Settings and activity
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81 votes
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Mary D.
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131 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!
An error occurred while saving the comment Mary D.
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Once a client has completed their intake forms, have a tag automatically show on the appt! This would be INCREDIBLY helpful so we don't have to keep checking the "Schedule" tab all day.
Mary D.
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11 votesMary D.
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598 votesMary D.
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2 votesMary D.
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20 votesMary D.
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7 votesMary D.
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523 votesMary D.
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97 votesMary D.
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18 votesMary D.
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38 votesMary D.
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97 votesMary D.
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29 votes
Hey folks! Exciting update: clients can now view their membership details in the client portal. By navigating to the new memberships page, they can view:
- Benefits of their membership
- Their next billing date
- The option to update their payment method on file
- Names of people they've shared their membership with (if applicable)
Check out the changelog to learn more about this update.
This launch does not include the ability for clients to pause or cancel memberships on their own, so I won't mark this idea as 100% complete just yet. Be sure to check out the Client Portal support article for a comprehensive outline of all that clients can do in the portal, and how to install it on your website so it's easy for them to find.
Mary D.
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227 votesMary D.
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5 votesMary D.
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9 votesMary D.
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4 votesMary D.
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2 votesMary D.
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371 votesMary D.
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311 votesMary D.
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We need the ability to book a block of time with a certain number of participants - and have the ability for clients to book this 'class' online! Our 'class' would have a max of 12 participants - the workaround is to create 12 different 'staff' for booking - this is AWFUL for the schedule.