119 results found
-
waitlisted for services in the client profile
A section in the client profile to say if they are waitlisted for services or not and a waitlist button inside their profile, similar to the booking button
2 votes -
Client search should allow a wildcard search for phone number
The client search bar should locate the client list by any part of the phone number, ie by searching the last 4 digits of a phone number.
Having to start with area code + prefix is far slower as salon locations are regional, thus the majority of clients share common area code + prefix.
Searching via last 4 digits and confirming visually from the list should be possible and preferred.Searching gmail.com works for email, why not phone numbers?
2 votes -
see vouchers and account credit to app
It would be nice to have the ability to see the number of vouchers or account credits a client has on the app. I take phone calls to book appointments 24/7 and not always near a computer to view that info if a client asks how many more vouchers and how much credit they still have on their account.
1 vote -
Reducing duplicates by requiring both email and phone number
Reducing duplicates by requiring both email and phone number for online booking. People use different email addresses (work email or personal) to book online. If a person uses an email address that's not been used before it will create a new client ID. Online booking should require both email and phone number, this way the phone number would still match an account in the database and not create a new client ID.
3 votes -
Automatically Link online gift card purchases to recipient's wallet
If a client already has a profile, it would be great if gift cards purchased for them online were automatically linked to their wallet.
1 vote -
waitlist
We would love an easier way to add a client to multiple dates on the waitlist instead of having to individually enter multiple dates. Example Jane Doe wants to see Elena any day through the week in August.
1 vote -
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 -
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
-
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 -
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
- Don't see your idea?