Settings and activity

176 results found

1. Option to add retail products to packages

   45 votes

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   Waitlisted  ·  6 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Mara Sagmiller commented  ·  Oct 31, 2025  ·  Edit…  ·  Delete…

   Bundling products is so important for upselling. Also bundling products with service packages. We NEED this!!!

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   Mara Sagmiller supported this idea  ·  Apr 7, 2025

2. have an icon on the calendar page signaling that there are forms that need to be filled out

   54 votes

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   2 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Oct 15, 2025

3. Allow provider to add a form or chart with out client being scheduled.

   52 votes

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   2 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Oct 15, 2025

4. Annual Membership

   1 vote

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   0 comments  ·  Ideas Hub » Other  ·  Edit…  ·  Delete…  ·  Admin →
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   Mara Sagmiller shared this idea  ·  Aug 30, 2025

5. membership agreement needs signature field

   1 vote

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   Mara Sagmiller shared this idea  ·  Aug 30, 2025

6. early membership cancellation fee

   8 votes

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   Mara Sagmiller supported this idea  ·  Aug 30, 2025

7. Account Credits Used for Monthly Membership Fee

   10 votes

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   Mara Sagmiller supported this idea  ·  Aug 30, 2025

8. Scheduling a Membership Payment/Membership Sale in advance

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   0 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Aug 30, 2025

9. Membership payment options

   15 votes

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   Mara Sagmiller supported this idea  ·  Aug 30, 2025

10. Automatically assign the respective memberships offering to that customer account.

    2 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

11. Custom payment terms applied to membership subscription

    5 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

12. Develop a way to create a quote/estimate for clients.

    7 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

13. Reformat the print option for charts & have an option to email a PDF version to the client. We use 'treatment plans' as a chart where we

    13 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

14. Photos uploaded to gallery by treatment/date

    8 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

15. Patient identifier on printed treatment records.

    4 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

16. Renaming a treatment record chart

    6 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

17. Client Profile/Appointment + Treatment Plan Section

    15 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

18. giftable membership vouchers

    2 votes

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    0 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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    Mara Sagmiller shared this idea  ·  Aug 20, 2025

19. Ability to purchase a gift card that has vouchers attached to it

    65 votes

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    Waitlisted  ·  14 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Aug 20, 2025

20. Adding Tipping to Gift Cards and Vouchers

    8 votes

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    Mara Sagmiller supported this idea  ·  Aug 20, 2025