8508 results found
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Ability to turn tip setting off for specific services
Since we provide aesthetic services and medical spa services. It would be helpful to turn off tip settings for specific services that it is not customary to tip on. For example laser hair removal or botox services. Having the check out screen bypass the tip setting for certain service would be help. A selection option on the service settings that says. "Turn off tipping for this services" would be helpful.
312 votes -
Time blocks that actually block time.
The processing time in an appointment will automatically overlap with a time block. This makes it difficult to schedule a lunch, for example, because if a client signs up for an appointment with an in-person time that fits before a lunch break, the processing time for the rest of the appointment will occur during the lunch break. If there isn't another person available to release the client, the original staff member doesn't get a lunch break. A simple toggle that nothing can overlap the time block would be helpful.
3 votes -
Make the "Add More" line in the booking overlay clearer
"Add More" in the booking overlay window is unclear. Clients don't understand they can book more than one appointment at the same time. It should say something like "Add Sessions to This Appt."
1 vote -
Allow invoices to be customized. If we are belatedly charging a
Allow emailed invoices to be customized. If we are belatedly charging for an appointment, they receive a receipt that TWICE (once in the subject line, once in the text of the message) contains the date of the processing, NOT the date of the appointment. If people want this, fine, but in an insurance-based clinic people are often charged after the fact for various reasons, and it is very confusing to receive invoices with the wrong date, especially if they need them for reimbursement purposes.
2 votes -
Referral Program credit availability
Referral Program credit available for referring patient immediately after the referred patient checks out instead of waiting 24hrs.
2 votes -
"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…2 votes -
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.
10 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
5 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.
3 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
3 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 -
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)
2 votes
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