Settings and activity

77 results found

1. Client Communication Customization

   8 votes

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   2 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

   4 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. Being able to add clients to the waitlist for a period of time not just one day

   2 votes

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

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

   2 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

5. Adjusting pre paid units

   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. 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

7. Having product units interchangeable

   8 votes

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

8. adjusting product units

   16 votes

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

9. 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

10. Show all reschedules in appointment history

    12 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

11. appointment change history

    10 votes

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

12. Appointment History Tracking Log

    12 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

13. ability to add forms to clients profile

    2 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

14. Allow provider to add a form or chart with out client being scheduled.

    56 votes

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

15. add a way to MANUALLY send client forms.

    10 votes

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

16. Improve Signature and Date Entry on Forms

    5 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

17. Client Invoice Or Receipt Printing Options

    3 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

18. Invoices!!!

    646 votes

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    In Progress  ·  86 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ashlyn Wheeler supported this idea  ·  Sep 22, 2025

19. Post Care Instructions

    165 votes

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

20. Consent Forms

    27 votes

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