Settings and activity

189 results found

1. Deposit for Appointments

   30 votes

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   4 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Dec 20, 2025

2. Printable service ticket

   6 votes

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   1 comment  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Dec 20, 2025

3. add a feature that client can check the balance of their gift card.

   21 votes

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   0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Dec 20, 2025

4. Client Communication Customization

   20 votes

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   3 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Dec 20, 2025

5. Make it possible to send out automated messages with pre and post appointment instructions based on appointment type.

   88 votes

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   0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Dec 20, 2025

6. Birthday Icon

   156 votes

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   1 comment  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Dec 20, 2025

7. Name and DOB autopopulate for forms

   15 votes

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   Waitlisted  ·  3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Mara Sagmiller commented  ·  Dec 20, 2025  ·  Edit…  ·  Delete…

   This is so critical!! We need names, DOBs, and date to auto-populate on forms. This is a legal issue for medical records. Please please please prioritize this.

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   Mara Sagmiller supported this idea  ·  Jun 26, 2025

8. Option to add retail products to packages

   69 votes

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   Waitlisted  ·  8 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

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

   249 votes

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

10. form/ chart upload without an appointment

    176 votes

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    Waitlisted  ·  21 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Oct 15, 2025

11. Annual Membership

    2 votes

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

12. membership agreement needs signature field

    3 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Mara Sagmiller shared this idea  ·  Aug 30, 2025

13. early membership cancellation fee

    14 votes

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    Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

14. Account Credits Used for Monthly Membership Fee

    10 votes

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    Waitlisted  ·  2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

15. Scheduling a Membership Payment/Membership Sale in advance

    21 votes

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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

16. Membership payment options

    19 votes

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    3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Waitlisted  ·  AdminDrew Jensen (Admin, Boulevard) responded
    Mara Sagmiller supported this idea  ·  Aug 30, 2025

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

    2 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

18. Custom payment terms applied to membership subscription

    5 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

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

    15 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Aug 30, 2025

20. 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

    15 votes

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    Mara Sagmiller supported this idea  ·  Aug 30, 2025