Feature Requests

Remove expired credit cards automatically upon expiry & automatically send the client a notice when their card on file needs to be replaced.

Provide the ability to pause or modify the subscription date rather than limiting actions to cancellation only

It would be helpful if IntakeQ would send an email to clients with expiring cards that has a direct link to update the card information. Meaning, it directly takes you to a screen with the last 4 of the card expiring and allows you to update it and save it.

After recent issues and reading BBB, I am completely uncomfortable with Stax. Please integrate with Square for new users in the US.

Please add and auto pull on invoice due dates so that my team and I do not have to do this manually.

I would love to have an option for gift certificates in this system so I can track it with the appointments and practice pay, rather than having to coordinate it with another system

An option to sell gift certificates and easily add the credit to a clients account so that they can book it, or the practitioner can apply it at the time of service would be an ideal feature. Using a third-party for this is costly and the coupon feature is time consuming.

CUSTOMIZE THE FREQUENCY timeframe with more options!!! specifically to 7 months to custom time

I’d like to be able to make people have to pay off their unpaid balance before they can schedule a new appointment

Please allow us to add custom payment types (e.g., Venmo, PayPal, etc.) Currently, we must choose "Other" and then document in the notes. When reporting, this is a very inefficient way to understand payment sources.