8467 results found
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Create Reporting for Appointments booked today for a future visit with new client filtering as well as Staff / Client booked filtering.
It is imperative to have data on New Clients who have just booked an appointment. We have huge marketing ad spends and that data needs to be at our finger tips. I have no way to verify that my marketing is driving the customers in aside from manually clicking every appointment and viewing customer profiles, with 30-40 appointments a day this is not a possibility. This is a must fix.
1 vote -
Permission Group setting
Setting where Service Providers cannot see purchase history on client profiles
1 vote -
Add a button we can check off that would add all cancelled and rescheduled appointments for today as ghost appointments so that we can under
Add a button we can select that will show all cancelled and rescheduled appointments on the day we are on's calendar view so that we can understand openings better and track to make sure clients that cancelled all are rescheduled
1 vote -
Ability to track location-level analytics in the booking flow for GA4 and Meta Pixel
Currently, it is on the Gear icon, not the location level. This can lead to multi-location dashboards to have incorrect data.
1 vote -
1 vote
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Please return to the log in screen when the system auto logs out for HIPPA
When the system is set for HIPPA compliance it auto logs you out after a certain time but it should reset to the log in screen -
Because (most importantly) all the client information is still visible on the open screen and therefore not truly protected
- It is incredibly frustrating when you are working on a chart or back end experience and then you realize you have been logged out and none of your work is saved.
1 vote -
Please add the link to forms notification to confirmation text messages as clients ofter have the emails arrive in their junk or promotions
Please add the link to forms notification to confirmation text messages as clients ofter have the emails arrive in their junk or promotions
8 votes -
I would like to put in a request to have patients sign invoices prior to treatment.
I would like to put in a request to have patients sign invoices prior to treatment.
1 vote -
Clients should be able to see current appointments on booking page
Clients need to have multiple tabs open to see their current appointments vs. booking a new appointment. Makes it hard to schedule/reschedule around their calendar.
Would like them to live in one space to encourage ease of scheduling.
2 votes -
Client Passwords instead of one-time code
Clients want to enter a password instead of a one-time code verification to log in and book.
Either have the option to enter password or to receive code would be ideal.a
2 votes -
Make negative balances more obvious when booking!
It would be super helpful to have an alert by a client's name if they have a negative account balance.
2 votes -
Filter clients who have an upcoming birthday
It would be nice to be able to reach out to clients each day or week who have a birthday. Utilizing messages, this creates a more personal connection.
6 votes -
Add a function to the waitlist that insterts a requested waitlist appointment into the schedule, in a specific color block
Add a function to the waitlist that insterts a requested waitlist appointment into the schedule, in a specific color block so the the business is aware of a potential appointment time that could be filled.
3 votes -
automate emails to go to patients specific to how many days since they had a specific service.
Automate emails to go to patients specific to how many days since they had a specific service if they have not rebooked for that service. For example, 90 days post botox, 6 months post vaginal rejuvenation, 15 months post lip filler, etc.
1 vote -
Automate notifying a provider when you upload a file to a patient profile
Send a text or email automatically to a provider when a file is uploaded to the patient's portal
1 vote -
See the itemized view of what all products cost when checking out
When checking customers out, we don't see the items broken down in a list, but instead subtotaled all together. It's helpful for them to see how much each individual product costs, rather than the total of all the products.
1 vote -
Do not allow a PO to save if it contains a line item with 0 order quantity
Currently, a PO can be saved with some lines containing an orer quantity of 0. This can happen when using our bulk add feature and saving without removing those specific lines. It would be a lot more efficient to either remove those lines once the PO is saved since they are irrelevant to the order, or not allow the PO to go past draft status without the user removing those line items or changing the order quantity themselves.
2 votes -
2 votes
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Improve Voucher Timing for Monthly Memberships
Add functionality to allow membership vouchers to be placed in the wallet at the start of each calendar month and remain active until the end of that same month, regardless of the client's individual billing or pay period. This change would address the issue where some clients need to redeem services before their payment has technically been processed—often due to provider availability—causing complications with voucher tracking and commission calculations. Ensuring vouchers are consistently visible and valid throughout the entire month would simplify administration and reduce billing discrepancies.
4 votes -
add "reason for change/cancellation" when clients self-cancel or self-reschedule
currently we can only note this if the provider cancels for the client, but we want to know why clients change their appts when they change it on their own
15 votes
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