Settings and activity

4 results found

1. Send clients secure link to collect credit card information

   699 votes

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   Waitlisted  ·  49 comments  ·  General  ·  Delete…  ·  Admin →
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   Cory Smith commented  ·  Jun 11, 2024  ·  Edit…  ·  Delete…

   This is a critical feature that's needed yesterday. Getting CC's on file has been migraine inducing since the onboarding.

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   Cory Smith supported this idea  ·  Jun 11, 2024

2. Online Booking in Client Portal

   8 votes

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   Waitlisted  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Cory Smith supported this idea  ·  Jun 11, 2024

3. View, send documents through Client Portal

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   Cory Smith supported this idea  ·  Jun 11, 2024

4. Add Middle Name to client field

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   Cory Smith supported this idea  ·  Apr 30, 2024