5872 results found
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fix the reports functionality
since the most recent update to the reports, the date range functionality has an error in it. I see 2 different problems. When picking a date range by clicking on the dates on the calendar, it does not accept the dates that are entered. The only way to do a custom range now is to enter it into the boxes at the top of the window.
Also, when running multiple reports for a specific time range(for example, the previous month), you must now enter the date range for each report. Previously, the date range would remain the same until you…
2 votes -
Report that exclusively shows online membership sales
Report that shows only memberships that were purchased online.
3 votes -
Ability to associate 2 providers to a bill or membership & have reporting on it
We have a prospect that needs to be able to associate 2 providers to a bill or membership.
Example of the providers & use case:
1. a selling provider (like an MD) that recommends a treatment
2. provider that actually does the treatment (like a nurse)Goal is to be able to track who’s selling and providing treatment.
- Requested by Laser Lounge (prospect)
2 votes -
Product Unit Display Management in Client Profiles
Summary:
Add functionality to fully remove product listings from client profiles when orders are deleted, preventing lingering entries with 0 units from appearing in accounts.Description:
Currently, when orders containing product units are deleted, the product listing remains visible in client profiles even with 0 units. This creates confusion for both clients and staff. A new feature would:- Allow complete removal of product listings when associated orders are deleted
- Maintain cleaner client profiles without zero-unit entries
- Prevent confusion about product availability and redemption status
- Streamline the order deletion and cleanup process
2 votes -
Ability to set dollar amounts for offers to be applicable.
Offers currently don't allow much wiggle room. For instance we'd like to offer $50 off gift cards of $250 or more, however when we input the $50 off it will take that off every gift card purchased regardless of the amount. There needs to be more rule ability for businesses to maximize the offers they have for clients.
6 votes -
We need a faster way to assign services to employees. You should not have to click each individual service and toggle employees on!
We should have a faster way to assign employees to services. We have upwards of 40 different services and to click each one and toggle employees on, is not efficient. Maybe you can have the employee tab have all service listed automatically thats assigned to the store they are coded too and then toggle them on or off from there
2 votes -
Save photos to profile from message thread
The business wants to be able to save the photo to the client profile from the message thread on the clients profile.
8 votes -
Pre-Appointment Communication for First-Time Clients
Feature Request: Identification and Pre-Appointment Communication for First-Time Clients**
Summary:
We request the addition of a feature that allows our salon to identify new clients who have booked their first appointment. This feature should include an option to generate a list of these new clients to enable sending personalized messages or emails to them before their scheduled appointment.
Current Functionality:
Currently, Boulevard provides notifications for appointments but lacks a specific function to highlight first-time visitors. This limits our ability to engage with new clients prior to their initial appointment, which is crucial for creating a welcoming and personalized experience.Proposed…
7 votes -
4 votes
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Client gallery sending photos
We should be able to do the compare function and then send the photo directly to the client from Boulevard.
6 votes -
Conditional logic on forms
There should be a way to have other fields open when you select a specific answer. For example, there is a question about whether this is there first time visiting the clinic, if they answer yes then they would get additional questions provided versus someone who has chosen no and already answered more of the client intake questions. There are many use cases for having this functionality.
6 votes -
Expiration dates with products
With products you sell/offer at your business, you can have the option to tie expiration dates to that product to help when doing inventory, to keep track of when stuff is expiring and you need to order more, etc.
28 votes -
Ability to manage waitlist appointments in bulk
We end up with many appointments for past dates. It is very tedious to manage each appointment individually to remove it from the waitlist. Being able to select multiple appointments to remove would be super helpful.
Along with this, selecting date ranges to view would be helpful to ensure that appointments are in the correct date range for removal!
5 votes -
3 votes
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blocked client
We need to be able to block clients based on phone number alone. We've had creepers work around blocks on purpose by entering email address and name variations and it puts our staff at risk of harassment.
3 votes -
Per Transaction Option When Creating Offers (Discounts)
Currently when you create an offer it only allows to apply the discount to the item (per item). With this clients are able to use that discount on multiple items that are eligible. Can you all create a "per transaction" option for discounts, so that the client can only receive the discount towards the total transaction. For example, I currently have a $25 discount code. If a client books a massage and facial online they will save $25 on each item saving $50 total. With a "per transaction" option, they would only be able to save $25 total.
18 votes -
restrict access to who can cancel a membership
Need the ability to control privilege group access to control who has access to cancel a membership. This is a critical request for True REST
2 votes -
2 votes
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Report details on Blasts
When viewing the report details there should be a way to identify those clients that acted on the blast. I do not see a way to verify/see who is responsive. For example: if I am being charged $2 for each responsive person I should be able to see who they are.
2 votes -
Enhanced Payment Reports with Service Details
Add service and product names as columns in the Payments & Refunds report to eliminate the need for cross-referencing with the Detailed Line Item report. This enhancement would streamline the reporting process by allowing users to see transaction details and the specific services/products in a single view, improving efficiency in financial tracking and reconciliation.
Current Pain Point: Users must manually cross-reference between two different reports to match order numbers with their corresponding services and products, making the process time-consuming and potentially error-prone.
2 votes
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