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1. Filter Agenda & Calendar by appointment status

   106 votes

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   32 comments  ·  TheraNest App » Calendar & Scheduling  ·  Delete…  ·  Admin →
   Virtual Assistant supported this idea  ·  February 21, 2019

2. Only allow client portal account creation through invitation

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   47 votes

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   16 comments  ·  TheraNest Client Portal » Client Account Management  ·  Delete…  ·  Admin →
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   Virtual Assistant commented  ·  September 20, 2018  ·  Delete…

   Please make an option to remove the "sign up" link from the online client portal. I send my clients the email invite after I've spoken to them and made sure they are a good fit. I've had numerous people just go to my website and sign up, filling out my paperwork, and then never contacting me again and not coming in. I feel like there could be a liability issue since they've signed the paperwork and are technically a client, but I have never even seen or spoken to them. Thank you.

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   Virtual Assistant supported this idea  ·  September 20, 2018