Allow me to add a contact to a client on the prospective clients list. I'm unable to use a caregiver's email address because they are associated with an active client.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
When running the Payment Methods report, include the payment notes field. I usually write the check number in this field and want that information displayed in the report.
Guest
over 4 years ago
in Reporting
0
Future consideration
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.).
