Settings and activity

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  1. 3 votes
    0 comments  ·  Ideas Hub » Other  ·  Admin →
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    Mara Sagmiller supported this idea  · 
  2. 4 votes
    0 comments  ·  Ideas Hub » Other  ·  Admin →
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  3. 7 votes
    1 comment  ·  Ideas Hub » Other  ·  Admin →
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  4. 3 votes
    0 comments  ·  Ideas Hub » Other  ·  Admin →
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  5. 7 votes
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    Mara Sagmiller commented  · 

    Todays date, client name, and DOB should auto-populate on all charts and forms. Its insane that it doesn't. For those of us providing medical services, there are legal requirements for charting. Please fix this ASAP.
    It would also be nice if service and date of service to auto-populate.

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  6. 3 votes
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    Mara Sagmiller commented  · 

    The ability to create addendums would be great!

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  7. 7 votes
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  8. 1 vote
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  9. 4 votes
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  10. 5 votes
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  11. 33 votes
    8 comments  ·  Ideas Hub  ·  Admin →
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    Mara Sagmiller commented  · 

    Currently we have to do 2 separate transactions if a new client joins a membership then wants to use the membership benefit the same day. We open a new sale for the client to purchase the membership, then go to check out and refresh several times before their membership vouchers or credits appear. Only then can they use the new membership. This is a very common scenario for us. Very clunky with too many extra steps. Please streamline this process.

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  12. 54 votes
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  13. 5 votes
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  14. 1 vote
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  15. 3 votes
    0 comments  ·  Ideas Hub  ·  Admin →
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  16. 3 votes
    0 comments  ·  Ideas Hub  ·  Admin →
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  17. 19 votes
    Waitlisted  ·  4 comments  ·  Ideas Hub  ·  Admin →
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  18. 5 votes
    Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Admin →
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  19. 7 votes
    0 comments  ·  Ideas Hub  ·  Admin →
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  20. 4 votes
    1 comment  ·  Ideas Hub  ·  Admin →
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