132 results found
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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
2 votes -
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
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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 -
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 -
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 -
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 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
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