Skip to content

Have an idea?

Share it with us or vote on other people’s ideas. Our product team is listening.

Mae Babcock

← Customer Feedback for TheraNest

My feedback

2 results found

  1. Automatically assign appointments to staff assigned to client

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    8 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Mae Babcock commented  · 

    I would like to see this feature based on client settings. For example, if I have assigned a staff member and set a default service type for Client A, then every time I create an appointment for Client A, that information should automatically populate.

    Mae Babcock supported this idea  · 

  2. Add ability to duplicate existing appointment and appointment details

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    9 comments  ·  TheraNest App » Calendar & Scheduling  ·  Admin →
    An error occurred while saving the comment
    Mae Babcock commented  · 

    I would like a way to ad multiple appointments for a client at once, even when they are not at the same day/time. Currently, I can schedule recurring appointments, but for appointments that change, it's more difficult.

    Currently the workflow is:
    1. Go to clients
    2. Select client
    3. Hit the [Schedule Appointment] button
    4. Enter the appointment data (Service type, Staff member, Date/time)
    5. Save appointment
    6. Go back into the client
    7. Repeat from step 3.

    I feel it would be useful to have the ability to add multiple dates & times as long as it is the same Service type and Staff member. Maybe have a plus sign to the right of the dates and times that adds another line?

    This would make workflow much easier for our practice.

    Mae Babcock supported this idea  · 

Feedback and Knowledge Base

(thinking…)