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WhatsApp notifications from clinic’s own name/number

Current behaviour WhatsApp appointment confirmations and reminders are system-generated and sent under Rehab Guru’s approved WhatsApp business sender profile.​ The message template inserts the clinic details into the body (for example “Regards {{businessName}} … sent by Rehab Guru Ltd on behalf of {{businessName}}. Replies will not be sent to your therapist”), but the sender name and number remain Rehab Guru’s.​ Clinics cannot currently customise the WhatsApp sender identity, and patients cannot reply to reach the clinic directly.​ Desired behaviour Allow clinics to “bring their own number” or WhatsApp Business profile so that appointment reminders and related notifications are sent from the clinic’s own identity.​ Patients should see the clinic name as the sender in WhatsApp, improving recognition and reducing confusion.​ Optional: support configurable reply handling so patients’ replies can route back to the clinic, within WhatsApp policy constraints.​ Rationale / impact Clearer branding improves patient trust and engagement with reminders and marketing communications.​ Reduces support noise from clinics whose patients are unsure why messages appear from “Rehab Guru” rather than the clinic they booked with.​ May become an adoption blocker for clinics that want white-labelled communications and tighter alignment with their existing WhatsApp presence.​ Constraints / considerations WhatsApp Business API policies require approved templates and verified business senders; supporting per-clinic senders adds complexity in setup and compliance.​ Likely requires a “bring your own Twilio/WhatsApp provider” or multi-tenant WhatsApp Business architecture, with clear UX for clinics to connect and verify their number.​ Need safeguards so that if a clinic’s own WhatsApp configuration fails, messages can fall back to Rehab Guru’s sender (or fail gracefully) to avoid missed reminders.​ Possible acceptance criteria A clinic can connect its own WhatsApp Business sender (via settings) and complete any required verification flow.​ After connection, new WhatsApp reminders are delivered showing the clinic’s name/number as sender for that clinic’s patients.​ If no clinic-specific sender is configured, behaviour remains as today (messages from Rehab Guru).​

Cloudia Barr 9 months ago

💡 Feature Request

Ability to send custom on demand emails / WhatsApp messages

Could you please consider adding the ability to send emails/whatsapp messages from rehab guru as individual emails and bulk. This would be beneficial if we needed to notify clients of clinic closures and or useful if we want to send marketing emails out. Currently: We have to export client details to our computers, then copy and paste the email addresses from the a from there into our emails. Desired feature: A tab where we can select either All clients or individual clients and then select Email or WhatsApp or Both and then send out communications from there. Benefits: •Only send emails to those who opted into receiving marketing emails based on the preferences in their client file. •Speeds up sending bulk emails. •Helps us avoid GDPR mishaps (Copy and pasting email addresses creates risks) •Would help centralize clinic operations into one software

Jack Brown-Schofield 5 months ago

💡 Feature Request

Feature Request: Single Treatment Room Booking Conflict Prevention

Background Case example: two clinicians working in the same treatment room use the same booking system. However, the system allows overlapping appointments because it treats each clinician's schedule independently without accounting for shared room usage. Problem Both clinicians can book appointments at the same time. Resulting overlapping bookings cause double-booking of the only available treatment room. This causes scheduling conflicts and inefficiencies. Current Workarounds Manually dividing the day into fixed time blocks assigned to each clinician (e.g., Clinician A from 8-10 am, Clinician B from 10-12 pm). Relying on first-come, first-served booking managed by the clinicians themselves from the Diary. No automated system-level control to prevent overlaps. User Impact Risk of double bookings leading to client dissatisfaction and operational challenges. Lack of flexibility if both clinicians are available simultaneously but want to avoid overlap. Increased manual coordination required between clinicians. Proposed Feature Implement a shared resource booking system for treatment rooms with the following capabilities: Resource Definition Ability to define treatment rooms as shared resources in the booking system. Assign multiple clinicians to the same treatment room resource. Conflict Prevention Prevent overlapping bookings tied to the same resource (treatment room). If Clinician A books the room at 9:00–9:30, Clinician B cannot book any appointment overlapping that time. Booking Interface Real-time availability showing shared treatment room occupancy. System-generated alerts or blocks on conflicting bookings. Flexible Scheduling Allow simultaneous clinician availability but enforce single-room occupancy rules. Optionally allow manual override with warnings (for exceptional cases). Notification System Notify both clinicians if a booking attempt conflicts with existing appointments. Benefits Eliminates double bookings for shared treatment rooms. Improves operational efficiency and client experience. Reduces need for manual coordination between clinicians. Supports flexible and dynamic scheduling based on actual availability of the treatment room. Additional Notes This feature would require significant development work, and currently is not a highly requested feature - this post is to gauge user interest before considering implementation.

Cloudia Barr 5 months ago

💡 Feature Request

Completed

Support searching clients by email address and Client ID

Description Proposal to implement the ability to search for clients using their email address and their unique Client ID in the Rehab Guru web app. This would allow practitioners to quickly locate a specific patient when they know an exact identifier, rather than relying only on name-based search.​ Problem to solve Practitioners often have a client’s email address or system-generated Client ID When many clients share similar names, name-only search makes it slow and error-prone to find the correct record.​ Being able to search by a precise identifier reduces the risk of opening or editing the wrong client.​ Requested behavior Typing a full or partial email address in the client search field should return all matching client records.​ Typing a valid Client ID should return that specific client’s record.​ This should work consistently from the main Clients list . Impact and value Faster, more accurate client lookup, especially in large clinics or organisations with many similar client names.​ Better alignment with how practitioners work across multiple systems, where email and Client ID are standard identifiers.​ Additional context This request originates from customer feedback where a user expected to be able to search by email address and Client ID when looking up patients.

Cloudia Barr 6 months ago

💡 Feature Request

Completed

Allowing a reception/managerial account for a team

Summary Add a reception role when adding team members. Reception users do not consume a paid seat, have no access to Creator or treatment notes, but can view Dashboard and Diary, view the client section (without treatment notes), create/cancel and reschedule appointments (Update arrival status), and perform billing/invoicing. Description When adding a team member, we need to support selecting a role (e.g. practitioner vs reception; future: sports therapist, etc.). Roles determine permissions and whether the user consumes a paid seat. Reception role (current scope): No paid seat — does not count toward subscription seats. Can view: Dashboard, Diary, Clients section. Cannot view: Treatment notes; Creator; cannot send programs. Can do: View Dashboard and Diary, view the client section (without treatment notes), create/cancel and reschedule appointments (Update arrival status); raise invoices and perform billing. So ‘receptionist’ is a RehabGuru user with limited, reception-specific permissions and no seat cost.

Cloudia Barr 6 months ago

💡 Feature Request

Feature request: Flexible class credit packages

Many clinics are selling monthly or block class packages where clients buy a set number of sessions (for example, 8 Pilates classes for £190 per month) and then use those sessions across different days and times, rather than committing to a fixed weekly slot.​ Problem Current Class Block Bookings work well for fixed, recurring programmes (e.g. every Tuesday at 6pm for 10 weeks) but do not function as a flexible credit/pack system.​ Clinics that sell credit-based packages cannot easily: Assign a monthly quota of sessions (e.g. 8 per month). Allow clients to use those sessions across multiple time slots and days. This limitation encourages clinics to adopt separate management systems purely for class bookings and payments.​ Current behaviour Blocks are configured as a series of predefined sessions with fixed dates and times.​ The system treats a block as one continuous booking, rather than a pool of credits attached to the client’s account.​ There is no native credit balance or package tracking per client for flexible class attendance.​ Requested behaviour Introduce flexible class credit packs that clients can spend across eligible classes until their credits are used or expire.​ Key capabilities: Create credit-based products, e.g.: “8 Pilates Class Credits – £190– valid for 1 month”. When purchased: Credits are added to the client’s account balance. Each attended class automatically deducts a credit. Credits usable on: Any eligible class type (e.g. “Pilates Class”) at any available time/day within the validity period.​

Cloudia Barr 8 months ago

2

💡 Feature Request