There are communication preferences for each client (e.g. Do not contact by email, do not contact by phone, etc.). Allow me to run a report that includes this information, so that if I want to send a mass email to clients I know who to exclude.
If I originally mark an appointment as canceled and then change it to upcoming, allow me to remove the original cancellation reason I entered because it no longer applies.
Retain previous selection of "Send a copy to myself" checkbox when emailing invoices/superbills to clients
If I select the "Send a copy to myself" checkbox when I email invoices or superbills to clients, I don't want to check it every single time I try to email those documents.
It would be nice if we could search archived clients by the client's date of birth. Ideally it would be great if the archived search options were set up like the active search options, but adding the client's date of birth would at least help quit...
I've noticed that when I am scheduling for an appointment in January, the year doesn't automatically roll over to 2021 -- and then the appointment doesn't going into the calendar. This is when I'm scheduling from the Client Details page - it's not...
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