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Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.
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222 results found

  1. easy way to view and look up unfinished and unsigned charts

    4 votes

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  2. When a form or chart is set to send for "All services" and new services are then created, those new services should be auto added to the forms and charts that have "all services" selected

    2 votes

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  3. Need to be able to set a date range under Schedule --> Form status: Needs review...instead of having to click through each date. Would save me LOTS of clicks and I could be sure I've reviewed everything and didn't miss one more easily.

    8 votes

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  4. When duplicating a form it auto assigns to all of the related services. It would be ideal if it is created as some form of unpublished draft. Most likely we don't want to assign the duplicate form immediately, this would allow us to edit the form and then decide when to go live with it.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  5. Add 'delete all markings' as an option on face treatment sheets.

    Maybe delete all red, blue, green, etc? I like to leave pencil marks for my tox injection patterns to copy into their next chart so I know about where I injected last time. If they have filler, I will draw on using a different color, their injection patterns. Would be nice to be able to erase by color! It's time consuming to delete all my little lines, dashes, arrows, etc.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  6. CAN WE PLEASE ALPHABETIZE FORMS

    10 votes

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  7. Add a photo option within the medical chart to document product labels. would save time manually entering the LOTs, expirations, product numbers, etc.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  8. Have the option to customize where a field goes in the form builder. For example: If I want the boxes for multiple choice to go horizontally across the form instead of down

    6 votes

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  9. 1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  10. We are a medical aesthetics practice running application-based model call programs where prospective clients comment a specific keyword on a post to apply for discounted treatment. When someone comments the trigger word we need Instagram to instantly DM them a short message and a link to a pre-screening application form hosted outside of ManyChat.

    The core flow is:

    1. We post a model call on Instagram with a CTA telling followers to comment a specific word to apply
    2. Someone comments that word on the post
    3. ManyChat instantly fires a DM to that commenter with a brief branded message and a form…
    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  11. The ability for the front desk to reinstate a half completed form for the patient to complete, this, instead of starting over Even though we our forms with required fields somehow the clients can hit submit and marks it completed. This is frustrating to both client and front desk.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  12. When we book a new client and enter all their contact information, the intake form makes the client fill out all of their contact information and address again making for a clunky and tedious experience for them.

    8 votes

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  13. when creating a new service, it would be much easier to be able to select the forms or charts that need to be attached to it from that screen instead of going out of it, finding the forms/charts individually, and having to go into each one and select the new service.

    2 votes

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  14. It would be helpful if access to edit Forms & Charts could be controlled within the Manage Permissions section. Right now, this is only available in Settings, which prevents non-admin users from managing it.

    1 vote

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    1 comment  ·  Forms & Charts  ·  Admin →
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  15. It would be nice that if we update a form it automatically will trigger clients to fill out the new form at their next appointment. Right now the way the system is we have to either manually add for each appointment or have the form filled out every time for each client. Also if you make the form expire it should trigger to have clients fill out an updated form.

    5 votes

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  16. Add automatic flag or reminder notification if a chart has not been completed by the end of the day. Sometimes i get so busy with my day , I assume I documented all patients but some slip through and i miss it. I know someone posted this idea in 2023,but we are in 2026 and no option has been added.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  17. Allow the use of dot phrases in the comment box when signing off charts

    6 votes

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  18. We have clients come in that speak many languages come to use our services and we want to ensure they fully understand the intake forms and liability release form they are signing. Would be ideal for clients to be able to select a language they understand when completing forms.

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  19. 1 vote

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    1 comment  ·  Forms & Charts  ·  Admin →
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  20. Clients are asked if they consent to SMS marketing via online booking, however they could potentially also be asked in a new client intake form. This should also be able to update the consent within the client profile.

    3 votes

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