Settings and activity

70 results found

1. Having a drag and drop opportunity into the files would be great

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

2. Product Search

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

3. Utilization Tracking

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

4. Do not work on AI integrations until you have some of these basic features taken care of!

   6 votes

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

5. Have a "completed" certificate to print out so you know your employees completed training. I can't trust people at their word that they actu

   4 votes

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

6. Staff Chat

   6 votes

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

7. Built in reminders for Follow up calls

   5 votes

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

8. Inventory depletion based on appt type. Every IV infusion I do should deplete 1 IV bag, co-band, alcohol swab, etc.

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

9. Task Management

   103 votes

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

10. Have product managers and engineers shadow customers

    5 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

11. Drip Membership

    9 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

12. Internal staff messaging and task assignment

    25 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

13. Virtual Consults

    12 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

14. Ability to toggle back to the date of sales

    5 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

15. Bulk editing on services, products, inventory

    147 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

16. Inventory Tracking Enhancement: Lot Numbers and Expiration Dates

    103 votes

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    Olivia Forshan supported this idea  ·  Dec 10, 2025

17. Send a Quote to a Client

    38 votes

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    Olivia Forshan supported this idea  ·  Dec 10, 2025

18. quote

    24 votes

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    Olivia Forshan supported this idea  ·  Dec 10, 2025

19. Ability to have specific member vs. non-member pricing for every service

    8 votes

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    Olivia Forshan shared this idea  ·  Dec 10, 2025

20. reviews

    93 votes

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    Olivia Forshan supported this idea  ·  Nov 10, 2025