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  1. For medical aesthetics, we want to see a quick snapshot of the appointments when we open the patient profile. I want to see the picture above the appointment, the treatment performed what was injected, or how many units were injected under the picture. Also, the provider can open the invoice attached to the appointment to see what was charged. It needs to be more aesthetic medical spa friendly

    4 votes

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  2. We have some services that are virtual. I'd love to be able to turn off notifications or customize them so they dont get a reminder with an address attached!

    4 votes

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  3. As a medical practice - it can allow the patient to edit the date at which consents are signed. It should be time stamped for legal reasons and should not be editable.

    4 votes

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  4. Ability to transfer memberships from one location to another without having to cancel and resell the membership.

    4 votes

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  5. Ex: customer must be a member at least 3 months before being able to cancel

    4 votes

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  6. Implement a "Call Log" that will direct show within the Client profile.

    4 votes

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  7. Currently 'Edit services' controls if an employee can toggle off/on services and create services. There should be two separate permissions, one that controls toggling services off and on and one that controls creating new services.

    4 votes

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  8. Separate privilege setting for mobile and dashboard

    4 votes

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  9. beta reports should be able to add all fields associated with an object. so if I want a product report i should be able to ahve a report with all fields related avaialble in the report. I cant export a report with the item. the current on hand inventory and the desired on hand inventory

    4 votes

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  10. when looking at the history of a clients orders. when i open a specific order and then hit the back button, it redirects me to todays recent orders history of all clients instead of bringing me back to view the history of that specific client. having to type in the clients first and last name every single time i want to look into there individual account order history
    ie: All Orders--> clients name--> full order history--> specific date of order history -->hits back button-- All Orders.

    it should be :
    All Orders-->clients full purchase history-->Specific date-->back button-->clients full order history.

    4 votes

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  11. Show in the actual check out that they have a card on file maybe by upcoming appointments? Instead of it just showing when you click on their appointment to check out or when you click into the dropdown for credit cards!

    4 votes

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  12. 4 votes

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  13. With prior POS software we got a popup message indicating that a client's appointment was affected when we removed a working day for a service provider. I recently did this and there was no indication from the software letting us know that a client had booked an appointment on one of the days that had been removed from her schedule. We would like to be notified so we can make arrangements to reschedule the client to a different provider and/or different date.

    4 votes

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  14. It would be nice to see when any changes are made to the employees scheudles and who makes them. Such as adding breaks, making unavailable, etc.

    4 votes

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  15. When adding the same phone number for multiple people ie mothers/ younger teens it gets confusing when they text the office it defaults to one or the other but its never correct. How can we simplify this, can it be by birthdate?

    4 votes

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  16. Instead of a gentle "Your appointment has been cancelled", the No-Show message would hold a more appropriate tone if it was "You've been recorded as NO-SHOW for your appointment".

    4 votes

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  17. Please provide access to patient charts more easily- Double click on patients appointment and it will pull up?

    4 votes

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  18. I am trying to set up the quickbooks integration but there is NO TRAINING. quickbooks knows nothing and I can't get anyone on the phone to help to understand any of it. I was with my book keeper for two hours trying to figure it out.

    4 votes

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  19. The original messaging system showed more info on the client right off the bat, with fewer steps. Also showed who had looked at the message without having to open the message. Also instead of showing how much time elapsed between messages it showed the time the actual response went through. It was an easier more efficient setting. Please change it back!

    4 votes

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  20. When I go to checkout a person on the mobile app and then add products the keyboard will appear and immediately disappear. It is a very common flow that we are selling product during an appointment checkout and are not always at the computer to do so. This makes it difficult for us to use the mobile app as checkout vector.

    4 votes

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