Settings and activity

13 results found

1. Need to be able to create invoices and quotes for services, and be able to allow clients to carry an account balance and pay on the account

   36 votes

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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

2. View a client's open orders via client profile

   7 votes

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

3. Quotes

   21 votes

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

4. Quote

   13 votes

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

5. "Get Quote" instead of the price

   22 votes

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

6. consultation for services + retail total quote

   45 votes

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

7. Send a Quote to a Client

   39 votes

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

8. quote

   26 votes

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   Jennifer Graves supported this idea  ·  Feb 13, 2025

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

   47 votes

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   Jennifer Graves commented  ·  Sep 13, 2024  ·  Edit…  ·  Delete…

   Sometimes days get crazy and I forget to click submit on a client chart/note. It would be great if there was a way I could look at any charts I haven't completed/submitted so I don't miss any.

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   Jennifer Graves supported this idea  ·  Sep 13, 2024

10. Ability to view completed forms as a client

    101 votes

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    Jennifer Graves supported this idea  ·  Sep 13, 2024

11. Time Clock - Alerts for forgetting to clock in

    20 votes

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    Jennifer Graves supported this idea  ·  Sep 13, 2024

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

    49 votes

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    10 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jennifer Graves supported this idea  ·  Sep 13, 2024
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    Jennifer Graves commented  ·  Sep 13, 2024  ·  Edit…  ·  Delete…

    I currently have to book an entirely new appointment for the client to redeem their first treatment in a package, but it would be nice to be able to redeem a first treatment in a package if they completed treatment same day.

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

    427 votes

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    Waitlisted  ·  9 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jennifer Graves supported this idea  ·  Sep 13, 2024