Problem: As a solo therapist, I offer primarily one session type (e.g., individual therapy). Currently, I have to manually set the default appointment type for each individual client contract. This is repetitive and time-consuming β when I have dozens of clients, I'm setting the same service as default over and over again.
Request: Add a practice-wide default service setting that:
Applies to all new and existing client contracts by default
Can be overridden on individual client contracts when needed (e.g., if a specific client has a different session type)
Eliminates the need to set the same default for every single client
Example Use Case: I have 40 active clients, all doing individual therapy sessions (50 minutes). Right now, if I want to change from one service type to another as my primary offering, I'd have to update 40 individual client contracts. With a global default, I'd set it once, and all clients would inherit it unless I explicitly chose a different service for a specific client.
Where This Should Live: Settings > Services (or a new "Practice Defaults" section) where I can designate one service as the practice-wide default.
Benefit:
Saves significant time during practice setup and ongoing management
Reduces errors from inconsistent defaults
Makes scheduling faster and more intuitive for a solo or small practice
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In Review
Feature Request
High Priority
5 days ago

Liza Shaw
Get notified by email when there are changes.
In Review
Feature Request
High Priority
5 days ago

Liza Shaw
Get notified by email when there are changes.