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8473 results found

  1. When opening a form or chart to document an injection or therapy, no patient identifiers (name, DOB) are visible on the form itself. Staff can't confirm they're charting on the correct patient until after the form is saved, creating a patient-safety risk of charting under the wrong client.

    Request: Add the ability to display patient identifiers (name and DOB at minimum) auto-populated from the client profile — pinned to the top or side of the form and visible throughout the charting process.

    This would be especially valuable for high-volume clinical settings like IV therapy where multiple charts are completed back-to-back.

    2 votes

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  2. I just noticed a download button at the bottom of the new reports. I didn't see anything about it in the documentation (I may have just missed it)

    I was wondering if there were differences between this and the regular download button.

    Side note - it appears to be broken on Firefox, but I know that isn't fully supported.

    1 vote

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  3. The ability to assign a package to a specific client during a group checkout, not just allow the "payer" to receive the package. If someone is paying for someone else's package, it would be much easier to just be able to assign the package to a client regardless of who is paying, since there is currently also no way to transfer a package from one account to another.

    1 vote

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  4. We send FSA and HSA etc. bills- it would be great to be able to put these in a client-facing section so it is more compliant and we are not sending things around.
    pls add a client-facing documents area.

    1 vote

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  5. It would be helpful to have a live "lead" board of sorts to organize Beau messages. I want to be able to see what messages have been read, and what messages still need staff follow through to either create an appointment, or contact the client back. A giant list of messages is confusing. Especially when you have call forwarding enabled, because all calls look like they are coming from the exact same number.

    1 vote

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  6. I have call forwarding set up to be using Beau. However, Beau assumes that every person who is calling, is calling from my advertised salon number (8012553223). And whenever a caller tries to correct Beau and give the correct name and cell number, Beau says it can't do it and needs to transfer to a human team member. Well that doesn't work especially when I have Beau set to just answer calls after hours. I have not been impressed with Beau's capabilities yet. Beau needs to capture the correct contact information before anything else happens so that the text messages…

    1 vote

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  7. when clients click "next available" they are show ONE appointment time , please add an addition "show more times" for them to continue finding a time if that one offered time doesnt work for them

    1 vote

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  8. add color to personal/business tasks

    3 votes

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  9. We would like to request a booking workflow enhancement for injectable medical appointments.

    For any appointment that requires a Good Faith Exam (GFE), we would like the patient to be required to enter their date of birth during the booking process. Once their DOB is collected, we would like this information to be available to our team so we can send the patient their Good Faith Exam to complete virtually prior to their appointment.

    Our goal is to streamline the GFE process and ensure that patients complete their required virtual exam before arriving for their injectable appointment.

    Ideally, we would…

    3 votes

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  10. We are in the medical field, a client may request a whole service history with products. services etc. They may even ask for copies of their clinical notes. There is no way for me to select a client and print their history or notes. I cant believe taking a screen shot is the only way.

    8 votes

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  11. Add up the total tox units on the face form as we're dropping pins and unit numbers so we dont have to add them up manually. This was a helpful feature on a different system we used as it took the math out of it.

    7 votes

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  12. Notifications that pop up in your desktop/ apple device that is logged into the app when a client sends a text message

    2 votes

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  13. I have my Staff create plans for all of our clients after a consult. From a Med spa perspective it would be nice if they could have a scribe take notes and then convert them into a 3, 6, 9, 12 month skin care plan, Health plan,

    5 votes

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  14. Being able to track which memberships are tied to an HSA/FSA card

    1 vote

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  15. Be able to send a photo from business end through messages

    1 vote

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  16. I see there was a recent update that logs everyone out each day. I really wish this was optional, as it just causes one more unnecessary step each day.

    2 votes

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  17. customer wants to be able to search and filter through blast campaigns without scrolling through pages upon pages

    2 votes

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  18. When booking a service, if a client wants to change service after selecting one, it should be easier to remove the original service (ie swipe left to remove or have a little trash icon next to the service to remove it). Another idea is to a have cart at the top right hand screen that shows the services selected in cart that they can click on and remove or checkout. It's not clear how the client should remove the original service at the moment.

    3 votes

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  19. This would create a filter to focus in on a date range for creating targeted audiences of clients who completed an appointment, but did not make a retail purchase during that appointment.

    Businesses would use this audience filter to promote their retail products to clients and increase their revenue.

    1 vote

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  20. When you have multiple locations it would be great to bring back the Title on the report page with

    LOCATION NAME
    DATE RANGE

    Also, can you make the credit card fees amount font larger. That's pretty important for an owner and accountant.

    2 votes

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