99 results found
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Service history.
In the client history, we could see the service name listed and service person as a column. Can you add the 2 columns back so we quickly see service history
1 vote -
Tags in the Client List
Franchisees would like the ability to see a client's tag when viewing clients in the Clients tab (without having to search/filter by tag). They want tags to show after they search for a client so they can quickly choose the correct parent or child account based on relevant tags.
1 vote -
Allow editing when asking about using an existing client
When creating a new client there is the new popup asking if you want to use an existing client. This is super helpful to prevent duplicates, but sometimes isn't helpful when a client has a change of name or email address.
If a client has a new last name I end up either creating a whole new client and then merging later (if I remember) or I end up using the old one and hoping to remember the new last name to update it. On rare occasions I can use the old client profile and update the name immediately, but…
1 vote -
Option to organize client files by title, not by date uploaded
I am uploading old client files from a system we are getting rid of. Because this takes time, the old files are listed higher on the list than their most recent visits. This is a huge issue for practitioners trying to accurately treat clients. There really should be a way to organize by title, so I can control what is at the top by the title I put in!
1 vote -
1 vote
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Client profile notification when you are leaving the page without saving
Just like when you leave a service without saving, a notification pops up asking if you still want to leave and if you would like to save and exit.
2 votes -
detailed line item for order history
when scrolling through a client's order history, it should say the detailed line item of what the client actually purchased instead of just the order number. this would make it much easier to see the date a client actually purchased something, or made a first payment and a second payment toward something. it is inconvenient to have to click and open individual orders to find out what the purchase was for.
1 vote -
Specify type of cancellations in client history
When a client no shows, their appointment history simply shows it as a "cancellation."
1 vote -
Adding the spa home location in the main client list would be very beneficial.
Adding the client's main spa home location to the main client list would be very beneficial. Since this information is vital for many specific functions, it would improve efficiency. Filtering and then searching for the specific profile is slower.
1 vote -
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
3 votes -
Ability to track Medical Clearance on Client Profile
This would give businesses the ability to record whether a client has completed a good faith exam and has been granted medical clearance on the client profile. The date of completing the GFE and granting medical clearance should be recorded and visible as well. Finally, the status should reset annually to prompt the business to complete a new good faith exam.
1 vote -
Medical History form Alert
Icon on Appointments to alert when Medical History form needs filled out. Icon should appear for all new clients & again after the Medical History form expires a year later.
1 vote -
patient images
The ability to upload a client profile photo so we know who they are. Kind of like the provider photos but we'd see their faces. Clients can upload their own photo as well on their client portal.
2 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.
11 votes -
It would be helpful if a PT profile page would show all account credits, not only under the wallet tab.
Currently you can only see account credits for a PT under wallet. It would be helpful to see all account credits on the main profile page. It also does not show up at checkout for a PT. Have account credits and GC amounts visible through the PT profile tabs.
2 votes -
Have a sticky note on the overview, that stays upfront, for things like allergies and other patient specific preferences/nuances]
Have a sticky note on the overview, that stays upfront, for things like allergies and other patient specific preferences/nuances]
1 vote -
On the app and browser, have a photo be on the overview for the patient for easy id/familiarity
On the app and browser, have a photo be on the overview for the patient for easy id/familiarity
1 vote -
On the app- having upcoming and past appointments be the firs things seen when you select details under the client
On the app- having upcoming and past appointments be the firs things seen when you select details under the client
1 vote -
service recommendations (like product recommendations in client profile)
Like the product recommendations a same kind of thing underneath for services recommended for a client!
5 votes -
It would be very helpful to have a patient demographic screen in the App
It would be great to have a place in the app where all of the patient's data was visible in one place, including Name, DOB (and current calculated age), address, contact information. It's in the desktop version, but not the app.
2 votes
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