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8464 results found

  1. This would grant businesses the ability to assign permission groups when creating new staff members. This would be used when businesses are setting up staff profiles through an automation.

    1 vote

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  2. Ability to send a notification 10 minutes before the virtual meeting, when the link becomes active and available for clients to join. Sending notifications at 15 minutes may confuse clients into thinking the meeting link is not working.

    1 vote

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  3. Businesses that run annual memberships need a universal end date (e.g., December 31) for all members and a way to bulk void or auto-void unused vouchers at the end of the term.

    Customer use case: An aesthetics business runs a membership program of roughly 2,000 members that all renew on a calendar-year cycle. Today, a membership’s end date can only be based on its issue date and expiration settings, and members aren’t re-enrolled automatically. Each year, the business has to resell a $0 membership to every client and manually void leftover vouchers one by one. The workaround is client tags…

    1 vote

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  4. We need to have a direct quote of "Please confirm your appointment." Too many clients are not doing this, and when asked why, they state that the reminder sounds more geared towards rescheduling and canceling

    1 vote

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  5. This would be the ability to collect a signature from a client when selling a membership. The goal would be to defend against chargebacks more effectively.

    2 votes

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  6. Those of us that are required to track Lot#s and expiration dates for products we used on patients/clients, would appreciate either A) create a record for logging product Lot#s, expiration dates, and client usage for tracking; or B) allow us to create client identifiers (ID numbers) that allow us to transfer this information to an external site while maintaining PHI (Private Health Information) as required by federal HIPAA laws. Client identifiers are an excellent idea regardless of this need.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  7. It would be extremely helpful to have the ability to add custom notes or labels to individual credit cards saved on a client's profile.

    For example, a client may have an HSA/FSA card on file that they only want used for eligible wellness or medical treatments, while preferring a different credit card for aesthetic services. Other clients may have specific cards they want used for memberships, retail purchases, or certain treatments.

    Being able to label cards (e.g., “HSA Card,” “Membership Payments,” or “Aesthetic Treatments”) or add a short note would help staff quickly identify the correct payment method, avoid charging…

    2 votes

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  8. We would like to have the ability to have a different call forwarding number after hours.

    1 vote

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  9. Please bring the emojis back to pop up on the client profile on the calendar without having to click into the profile! While we do double check everything, catching these emojis and their meaning quick is much more convenient for a busy business!

    1 vote

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  10. Businesses need more detailed payment decline data, specifically the ability to see card type (e.g., Apple Pay, HSA/FSA, credit, debit) and transaction/entry method (tap, manual entry, insert/swipe) alongside each decline reason either in their Snowflake Data Share or within their Memberships Past Due report so their team can properly triage the past due reasons, identify trends in their payment decline data, and provide coaching to their team to mitigate avoidable declines.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  11. After you move an appointment that has a device or room attached as a resource, the system continues to show this on your calendar screen. you have to manually unselect the resources. This is annoying and time consuming. Once you have selected"done and confirm", the system should go back to your day view WITHOUT those selected.

    1 vote

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  12. Make them available to see without having to click on the individual appointment - the tags visible just on the regular schedule mode

    1 vote

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  13. This integration would allow details related to commission and hours worked to be shared with Paycor via a built-in integration. This would help reduce duplicative entry across both systems and improve consistency and accuracy for payroll.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  14. We currently have our massages in the system like this:

    Service - Signature Massage
    modifiers (must choose one): 30 minute, 60 minute, 90 minute

    The base service is for like 30 minutes and $0, then the modifiers adjust the timing and price to match our service menu.

    This is much easier for online catalog management than a whole list of every massage and every length that we offer.

    The problem is: If someone has a specific price or timing issue for one or all of these (for instance they level up and their pricing increases), I cannot adjust them individually…

    1 vote

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  15. Conditional Logic - I need the Patient intake form to have conditional logic, For example if a patient is born female then another pop up is requred to check if that patient is pregnant

    2 votes

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  16. I need the Scheduling alert to Read from the Patient Intake Form the Alergies and add as a Schedule Alert on the Patient file immediately.

    3 votes

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  17. When listing services offered by a staff member (manage - Staff - {Staff name} - Services) Filtering options would be nice, at least a "only show services offered by this person" would be so nice to make it easier to find things in what can be an extensive list.

    1 vote

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  18. We would love to have some place to check charting that is "Not Started"

    2 votes

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  19. When creating an audience to target the guests of stylists no longer working in my salon, I have to make those stylists active again in Staff Profiles for their names to populate when choosing "Provider was". It is tedious and time consuming to not be able to simply select them from the list like we can for active employees.

    2 votes

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  20. Can we have an update so that we can upload multiple photos at once instead of one at a time please!!!

    2 votes

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