8144 results found
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Display package and/or membership information on the appointment card in Front Desk and Calendar view
Being able to quickly reference what membership or package a client has, as well as the number of unused vouchers they have from the high level would save clicks and alert the front desk of any actions they may need to take with the client (eg. selling a new package, setting next appointment date based on new voucher generating).
1 vote -
Create Reporting for Appointments booked today for a future visit with new client filtering as well as Staff / Client booked filtering.
It is imperative to have data on New Clients who have just booked an appointment. We have huge marketing ad spends and that data needs to be at our finger tips. I have no way to verify that my marketing is driving the customers in aside from manually clicking every appointment and viewing customer profiles, with 30-40 appointments a day this is not a possibility. This is a must fix.
1 vote -
Permission Group setting
Setting where Service Providers cannot see purchase history on client profiles
1 vote -
Add a button we can check off that would add all cancelled and rescheduled appointments for today as ghost appointments so that we can under
Add a button we can select that will show all cancelled and rescheduled appointments on the day we are on's calendar view so that we can understand openings better and track to make sure clients that cancelled all are rescheduled
1 vote -
Ability to track location-level analytics in the booking flow for GA4 and Meta Pixel
Currently, it is on the Gear icon, not the location level. This can lead to multi-location dashboards to have incorrect data.
1 vote -
1 vote
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Please return to the log in screen when the system auto logs out for HIPPA
When the system is set for HIPPA compliance it auto logs you out after a certain time but it should reset to the log in screen -
Because (most importantly) all the client information is still visible on the open screen and therefore not truly protected
- It is incredibly frustrating when you are working on a chart or back end experience and then you realize you have been logged out and none of your work is saved.
1 vote -
I would like to put in a request to have patients sign invoices prior to treatment.
I would like to put in a request to have patients sign invoices prior to treatment.
1 vote -
automate emails to go to patients specific to how many days since they had a specific service.
Automate emails to go to patients specific to how many days since they had a specific service if they have not rebooked for that service. For example, 90 days post botox, 6 months post vaginal rejuvenation, 15 months post lip filler, etc.
1 vote -
Automate notifying a provider when you upload a file to a patient profile
Send a text or email automatically to a provider when a file is uploaded to the patient's portal
1 vote -
See the itemized view of what all products cost when checking out
When checking customers out, we don't see the items broken down in a list, but instead subtotaled all together. It's helpful for them to see how much each individual product costs, rather than the total of all the products.
1 vote -
Restrict Unsharable Vouchers at Group Checkout
Restrict unsharable vouchers to be used as a payment method during group checkout.
1 vote -
Custom Report for No Vouchers
Let us pull a report of clients who have upcoming visits scheduled but don't have any vouchers on their account, or similar to enhance targeted marketing capabilites
1 vote -
Purchase Order imports
inventory streamlining by allowing uploading of invoices of products into the system. This could be a huge time management piece and saves on data entry and inventory control
1 vote -
Apply Offer Codes at time of booking
It would be nice if we could add the offer code at time of booking. Apparently this happens for online purchases with promo codes, but not in-house. In-house it can only be added at checkout which means we need to create a cheat sheet of codes so they can add to notes to remember to apply it at the appointment day, leaving a lot of room for staff mistakes.
1 vote -
automatically tally up scores
Boulevard forms to have the ability to automatically calculate or tally up scores from numbered answers
1 vote -
Audio + Push notifications for messages
Include specialized settings within the contact center which will allow for audio/push notifications when a clients texts.
1 vote -
start time restrictions set specific to event, category or staff member
Control over locking start times based on staff, category, or service.
A universal start time can be set for example all appointments are at the top of the hour. However, some of our services are not a full hour long, or others require more setup time and cannot begin at the top of the hour when sharing a resource with daily operations.
It would be great to have a way to have controls over start times that had more adaptability.
1 vote -
Marketing email/blasts with dynamic variables for location-details to be automatically applied
Ability to have OTB emails or texts created for multiple location and have the merge tags dynamically update to fit the correct location name and business name when sending to clients across multiple locations.
1 vote -
Royalties processing for franchisee transactions and disbursement to franchisor
Split merchant processing to allow for franchise royalties to be deducted directly from franchisees' transactions and sent to the franchisor's account, while sending the remainder to the franchisee's merchant account.
1 vote
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