8461 results found
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allow clients to have automatic payments be set up for memberships or packages outside of an appointment.
Would like to be able to sell something to patients outside of an appointment. Can you somehow disconnect the idea that all forms, invoices, etc must be connected to an appointment? It would be more beneficial and business friendly if we were allowed to truly function in the capacity any back office would. Not all services or items that need to be completed are always in relation to an appointment when it comes to primary care which is the way the majority of weight management operates.
1 vote -
change day of message verbiage
Since we have our cancellation policy set to 24hrs before any penalties, clients recieve the following message the day-of: "Free cancellation or modification before Mon, Nov 3, 2025 at 5:00pm CST. After that, changes will result in a charge of 50% of your appointment total."
The above statement does not account for the fact that it is already the day of the appointment. Thus, it confuses the clients as the deadline date to cancel and/or modify their appointment has already passed. This could be rectified in one of two ways:
- Change the base verbiage to "Any modification or cancellation at…
1 vote -
Allow clients to use purchased vouchers at same time as purchasing membership or package
If a client buys a membership or package and wants to use a voucher at the same time, they can't. Businesses want to be able to do this in one transaction.
49 votes -
Service Product Tab
A service product tab for items that can not be resold but are only used during a service that also need to be tracked. So it is in its own location and not mixed with the retail products, the list can get too long
3 votes -
Add forms via API based on client profile details (age)
There are required consent forms for underage clients, so it would be very beneficial and reduce potential errors to be able to manually add a form to an appointment via the API if the client's age is under 18. Otherwise, it must be manually added upon checkin or checked ahead of time by a Hello Sugar employee to send out, which could be missed.
2 votes -
split bank account
I want to be able to apply a percentage of daily credit card sales to a separate business checking account. This should be managed under the bank account details under the account info section.
2 votes -
Provide the ability to a quick click direct link to client transactions within commission reporting.
We need the ability to directly link each commission line item to its corresponding transaction or client record. Providing this level of traceability would streamline the transaction verification process, reduce time spent reconciling payroll, and minimize the risk of commission errors.
1 vote -
there should be an option to not take out business charge for total commission and not just vouch
there should be an option to not take out business charge for total commission and not just voucher
1 vote -
Report for Vouchers by Expiration Date (including expired)
We need an easy way to identify and reactivate clients with vouchers that have recently expired or are expiring soon. Right now, the only option is to do Excel surgery, which takes over half an hour and still doesn’t give me a reliable list of clients. This process is incredibly frustrating for me and for our staff who do reminder calls and texts. The current reports do not show vouchers which are in an expired state at the moment in which I draw the report.
While I can make a report of Outstanding Voucher Liabilities and change the date…
2 votes -
2 votes
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Set up time at the beginning of an IV infusion service.
We have 3 chairs for IV infusions. We need the ability for 15 minute set up time at the beginning of each appointment so 3 people will not book at the same time. There is an option for transition time at the end, but we need the option at the beginning. IF 3 people book at the same time slot 1 patient would be waiting possibly 30 minutes to start if this cannot be corrected.
2 votes -
Forms and charts
- Forms should be able to be copied and turned into a chart and vs versa so you don't have to start from scratch if you want to change it!
- Also on both forms and charts, common fields should be automatically populated! Fields that should come up automatically include patient name, date of birth, today's date. It's a hassle to fill these out each time! Even the provider's name should come up.
- When the patient fills out the form with their personal information, it should update their profile (with birthday, allergies, etc.)
4 votes -
Include timeclock hours on staff performance
My state just passed a bill requiring sick time pay and all commissioned stylist have to start clocking in and out to track hours worked. Hours Worked is not always equivalent to Hours Booked. Can this category be added to the staff performance report?
The Dept of Labor requires that commissions paid be equivalent to at least minimum wage, so this is an important report to have!4 votes -
Client recognition through phone number walk-ins
I have regular clients that do walk-ins for one of our services, and it's quite an inconvenience for them to have to enter all of their info every time(first/last name, phone #, email)
We would like them to be identified right away.
6 votes -
Automated texts specific to services
We would love to automate reminders via text/email that are specific to the procedure being performed.
For example, a microneedling patient may get a text reminder 3 days prior to their service to stop retinol, and another text the morning of the appointment to remind them to start their numbing 1 hour prior to their appointment time.
This could also be applied post-service as a way to follow-up, so a filler patient may get a text the following day to check in on them, or a laser patient could get a follow up text 3-7 days after their appointment.
56 votes -
Product Search
There should be a tab at the top next to "Manage, Marketing, Calender, etc" for products/services where it tells you the price of all products and services. Kinda like a search bar at the top.
2 votes -
Review link to text receipt
Add an optional URL to place a review link to text receipt.
14 votes -
Referral Program Versions
We would like the ability to set up different Referral Program Versions- each that offer different discount options.
13 votes -
New Review Prcoess
The new review process is an amazing edition! It would be perfect if the context was customizable, both email and text. A personal message really adds that extra touch.
11 votes -
skincare
Add a current skincare regimen section to the chart so products can be easily viewed by all staff to provide consistent care
3 votes
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