Settings and activity

52 results found

1. List open sales under clients profile

   2 votes

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   0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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   Allie Secor shared this idea  ·  Oct 8, 2025

2. Client Portal Needs Updated

   6 votes

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   0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Allie Secor shared this idea  ·  Sep 17, 2025

3. Reminder

   9 votes

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   0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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   Allie Secor shared this idea  ·  Aug 5, 2025

4. Darken the unavailable hours on the calendar (instead of white)

   370 votes

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   Waitlisted  ·  16 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Allie Secor supported this idea  ·  Jul 29, 2025

5. Highlight no-shows in red in patient history

   586 votes

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   Waitlisted  ·  3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Allie Secor supported this idea  ·  Jul 29, 2025

6. Have a tab for Labs/Lab order etc under client notes

   15 votes

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   0 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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   Allie Secor shared this idea  ·  Jul 29, 2025

7. Offer availability to include more tabs under Client Profile Tab>Notes section. Specifically a tab for ID/Insurance Info, Vital Signs, etc.

   5 votes

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   Allie Secor supported this idea  ·  Jul 29, 2025

8. Automated notification to fill out new consent forms every 12 months

   7 votes

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   Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Allie Secor supported this idea  ·  Jul 29, 2025

9. Customize required client profile information

   10 votes

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   Allie Secor supported this idea  ·  Jun 25, 2025

10. Pharmacy Phone Number

    4 votes

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    Allie Secor supported this idea  ·  Jun 25, 2025

11. preferred pharmacy

    4 votes

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    Allie Secor supported this idea  ·  Jun 25, 2025

12. Invoices!!!

    911 votes

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    Waitlisted  ·  108 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor commented  ·  May 29, 2025  ·  Edit…  ·  Delete…

    We NEED Invoicing as an option badly! Especially when we are shipping products to patients whether they be in town or out of town. THIS IS A MUST!

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    Allie Secor supported this idea  ·  Apr 22, 2025

13. BMI

    4 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor shared this idea  ·  May 28, 2025

14. Calculated Birthday Age

    10 votes

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    1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor shared this idea  ·  May 28, 2025

15. Unopened messages need to be at the top

    32 votes

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    1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor supported this idea  ·  Apr 24, 2025

16. ability to delete clients from client roster

    16 votes

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    2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor supported this idea  ·  Apr 24, 2025

17. PDF Upload option when building a chart, like a photo upload

    44 votes

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    Waitlisted  ·  4 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor supported this idea  ·  Apr 24, 2025

18. deleting chart forms

    22 votes

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    2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor supported this idea  ·  Apr 24, 2025

19. Let us be able to add multiple attachments in client notes

    1 vote

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    0 comments  ·  Ideas Hub  ·  Edit…  ·  Delete…  ·  Admin →
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    Allie Secor shared this idea  ·  Apr 24, 2025

20. Client Portal Account Credit

    249 votes

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    Waitlisted  ·  28 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Allie Secor supported this idea  ·  Apr 23, 2025