Settings and activity

91 results found

1. Improve Forms Features

   14 votes

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Jill Wallace supported this idea  ·  Jun 12, 2026

2. You go to a working newer medspa and work 2 weeks with a software engineer to see what is actually functional and non working

   3 votes

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

3. first name & last name

   8 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

4. when I go to a client in the system I should be able to send them forms and charts. having to book a new appointment is tedious

   14 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

5. Forms Reminder Email

   14 votes

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

6. Consent Forms

   45 votes

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

7. ability to have automated post treatment instructions sent at the time of checkout so paients can review them after they leave.

   36 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

8. The ability to send a form to someone at anytime, not just through a booking.

   41 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

9. Post Care Instructions

   437 votes

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   Waitlisted  ·  18 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Jill Wallace supported this idea  ·  Jun 12, 2026

10. Name, DOB and the date should auto-populate.

    262 votes

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    11 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jill Wallace commented  ·  Jun 12, 2026  ·  Edit…  ·  Delete…

    BRIAN MCINTOSH-CAN YOU PLEASE TELL US HOW YOU ARE MAKING THIS HAPPEN? I know they do on the clinician forms, but we need this on consents, new pt ppwk, etc. Thanks!!

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    Jill Wallace shared this idea  ·  Jul 25, 2025

11. Name and DOB autopopulate for forms

    15 votes

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    Waitlisted  ·  3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Jun 12, 2026

12. Autofill patient/client names and date of Birth on Forms they must sign, just like it is autofilled on charts.

    2 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Jun 12, 2026

13. Client receipt without using portal

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    0 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Edit…  ·  Delete…  ·  Admin →
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    Jill Wallace shared this idea  ·  Jun 12, 2026

14. CLIENT'S NAME/DOB/TODAYS DATE PREFILLED ON FORMS

    4 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Jill Wallace shared this idea  ·  Jun 11, 2026

15. Customer credit visibility

    3 votes

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    0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Apr 30, 2026

16. Send a secure link to add credit card info from their client profile

    290 votes

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    17 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Apr 30, 2026

17. The ability to require new clients only to reserve with a credit card

    6 votes

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    Waitlisted  ·  2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Apr 30, 2026

18. Reverse credit card fees when cc transaction if refunded

    6 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Apr 30, 2026

19. Client portal: show complete purchase history

    4 votes

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    0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Apr 30, 2026

20. Allow voiding of non-credit card transaction beyond 24 hours

    7 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Jill Wallace supported this idea  ·  Apr 30, 2026