Settings and activity

108 results found

1. 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

   9 votes

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   0 comments  ·  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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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

2. Forms Reminder Email

   8 votes

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

3. Single-Page Medical Director Sign-Off Dashboard

   12 votes

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   2 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

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

   18 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

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

   22 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

6. Create more than 1000 characters for dot phrases for charting

   21 votes

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   4 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

7. Consent Forms

   29 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

8. Medical Director Forms Sign Off

   54 votes

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   5 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Shaylin Esajian supported this idea  ·  Jan 29, 2026

9. Search tab for clients scheduled for future services under service name

   2 votes

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   0 comments  ·  Ideas Hub » Client lists and profiles  ·  Delete…  ·  Admin →
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   Shaylin Esajian shared this idea  ·  Jan 29, 2026

10. On client profile under Scheduled Appointments, Show Provider

    3 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

11. Have a "search" function in Business and Location Manager. For example, "services"

    7 votes

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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

12. members only services

    7 votes

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    Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

13. Easily print clients' future appointments.

    8 votes

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    2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

14. Ability to checkout a Service from the Sales tab

    27 votes

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    Waitlisted  ·  3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

15. The ability to book guests of clients under their account!

    3 votes

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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

16. Filter client list by last appointment without including clients that are already scheduled in the future

    7 votes

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    Waitlisted  ·  1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

17. Clients can rebook a previous appointment (service + provider)

    29 votes

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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

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

    12 votes

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    0 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

19. Service Product Tab

    3 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026

20. filter for unassigned product sales under the sales tab

    4 votes

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    Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Shaylin Esajian supported this idea  ·  Jan 29, 2026