8137 results found
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Pause memberships indefinitely
Members can pause their membership for any duration in order to keep their original monthly rate. They may not have a date in mind yet to re-initiate, so it would be helpful to maintain a paused status with no end date.
1 vote -
When looking at a clients orders I should be able to click go back and still be in the client orders, not
When looking at client orders, after selecting one when I push go back to all orders it should be that clients orders...
1 vote -
Enable/disable IP address restriction by location
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 -
New reports - changing date range shouldn't trigger the "update view" "lock"
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 -
Make having a cc on file required when booking an appointment on the dashboard, and have a checkbox to bypass it.
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 -
Need renewal date for Good Faith Exams on client profile.
For clients needing an annual Good Faith Exam. Need the previous exam date on the client profile page, instead of having to go back through chart/form history to determine when last good faith exam was completed.
2 votes -
Add additional form/chart note without needing scheduled appointment.
Need option to add additional medical chart note/form to client chart without it being associated to a visit.
1 vote -
Self-scheduling available per location, service, OR provider.
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 -
Notification for rescheduling
We need notifications for estheticians when a client moves up their appointment or rescheduled later that same day. There is currently no option to notify the esthetician when a last-minute reschedule occurs, so they can remain on time.
3 votes -
3 votes
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Filter new clients from online booking for specific providers
I would love to be able to funnel new clients to my other providers without blocking online booking for my current clients. I've been using manual blocks on my schedule to fill other therapist's shifts before my own, but this prevents my current clients from being able to reschedule when using online booking.
A simple "accepting new clients" toggle on the staff profile would be a great addition. it would allow current clients to reschedule and view all of my ability while still filtering new clients to other therapists.
2 votes -
Open Charts
See all incomplete charts (in progress, not started) for a range of dates. For example, all open charts that are not started/in progress for the month of August. And be able to filter then by chart status
1 vote -
Service Report
i ultimately want to have the same reporting as the service commission summary but with both the closed and opened tickets.
the goal is to predict and make sure no payments are missed with both list price and subtotal columns in the report as well
1 vote -
New Reporting - Sales Summary (and Daily Summary) should be latest data, not delayed
The old reporting Summaries were all completely real time. It was helpful to get a quick grasp on how the day was going, etc...
The new reporting is all delayed. I would appreciate even just a couple of the reports to be real time. It is a bit of a regression to not have somewhere in the system to show what the current total collected is.
1 vote -
Quickly determined if theres a credit card on file
Quickly show whether a credit card is on file in the Professional App without having to open checkout. Making this visible at a glance would help staff identify unsecured appointments and reduce no-shows.
1 vote -
Bulk sign forms for clients
Ability for clients to bulk sign forms, especially when multiple consents are needed.
2 votes -
Attach add on services to other add ons
The ability to attach one add-on service to another add-on service. For example, Add-on A is attached to Base Service B. Once Add-on A is selected, Add-on C would appear as an available add-on. Add-on C would only be available after Add-on A has been added to the base service.
1 vote -
product categories error
can we make it easier to change/delete product categories without having to delete all the products from the category first. i also noticed an error where i have deleted all the products from a category and it still wont allow me to delete that unwanted category
1 vote -
Automatic tagging for patients to determine who has/hasn't completed a medical clearance exam
This would allow businesses to identify which patients booking appointments still need to complete an annual medical clearance exam before getting a treatment.
1 vote -
Adjust Form Expiration Notifications
We’d love the option to customize when we get notified that a client form is expiring.
Right now, we’re getting notifications 8 months before the form expires, which is way too early to be useful. It would be great to choose the timing (30 days, 14 days, 7 days, etc.) or even choose to only be notified once a form has expired.
Having control over this would make the notifications much more helpful and less cluttered.
1 vote
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