Request to add a field for Balance Due in the
autoresponder: If we could have a field for the class fee and a field for the
balance due, that would be perfect. Thanks!
Request to add a field for Balance Due in the
autoresponder: If we could have a field for the class fee and a field for the
balance due, that would be perfect. Thanks!
They want to be able to 1. Allow clients to upload documents from their end of things on the client registration portal and 2. Option to make it required that the client must upload a document in order to register for a service.
Making it automatic for clients to move to Inactive status if they
haven’t registered for anything in a certain number of months/years.
Regarding about changing options for preferred contact, what do you suggest I do if I want client to be able to have more than one option choice? Can the drop down be changed to check boxes
I want to be able to give a report to the client in the program that shows when the dog was checked in and when the dog was checked out. Additionally be able to add notes for clients such as worked on crate training’ Potty-training etc.
They want to be able to manually move clients that have registered for daycare into the wait list.
A way to combine calendar views to see everything you have going on that day (and to choose which modules you see on that calendar). So for example, if I want to see all of our grooming and training appointments together on one calendar view, I could just check a box to view those appointments. If I wanted to view all appointments, I could do that too (which could potentially be a lot I know).
Wanted the ability to have the end date show after the start date on the main Classes page on the client registration portal. I added it to the Wish List for her.
He was wanting to add a daily limit for boarding, kind of like what we did for daycare. That way they could set the maximum number of dogs for each day.
I would like to suggest a setting that allows you to provide only a certain access to a trainer. We have several instructors, and some are more full time and operate on a different level, whereas others only come in to teach a class and then leave. I’d like it to be that they could access their class list to do attendance, and their students, but would not have access to the entire
database, if that’s even possible.
And maybe establish ability to schedule events/privates, etc.