Add staff email as an available placeholder for reminder templates
Allow me to include the staff member's email address in the appointment reminder templates. If one of our clients needs to reach out about their appointment they need to reach out to the staff member directly.
Allow me to lock a specific client's profile that prevents other staff from viewing their information. Sometimes we may get a client that one of us knows personally, and we don't want to change everyone's permission but just prevent them from view...
Guest
over 2 years ago
in Clients & Groups
2
Future consideration
When viewing the Retention Rate report, allow me to customize how the columns are grouped. For example, I may want one column to show 1-3 appointments, rather than 2-5.
Guest
over 1 year ago
in Reporting
1
Future consideration
Display client's self pay amount in Calendar and Agenda
When a client has insurance, the amount of the copay shows up on the calendar next to the client's appointment. This is helpful, so the therapist can see what is owed. However, if the client is self-pay, the fixed sliding scale rate does not show ...
Instead of Charging the Credit Card Fee to me as the Provider. I'd like an option for the Client to cover the processing fees. Many businesses have the client cover the cost of processing the card.
2
Future consideration
3
Future consideration
