When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).
Include option to view start time only on Calendar
Change it back or give us the option on the calendar view so we do NOT see both start and end times of appointments leading the client names being hidden/unviewable due to the times taking up all the space.
Many of our clinicians charge different rates and have different cancellation rates. Allow me to configure my organization's cancellation policy to setup different rates for each staff member.
Have an icon or an alert show in the calendar view if we have a note on an appointment. I know a preview of the note is displayed on the appointment block, but those can be easily overlooked given how much other information appears on the appointm...
Allow me to view the client's balance on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
Default group case service type when creating appointment
When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
BCC additional emails when sending appointment reminders
If a client has multiple email addresses on file, don't display all email addresses in the "To" field in the emailed appointment reminder. Sometimes we see children of divorced parents who have contentious relationships.
Toggle between client initials and full name on calendar
Allow me to quickly go back and forth from seeing the client's initials on the calendar to seeing their full name. I change it to initials when clients come in, but then want to see the full names when I check my schedule in between sessions.