Review requests, once per visit
A patient is asked for a review once for a given appointment, and not repeatedly across visits, with the help centre corrected to match.
- A review request goes out once for an appointment, and a patient is not asked again in quick succession across separate visits.
- The help centre articles describing how often review requests go out now match what the software does.
From clinic feedback
- The rule came from a clinic’s patient being asked more than once in the same week.
Forms, rebuilt around the patient filling them in
Sectioned filling with a progress indicator, the patient's own copy, your branding on the form page, saved drafts, and a reconfirmation route for returning patients.
- Long forms are now filled in sections with a progress indicator, so a full medical history no longer arrives as one endless page.
- The patient gets their own copy of what they signed, and can print it.
- The form page carries your clinic’s logo and colours instead of ours.
- A part-finished form is kept, so a patient interrupted halfway can come back to it.
- A returning patient can be sent a reconfirmation link rather than the whole form again.
- You can build a form by pasting in wording you already use, instead of typing every question.
- A form only starts reaching patients once you attach it to a treatment, and the app asks you to confirm before it does.
- The forms list shows which forms are actually sending, and warns about ones that have never sent to anyone.
- A new help article sets out exactly which form goes to which patient, and when.
- A first-time patient gets the full questionnaire and nothing else. They are no longer asked their whole medical history and then asked to confirm nothing has changed since.
Your clinic in the directory
Practitioners on your profile, a page for each treatment you offer, your Google rating and reviews on the listing, and a Get started step to claim it.
- Your practitioners appear on your directory profile, with the treatments they do.
- Each treatment you offer gets its own page on the directory, so a patient searching for that treatment in your area can land on you.
- Your Google rating, review count and recent review text show on your listing, refreshed weekly and only while they are recent enough to be fair.
- “Get listed in the clinic directory” is now a step in Get started, so it is not something you have to know to ask for.
- Addresses are captured as proper parts with a required postcode or Eircode, which is what makes regional and town pages work. The directory now covers Ireland as well.
Patient reviews on your booking page
Verified reviews now appear on the booking page with a rating and a count, with the review text held back until there are enough of them to mean something.
- Your booking page shows a rating and the number of reviews behind it, on both the treatment step and the time step.
- Review text appears once you have at least three, so a single review never carries the page on its own.
- With only one or two reviews the page says so plainly rather than dressing the number up.
Diary times, products, and dead links
Appointment times at any minute, product names and categories you can edit, and a real page when a link is wrong instead of a blank error.
- Product categories are yours to name, and they group the checkout picker.
- A wrong or expired link now gets a real page that says what happened and where to go next.
From clinic feedback
- Appointment times accept any minute, so a clinic running twenty-minute or twenty-five-minute slots sets them exactly.
- Product names, brands and categories are editable, so your product list reads the way you write your own labels.
Forms by visit, and answering "did she get it?"
A patient's forms grouped by the appointment they were raised for, an amendment trail on clinical notes, and a log of every form and invite sent.
- A patient’s forms are grouped by the visit they were raised for, so a patient with a year of history is readable instead of one long list.
- A clinical note can be amended, with the amendment recorded rather than the original quietly rewritten.
- Every form request and portal invite is logged, so “did she actually get it?” is answerable from the patient’s record.
- The forms grouping and the note amendments were both raised by a clinic after a week of daily use, and framed by them as nice-to-haves. They were not.
- The send log came from a real question we could not answer well: a patient believed they had been sent the same email three times, when they had been sent three different form requests a minute apart.
The small things that cost you time
Photos several at a time, the patient record reachable from the appointment, a patient walked to their next form, and a setting that did nothing taken out.
- Clinical photos upload several at a time, up to ten in a batch, sharing the kind and date so you set them once.
- The patient record is reachable straight from the appointment, instead of going back out to the patient list to find them.
- A patient completing several forms is walked to the next one, rather than being sent back to their email to find the next link.
- All three above came from clinics: the photos and the record link were asked for by one and had already come up at another, which is how we tell a journey problem from a preference.
- The “Base appointment duration” setting is gone. It did nothing, and a clinic owner spent an evening trying to work out what it was for.
Payments, and a fortnight under the bonnet
No-show fee card handling, a cap on settling from patient credit, a required practitioner choice at booking, and a large structural clean-up with a regression suite around every path that moves money.
- When your no-show fee needs a card kept on file, a returning patient’s card is now kept, and the checkout says so.
- Settling an appointment from a patient’s balance is capped at the credit they actually hold.
- Booking asks the patient to choose a practitioner when your clinic has more than one, instead of picking for them.
- Clinics that had already added billing details stopped being reminded to add them.
- Most of the fortnight went into a structural clean-up and a regression suite around every path that moves money. There is nothing to see, which is the point of it.
Switching clinic software, in more detail
Aftercare documents and prescribing history now come across in the migration, a patient can be invited to the portal straight from their record, and a messaging channel you switch off stays off.
- Aftercare documents and prescribing history can be included in an assisted move where the source export supports them, alongside patients, appointments and notes.
- A patient is never messaged about a visit that happened before their record existed, which is exactly the shape of a migrated history.
- You can invite a patient to the portal from their record, rather than going looking for the invite screen.
From clinic feedback
- A messaging channel you switch off stays off. Unticking SMS on a reminder now stops the SMS, where before it only chose whose wording was used. A clinic setting up a 48h email reminder found it.
Invoices, receipts, and your accounts
Numbered receipts and invoices with a pay flow, patients able to see and settle what they owe, and invoices syncing through to Xero.
- Receipts are numbered and issued properly, with a document behind each one and a ledger that records it.
- Invoices, with a pay flow for the patient and the staff-side surfaces to raise and manage them.
- Patients can see what they owe and pay it from the portal.
- Invoices sync through to Xero, so what happens in the clinic reaches your accounts without re-keying.
- Gift vouchers are handled correctly for VAT, and there is a help article explaining why they work the way they do.
- A fully booked day is selectable on your booking page and leads to that day’s waitlist, instead of being a dead end.
- A closed day stays inert. “Full” now means open but booked out, which is a different thing and now looks like one.
Getting forms actually finished
A round of work aimed squarely at completion rates, plus the waitlist becoming reachable again on a day that has slots.
- Forms work went into the things that stop a patient finishing one: clearer progress, fewer dead ends, and correctness fixes across how a form is built and filled.
- The form editor copes with question-id collisions instead of falling over.
- The waitlist disclosure on your booking page is a quiet text link rather than a card competing with your times.
- The waitlist is reachable on any day, not only a day with nothing bookable. On a clinic with healthy availability it had stopped appearing at all, which a clinic noticed and told us.
Discounts at the desk, and per-patient contact control
Apply a discount in the clinic at the point of payment, and set contact preferences on an individual patient in one tick.
- Manual discounts can be applied in the clinic at the point of payment, recorded against the transaction rather than done as mental arithmetic.
- Contact preferences can be set on an individual patient, so someone who asks not to be messaged is respected everywhere without switching anything off for the rest of your list.
- Suppressing a patient is one tick and a save.
- Information blocks in your forms keep the line breaks you typed.
Reservation fees that fit your menu
A treatment can be free to book while the rest of your menu takes a reservation fee, which is the standard aesthetics setup and was not expressible before.
- A treatment can be set to free to book, independently of your clinic default. So a £50 reservation fee across your treatments and a free consultation is now a setting rather than a compromise.
From clinic feedback
- The free consultation above was asked for by a clinic that could not express it: setting that treatment’s own fee to zero read as “not set” and inherited the clinic default, so the consultation still asked for £50.
- The appointment drawer no longer opens empty on an appointment weeks out, so a treatment can always be recorded against the visit. Reported by a clinic that hit it on a booking three weeks ahead.