7216 results found
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Client Communication Customization
Please let us edit automated client emails like receipts and confirmations, in more detail. They sound generic, and it’s wild that this basic feature costs extra- as much as a phone bill! We just want our messages to sound like our brand. Many other platforms I compared you to offer client communication at no additional cost or at much higher quantities per tier. Please update this!
10 votes -
Dispute AI
Implement AI to help automate responses to disputes by compiling evidence, removing the manual work required today to submit all necessary documentation.
5 votes -
I would love for it to be easy to see how many scheduled appointments for the week and month and be able to see for each employee as well.
I would love for it to be easy to see how many scheduled appointments for the week and month and be able to see for each employee as well.
1 vote -
Unread texts stay at the top of message list
Unread messages stay at the top of the message list. When marketing texts go out, we lose all our current conversations in the message list. With thousands of marketing texts going out, we have to scroll back all the way to find the unread messages from current conversations.
18 votes -
All for schedule text or email after a specific appointment type.
Our previous platform allowed us to send texts or emails at a designated time, for example, 3 days after a select appointment type. This allowed us to send aftercare instruction specific to a treatment. It also allowed us to send an automated text follow up. Need more customized options for sending text and emails.
1 vote -
Permission: Products
Separate permission settings so that certain staff can create products, but not edit, and deactivate them.
We want to ensure that our team members cannot change product information (like sell price) or deactivate them at the location, but still have the capacity to support our general inventory processes.4 votes -
It was far easier to follow credit history before the "wallet" update. You could expand and read notes within the same window.
It was far easier to follow credit history before the "wallet" update. You could expand and read notes within the same window. Now we have to click on the order number and go to a different screen. Much more inconvenient. Can we have that feature back?
2 votes -
Add Tasks w Reminders
Would like to be able to set tasks to call a patient, or review labs when results arrive, etc etc w due date
5 votes -
Reinstate the Cancellation Policy Notice on Booking Email (that includes date/time they cancel by)
The booking email used to include:
"Free cancellation or modification before [date] [time]. After that, changes will result in a charge of [fee] of your appointment total."
This is not only available in the the text messages now. Please turn this feature back on.
3 votes -
reschedule appointments to other business location
you should be able to reschedule appointments to the other business location without having to go to cancel the appointment and then schedule it at our other location.
3 votes -
More formatting options in form fields
Have the option to customize where a field goes in the form builder. For example: If I want the boxes for multiple choice to go horizontally across the form instead of down
6 votes -
2 votes
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customize booking overlay
The booking overlay is very limited in customizable options. From the wording to the colors, it would be ideal to be able to customize these things for better brand alignment with individual businesses.
3 votes -
Marking up of chart, we should have more ability to "zoom in" and "zoom out" out of picture during the mark up.
When I mark up my charts for my patients, I like to go over where I'm doing things , how much, and why. The current markup doesn't allow for you to scroll in and out easily. Right now, when I go to zoom in, sometimes it will go back to the chart and then I have to press back in. Also, ability to make the markings smaller, especially for the "dot" markers. I want to be able to fit an entire upper face of marking and still have client be able to clearly see where things will be going. Another…
1 vote -
We would like the ability to manage client notes more granularly. Specifically: Allow staff to add notes to a client’s record. Restrict st
We would like the ability to manage client notes more granularly. Specifically:
Allow staff to add notes to a client’s record.
Restrict staff from deleting existing notes.
Provide an option to designate who can delete notes, with management having exclusive access to do so.
This would help maintain note integrity while still allowing staff to document client interactions.
1 vote -
Clics Integration
CLICS (Color Lab Inventory Control System) completely optimizes the way salons formulate, dispense, and manage hair color. The innovative computer-controlled vending platform was created to take the guesswork out of color formulation—and deliver increased profitability and client satisfaction.
1 vote -
Splitting the total easily between two people!
It would be nice if there was an easy way to split the total between two people for one booking. Currently, the only way to split a service (including two services booked under one appointment) is to manually do the math and charge one card, then the other. However, manually splitting the total doesn't account for the service fee for credit cards nor the tips. It gets confusing and makes it uncomfortable having to ask them individually how much they want to tip on their card.
2 votes -
Task list or messaging between staff members
When staff members need to communicate about clients via EMR. Or as task list for staff, for example doctor needs to message nurse about following up with a client in 2 weeks. The doctor puts that task in the EMR, and then in 2 weeks, that task pops up for the nurse to do.
7 votes -
Notification for same day changes
If a client needs to move their appointment on the same day I would like a notification. I can't check the schedule while I'm in service so I would like a text notification. Technically they cancelled, but we do a courtesy for first time clients and don't charge so it ends up being rescheduled instead of cancelled.
3 votes -
Ability to see a quick list of memberships by status for a location in the Memberships tab
This ability would allow the front desk staff to quickly reference and monitor the number of members they have in each status category, and take action when and however needed.
4 votes
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