Customize order that service types are displayed
I think it would be great if you could order service types however fit best for your practice. For me I would like to have the Free Phone Consultation at the top. To go a step furhter I would LOVE it if there could be a seperate log in for client scheduling a free phone consult then for current clients. This way potential clients are not able to schedule a intake appointment without appropriate screening.
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Rebecca Rondeau commented
The services are entered and stay in whatever order they were entered in. But as I've developed my practice and readjusted different service types, I have service types at the top of the list that are not the most used types. It would make it a lot more efficient to be able to rearrange the order of this list, just like we can with the intake forms. That way I can keep my most used services up at the top, without having to delete and reenter everything in the order I want them in.
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Doug Burford commented
Service Types - I occasionally add a service type, which then populates at the bottom of the options seen by the client. I'd prefer to be able to choose the order in which the options appear, rearranging them at will.
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Heather Stephenson commented
Please add ability to reorder the service types! They currently show up alphabetically which is not user friendly. We have 3 genres of services with 20 codes. The most common service type is now at the bottom of the list making it harder to schedule. Also codes are not adjacent to other codes of the same genre making it difficult to find and manage. Is it possible in the administration page of code types to add a "reorder" or "move up/down" function. Otherwise I have to rename all of the code types to fit an alphabetical only system - which is confusing.
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Carolyn commented
And a feature to automatically send a specific custom form to the potential new client rather than having to send the intake paperwork.
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Lara Davis commented
Yes, a widget for a website for potential clients to schedule so they only have the option for the consultation and that it only schedules for 15 minutes and we can block where we want these to happen