8144 results found
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Adding a Frequency Report, and be able to filter that report via Client Profile Tags
Hi there -
Discussed yesterday on 11/5/25 - that our practice does not have a the Client Visit Frequency Report Available in our Reporting. We also need to be able to filter clients through tags added to their Client Profile (NOT the appointment itself) to be able to track different plans of care needed for that type of patient.For example, when a patient has a tag that states "Rehab", we need a report that will generate for that type of patient only (but can filter through multiple tags) and show how many visits per week they are coming in,…
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1 vote
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adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full numner of appointments daily
1 vote -
adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full number of appointments daily
1 vote -
Packages-Vouchers and Perks are not necessary!
PLEASE change packages so that you do not have to add an additional incentive as in a perk or voucher to the already discounted package! You can not SAVE a created package unless you add a perk or voucher. Please address ASAP and thank you!
1 vote -
allow clients to have automatic payments be set up for memberships or packages outside of an appointment.
Would like to be able to sell something to patients outside of an appointment. Can you somehow disconnect the idea that all forms, invoices, etc must be connected to an appointment? It would be more beneficial and business friendly if we were allowed to truly function in the capacity any back office would. Not all services or items that need to be completed are always in relation to an appointment when it comes to primary care which is the way the majority of weight management operates.
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change day of message verbiage
Since we have our cancellation policy set to 24hrs before any penalties, clients recieve the following message the day-of: "Free cancellation or modification before Mon, Nov 3, 2025 at 5:00pm CST. After that, changes will result in a charge of 50% of your appointment total."
The above statement does not account for the fact that it is already the day of the appointment. Thus, it confuses the clients as the deadline date to cancel and/or modify their appointment has already passed. This could be rectified in one of two ways:
- Change the base verbiage to "Any modification or cancellation at…
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Provide the ability to a quick click direct link to client transactions within commission reporting.
We need the ability to directly link each commission line item to its corresponding transaction or client record. Providing this level of traceability would streamline the transaction verification process, reduce time spent reconciling payroll, and minimize the risk of commission errors.
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there should be an option to not take out business charge for total commission and not just vouch
there should be an option to not take out business charge for total commission and not just voucher
1 vote -
Next membership billing date
We used to be able to see the next billing date, not just the most recent update and start date. It's extremely helpful to be able to forecast cash flow and doing away with this field limits that ability.
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Numbing time
Allow for a block of time to naturally pop up for certain appointments that allows for pre-procedure numbing for a med spa.
1 vote -
when products are deactivated in your system, make it impossible to sell
when products are deactivated in your system, make it impossible to sell
1 vote -
Add a 'Net Service Count' column to Service Sales reports
The column 'Net Service Count' would simply be the sum of the existing columns 'Service Count' minus 'Service Refunds Count'
1 vote -
Disallow tips being paid with gift card
Ability to block gift cards from being used to pay for tips at checkout, and instead prompting the client to use a different payment method.
1 vote -
Location Groups: Ability to assign staff to a location group
Currently, staff must be assigned to locations one by one. With new location groups, it would be great to be able to select an entire group and the staff member is then active at all locations within that group.
1 vote -
Location Groups: Ability to assign staff to a location group
Currently, staff must be assigned to locations one by one. With new location groups, it would be great to be able to select an entire group and the staff member is then active at all locations within that group.
1 vote -
when a client refunds product their loyalty points on that product are automatically refunded also
when a client refunds product their loyalty points on that product should also should beautomatically refunded also
1 vote -
Account credit able to pull for monthly membership
Having an option if the client has a account credit that all monthly membership dues will b epulled from account credit first then charging the card on file
1 vote -
Combine Sales and Payment Reporting
Combine Sales and Payment Reporting.
Need to see clients who have purchased units and did not treat same day
Additionally, needs additional filters for Payment Methods on Commission Reporting to exclude certain payment methods.
1 vote -
Please offer Android pad option for markup- not simply IOS. Thank you
Please offer Android option for markup charting with pad.
1 vote
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