Settings and activity
84 results found
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60 votesMatt Alleman supported this idea ·
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8 votesMatt Alleman supported this idea ·
An error occurred while saving the comment Matt Alleman commentedWhen a client buys a gift card on-site their email receipt doesn't show the gift card number. This would be a important information if the client loses the physical gift card.
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9 votes
An error occurred while saving the comment Matt Alleman commentedWhen you click on an appointment and then click edit you can change various things about that appointment. It would be convenient to add/apply a discount in that screen. I know you can change the price, but this would be applying a special discount.
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219 votesMatt Alleman supported this idea ·
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An error occurred while saving the comment Matt Alleman commentedWe've had clients accidentally fill out an intake from on someone else's account. I would be convenient to be able copy and paste or drag and drop or generally move an intake form to another client.
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24 votesMatt Alleman supported this idea ·
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601 votesMatt Alleman supported this idea ·
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115 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!
Matt Alleman supported this idea ·An error occurred while saving the comment Matt Alleman commentedAuto applying a tag or adding some other indication when a client has filled out the forms we send them before an appointment will save us having to go into that clients account multiple times to check.
Adding the ability to only mass text a certain day's clients would be nice as well. This was we can let people know if we're open when it snows or something similar.