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Janice Miles

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  1. 43 votes

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  2. 66 votes

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  3. 88 votes

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    Janice Miles commented  · 

    Self scheduling allows multiple clients to request the same or overlapping times. Also climay not request an appointment with enough time available (i.e. request a 60 min appointment in a 30 min slot). Adding a calendar to the unconfirmed appointment page will make it easier so staff won’t have to flip back & forth. between pages

  4. 359 votes

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  5. 61 votes

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    Janice Miles commented  · 

    Give clients options of specific start times (ex. 8am, 9a, 11a) instead of allowing them to request anytime between 8a and 12 (ex. 8:45a, 9:15a)

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    Janice Miles commented  · 

    Set specific times clients are able to schedule appointment (8 a, 9a, 1p, etc) instead of open avail, which allows clients to schedule at 8:15a or 9:45a. They are also currently allowed to request a 60 min appointment in a 15 min slot

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  6. 3 votes

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  7. 72 votes

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    Janice Miles commented  · 

    create an option to automatically send superbills to clients who request them or have them available in the client portal after payment is made.

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  8. 31 votes

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    Janice Miles commented  · 

    Clients are not able to enter their full credit Card information prior to their first invoice, which has resulted in delays and non-payment of services and no-shows.

    PCI DSS states "PCI DSS does not prohibit the collection of card verification codes/values prior to authorization of a specific purchase or transaction. However, it is not permitted to retain card verification codes/values once the specific purchase or transaction for which it was collected has been authorized. Some service providers offer a concierge-style service, where cardholder details are retained by the provider to facilitate potential future transactions. Retention of card verification codes/values for this purpose is also prohibited under PCI DSS Requirement 3.2."

    Being that this would a specific purchase, agreed upon by the client, and not a "concierge-style service", this feature should be permitted

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  9. 225 votes

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  10. 754 votes

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  11. 838 votes

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