Settings and activity

73 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

   3 votes

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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!

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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

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

6. Staff Chat

   4 votes

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

7. Built in reminders for Follow up calls

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

8. Add Tasks w Reminders

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

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

   6 votes

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   Olivia Forshan supported this idea  ·  Jan 9, 2026

10. provider tasks

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

11. Have product managers and engineers shadow customers

    4 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

12. Drip Membership

    4 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

13. Internal staff messaging and task assignment

    5 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

14. Virtual Consults

    7 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

15. Ability to toggle back to the date of sales

    5 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

16. Bulk editing on services, products, inventory

    124 votes

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    Olivia Forshan supported this idea  ·  Jan 9, 2026

17. Time clock in app

    161 votes

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    In Progress  ·  21 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Olivia Forshan supported this idea  ·  Jan 9, 2026

18. Inventory Tracking Enhancement: Lot Numbers and Expiration Dates

    86 votes

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    Olivia Forshan supported this idea  ·  Dec 10, 2025

19. Send a Quote to a Client

    31 votes

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    Olivia Forshan supported this idea  ·  Dec 10, 2025

20. quote

    16 votes

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    Olivia Forshan supported this idea  ·  Dec 10, 2025