Feature Requests

On the client section, we currently have a tag filter. However, if a client has two or more tags and the user wants to exclude a specific tag, there is no option to do so. Adding a "Exclude Tag" option would be helpful for filtering the client list more effectively.

Having options to set a custom color code and font for the upcoming online portal update would be useful. It would also help to allow image uploads for scheduled classes and plans, along with a feature to compare different plans — this can make it easier for customers to decide. Additionally, having the ability to upload videos would be beneficial.

A detailed report to track products sold through inventory, including client name, product name, quantity sold, and payment details. This will help users monitor product movement, client purchases, and revenue more effectively.

An option to add and update Opening and Closing Balances for individual clients. This feature will help maintain accurate financial records, track outstanding amounts, and manage client account histories effectively.

Display the invoice subtotal amount before discount in both PDF and Excel exports for better clarity. Add a separate column in the Excel report to show the total discount amount applied at the item level, helping users track and analyze discounts more effectively.

Please add an option to set an advance booking limit for clients when booking classes, similar to the existing feature for appointments. This will help restrict clients from booking classes more than a week or two in advance. For example, if there are changes in future classes, we currently have to coordinate with each customer individually to reschedule or cancel. By setting a booking limit, clients won’t be able to book far in advance, reducing the need for future adjustments.

Integrating with Amazon enables e-commerce users to automatically send order updates via WhatsApp. This integration allows users to connect with the platform and manage all their orders in one centralized location, streamlining operations and enhancing customer communication.

When a user is in the process of booking a slot via the online portal or WhatsApp, please temporarily mark that slot as unavailable in the calendar view. This feature will help indicate that someone is currently trying to book it, allowing others (including staff) to skip or avoid double-booking the same slot.

Add an option to display WhatsApp Catalog products in a specific order, allowing users to control the sequence of items shown. This helps highlight priority products and improve the shopping experience.

Add an option to create a single invoice for multiple appointments of a client, instead of generating them one by one. This will save time and simplify billing for repeat sessions.