I’d like to schedule appointments every 45 minutes from 2:00 pm til 8:00 pm; ie. 2, 2:45, 3:30, 4:15 etc. can’t figure out how to do this. Is it possible?
Edit permissions for clients to request appointments through the client portal
I want to use the client self-scheduling option but not everyone else in my organization does. It seems there is only a way to turn it on for everyone or not at all. Can you change this to be a user to user choice?
Payment Report Match Actual Amount Daily Collected
Payment Report: Currently it shows payments for the date of the invoice, even if the payment was made the day before or day after. Give the option for the payment report that shows only the amount actually collected on a given day so that it is ea...
Guest
over 5 years ago
in Reporting
0
Already exists
Why is the building of forms so wonky? I've spent over an hour only to realize it saved NOTHING. This is frustrating. Why don't you have a ready-made intake that we can add to or change?
To ensure all open notes are successfully signed. It would be helpful to have a section where it shows your pending notes, such as it showing pending notifications.
Guest
over 5 years ago
in Notes & Cases
0
Already exists
It would be helpful to see client phone numbers on the agenda page. This is because when I am looking at their status (if they confirmed their appointment or not) if they have not confirmed or cancelled, I can call them from the agenda page withou...