disable 2FA business-wide.
1 vote -
In "audiences", make it easy to locate clients who have bought gift cards
In "audiences", make it easy to locate clients who have bought gift cards for campaigns.
2 votes -
Merge clients
Please add a feature that allows all duplicate client accounts in the system to be displayed in one consolidated list for easy review and merging.
2 votes -
virtual gift cards should have tap
When a client gets a virtual gift card it would be cool if there was integration with the duo - so they could tap to use the virtual gift card if we dont have scanners in the store
1 vote -
Change the gift section
When someone goes to buy a package .. i want there to be a 'buy as a gift' section where they can send it to someones email with a gift card and its a package with services... not just a $ amount gift card
2 votes -
schedule send my response to clients
I would like to schedule send my response to clients. I can respond any time of night and schedule the message to send in morning after business hours.
1 vote -
price list
be able to see a master price list and staff pricing
2 votes -
Two-Factor Authentication by Permission Group or Staff Role
Ability to set 2FA at the Staff Role or Permission Group level, securing logins for users with greater access to data and business settings.
1 vote -
International support for 2FA
Ability to set 2-Factor Authentication for staff with international phone numbers (eg. The Philippines)
1 vote -
make it possible to filter client notes
it would be great if we could filter the client notes section to see notes only from front desk staff or notes left only by service providers
1 vote -
make it possible to see number of remaining vouchers a client has on the mobile app
when the service providers view their clients on the mobile app, it would be helpful if they could access the client's wallet and view the amount of remaining vouchers that a client has
1 vote -
Ratings: Column for operator at checkout
It would be helpful to have a column indicating the person who checked the client's appt out in Ratings, as their feedback may be related to their checkout experience and would be helpful to easily identify.
1 vote
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