Settings and activity

28 results found

1. Duplicate Client Report

   170 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

2. Client Portal Account Credit

   244 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

3. TouchMD or Similar Integration

   6 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

4. Staff-Only Reminder Feature

   8 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

5. Booking Pricing

   17 votes

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   2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

6. add a way to MANUALLY send client forms.

   16 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

7. Assign unique forms to clients that can be filled out without an appointment

   49 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

8. form/ chart upload without an appointment

   176 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

9. Form Direct Link

   72 votes

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   Caitlin Hollen supported this idea  ·  Jan 22, 2025

10. Printable List of all client's future appointments

    127 votes

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    Caitlin Hollen supported this idea  ·  Jan 21, 2025

11. client notifications specific to the service they booked.

    294 votes

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    Caitlin Hollen supported this idea  ·  Jan 21, 2025

12. Late cancel/no show email

    808 votes

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    Caitlin Hollen supported this idea  ·  Jan 16, 2025

13. Ability to upgrade/downgrade memberships

    30 votes

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    Caitlin Hollen commented  ·  Jan 15, 2025  ·  Edit…  ·  Delete…

    Option to downgrade or upgrade memberships instead of cancel and restart

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    Caitlin Hollen supported this idea  ·  Jan 15, 2025

14. Client filter tag - allow both include and exclude for two tag clients

    1 vote

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    Caitlin Hollen shared this idea  ·  Jan 14, 2025

15. Adding an icon to appointments that activates if a guest has completed their forms.

    426 votes

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    Caitlin Hollen supported this idea  ·  Jan 9, 2025

16. Merging appointments for the same client

    260 votes

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    Caitlin Hollen supported this idea  ·  Jan 9, 2025

17. Date of birth enhancements to forms and booking

    381 votes

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    Caitlin Hollen supported this idea  ·  Jan 9, 2025

18. Highlight no-shows in red in patient history

    581 votes

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    Caitlin Hollen supported this idea  ·  Jan 9, 2025

19. When you refund a membership or package with account credit/vouchers, automatically remove the voucher/account credit

    53 votes

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    Caitlin Hollen shared this idea  ·  Jan 8, 2025

20. Allow Vouchers to apply to Products

    35 votes

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    Caitlin Hollen commented  ·  Jan 8, 2025  ·  Edit…  ·  Delete…

    With the option to create a customized care plan package, products need to be allowed as part of the package, like vouchers and account credit

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    Caitlin Hollen supported this idea  ·  Jan 8, 2025