7173 results found
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ability for clients to see emplolyee schedule for waitlist
when clients are wanting to be on waitlist for a certain employee, it should tell the client the employee's hours/ what days they work so they don't put themselves on the waitlist for a time or day they are not here.
1 vote -
Future Revenue Forecast Report
I would like to get a report that can forecast the future appointments with a dollar amount. I see that the report for Service Sales Report can give a forecast of the service count and appointment count however does not show $ amount.
Is there a way we can make a custom report that will include these forecasts?
4 votes -
Room assignments/schedule for staff/provider
It would be nice to assign a provider to a room for the day. Example: Becky is in the Laser Hair Removal Room today and therefore can only be scheduled with services that she can provide IN THAT ROOM.
5 votes -
message from the client portal
There should be a Message button in their Client Portal. We all know clients do not always save the text number but if they're in their portal, should be able to message us through that.
5 votes -
Disable automated cancellation email notification to the practice email
Please add an option to NOT receive cancellation notifications to the practice's main email address. If we remove the email, the patients will not be able to se it.
Thank you.1 vote -
it would be great for clients to get automatic messages 3-6 months after their visit reminding them they are due to come back.
it would be great for clients to get automatic messages 3-6 months after their visit reminding them they are due to come back.
1 vote -
show notes on waiting list
It would be helpful is the notes on the waiting list were visible without opening the specific wait-list entry. It creates a lot of extra steps (and time) when trying to fill a spot (before it gets filled online, or by another employee)
1 vote -
Scheduling Communication for specific services
We are trying to create a communication touch X amount of time after specific services i.e if we checked out a moxi today, a text will be scheduled to go out in 6months reminding the client that a its time for a maintenance treatment,. We have tried creating audiences and sending out blasts but the "last appointment" filter isnt granular enough to be specific in the messages - we would want to build out this communication for multiple service types and messaging
1 vote -
1 vote
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remove tip from reciept
Would like options to remove tip sale from the receipt text and emails.
1 vote -
add account credit adjustment reason in reports
account credit adjustments is a sale type in reports like detailed line item. the reason is important to be able to better understand why manual adjustments are happening
4 votes -
loyalty
We would find it helpful if we could adjust how many loyalty points a client can use at one time.
1 vote -
Allow a set rate of $50 deposit
Allow a set rate for all appiontments made from the website to have a flat rate of $50. Setting percentages is difficult and makes it complicated, if you change pricing then you have to go make changes for each service, staff member, etc. Creating too much work.
1 vote -
annual automated forms
I’d love to suggest a feature enhancement regarding form completion frequency. Currently, the available options are limited to “at first visit” and “at each visit.” It would be incredibly helpful to have more flexible, intelligent options for how often certain forms need to be filled out.
For example, the ability to set forms to be completed:
Manually (at staff discretion)
Once every X days/months (e.g., every 6 months or annually)
Once per treatment type or category
After a significant update or policy change
Based on patient-specific factors (e.g., age, medical history updates, etc.)
Having these additional options would greatly improve…
4 votes -
Gift Certificate Date Under Gift Cards
Can you please put the date that people have purchased the gift certificate between recipient email and source ASAP! I don't want to have to search for the date. This is good information to have when I am running GC sales.
3 votes -
Calendar Blocks
Customization on blocks:
Changing colors of blocks
Duplicating blocks
Run a report for all blocks on the calendar
Select multiple employees at 1 time and select a date range5 votes -
automatically send guests a copy of their intake forms
Guests should automatically receive a copy of any intake forms they complete and sign. This ensures they have a record of the information provided, the policies acknowledged, and their agreement to our terms.
3 votes -
Create tasks for your staff
Set tasks for your employees
-follow up with patients
-run payments that weren’t put through
-set reminders to follow up with patients in “x” amount of days
-daily checklists for your employees to complete3 votes -
Form Review
Need a notification on schedule when forms need review. or even a report of what needs review
2 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.
4 votes
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