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  1. There needs to be a way to enroll a client in text notifications even if the office makes the appt by sending a separate consent for texts

    7 votes

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    0 comments  ·  Ideas Hub » Client lists and profiles  ·  Admin →
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    Jillian Fulton supported this idea  · 

  2. Delete Old Clients

    17 votes

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    1 comment  ·  Ideas Hub » Client lists and profiles  ·  Admin →
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  3. add a way to MANUALLY send client forms.

    15 votes

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    2 comments  ·  Ideas Hub  ·  Admin →
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    Jillian Fulton commented  · 

    I didn't know this wasn't a feature up until I launched last week and it's been an absolute nightmare. I see this has been recommended since 2024, so that's awesome.

    Jillian Fulton supported this idea  ·