Settings and activity

75 results found

1. Client Communication Customization

   14 votes

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   3 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Nov 14, 2025

2. Add chart note/form without being attached to an appointment

   6 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Nov 14, 2025

3. Have a month view on the calendar. It's super helpful.

   4 votes

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   0 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Nov 14, 2025

4. Managing consumable products on Client Profile and Client Portal

   42 votes

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   Waitlisted  ·  9 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Oct 28, 2025

5. product units in purchase order

   3 votes

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   Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Oct 28, 2025

6. adjusting product units

   22 votes

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   Waitlisted  ·  2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Oct 28, 2025

7. Show what practitioner a client saw in their appointment history

   3 votes

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   Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Oct 24, 2025

8. Show all reschedules in appointment history

   29 votes

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   0 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Oct 24, 2025

9. appointment change history

   12 votes

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   0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Ashlyn Wheeler supported this idea  ·  Oct 24, 2025

10. Appointment Log (Detailed Tracking)

    39 votes

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    2 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Oct 24, 2025

11. ability to add forms to clients profile

    4 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler shared this idea  ·  Oct 13, 2025

12. form/ chart upload without an appointment

    172 votes

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    Waitlisted  ·  21 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Oct 13, 2025

13. add a way to MANUALLY send client forms.

    12 votes

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    1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Oct 13, 2025

14. Improve Signature and Date Entry on Forms

    7 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Sep 22, 2025
    Ashlyn Wheeler shared this idea  ·  Aug 28, 2025

15. Client Invoice Or Receipt Printing Options

    4 votes

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    1 comment  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler shared this idea  ·  Sep 22, 2025

16. Invoices!!!

    786 votes

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    In Progress  ·  104 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Sep 22, 2025

17. Post Care Instructions

    346 votes

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    Waitlisted  ·  14 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Aug 28, 2025

18. Consent Forms

    36 votes

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    1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Aug 28, 2025

19. Incomplete Forms Alert

    85 votes

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    Waitlisted  ·  5 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Aug 28, 2025

20. Photo Consent Link to Profile

    2 votes

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    0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler shared this idea  ·  Aug 26, 2025