61 results found
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Checking receipts in profile history being able to get back to purchase history without starting over
When I'm searching through a patient's payment history and going into an order I want to be able to get directly back to that clients order history...but once you open an order you can't go back and need to start over by searching for the client again. Would save a ton of time when searching through an individual's orders for something
19 votes -
When merging clients, there should be a "scan" option for the system to find multiples.
When merging clients, there should be a "scan" option for the system to find multiples.
8 votes -
entering saved prices for client after check out.
I have removed the ability to change pricing at the front desk computer and i'd like to be able to go in and retroactively remember a client's price so i dont have to change it later, but this option seems to only be available when they have booked their next appointment or at check out. it would be really helpful to be able to add an accomodation like that at any time
2 votes -
Delete Old Clients
Delete clients that no longer live in your state/expressed they no longer want your services to ensure you are only reaching out to real customers
2 votes -
There needs to be a way to enroll a client in text notifications even if the office makes the appt by sending a separate consent for texts
Text enrollment even when office makes appt
2 votes -
add photo next to client name
I would like to see a picture of the client/patient when they are on the schedule
2 votes -
tags
The tags are nice, but they are not visible until you click into the patients actual profile. It would be nice if the tag populated on the schedule, so it is obvious at a glance. Additionally, you cannot see a tag on the main client view/dashboard --you have to filter out by tags. Would be nice to see them there as well.
2 votes -
Display Membership Status on Calendar Appointments
We would love the ability to quickly see which clients are members directly from the appointment calendar.
Right now, there’s no visual indicator that differentiates members from non-members when viewing the schedule. Having this would help our front desk and providers:
Personalize service and care
Ensure members receive their correct benefits
Support upsells, retention conversations, and consistent guest experience
Reduce time clicking into each client profile to check status
Suggested Improvements:
A small badge or icon (e.g., “M” or “Member”) on the appointment block
Or a color highlight/label option specifically for members
Or the ability to toggle “Show Membership Status”…2 votes -
a summary of the overall spending of a client on their profile
In the of overview tab, there should be a place where the clients overall life-term spend is (even if it's only visible to certain staff). This would be helpful in terms of giving priority appointments, etc.
2 votes -
Multi level filter in clients tab
Users are trying to filter an email marketing list for a specific service provider to target clients who have seen that provider at least three times.
Currently, when using a filter to a certain staff member and adding a second filter for visit history 3+ the system pulls clients who have visited three times total, regardless of which provider they saw.
t would be helpful to add the ability to filter based on visits with a specific provider only, as the current setup can be misleading and limits targeted marketing.
4 votes -
service recommendations (like product recommendations in client profile)
Like the product recommendations a same kind of thing underneath for services recommended for a client!
3 votes -
Pop-Up Alerts for Critical Patient Notes
It would be really helpful if sticky notes or chart alerts could pop up automatically when opening a patient profile or appointment.
For example, if a patient has an important note like “Allergic to numbing cream”, “Patient frequently passes out" or “Red flag patient”, it would be ideal for that information to appear immediately rather than relying solely on tags or digging into the patient record.
Tags are great for categorization, but pop-up notes would ensure that urgent or safety-related information is seen right away by anyone working with that patient.
4 votes -
Reminder
Can you create something on a client profile where we can set reminders to reach out to the client in 3 mons 6 mons etc. to follow up. Something that will pop up the day we set it for to reminder us to reach out. It would be really helpful.
7 votes -
2 votes
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No phone number for check in
We have several clients whose minor children come in for appointments, and we need a way to check them in without using a phone number. We're currently using their parent's number, but then the parent's appointment reminders get confused
2 votes -
Pro App: View loyalty points via client profile
Loyalty points are visible in the client profile via the dashboard but not on the Pro App. Most employees use the app so they should show the same info.
3 votes -
product recommendation by providers
To be able to Include the provider’s name when entering product recommendations. This will help us clearly track which provider recommended each product.
5 votes -
allow us to import entire client lists from existing reports
I have client list data reports from Botox day that I would like to import. There currently doesn't look like there's an option to do so unless I add each client one by one. I want to be able to text and email blast that report of clients.
2 votes -
Create a way to delete vouchers in groups rather individually.
When a client has several expired vouchers on their account it is difficult to toggle through the account without a delay. It would be easier if I could delete large groups of expired vouchers at one time. At this point I am only able to delete it on at a time.
2 votes -
hello , i think it would be a good idea to have a way to tag multiple customers at the same time instead of individually adding a tag
Since we are a spa care there are customers that have memberships and some don't . we add tags to set them apart from the regular clients . but when tagging we have to enter the number of a client individually and tag them . i think it would be a cool idea if there were something in the system to filter and add all the clients at the same time and add all the same tag.
1 vote
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