Can SuiteDash keep each customer’s marketing email list completely separate, so when a customer logs into their portal they can see only their own email contacts?
Also, can the customer be allowed to view and download their email list, but not send any marketing emails or manage campaigns from their portal?
Is this possible with the Marketing/Audiences feature?
Hello, I have forms that require a digital e-signature.
Before I pursue this deal with several codes, a few questions: 1) You guys will sign a BAA with the healthcare company, correct? 2) If consent forms, hipaa agreements, patient intake, etc needs to be signed off on by the patient, I can create them in suitedash with these codes? 3) Building on question 2, can I send these to the patient with...
Founder Team
Mike_SuiteDash
Sep 5, 2026
A: Good news, MidwestPT,
**1) BAA with the healthcare company**
Yes, we will sign our standard BAA with you.
**2) Building HIPAA forms, consent, intake in SuiteDash**
Yes. Forms are built into every plan. You can build patient intake, consent agreements, and HIPAA authorization forms using Documents, with the field types and Conditional Logic to structure them the way your practice...
Thanks Mike! One last question: Can I run four separately branded booking pages (different domains/names) for four different business lines under one SuiteDash account? And can this be embedded into WordPress in an iframe so users only touch suitedash?
Q: How to add a clickable ticket url in email templates?
E.g "View Ticket" and when a user clicks on it to be transfered to the actual ticket url in Suitedash.
Founder Team
Mike_SuiteDash
Sep 5, 2026
A: Good news, Sumoling123456, this is already built.
If you edited this template a while back, you likely did it before the ticket link placeholder existed. Open Flyout Menu > Email Templates, find the Support Ticket notification, and open the editor. Click the {x} placeholder icon in the toolbar, select the ticket link placeholder, and wrap your "View Ticket" text with it as a hyperlink.
Once, I publish the page, it seems that Suitedash removes any embeds/external scripts.
How to fix that please?
Founder Team
Mike_SuiteDash
Sep 3, 2026
A: Good news, Sumoling123456, there's a fix here, it's just not a raw script tag dropped straight onto a Page.
Before anything else, test whether Spreadsimple allows iframe embedding at all. Some providers block it outright with headers that have nothing to do with SuiteDash. Take the URL your widget loads from and run it through this:
we had this before and I realized you guys have been working on this but invoices still don't meet European criteria, where the tax has to be named (ex "VAT" or "UsSt.") and show up after the subtotal and before the total. See how it looks today https://app.screencast.com/UmxNgo53XFXHU
By when can this be fixed?
I 've been loving SuiteDash a lot from day one but that (legal) problem keeps me from using and reselling SD - Dashboards. Please help.
Thanks
Founder Team
Mike_SuiteDash
Sep 3, 2026
A: You'll be happy soon!
But to make 100% sure, let's sync on exactly what you would see as ideal. We feel pretty confident we understand, but it's smart for me to just put it in black and white here.
Subtotal $1,679.00 Tax (VAT) $167.90 Total $1,846.90
This is the format you need?
This option will be rolled into a much bigger Invoice Templating feature that lets...
Q: Marketing
Hi,
Can SuiteDash keep each customer’s marketing email list completely separate, so when a customer logs into their portal they can see only their own email contacts?
Also, can the customer be allowed to view and download their email list, but not send any marketing emails or manage campaigns from their portal?
Is this possible with the Marketing/Audiences feature?
Thank you
Share SuiteDash
Q: Healthcare with hipaa question
Hello,
I have forms that require a digital e-signature.
Before I pursue this deal with several codes, a few questions:
1) You guys will sign a BAA with the healthcare company, correct?
2) If consent forms, hipaa agreements, patient intake, etc needs to be signed off on by the patient, I can create them in suitedash with these codes?
3) Building on question 2, can I send these to the patient with...
Mike_SuiteDash
Sep 5, 2026A: Good news, MidwestPT,
**1) BAA with the healthcare company**
Yes, we will sign our standard BAA with you.
**2) Building HIPAA forms, consent, intake in SuiteDash**
Yes. Forms are built into every plan. You can build patient intake, consent agreements, and HIPAA authorization forms using Documents, with the field types and Conditional Logic to structure them the way your practice...
Share SuiteDash
Thanks Mike! One last question: Can I run four separately branded booking pages (different domains/names) for four different business lines under one SuiteDash account? And can this be embedded into WordPress in an iframe so users only touch suitedash?
Q: How to add a clickable ticket url in email templates?
E.g "View Ticket" and when a user clicks on it to be transfered to the actual ticket url in Suitedash.
Mike_SuiteDash
Sep 5, 2026A: Good news, Sumoling123456, this is already built.
If you edited this template a while back, you likely did it before the ticket link placeholder existed. Open Flyout Menu > Email Templates, find the Support Ticket notification, and open the editor. Click the {x} placeholder icon in the toolbar, select the ticket link placeholder, and wrap your "View Ticket" text with it as a hyperlink.
Being...
Share SuiteDash
Q: I cannot embed widget to a page or anywhere..
Eg I want to embed a speadimple widget: <script src="https://spread.name/js/widget.js"></script>
<div data-ss-widget data-id="XXXX"></div>
https://help.spreadsimple.com/en/article/embedding-spreadsimple-as-a-widget-into-other-platforms-xorqqu/
Once, I publish the page, it seems that Suitedash removes any embeds/external scripts.
How to fix that please?
Mike_SuiteDash
Sep 3, 2026A: Good news, Sumoling123456, there's a fix here, it's just not a raw script tag dropped straight onto a Page.
Before anything else, test whether Spreadsimple allows iframe embedding at all. Some providers block it outright with headers that have nothing to do with SuiteDash. Take the URL your widget loads from and run it through this:
https://iframetester.com/
If it renders cleanly there, you...
Share SuiteDash
Indeed - the iframe url is the more reliable here, thank you Mike!
My pleasure :) you're sorted with this then? Thanks
Q: When will taxes on invoices be fixed?
Hi again Mike,
we had this before and I realized you guys have been working on this but invoices still don't meet European criteria, where the tax has to be named (ex "VAT" or "UsSt.") and show up after the subtotal and before the total. See how it looks today https://app.screencast.com/UmxNgo53XFXHU
By when can this be fixed?
I 've been loving SuiteDash a lot from day one but that (legal) problem keeps me from using and reselling SD - Dashboards. Please help.
Thanks
Mike_SuiteDash
Sep 3, 2026A: You'll be happy soon!
But to make 100% sure, let's sync on exactly what you would see as ideal. We feel pretty confident we understand, but it's smart for me to just put it in black and white here.
Subtotal $1,679.00
Tax (VAT) $167.90
Total $1,846.90
This is the format you need?
This option will be rolled into a much bigger Invoice Templating feature that lets...
Share SuiteDash
Verified purchaser
@Mike This Info is very important for Business in the EU. Please fix it.
Mike, you nailed it: this is how we need it 👍
BTW: can you show us the review-popup in our SuiteDashboard again?