Settings and activity

57 results found

1. Appointment Specific Texts

   3 votes

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   0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Jul 28, 2026

2. Noting virtual specific days on schedule

   6 votes

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   Katie Swerland supported this idea  ·  Jul 28, 2026

3. Ability to block multiple locations' schedule with time blocks

   2 votes

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   Katie Swerland supported this idea  ·  Jul 28, 2026

4. Provider Service Assignments Across Locations

   4 votes

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   0 comments  ·  Ideas Hub » Business details and settings  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Jul 28, 2026

5. Schedule view for all locations under business management

   7 votes

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   Katie Swerland supported this idea  ·  Jul 7, 2026

6. Offer codes to apply for all membership renewals

   3 votes

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   Katie Swerland supported this idea  ·  Apr 28, 2026

7. Offer good on product credit

   2 votes

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   0 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Apr 28, 2026

8. Pop-Up Alerts for Critical Patient Notes

   13 votes

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   0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Apr 27, 2026

9. Negative Account Credit Balances

   19 votes

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   Katie Swerland supported this idea  ·  Apr 13, 2026

10. Account credit - Notify recipient

    9 votes

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    Katie Swerland supported this idea  ·  Mar 11, 2026

11. Client Portal Account Credit

    240 votes

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    Waitlisted  ·  28 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Katie Swerland commented  ·  Mar 11, 2026  ·  Edit…  ·  Delete…

    this is critical for our clients. we sell a beauty bank and the clients need to be able to see their balances available

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    Katie Swerland supported this idea  ·  Mar 11, 2026

12. Send Forms After Appointment

    50 votes

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    Katie Swerland supported this idea  ·  Feb 16, 2026

13. Duo app check in require form completion

    5 votes

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    Katie Swerland supported this idea  ·  Feb 16, 2026

14. Set CHARTS to expire after certain period

    16 votes

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    Katie Swerland supported this idea  ·  Dec 30, 2025

15. Require a consultation/good faith exam prior to completing booking the actual service appointment.

    6 votes

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    0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Dec 30, 2025

16. expiring charts

    7 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Katie Swerland shared this idea  ·  Dec 8, 2025

17. Incomplete charts & forms

    42 votes

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    3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Dec 8, 2025

18. Be able to adjust account credit, product credit, etc, manually instead of reaching out to support to do this.

    3 votes

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    Katie Swerland commented  ·  Oct 23, 2025  ·  Edit…  ·  Delete…

    this is critical. we should have ability to remove, adjust or add product credit to a patients account just like we do with the account credit or the vouchers.

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    Katie Swerland supported this idea  ·  Oct 23, 2025

19. be able to transfer product credit into account credit

    3 votes

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    0 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Oct 23, 2025

20. Pull information from profile for intake form

    8 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Sep 23, 2025