Settings and activity
17 results found
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89 votes
Lauren Grandinetti supported this idea ·
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88 votes
Lauren Grandinetti supported this idea ·
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333 votes
Lauren Grandinetti supported this idea ·
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307 votes
Lauren Grandinetti supported this idea ·
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301 votes
Lauren Grandinetti supported this idea ·
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62 votes
An error occurred while saving the comment Lauren Grandinetti supported this idea ·
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238 votes
Lauren Grandinetti supported this idea ·
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Be able to add forms to the client's chart at ANY time. Not just with booking. We do follow up notes
5 votesLauren Grandinetti supported this idea ·
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114 votes
Lauren Grandinetti supported this idea ·
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4 votes
Lauren Grandinetti supported this idea ·
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4 votes
Lauren Grandinetti supported this idea ·
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319 votes
Lauren Grandinetti supported this idea ·
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325 votes
Lauren Grandinetti supported this idea ·
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377 votes
Lauren Grandinetti supported this idea ·
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689 votes
Lauren Grandinetti supported this idea ·
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6 votes
Lauren Grandinetti supported this idea ·
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26 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.
An error occurred while saving the comment Lauren Grandinetti commented
Currently our memberships automatically add an account credit each month. Our customers want to view their membership online through their portal and be able to pause/cancel online. They also want to be able to view their account credit/account balance online without having to call the office.
Lauren Grandinetti supported this idea ·
Allow the ability to create a template note for charts (example-consistent charting on botox appointments) that is easy for the provider to pull up and add to the chart instead of having to free type every appointment chart note.