7097 results found
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Outstanding Forms List
The business would like to be able to view a list of clients who have or have not completed any client forms.
Right now you can only view on an individual basis through the client profile.
16 votes -
Add another feature to building charts for lists that have text fields next to each line
It would be great to have the ability to add a "notes" option to the checkboxes and multiple choice that allows us to check something off PLUS add additional information to that line.
I am also looking for a list feature that allows me to create a list (similar to checkboxes but without the checkboxes) that also has a text field next to each line when documenting vitals, dosage, etc. Right now, I am having to add them as individual paragraphs but it makes the chart so bulky with the spacing and its not very user friendly that way. The…
2 votes -
Switch Add Internal Note and Close Messages on top right
Keep accidentally closing when we want to add notes - makes more sense for the close to be the button on the far right!
2 votes -
Tag multiple salespeople in a sale
We would like to be able to tag two employees with a sale rather than being limited to one.
5 votes -
Allow forms to be partially completed by the business then sent to client to sign and date (but cannot otherwise edit)
Example: agreement forms in which Semper would need to complete details such as package of services and total cost (which is different per client), then send to the client to sign and date.
1 vote -
PO Credit column
Would be helpful to have an area on the Purchase orders where you can input if you used a supplier credit and did not have to pay for a certain amount of products.
2 votes -
Option to create a reminder to repurchase product through email and text
It would be very helpful to have a marketing option for drip campaigns to remind clients to repurchase product.
2 votes -
A simple way to see which transactions are debit vs credit card.
Is there not just a simple way to see debit vs credit cards? that's the only thing i can think of that may be causing such a discrepancy in how much is collected vs what I' paying in fees. Offset should be charging guests 3% but I'm routinely paying 2.5% and the guests are paying 1.5%. If this is because they are all using debit cards I need to be able to figure that out without going down a back alley to locate and download a spreadsheet that I then have to reconfigure so I can actually read it.
2 votes -
Be able to add forms to the client's chart at ANY time. Not just with booking. We do follow up notes
Be able to add forms to the client's chart at ANY time. Not just with booking. We do follow up notes regarding communication with clients after their treatments. Also, we like to send after care or product instructions and we aren't able to do that through Boulevard. We have to do it through an outside source.
8 votes -
when making an apt for a specific provider it would be great if you can only see what services they offer
when making an apt for a specific provider it would be great if you can only see what services they offer
4 votes -
Register Closeout Discrepency Notification
Woodward Barbers called out the need to receive a notification if the cash drawer is over or under upon closeout.
1 vote -
Assign Resources to Staff
The business would like to be able to have a resource assignable to a staff member rather then a service.
7 votes -
Guest Option for GC check out
Can you add a buy as guest option for gift card check out
1 vote -
3 votes
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Duration of appointment in email confirmation
Please add the length of a client's appointment to their email confirmation, where they can already see the start time. Adding an end time would be helpful so they aren't surprised at how long the service will take!
6 votes -
133 votes
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Drive time block added when next provider appointment is at a different location
Customer would like a drive time block to automatically be added to the calendar if next consecutive appointment is at a different location.
1 vote -
2 votes
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Longer Waitlist Duration Visibility
When adding a client to the waitlist, there should be an option for a date range, not just a specific date. For example, a client has an appointment scheduled 2 weeks out but would like to be on a waitlist for any date sooner. It's a lot of work to add them to the waitlist for each of the days before.
35 votes -
Scheduled Appointment Report
We REALLY Need a report that shows all new SCHEDULED bookings are made in a given time period -- broken out by Self-Booked or Other (Called In) -- and filtered by New Clients vs. Returning Clients.
We are ramping up our marketing efforts and we need to see how those efforts are performing. We can see the number of self-booked clients by observing cart_completed in GA, but that isn't sufficient. Help!
3 votes
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