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5 results found

  1. allow an option for clients to have to fill out forms once a year instead of just first visit or every visit

    101 votes
    33 comments  ·  General  ·  Admin →
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    Diana Meyer supported this idea  · 

  2. Client Portal Account Credit

    66 votes
    Waitlisted  ·  8 comments  ·  General  ·  Admin →
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    Diana Meyer supported this idea  · 

  3. Create links that we can send to clients to capture CC info

    810 votes
    Waitlisted  ·  63 comments  ·  General  ·  Admin →
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    Diana Meyer supported this idea  · 

  4. Allow multiple documents to be uploaded into Client Notes at once

    1 vote
    0 comments  ·  General  ·  Admin →
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    Diana Meyer shared this idea  · 

  5. Create a report that allows for mapping when setting up the system

    1 vote
    0 comments  ·  General  ·  Admin →
    How important is this to you?
    Diana Meyer shared this idea  ·