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Calendar & Scheduling

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Allow for calendar view with client's first name and last name initial

Allow me to view appointments on the calendar with only the client's first name and last initial.
Guest over 8 years ago in Calendar & Scheduling 10 Future consideration

Include a log of all reminders (email, phone, text)

There is a log for only text reminders, but no way to verify that an email was sent and no consolidated log of phone reminders
Guest over 10 years ago in Calendar & Scheduling 7 Future consideration

Distinguish between billed and paid appointments when viewing the calendar

When viewing a client's appointment on the calendar, allow me to easily identify if the session has been invoiced and if the invoice has been paid.
Guest about 3 years ago in Calendar & Scheduling 8 Future consideration

Display client credit on Agenda

If a client has a credit, allow me to view how much their credit is on the Agenda.
Guest about 6 years ago in Calendar & Scheduling 4 Future consideration

Display count of total number of appointments for the day

When I'm viewing the calendar, display a count of how many appointments we have scheduled for the day.
Guest over 2 years ago in Calendar & Scheduling 5 Future consideration

Restrict staff scheduling with certain service types

To enhance the accuracy and efficiency of scheduling and billing, allow practices to configure restrictions on service types for which providers can be scheduled.
Jeffrey LaPonsie 4 months ago in Calendar & Scheduling 0 Future consideration

Display insurance name and ID on client contact card on Agenda

Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the “Insurance Info” section to view this. It would be so much easier (and fewer clicks) if thi...
Guest almost 7 years ago in Calendar & Scheduling 13 Future consideration

Add color coding to rooms and locations to display in the Calendar

Add the ability to designate a color label to be associated with a room or location and have it display in the Calendar.
Guest over 5 years ago in Calendar & Scheduling 2 Future consideration

Allow clients to sync their portal appointments with their personal calendars

Allow clients to sync their appointments to their personal calendars, similar to how we can sync with Google, so they don't have to enter them manually.
Molly Marr 7 months ago in Calendar & Scheduling 0 Future consideration

Show more than 15 staff members per page in the staff calendar view

Allow me to see more than 15 staff in the Staff calendar view. Right now I can only show up to 15 staff at one time.
Kayla Wilson 2 months ago in Calendar & Scheduling 0 Future consideration