8458 results found
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Same day calendar view only
Please add a “View Current Day Only” permission under the Appointment section. When enabled, employees would only be able to view and create appointments for the current day, and would be restricted from accessing other dates.
1 vote -
Report of all drafted and saved POs across all locations
POs only appear in the inventory adjustment report as received products when they are completed. it is not possible to see all POs that are in draft or saved status waiting to be received. When corporate orders on behalf of all locations, this can be very time consuming depending on the number of locs and suppliers. Having a single report to reference all outstanding orders would be a great solution and save admin time.
1 vote -
Manage > Membership Plans Toggles to Enable Plans
Currently, each membership plan needs to be clicked into in order to activate it at the location level. It would be much easier to toggle them from the membership list similar to how we can do so in Services and Products
1 vote -
Inactivity Timeout Specific to Provider
It would be helpful to be able to customize inactivity timeouts per individual employee. We had it set to 5 minutes due to the fact that we have 4 guest relations desks and there were issues with employees stepping away without logging out. We've now run into the issue where providers are charting, it times out, and they lose all of their notes.. It would be nice to set provider's timeouts longer than guest relations'.
1 vote -
1 vote
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feature for staff to request off on schedule: allowing others to pick up shift!
create a feature that offers staff to request time off on their schedule. Other staff can 'pick it up' and it automatically adjusts!
3 votes -
Ability to turn on/off services or products that qualify for rewards points.
Having the ability to turn services or products on and off that qualify for rewards points is really important, especially in the medical space, where rewards for medications can't be given.
3 votes -
Chart formatting when printing or downloading
It is much needed that the free text in the paragraph charting to maintain the format it was written in when sending to print or downloading to send. All of the enter/returned lined merge together. It is imperative for our medical charts to have the enters/returns as it was written by the provider when downloading or printing.
4 votes -
Audit Log: Specific Staff Profile Updates
it would bbe helpful to be able to audit changes to specific fields within the staff profile, such as:
- who changed staff role and when
- who changed "bookable online" and when
- who changed service assignments1 vote -
I would like to see tracking of how and when patients are confirming their appointments. If patient is confirming via email I need that info
TRACKING OF PATIENT APPOINTMENT-ALL ASPECTS OF IT INCLUDING ONLINE BOOKINGS, CANCELLING, RESCHEDULING, CONFIRMING, CHECKING IN/OUT-ALL OF IT NEEDS TO BE ACCESSIBLE TO ADMIN. I DO NOT WISH TO GO THROUGH ENGINEERS TO BE ABLE TO OBTAIN THIS INFORMATION. AS A PRACTICE IT IS VERY DISTRUPTIVE, TIME CONSUMING AND A FINANCIAL HIT WHEN WE DO NOT HAVE THIS INFORMATION READILY AVAILABLE TO US. PLEASE SEE CONVO WITH MEGAN ON 3/16/26 FOR REFERENCE. WE WOULD LIKE A SOLUTION TO THIS PROBLEM ASAP
1 vote -
lock in the divider when editing charts and forms
have the divider prevent other boxes and inputs from creeping up to the top/above the divider when shifting things around or adding new boxes
2 votes -
More appointment colors
Would love to have more appointment color options.
2 votes -
Receipts / Cost of Packages on a Booking
Don't include costs of packages on a booking or receipt. It is confusing to clients. They know they already bought a package and to see the "value" of their service is confusing because they think they are getting charged again. We just on-boarded and I am being bombarded with nasty emails from clients to confirm they were not charged again.
2 votes -
when you change an appointment type , the system should update any resources attached
When you change an appointment type , the system should update any resources attached.
The appointment stays linked to the resources associated with the other appointment type. This can cause double booking of a device.3 votes -
Standing appointment
When creating a repeating or standing appointment, it would be extremely helpful if the system displayed a preview list of all the upcoming dates that will be scheduled.
I’ve used another scheduling software that included this feature, and it made a big difference in preventing conflicts. Being able to see all future appointment dates in advance allows you to immediately spot if any fall on holidays or planned vacations. You could then easily adjust the frequency, modify a single appointment, or set an earlier end date before finalizing — instead of having to go back later and make multiple edits.
4 votes -
Inventory depletion based on appt type. Every IV infusion I do should deplete 1 IV bag, co-band, alcohol swab, etc.
We should be able to have inventory depleted per appointment type. Every IV infusion I do should deplete 1 IV bag, co-band, alcohol swab, etc. The client should not be able to remove that modifier at checkout because it would mess up my inventory count.
6 votes -
before and after photos
Be able to have an ADD photo button to the Before/After photos. Sometimes you have more than 3 for each and it would be more convenient to add photos vs. adding a whole new chart.
2 votes -
Clients creating new profiles when they online book, but are already a current client
Clients are creating New Profiles or New Accounts when they online book instead of using their current accounts already in the system. There should be an alert when they enter their phone number OR email that an account ALREADY EXSITS with that information. Clients will make a new account and then we have to find their existing one at their appointment and merge, which doesn't always get done and is frustrating. Phone numbers should only be allowed to be on ONE ACCOUNT!
2 votes -
ability to add forms to clients profile
at our med spa we have products for sale that require consent forms. this would be much easier if we could add a consent form, or any form to a clients profile WITHOUT having to schedule them an appointment. our schedules are watched by the company that owns us, so our schedules need to be as accurate as possible.
4 votes -
When selecting employees "is working" that it only shows the employees on those days. This should vary by day and not have all employees.
When wanting to see just staff that is working for the week by selecting "is working" I do not want to see all of the staff on each day if they are not working that day but do work a day that week. This is visually challenging and not user friendly when trying to schedule patients.
2 votes
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