7193 results found
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When downloading PDF report from Report>Summaries, keep the sorting that is displayed
Helps with allowing for staff/management to keep things the way they are looking at it and thus with operations.
1 vote -
Need to be able to add forms and see pending forms from client profile and not just from the calendar
Need to be able to add forms and see pending forms from client profile and not just from the calendar
1 vote -
Edit Purchase Order
I need to be able to go back and add more items to a purchase order after I've saved it. Often times I run the PO and if I don't place the order immediately I need to add more items, and I want it all on one purchase order.
1 vote -
We would like to set the 'send confirmation to client' at the service level
Some appointments are for internal purposes only and we do not want the client being notified. We would like to be able to set the default for this check box at the service level so that staff doesn't accidentally send the appointment to the client.
1 vote -
allow commission on price of sale product
We need a method for providers to earn commission based on the sale price of the product unit credit. This way, when the credit is redeemed, the provider receives commission based on the sale price rather than the standard price of the product. Providers should only earn commission on the actual sale prices, not the regular pricing.
1 vote -
ability to add transitions PER APPOINTMENT not per service
It would be a lot more efficient to be able to add an APPOINTMENT transition time rather than adding it to the SERVICE because sometimes we can have multiple services in one appointment that don't require transitions in between, only at the end but these services can also be booked individually so that's why they all need their own transition time with the way it is setup now.
1 vote -
Custom Renewal TimeFrame for Memberships
The Gleamery would like the ability to charge memberships quarterly which is not currently an option.
1 vote -
be able to have the clients pay 3 months of renew fees
It would be great to be able to allow the clients to pay for multiple months in advanced for membership renewal fees
1 vote -
voided purchase orders should remove the inventory from the system/reporting automatically
a voided purchase order should not go in to inventory & affect the numbers
1 vote -
Give me a total guest count at the bottom of the reports like other categories
On the reports we need:
total guest count- I am currently manually adding them and haven't found a total anywhere else
RTS total for the company- what percentage of my service sales is retail sales, what percent of my total sales is retail sales
Prebook % for the company not just individuals1 vote -
CSV file of audience with more columns i.e. services, appointment time,
Audience and day schedule is too limited. Employee need more info at a glance or dig through for relevant processing. Name , phone, email but then Last seen, service, charges, new, established, appt time, last appt time, future appt time , tag applied , membership, credits available. Just a big database to build profile and surface good info for today's clients or upcoming.
1 vote -
Providers at one location still need to be able to see the other location even if they only see patients at one location.
Sometimes Grace answers the phone in cookeville and needs to book someone for lebanon but she cant see lebanon because she isnt a provider there
1 vote -
Have a "is blank" or "Is not blank" option on report filters
I run several reports where I need things like all orders with discounts. The only reliable way to get this is to select each discount reason as an "include" filter (Thanks to people being able to type anything I now have 300+ discount reasons to add). It would be much easier to have it give an "is not blank" option for the discount field. That would catch all discount reasons (especially if someone can manually add a discount at any time that I need to know about to add to the report)
1 vote -
personalized app
client would like a personalized app for her business
1 vote -
view and adjust product quantities
make View Products and Adjust Product Quantities a separate permission.
1 vote -
Continued reminders for paperwork
Unfinished paperwork and forms need to be reminded every time a patient checks-in. Also, we need to be able to send a forms reminder after an invoice is closed for patients who don't complete forms correctly. We have patients who walk away when checking-in without filling out forms and then have no way to have them finish them when we catch it at a later date. The patient should not be able to check-in if they have unfulfilled forms for any visits.
1 vote -
1 vote
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Make the check in process for an existing client a one step process
Make the check in process for an existing client a one step process. Existing members and clients don't want to have to input email, phone and name every time they come for a session. One step for check in in the iPad accelerates check in and also avoids people being in lines.
1 vote -
Forms attached to client tags in addition to service
It would be great to have the option to send out forms automatically according to a client tag - for example, every client with hyperpigmentation will be sent x form, regardless of the service they provided. It is way too easy to miss when we have to add it manually to some patient population groups, when we do not want that form to go out to everyone who is in the service group. This would be a big game changer
1 vote -
Add Business Settings / Duo Settings to allow enable/disable Arrived and Confirm buttons
It would be nice for the Business to choose to use Arrived and Confirm buttons or not. The duo checkout process has too many options and choices that confuse our customers, and we do not see the value in them. We have to guide each customer through them or press them ourselves - similar to checkout at a US Post Office - too many choices. Super-clear checkout like Square POS is a tremendous example to use.
1 vote
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