General Feature Requests

Moxie is an exceptionally polished platform for coaches. Its forms, workflows, client portals, notes, files, scheduling, invoicing, and communication tools make it possible to create a professional and seamless client experience. However, Moxie’s current Terms prohibit storing all clinical health-related, mental-health-related, and emotional-wellness intake data globally. This creates a significant limitation for many coaching professionals—not only therapists or medical providers. Clients naturally share information connected with: stress and burnout anxiety and overwhelm grief and major life transitions confidence and self-doubt relationships and family challenges ADHD and executive functioning habits, sleep, and emotional regulation trauma-informed personal development Because Moxie provides intake forms, client notes, files, portals, and coaching workflows, many coaches may reasonably assume these tools can be used for ordinary coaching information without realizing that emotional-wellness content is prohibited. I would love to see Moxie offer one or more of the following: A secure sensitive-data plan or environment A compliant option designed for coaching and wellness professionals who need to store sensitive client information responsibly. Clear contractual permission and privacy support Appropriate data-processing terms, security controls, retention and deletion options, breach procedures, and support for relevant privacy obligations. Granular privacy controls Practitioner-only notes, restricted files, audit logs, configurable retention, stronger access permissions, and the ability to exclude sensitive records from AI processing and ordinary email notifications. Approved secure integrations If Moxie does not wish to store this information directly, an integration with a secure intake and client-record platform would allow coaches to preserve Moxie’s excellent front-end experience. Clearer warnings inside the product The restriction should be highly visible wherever users create forms, notes, files, and client workflows so that coaches do not unknowingly build unsupported systems. This would help Moxie serve life coaches, health coaches, ADHD coaches, grief coaches, relationship coaches, trauma-informed coaches, EFT practitioners, and many other professionals whose work naturally involves sensitive personal information. I have used and enthusiastically recommended Moxie because the platform is so thoughtfully designed. I would genuinely prefer to continue using it as the central system for my practice, and I believe many other coaches would benefit from this capability too. Please upvote if your coaching clients sometimes share sensitive personal, emotional, health-related, or wellbeing information through your forms, notes, messages, or files.

It would be great to have branding elements setup in workspace, fonts, different colors, logo and icon so these can be used while working on different templates, agreements etc, instead of always trying to find HEX code for your branding.

I would love the split up my to do list in different categories.

In the Invoices list view, the amount shown beside each invoice includes the Stripe processing fee (e.g., €308.96 instead of €300 for services). This is the total charged to the client, not revenue received. When reviewing invoices, the useful figure is the service subtotal — what was actually earned. The processing fee is a pass-through, not income (and it's also possibly an incorrect number, per my other post: https://withmoxie.canny.io/feature-requests/p/allow-per-client-or-per-country-stripe-processing-fee-setting ). Including it in the displayed total inflates the apparent revenue at a glance and makes it harder to track actual income from services. Requested feature: In the invoice list view, display the subtotal (excluding processing fee) rather than the client-facing total. A column toggle or option to switch between the two would also work.

Stripe card processing rates vary significantly depending on where a client's card is issued, but Moxie's System Preferences only allows a single global Stripe fee % that applies to all invoices. Stripe's actual rates (for an Irish Stripe account) are: • EEA cards (e.g., Ireland, Spain): 1.5% – 1.9% + €0.25 • UK cards: 2.5% + €0.25 • International cards (e.g., US, Australia): 3.25% + €0.25 There is also a flat €0.25 per transaction that Moxie has no way to account for, since the setting is % only. Setting the global % too low means under-recovering fees from international clients. Setting it too high means overcharging EEA clients. There is no single % that works accurately across all card types. VAT on Stripe fees: For users not registered for VAT, Stripe charges 23% Irish VAT on top of their processing fees. This VAT applies to both the percentage component and the flat €0.25, making the true cost per transaction higher than the headline Stripe rate. For example, a US client payment doesn't cost 3.25% + €0.25 — it costs (3.25% + €0.25) × 1.23 = effectively ~4% when VAT is included. Current workaround: Manually changing the global % before each invoice, then reverting it — which is error-prone and easy to forget (and doesn’t account for the €0.25 so will never match the actual figure in Stripe). Requested feature: Allow the Stripe processing fee to be set at a more granular level, for example: Per client (on the client record). This would allow accurate fee pass-through for users with international clients, without under-recovering or overcharging on any invoice.

When using Zapier to send data from Moxie to Notion, custom client fields are currently grouped together as comma-separated lists. This makes it difficult to map individual custom fields (like “Website Start Date” or “Instagram Handle”) into corresponding Notion database properties, since Zapier can’t natively match them up or extract them separately. It would be really helpful if Moxie could send each custom client field as a separate property in Zapier. This would make automation setup much smoother. And it would allow us to get more use out of custom fields. Thanks.

It would be great if the Style options on forms were the same as Agreements. I would love to use different heading styles and fonts on my forms and to also be able to set background images on containers in forms (Didn't see a post for this one)

The image settings in Agreement templates only allow width in pixels. There's no way to control height. As a workaround, I’m adding images via text elements (editing the source code to insert images using HTML) when I need more control. Requested features: • Height controls: Add a height field (in both px and %). When one dimension (width or height) is set, the other should default to auto if the input is left blank. • Percentage-based sizing: Allow min width / max width to be set in % as well as px. • Object-fit property: Add a dropdown with options like Fill, Cover, Contain to control how images behave within their dimensions. The current sizing controls limit design / creativity. Adding images via html is not ideal as it’s more effort to update / swap out images in future. This request might become moot if CSS support is added to Agreement templates (as long as we can add custom classes to image elements). This also kind of ties into my other post about adding hyperlinks to images in agreements. [ https://feedback.hecticapp.com/feature-requests/p/add-hyperlinks-to-images-in-agreements ]

Would love to have the ability to set a due date for forms and send reminders - just like the meeting scheduler. I currently use ContentSnare to collect this information, but Moxie Forms would be great to use instead, but I need the reminder function.

I would love to be able to add my client's birthday and set up automated emails on that date. Nurturing client relationships is such an important part of my business today and it would make my life a lot easier if I was able to do this through Hectic :)