Skip to content

Ideas Hub

Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

7183 results found

  1. When we update a service on client's appointment, it doesn't automatically update the resource that's associated with the appointment. It should be linked so that it auto-populates when the new service is selected to avoid any issues.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Please add any photos sent by patients into their charts. Occasionally we receive sensitive content

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. We have several clients that wish to use their card on file to pay for other people (their spouse, friend, child, etc.) when they don't have an appointment at the same time. It is frustrating for us as the business as well as clients to have to re-enter their card information onto each client's profile they wish to pay for. If there was a way to easily transfer that information such as setting up a paying client or marking clients as minors under a parent account so their card will populate, that would be very helpful.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Some offers have virtually the same rules but different code name or eligible locations for tracking and would love to be able to duplicate an existing code rather than creating a brand new one

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Vitals section that is persistent for each visit that is easily viewed and able to show record of previous vitals values (weight, BMI, BP, etc) from each visit.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Please add the Client (Patient) name to all sheets when a form or chart is printed with page numbers. This is normal practice for medical offices. It helps to insure HIPAA compliance. Thank you.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. I want to run Staff reports and sort by Staff's Last Name!

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Being able to see email analytics indefinitely after a marketing email as been sent.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Incase of a mistake of a staff member completing the Chart in another staff member’s dashboard, it would be nice to be able to change the name of the staff member that competed the Chart.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. We are a soap notes required biz.
    We are having issues with soap notes compliance and there is no easy way to sort who is leaving them and who is not. We need an indicator of incomplete forms-either on the providers profile or on the client. Right now reception has to go through all the day before and send out mean emails. Yes people should just do them, but the human brain is silly.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. have a block history tab that shows what staff member created, moved, edited, or deleted a block (specifically recurring blocks) like you can see with appointments

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. I would love to be able to see our top clients with loyalty program points. It would also be amazing to offer those top clients more perks as far as levels go (similar to Nordstrom)

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. When going to cancel a client's appointment, but they need to call back to reschedule, it would be nice to have a "client rescheduled or client will call back to reschedule" option under cancellation reason.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. "bypass review forms" privilege and feature should present a "skip" option to staff allowed to bypass rather than just removing the "submit and review" button altogether.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Be able block certain hours on the schedule so that people that are online scheduling can only book in those times if they are new clients, or members, etc.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Would be super helpful if you could add the times the client checked in for their appointment and what time the appointment was checked out in the appointment details for easy visibility.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Waitlisted  ·  2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. 7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?