8138 results found
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Add "Client Rescheduled" to cancellation tab
Add the option to select "client rescheduled" when choosing cancellation reasons. Also, when a client does reschedule, it would be great if that was visible in their history.
3 votes -
Tips & Invoices
You should have the option to let the business owner modify which service only asks the patient for Gratuity after the appointment. Not all our services must require a tip. The option you have is to disable or enable it only.
Also kindly add a feature where we can create invoices and send it to our clients/patients. Especially if it pertains to unsettled appointments.
3 votes -
Booking Flow Feedback – Availability Visibility & Cart Issues
I’m writing with some consistent issues we’re seeing with the booking flow that are creating confusion for our clients and friction in booking.
Issue 1: Customers can’t easily see availability across a full day
Right now, clients have to:click on a specific time
see which practitioners are available
back out and try different times repeatedlyThis makes it very difficult to understand the overall schedule for a given day. What customers actually want is:
a clear view of all available practitioners for a selected day
and the times each one is availableThe current flow feels like guessing rather…
3 votes -
Scheduling a Membership Payment/Membership Sale in advance
It would be great to be able to schedule a membership payment/ membership sale to be a date in the future - Instead we are having to track it manually and manually sell them the membership on the date we want it to start
19 votes -
Recurring Appointments
The ability to create multi-day recurring appointments at once.
Example: Service @ 10am - Mon, Wed, and Fri.2 votes -
API
Please make it easier to export client data and forms so that we can use the data for follow-up, sending post-care and pre-care, and day-of-appointment info, and to send emails and texts with suggested skincare products and the suggested treatment plan. As of now, I can't export forms and charts to be able to do these things.
2 votes -
customize automated messages for membership cancellations
When a membership is canceled, it would be helpful if we could customize the automated message or email sent to the client. Right now, there is no customization, and it would be helpful to customize that message. We spend a lot of time as a business nurturing the relationship and working with clients, and to send such a simple and cold email just does not seem fitting.
2 votes -
Improve Forms Features
The current forms software is just not as inclusive as all of the others out there. Not being able to send a form separate from an appointment is very inconvenient. I have membership agreements and package agreements that aren't tied to specific appointments, but need to be filled out and kept in the clients profile. what is the point in having online forms if i have to keep separate forms for these things. it makes me want to cancel my forms subscription and use a seperate application. I should also be able to send a form to a designated ipad…
14 votes -
Please make the Waitlist more Useful.
Please create a more efficient Waitlist Option, that shows all upcoming Waitlist Clients and not just the Same Days. An easier way to delete passed Waitlist appointments other than going through each one individually would be ideal too!
10 votes -
gift card discounts
I would like to be able to give gift card discounts on a set amount. Right now i have a $50 off when purchasing a $150 gift card but in reality people can purchase a $50 gift card and be able to apply the discount.
35 votes -
Auto assign staff to services
There should be a way to auto-toggle staff as assignable when creating new services. Or assign to specific roles.
Ex: new Massage service -> toggles all providers within Massage Therapist role.6 votes -
Add chart without booking an appointment / Editing a completed chart
Being able to edit a completed chart/Being able to add a chart directly into a patients profile without booking an appointment!
4 votes -
A quick access customer service phone number that leads to a person
A quick access customer service phone number that leads to a person, an actual human.
9 votes -
The ability to add to an order after it's been finalized
It would be great to have access to adjust an order after it's been completed. If it was finalized wrong, for example, missing a discount, it would be great to adjust the original order by "refunding" the first service/product, then adding it correctly and then finalizing again so that we are only adjusting the client's payment by the difference instead of refunding the entire thing, just to rebook and finalize again.
12 votes -
vouchers
I do not like the way when using vouchers it shows the cost on services and products to customers on their receipts. I would like this not to happen. I don't want customers seeing my cost.
1 vote -
Appointment availability upfront and center
I strongly recommend making appointment availability one of the first steps in the self-booking process. Clients currently have to enter personal information before they can view the schedule, which creates unnecessary friction and discourages them from booking. Allowing clients to select an appointment time upfront would create a more seamless and user-friendly booking experience.
1 vote -
Add the ability to print or export from the Audit Log
Can we look in to adding the ability to be able to print and/or export filtered results from the Audit Log.
Currently looking through and expanding Audit Log entries, one by one and page by page on screen is time consuming and difficult when there is a large amount of entries.
The ability to request a filtered view of events with an added option to Print/Print to PDF/Export to CSV/etc would be a welcome addition.
1 vote -
bookable time block
There isn’t a way to place a “bookable meeting” on the schedule that clients can still book over. If you add an appointment to the calendar, that time is fully blocked and cannot be booked online.
If you add a time block (for meetings, lunches, etc.), clients will simply see that time as unavailable and won’t be able to book it.So there isn’t currently a feature that lets you:
reserve time for a meeting
still allow clients to book it
and automatically move the meeting if a client books1 vote -
Medical/Surgical History that auotpopulates
Need medical/surgical history that can pull-over/auto populate like allergies and medications and can be found in their chart where allergies and medications are now
17 votes -
Archive Forms for Upcoming Appointments
Ability to archive forms before an appointment is completed without creating new copies that are "not started."
1 vote
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