8533 results found
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Permission: Client tab & audiences
Objective:
To implement new safety measures to protect company data, specifically by managing access to the newly updated Clients tab and the ability to create and view targeted audiences.Background:
With the recent update to the Clients tab, users can now 'drill down' into client data and create targeted client lists. Previously, a client list with 12,000 entries was not very actionable, but with the new update, users can filter and extract valuable information. This poses a potential risk if sensitive data falls into the wrong hands.Current Situation:
Turning off client list access is not a viable solution as…4 votes -
Membership Page Display
Would like easy visibility into start date directly on Membership page (vs in a report). Also, would like to be able to filter and/or search by plan name on this page.
4 votes -
Lock down client filters for marketing for franchisees
only allow marketing emails to be sent on a per location client basis. Right now Franchisees are able to send marketing emails to other locations' clients due to having access to the full client list within the dashboard.
4 votes -
not being able to checkout appointment after a refund
Allowing the appointment to be available for checkout again after doing a refund. EX. A client gave $100 in cash and rest on card. The appointment was checked out in full with cash by accident. The remaining was refunded and we could not re-open the appointment for checkout on card. If a refund is done on an appointment, you should be able to go back into that same appointment to properly check it out, instead of creating a whole new appointment.
4 votes -
remove service duration
I would like to be able to remove the service duration from the emails that clients receive. If the duration is 30 minutes, that is service time, clean up time, charting, etc. But to a client, it means they can be 20 minutes late because they don't think it'll take that long... I'd like to have the option to include service duration on the emails or remove it.
4 votes -
ability to name a payment method in a clients account
Have the option to name a saved credit card as "primary" or "use for membership" for clients who have multiple cards saved on file so we know which card to use for checkouts. Often times clients dont know their card number so they end up having to pull their cards out to see which one they want to use anyway
4 votes -
one person wants to pay for two different people appointments on one trans
one person wants to pay for two different peoples appointments without having to merge clients but pay for both on one transaction. instead have to pay for both separately??
4 votes -
Discount Reasons/Codes to be eligible to be toggled off when not in use.
Have a way for the Discount Reasons/Codes to be toggled off when not in use. Then we don't have to delete and readd when they are used again. This will keep reporting accurate, so the name isn't different from the first time it was used. It will also keep the checkout drop down list cleaner and quicker for the front desk teams to find their active promo/discount.
4 votes -
Tags for multiple Credit Cards on file
It would be amazing to add a tag or something to differentiate between multiple cards on file. In case the client wants one for the membership and the other for retail, gratuity, etc.
4 votes -
Make it more provider friendly
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 -
Turn off notifications for certain services
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 -
Fixed Date Range for Consent Forms
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 -
Easily transfer memberships from one location to another
Ability to transfer memberships from one location to another without having to cancel and resell the membership.
4 votes -
Membership minimum commitment required
Ex: customer must be a member at least 3 months before being able to cancel
4 votes -
Client Call Log
Implement a "Call Log" that will direct show within the Client profile.
4 votes -
Create two separate privilege groups permissions for enabling/disabling services and creating new services
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 -
privilege for mobile vs dashboard
Separate privilege setting for mobile and dashboard
4 votes -
reports fields
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 -
client orders makes you start from the begining
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 -
4 votes
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