119 results found
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Report for first time clients per day
Make it easy to identify and report on clients who are scheduled for their first visit in the next day (whole business). Right now, the Clients list filters don’t reliably match ‘upcoming first visit’ for a specific date range, so we have to manually scan the Calendar and look for the star icon next to new clients. A simple filter or report view that combines ‘upcoming appointment date’ + ‘first visit’ would save a lot of time.”
5 votes -
look up patients by emojis
Example: We have patients sign off on using photos for marketing and we add an emoji to their profile so we can quickly see on the schedule. It would be great if we could look up profiles by emojis as well as run reports so we can get a list of just those patients.
2 votes -
sticky note on clients account
sticky note on clients account-pops up when a client is searched
4 votes -
Create a space on client’s “overview” page that always stays pinned to the top area for listing past medical history and current medications
Pinning medication list and PMH to overview page
2 votes -
Linked Profiles: Relationship Tagging & Shared Payment Methods
It would be incredibly helpful to have a way to link or tag patient profiles together to show relationships (e.g., family members, parents/children, spouses).
Additionally, we need the ability to share payment methods between these connected profiles. During checkout, we should be able to:
Automatically see who a client is linked to right on their profile.
Easily charge a connected profile's card on file (e.g., a mother paying for her child's products, or an adult child paying for their parent's treatment).
Select whether to use the current client's card or a linked family member's card on file seamlessly.
2 votes -
Show more details in a client's history for cancelled appointments
Rather than just showing "cancelled" as a blanket term I would like it to show if it was a late cancel, a now show, or cancelled by staff/client. It would help us be able to track clients show rate more accurately and when to potentially intervene on a chronically late guest, or chronic canceller.
3 votes -
Have the Client Profile show an AI summary of client history
Our staff is finding they have to do a lot of digging with each client before seeing them (for example, we always hear "how many treatments have I done on my brazilian" for laser clients and similar) so they find themselves digging through each previous chart, or to see history of settings etc. would be nice to have some kind of AI summary (Weave users know how it summarizes calls - something similar would be incredible!)
2 votes -
enable phrases inside the patients profile.
enable phrased inside the patients profile.
1 vote -
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.
13 votes -
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.
2 votes -
ADD MORE THAN ONE PICTURE OUT OF TIME ON GALLERY
self explanatory i take many before and after pictures different angles and i have to add them one by one it is not convenient
9 votes -
phone number look up
When looking up clients by phone number, you cannot copy and paste in search bar. When the number looks like this (555) 555-5555, you have to take away the parenthesis in order for a look up to occur. the copy function on the phone for those numbers gets the whole visual format. just alter code to recognize these formats as well.
1 vote -
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.
4 votes -
Filter By City
It would be helpful to be able to filter a client audience by City. We are looking into areas for expansion and having the ability to see how many of our clients already live in that area can be crucial to decision making.
1 vote -
Client Profile Critical Info (Medications, Allergies, Cautions) Easily Viewed and Edited
After Entering their Allergies and Medications their client profile, Medications and Allergies should be more importantly displayed AND be able to be editied by provider or in the portal by the client.
I know I change my supplements all the time, a lot of our clients do the same. It would be nice to have a mediations list and history of edits to look at when evaluating their health and skin.
Allergies need to be taken more seriously than a small tab in the notes section. They are easily overlooked right now. I would love to see them with their…6 votes -
Demographic update - Need preferred name and MRN
Demographic info for clients/patients needs to have area for First, Middle (not req), and Last names. Also a place for a Preferred name.
Patients should also be assigned a record number that can be used as an MRN with other vendors such as my pathologist and LabCorp.
1 vote -
profile organization colors
we would love more colors to assign to staff profiles to avoid confusion and mistakes!
2 votes -
Assign and prompt a client to fill out forms from their profile
It would be nice to pull up an upcoming client and assign them forms. Also to be able to prompt them to fill out the forms by (ReSend) Forms.
1 vote -
filter the clients that have seen x provider ONLY
I need to filter to see clients that have ONLY seen X Provider. Many clients in my business will see whatever stylist is available. If a stylist leaves I would like to be able to hand them a client list of clients that have only seen them. Need this asap!!!
1 vote -
Additional Status Options under the History tab in the client profile
Additional status options to choose from under the History tab within the client profile.
1 vote
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