Settings and activity
5 results found
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10 votes
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216 votes
An error occurred while saving the comment 
Z Kaitlyn Dykes
commented
The intake forms do not properly save clients date of birth and I get multiple complaints daily on how difficult it is the input your bday info & don't see any way to fix this on my end.
there needs to be an option to type in the date
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479 votes
An error occurred while saving the comment Z Kaitlyn Dykes
commented
When merging duplicate profiles it would be great if we could see dates. Which profile was created first. Knowing this would be very helpful so we can assure we save the most updated information / contact info
Thank you!
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117 votes
Hey folks! Today we released a related feature: the schedule view.
Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!
An error occurred while saving the comment Z Kaitlyn Dykes
commented
It would be amazing if we could see that there is a pending consultation form right from the notes on the calendar view. We often miss forms because the system only notifies us when you are edited the appointment. Would love to see it as a notification on the notes section.
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689 votes
An error occurred while saving the comment Z Kaitlyn Dykes
commented
We would love to see the Appointment History tab in client profile set up to show their most recent appointment to first appointment. Right now it is the opposite and for some clients we have to scroll through a lot of history to get to their most recent appointment. Thank you - Kaitlyn
When clients book appointments as a surprise, under one name and one phone number, sometimes front desk does not catch this and change the phone number before the clients fill out their forms. or the phone numbers are flopped and they fill out their partners form and vise versa.... it would be awesome to have an option to attach forms ourselves right in their profile so we can swap and attach the correct clients form / info when needed.
Thank you