7785 results found
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Non-admins who can edit timecards shouldn't be able to edit their own
Managers have access and should be able to edit timecards for service providers and other non-management employees. They should still not be able to edit their own timecards - this should be left to Admins only.
3 votes -
Itemized reports for specific offers/discounts
We need to be able to run a report for specific offers/discounts and whose account they were applied to.
3 votes -
List of open notes
It would be so helpful to be able to see a list of unsigned "draft" notes so we have an added safety net against unfinished documentation.
3 votes -
There should be an option to print a pdf file of the client's chart/forms in case they would like a copy or if we have to submit document
There should be an option to print and save a pdf file of the client's chart/forms in case they would like a copy or if we have to submit documents to their other doctors or to do a prior authorization on their behalf. Patient's have the right to obtain a copy of their office notes and or forms completed.
3 votes -
3 votes
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Separate client contact info and tag permissions
We use the tag system heavily operationally, so all our team members need to be able to see tags. I would like to restrict service providers to limiting client contact information for important security and business protection reasons, but I can't because they would lose tag visibility which they need to perform services accuratly. Separating this in permissions would be a HUGE win for us.
3 votes -
Service Provider reflect in Online Booking, but not bookable.
Would like to be able to still show all providers at the business- however if a provider does not want to partake in Online Booking, then it would be great to be able to add a note stating to call the business to book with them, instead of not listing them as a provider at all.
3 votes -
We need a faster way to assign services to employees. You should not have to click each individual service and toggle employees on!
We should have a faster way to assign employees to services. We have upwards of 40 different services and to click each one and toggle employees on, is not efficient. Maybe you can have the employee tab have all service listed automatically thats assigned to the store they are coded too and then toggle them on or off from there
3 votes -
Report details on Blasts
When viewing the report details there should be a way to identify those clients that acted on the blast. I do not see a way to verify/see who is responsive. For example: if I am being charged $2 for each responsive person I should be able to see who they are.
3 votes -
Ability to pull client contact info (phone/email) in Reports.
We use reports to categorize & pull past clients in order to follow up with them. It would be much more convenient to add a category/ability to customize report to add their contact info to the reporrt. As of now, you have to copy/paste the name or click into more details.
3 votes -
Need to be able to see the the whole schedule for a Monday-Friday week regardless of how many provider are on the schedule.
Need to be able to see the whole Monday-Friday work week for every provider regardless of how many providers are scheduled.
3 votes -
Clarity on packages based off original service price
It would be great for the system to reflect the original single service price and have the option to show the discount based off package price. This is essential to show the client how much they are actually saving.
3 votes -
Make Charts non-visible to admins due to HIPPA
Make Charts non-visible to admins due to HIPPA
3 votes -
New Customer Services vs. Existing
We require new patients/customers to pay a deposit (to protect against no shows). Unfortunately, there is no way to distinguish between current customers and new customers. We need a gateway (are you a new customer question) OR ideally a way of showing certain services to new patients and certain services to existing patients. This has become a big issue as rather than booking under services titled "New Patients to XXXXX Start Here" since they require a deposit, they circumvent the system and book under other services.
3 votes -
Packages payments in parts
I would like to be able to make packages that my patients can pay in parts (like memberships). For example, laser package that is paid in 3 months.
3 votes -
Ability to restrict gift card redemption
Limit gift cards according to service
3 votes -
Report that shows the net total sales column less tips
Even when we customize reports and remove tip sales, tips are still included in the net sales number. This needs to be changed so we can see the net sales number without tips.
3 votes -
Report for Sales by Client
Would like to have a Sales by Client report where we can see what customers have spent over a period of time. This is helpful at end of year to see who your top spenders are for the year.
3 votes -
Business charge on $0 service
Ability to add a business charge on a service that’s $0. Business charge then pulls from stylist commission.
3 votes -
Loyalty Points Redeemable Dollar Amount Shown
Mosaic Hair Studio would like to see the dollar amount associated with points available for redemption prior to checkout.
3 votes
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