Line up designated therapist colors in the calender
Our office has 11 therapists and scheduling staff need to see all therapist's schedules at once to schedule accordingly for room and location availability. It would be extremely helpful if each color assigned to each therapist would automatically ...
When a client makes a change on their client portal, the activity log entries default to the male pronouns. Have the pronouns default to the pronouns the client identifies with.
Change how data is displayed in staff billing report CSV
When I download the Staff Billing report as a CSV, the way the data is laid out makes it really hard to filter. Change how the data is displayed in this report when downloaded so I can more easily and quickly apply filters and sort.
Guest
over 3 years ago
in Reporting
1
Future consideration
When sending a one-time payment link, allow the client to view the invoice that's associated.
Additionally, if I send an invoice to a client, provide a one-time payment link or a link to the client portal.
2
Future consideration
1
Future consideration
