Settings and activity
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Jonathan Dawson shared this idea ·
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Jonathan Dawson supported this idea ·
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Jonathan Dawson supported this idea ·
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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!
Jonathan Dawson supported this idea ·
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9 votes
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Jonathan Dawson shared this idea ·
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Jonathan Dawson supported this idea ·
We would like to have a notification sent to us if a client is booking for the first time so we can get additional information from them such as having them complete a client intake form etc. At this time, you have to individually click on each clients scheduled appointment to see if they are a first time client.