Settings and activity

176 results found

1. IS there ever going to be an inter-office messaging system? We are close to choosing another EMR that offers it.

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   0 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Jul 31, 2025

2. Auto-populate name and DOB

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   5 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Mara Sagmiller commented  ·  Jul 31, 2025  ·  Edit…  ·  Delete…

   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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   Mara Sagmiller shared this idea  ·  Jul 31, 2025

3. Unlock Charts

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Mara Sagmiller commented  ·  Jul 31, 2025  ·  Edit…  ·  Delete…

   The ability to create addendums would be great!

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   Mara Sagmiller supported this idea  ·  Jul 31, 2025

4. Consent Forms

   26 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Jul 31, 2025

5. View prior invoices and current payment options from Ipad App.

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   0 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Edit…  ·  Delete…  ·  Admin →
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   Mara Sagmiller shared this idea  ·  Jul 31, 2025

6. New Clients and Booking on Iphone

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   0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Jul 31, 2025

7. Checking receipts in profile history being able to get back to purchase history without starting over

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   1 comment  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Jul 31, 2025

8. Allow clients to use purchased vouchers at same time as purchasing membership or package

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   8 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Mara Sagmiller commented  ·  Jul 31, 2025  ·  Edit…  ·  Delete…

   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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   Mara Sagmiller supported this idea  ·  Jun 25, 2025

9. no show

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   5 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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   Mara Sagmiller supported this idea  ·  Jul 31, 2025

10. allow different provider for add on services

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    0 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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    Mara Sagmiller shared this idea  ·  Jul 31, 2025

11. Bookable Packages

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Jul 31, 2025

12. allow services and products to be combined in a category for booking

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    Mara Sagmiller supported this idea  ·  Jul 31, 2025

13. Online Booking Options for Memberships/Packages

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    Waitlisted  ·  4 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Jul 31, 2025

14. Client Filter: Products Purchased

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    Mara Sagmiller supported this idea  ·  Jul 31, 2025

15. Ability to reorder products (packages) for online booking the same way that services can be reordered

    8 votes

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    Mara Sagmiller supported this idea  ·  Jul 31, 2025

16. Group booking two providers

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    Mara Sagmiller supported this idea  ·  Jul 30, 2025

17. Flag charts that have not yet been completed by providers

    41 votes

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    Mara Sagmiller supported this idea  ·  Jul 30, 2025

18. Offer codes for specific service providers

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    1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Mara Sagmiller supported this idea  ·  Jul 30, 2025

19. Report detailing occurrences of price adjusting that do not fall within offers or discounts so that businesses can monitor this “workaround”

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    Mara Sagmiller supported this idea  ·  Jul 17, 2025

20. Integration for Podium for Premier Level

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    Mara Sagmiller supported this idea  ·  Jul 17, 2025