7136 results found
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1 vote
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Adding a Frequency Report, and be able to filter that report via Client Profile Tags
Hi there -
Discussed yesterday on 11/5/25 - that our practice does not have a the Client Visit Frequency Report Available in our Reporting. We also need to be able to filter clients through tags added to their Client Profile (NOT the appointment itself) to be able to track different plans of care needed for that type of patient.For example, when a patient has a tag that states "Rehab", we need a report that will generate for that type of patient only (but can filter through multiple tags) and show how many visits per week they are coming in,…
1 vote -
1 vote
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scheduling from client portal
I would love if my clients could schedule directly from the client portal. I think this would make the client portal experience better.
2 votes -
marketing
Would like to set branding for marketing emails - i.e. default fonts and colors. Each time we send market blasts we spend so much time changing the font of every box, every button, etc.
3 votes -
express booking and secured credit card link
our former booking platform had an Express Booking option. New client would call in, we would get their name and number and book the service with service provider and then while still on the phone we selected "Express book" we would say "did you see that text come through?" OK perfect. Just finish filling that out in the next 10 min and your booking will be confirmed and all set. It is time sensitive so make sure you fill it out completely as soon as we get off the phone. They input the rest (Email cc, correct spelling of their…
5 votes -
adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full numner of appointments daily
1 vote -
adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full number of appointments daily
1 vote -
Push notifications sent when booked through the app
To have a push notification or text sent sent to service providers when another provider books an appointment through the app.
3 votes -
Packages-Vouchers and Perks are not necessary!
PLEASE change packages so that you do not have to add an additional incentive as in a perk or voucher to the already discounted package! You can not SAVE a created package unless you add a perk or voucher. Please address ASAP and thank you!
1 vote -
Receive a notification when products are sold via the booking overlay
To have a notification sent to the business when retail products are sold via the booking overlay. So that the staff can prepare the item sold.
3 votes -
Appointment confirmation Emails
Please allow businesses to personalize their own appointment confirmation emails to include any information that needs to be added for the most successful outcome that is unique to their practice needs.
2 votes -
allow businesses to personalize their appointment confirmation emails to include any information that needs to be added for the most success
Please allow businesses to personalize their own appointment confirmation emails to include any information that needs to be added for the most successful outcome that is unique to their practice needs.
2 votes -
allow clients to have automatic payments be set up for memberships or packages outside of an appointment.
Would like to be able to sell something to patients outside of an appointment. Can you somehow disconnect the idea that all forms, invoices, etc must be connected to an appointment? It would be more beneficial and business friendly if we were allowed to truly function in the capacity any back office would. Not all services or items that need to be completed are always in relation to an appointment when it comes to primary care which is the way the majority of weight management operates.
1 vote -
Allow staff to send forms to patients independent of an appointment.
I currently operate with the idea that I am able to send forms to patients independent of appointments such as is the case with month to month follow up for telehealth weight management. I want to be able to send a patient a follow up form through their portal so that they can complete for review and is automatically tied to their chart. I was able to do this with my previous EHR which is a game changer for our practice. We do not have access to forms in any other capacity and so I am currently utilizing google forms…
3 votes -
allow clients to pay their bill through their portal
Allow clients to pay for appointments through their client portal.
2 votes -
report on which credit card processing has been sent to your bank account with date of post and which ones are pending.
We need to be able to go in and understand which days will be posted in the future and which ones have already posted in to business account.
3 votes -
Edit a Closed Invoice
Ability to edit a closed invoice.
3 votes -
Closed charts
We need a way to see if patient charts have been closed. First a quick “lock open or closed” on the front desk page to see if charts are open/closed as well as a report showing open charts. This is super important for proper chart compliance.
1 vote -
Ability to track location for account credits
Account credits are not currently assigned a location when they are created. This can make location-level liability reporting of the account credits difficult. Having the location where the account credit was created would be helpful for reporting.
2 votes
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