8152 results found
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Deactivating service provider's ability to access dashboard
Deactivated service providers are still able to access the dashboard
3 votes -
Having a price/discount breakdown in the Client history
Being able to view sale details (price and discounts used) in the Client History without having to go into the appointment details. Vagaro had a way to view everything at once
3 votes -
Live notes in the staff app
Having a live space to leave notes on the client without having to click into a separate area
3 votes -
Alert Box
Hey guys, we've noticed that whenever people are booking online that they're not reading the sentences that says "your card will not be charged", is there anyway we can add an alert box that says the same thing. just because A LOT of clients are coming in thinking they already paid. I understand it says it right there, but just a suggestion.
3 votes -
3 votes
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Adding the "reason" tab for adjusting price
Hey. So sometimes a price has to be adjusted for a service due to different circumstances. There is an option for putting in the reason on the discount tab, but there is no such option on the price tab. Can this feature be introduced? Thank you.
3 votes -
3 votes
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Beta Reports: Offer Name attribute in all reporting
Ability to report on applied offers across all reporting, including the Detailed Line Item and Product/Service sales reports.
3 votes -
Option to mass suggest a product to clients
We have a feature that we set up as a product and add at checkout for all clients to track productivity with our clients. Would be great to have it added to all client profiles
3 votes -
Completed forms saved to profile
For recurring guests save completed form to profile so they don't need to complete every time
2 votes -
Trying to print price list.
Print or download a list of all service and package pricing to help with making rack cards as well as keep record of past prices as adjust.
2 votes -
Ability to mark follow up action complete for AI Receptionist
This would give business's teams the ability to mark followup actions from Beau-handled calls as 'Complete' and keep their view of activities clean.
2 votes -
Patients need to still be able to access their forms after they have completed them. They should be able to go back and click on the form
Patients need to still be able to access their forms after they have completed them. They should be able to go back and click on the form and re-read them. Especially the consents and pre and post treatment information forms. This is important for them to have access to before and after treatment!
2 votes -
phone number look up
When looking up clients by phone number, you cannot copy and paste in search bar. When the number looks like this (555) 555-5555, you have to take away the parenthesis in order for a look up to occur. the copy function on the phone for those numbers gets the whole visual format. just alter code to recognize these formats as well.
2 votes -
Add more than one photo at a time to the chart.
Add more than one photo at a time to the chart. Adding one at a time is cumbersome and wastes time. If we could select multiple photos to upload in bulk, that would be very helpful!
2 votes -
Need renewal date for Good Faith Exams on client profile.
For clients needing an annual Good Faith Exam. Need the previous exam date on the client profile page, instead of having to go back through chart/form history to determine when last good faith exam was completed.
2 votes -
Filter new clients from online booking for specific providers
I would love to be able to funnel new clients to my other providers without blocking online booking for my current clients. I've been using manual blocks on my schedule to fill other therapist's shifts before my own, but this prevents my current clients from being able to reschedule when using online booking.
A simple "accepting new clients" toggle on the staff profile would be a great addition. it would allow current clients to reschedule and view all of my ability while still filtering new clients to other therapists.
2 votes -
Service Report
i ultimately want to have the same reporting as the service commission summary but with both the closed and opened tickets.
the goal is to predict and make sure no payments are missed with both list price and subtotal columns in the report as well
2 votes -
Bulk sign forms for clients
Ability for clients to bulk sign forms, especially when multiple consents are needed.
2 votes -
Expired Card Report/ Client Filter
We need a way to easily identify clients who have an expired card on file without having to open each individual client profile.
It would be extremely helpful to have either:
A client filter for expired cards
A report/export showing clients with expired cards
The ability to filter by card expiration date (expired, expiring soon, etc.)This would save our team a significant amount of time, especially when we have a large client database. We need to be able to identify clients with expired cards so we can proactively ask them to update their payment information before their upcoming appointments.
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2 votes
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