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  1. 2 votes
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  2. 405 votes
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  3. 5 votes
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  4. 15 votes
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  5. 3 votes
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  6. 21 votes
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  7. 14 votes
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  8. 14 votes
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  9. 5 votes
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  10. 12 votes
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  11. 262 votes
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  12. 212 votes
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  13. 96 votes
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  14. 119 votes
    15 comments  ·  General  ·  Admin →
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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!

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  15. 9 votes
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    Jonathan Dawson commented  · 

    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.

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  16. 420 votes
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  17. 391 votes
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  18. 121 votes
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  19. 2 votes
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  20. 6 votes
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