99 results found
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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.
3 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.
3 votes -
audience filter location
Currently you can only select staff in the "provider was or provider was not" audience filter if you are in the assigned location for that staff in the dashboard. Since the client list is central and not location specific the filters should be the same so I don't have to toggle between locations to build staff based audiences.
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…3 votes -
Client Note Templates
Lov Medspa would like the ability to duplicate client notes on the profile. aka "phrases" This is for their front desk, where their providers use charts.
1 vote -
Allow for us to keep a reference photo attached to peoples profiles
We have 100’s of costumers who come in with reference photos and it would be incredibly beneficial to be able to keep a log of these reference photos on their profile
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”…3 votes -
3 votes
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Client profiles need a spot for a photo, as many clients have the same name-to avoid Hippa violations, and/or scheduling errors.
There's not an option here to attach a photo example, but we need the ability to take and/or upload a photo of each client. This is a MUST!!!
1 vote -
hey there im not sure why stylists cannot edit clients formula after client checks out?
i believe after long day we update client fomulas at the end of the day unfortunately not here how can we go about it
1 vote -
Price Estimates and Quotes
generate in-office price estimates during client consultations. Clients should be able to leave with a clear, written estimate of their potential service costs—emailed directly to them and saved in their client profile.
This feature would:
Improve transparency and build trust with clients.
Streamline consultations by giving providers a professional, standardized way to present pricing.
Reduce confusion or disputes later by having estimates documented and attached to the client record.
This is not just a convenience—it’s a critical client experience and retention tool that keeps your platform competitive.
5 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.
8 votes -
Search tab for clients scheduled for future services under service name
It would be helpful to be able to search for any clients who are scheduled for future appointments for specific services/treatments.
2 votes -
Client notes: Renaming tabs and add more for more personalized use
We want to be able to rename the existing client notes tab to be more aligned with our business purposes. We would also like to be able to add more tabs with custom naming conventions to align with our business practices.
1 vote -
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 -
Allow secondary phone numbers and email addresses for clients
We end up with lots of clients with two profiles. Often times they end up with a second profile because they used a secondary email or phone number to book online. Having an option to match all of these to one profile would help prevent the continued creation of these redundant profiles
1 vote -
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.
4 votes -
Ability to delete clients, especially ones that have opted out.
We need to have the ability to delete clients in our client list, especially clients that have opted out.
5 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.
3 votes -
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
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