7872 results found
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Voucher Balance Sheet per Client
I want to look at a client's voucher activity, which includes totals, on a given date. This is for the purposes of auditing a client's account to ensure correct application of vouchers. If there could be some sort of "Voucher History" with totals at the end of each date, that is greatly needed.
4 votes -
We should be able to add a form to an existing appointment and manually send it without resending the forms reminder
The forms section of an appointment would be a perfect place to add it. Click the 3 dots on the side, and instead of just the print/new tab/delete add a "send reminder" button. We have run into multiple instances where someone will fill out 2 of the 4 forms, or we need one more that is specific and cannot send just one form reminder, we have to resend the whole thing.
6 votes -
when doing commission calculations, the memberships should still have backbar
When commission calculations are done the backbar for the service should still be deducted.
1 vote -
Ability for Staff to Create and Modify Forms without Business Manager Access
The business would like specific staff to be able to build forms but not have them have access to all business settings.
16 votes -
Duplicate offers
Some offers have virtually the same rules but different code name or eligible locations for tracking and would love to be able to duplicate an existing code rather than creating a brand new one
7 votes -
Auto update expired cards
When clients have expired cards, having the system be able to automatically update the expired cards would make the business run smother.
98 votes -
dynamic variable for location contact information so that specific studio info can be reflected in the form while only one form is leveraged
Request: Ability to leverage dynamic variables (e.g., Studio name, studio phone number, etc.) within Forms & Charts so that one form can be leveraged across all locations but contain the studio's specific information when requiring a client to complete.
Use Case: For multi-unit scaling purposes, they want to be able to have one form that all locations utilize, but they want the form to surface each location's specific contact information via dynamic field variables embedded within the form. When a studio goes to send a client the form, that studio's information is populated in the form. It is not scalable…1 vote -
orders
Adding who completed the order on the first page, "orders" or even on the purchase itself vs, having to open every receipt to see.
1 vote -
allow us to have letters on demand
let us have the ability to create letters and send to certain clients, example: cancellation policy when they no show or arrive late.
1 vote -
It should say if a specific date is a holiday or national day on the calendar
On the top left of the calendar view where it says "Today's date" it should also state if that date is a holiday or national date.
3 votes -
Low inventory threshold
We need to be able to set custom "low inventory" numbers when using "Bulk Add" in a purchase order. When using bulk add, almost 100 products get added, and many have 4, 5, & 6 units in stock. Then we have to go through and delete those items, making bulk add a feature that doesn't make the process any easier or faster.
For our business, 5-6 units are full stock for most items. We want to be able to set "low inventory" as 0-2 units per item. Bonus if we could set custom low inventory for different categories as well,…
18 votes -
Ability to associate 2 providers to a bill or membership & have reporting on it
We have a prospect that needs to be able to associate 2 providers to a bill or membership.
Example of the providers & use case:
1. a selling provider (like an MD) that recommends a treatment
2. provider that actually does the treatment (like a nurse)Goal is to be able to track who’s selling and providing treatment.
- Requested by Laser Lounge (prospect)
2 votes -
Better product reports with unit costs
There needs to be the ability to see Product Sales with unit cost on same report. This would reflect the bottom line in order to calculate our net revenue. Currently you have Gross product sales and Net product sales. But net is only net of any discounts, not net of the cost of the product. So really you need an option for columns with gross product sales, discounts applied, cost of products sold and finally, net product revenue. This is the information as a business owner i need to see to compare profit margins etc.
It would also be helpful…
18 votes -
we can change the time reminder texts are sent out
Sending out the day before confirmation texts at night is inconvenient, it would be better if we could set the time they're sent especially so it reflects our cancellation policy
8 votes -
two factor authentication on gift cards
would like two-factor authentication on gift card purchases to ensure the name on the card matches their profile
1 vote -
Allow inventory editing after checkouts
I charge by area so it's always a flat rate. Since we need to manually count how many units are used, it would be helpful to be able to add in the inventory units after checkout so the patient doesn't have to wait while you calculate how many units were used.
1 vote -
forms for new client only
Need a setting other than first appointment so that you can differentiate between an actual new client or the first appointment for a selected form. When new forms are created if using the first appointment option need to have ability to not send to existing clients.
1 vote -
Edit Purchase Order
I need to be able to go back and add more items to a purchase order after I've saved it. Often times I run the PO and if I don't place the order immediately I need to add more items, and I want it all on one purchase order.
2 votes -
Make it easy to show when a voucher was redeemed and by who for shareable memberships
It's impossible to see when and where a voucher was redeemed right now. So if clients have a shared membership and ask why they dont have a voucher on their account, you cant tell who redeemed which voucher and when. There should be a way to see a clear history of a clients voucher redemptions
9 votes -
Restrict usage of specific "Other" payment types to assigned privilege groups
There are some "Other" payments that should only be applied by a manager, so they should be the only ones to see it in the dropdown menu at checkout.
1 vote
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