Settings and activity

55 results found

1. Reporting: Lifetime patient retention & Lifetime patient value

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   0 comments  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Ashlyn Freitas shared this idea  ·  Aug 4, 2026

2. Lifetime Gross Value column available in more beta reports

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   Ashlyn Freitas supported this idea  ·  Aug 4, 2026

3. Client Lifetime Spend

   11 votes

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   Waitlisted  ·  4 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Ashlyn Freitas supported this idea  ·  Aug 4, 2026

4. Pop-Up Alerts for Critical Patient Notes

   13 votes

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   0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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   Ashlyn Freitas supported this idea  ·  Aug 4, 2026

5. Highlight no-shows in red in patient history

   581 votes

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   Waitlisted  ·  3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Ashlyn Freitas supported this idea  ·  Aug 4, 2026

6. Patient Flow Status Monitoring

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   1 comment  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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   Ashlyn Freitas supported this idea  ·  Aug 4, 2026

7. Patient Average Visit Value

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   Waitlisted  ·  2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Ashlyn Freitas commented  ·  Aug 4, 2026  ·  Edit…  ·  Delete…

   agreed! It would be great to see lifetime patient value with services & stand along product/services.

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   Ashlyn Freitas supported this idea  ·  Aug 4, 2026

8. Lifetime Client Retention

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   1 comment  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Ashlyn Freitas commented  ·  Aug 4, 2026  ·  Edit…  ·  Delete…

   Bumping this to the top! NEED better reporting!!!

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   Ashlyn Freitas shared this idea  ·  Jun 30, 2026

9. CRM Dashboard

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   0 comments  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Ashlyn Freitas shared this idea  ·  Aug 4, 2026

10. CRM Tool

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    0 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Aug 4, 2026

11. Business Intelligence Dashboard

    30 votes

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    Waitlisted  ·  10 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Aug 4, 2026

12. Employee messaging system in the dashboard

    35 votes

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    Waitlisted  ·  5 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Aug 4, 2026

13. 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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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026

14. Reviews

    68 votes

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    3 comments  ·  Ideas Hub » Business details and settings  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026

15. Birthday Icon

    156 votes

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    1 comment  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026

16. Automatic waitlist notifications

    86 votes

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    0 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026

17. Send a secure link to add credit card info from their client profile

    332 votes

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    18 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026

18. Credit card link

    356 votes

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    14 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026

19. Upload Multiple Photos to patient gallery

    286 votes

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    Waitlisted  ·  19 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026

20. Name, DOB and the date should auto-populate.

    323 votes

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    14 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Freitas supported this idea  ·  Jun 30, 2026