8559 results found
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1 vote
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Have a "booked forecast by staff" report in the report section (not just summaries)
The booked forecast by staff report is super helpful for providers to see what their next few weeks look like, but they aren't able to see it without seeing all of the summaries. Please either make it individually shareable, or create the report in the report tab so we can have it sharable to them.
1 vote -
Automatic email reminder when memberships pauses are ending
Can clients receive an automatic email reminder when memberships pauses are ending and have it include the date of their next bill.
1 vote -
POP UP ALERTS THAT CAN BE SCHEDULED ON THE CALENDAR. IE "MACHINE BEING SERVIED 12-2
POP UP ALERTS THAT CAN BE SCHEDULED ON THE CALENDAR. IE "MACHINE BEING SERVIED 12-2
1 vote -
Alert when appointment limit is reached
We need a way to know when a client's appointment limit has been reached. Some clients receive 20 appointments covered by insurance (after meeting their deductible) and there are too many to keep track of manually. The last thing a client wants to hear is that they now owe payment because they unknowingly attended appointments that were no longer covered.
1 vote -
1 vote
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New client count in future booked appointments by provider
We have a booked forecast by staff summary which is used to track appointment volume by provider at each location, but it's also important to know how many of those appointments are for new clients. this helps understand the distribution for the following week/month.
1 vote -
Please add the option to select "OTHER / GROUPON" as payment method EVEN when $0.00 is the total
When using Groupon or other services where customers are not paying US directly, the only way to TAG that (mark this as a groupon pmt, for example) is to create a 'product purchase' for '$0.01' = since we do not enter (or know) the actual REAL total amount we are ultimately getting... (this applies to several third party partners that take a commission on a sliding scale)
Can you please make the "Other Payment" option available EVEN when the total is $0.00??
This would GREATLY improve our Reporting options!!
1 vote -
1 vote
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Automatics Deposit tags when the client has any type of credit in their account
Deposit tags automatically show up when there is any type of credit/gift card in client’s account.
1 vote -
I would love for it to be easy to see how many scheduled appointments for the week and month and be able to see for each employee as well.
I would love for it to be easy to see how many scheduled appointments for the week and month and be able to see for each employee as well.
1 vote -
Marking up of chart, we should have more ability to "zoom in" and "zoom out" out of picture during the mark up.
When I mark up my charts for my patients, I like to go over where I'm doing things , how much, and why. The current markup doesn't allow for you to scroll in and out easily. Right now, when I go to zoom in, sometimes it will go back to the chart and then I have to press back in. Also, ability to make the markings smaller, especially for the "dot" markers. I want to be able to fit an entire upper face of marking and still have client be able to clearly see where things will be going. Another…
1 vote -
We would like the ability to manage client notes more granularly. Specifically: Allow staff to add notes to a client’s record. Restrict st
We would like the ability to manage client notes more granularly. Specifically:
Allow staff to add notes to a client’s record.
Restrict staff from deleting existing notes.
Provide an option to designate who can delete notes, with management having exclusive access to do so.
This would help maintain note integrity while still allowing staff to document client interactions.
1 vote -
Clics Integration
CLICS (Color Lab Inventory Control System) completely optimizes the way salons formulate, dispense, and manage hair color. The innovative computer-controlled vending platform was created to take the guesswork out of color formulation—and deliver increased profitability and client satisfaction.
1 vote -
1 vote
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Allow account credit to be set to only be used for certain services
We would like to able to set monthly memberships to show as account credit for each client, but there is no way to set what that account credit is to be used for. We don't want every service to be able to use the credit accrued from memberships.
1 vote -
Show resume date for paused or cancellation scheduled memberships in Reports
Reports for memberships should include a date for when a Paused or Cancellation Scheduled membership is set to resume and become active again. This enables the business to be able to more accurately report on their future active memberships and track churn more correctly.
1 vote -
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,…
1 vote -
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
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