7196 results found
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censor form
I want the ability to either censor sections of forms or some forms so that my staff can access the forms I want them to see without accessing private client information.
1 vote -
Vish
Would love an auto integration with Vish product charges added to sales ticket, with option to leave a note why it was or was not charged. Will also suggest to Vish.
1 vote -
form access
Enable setting access restrictions on certain fields on forms for different privileged groups to protect client personal information.
1 vote -
Make it so that automated messages can be service specific
We use text marketing. We like it. We use the lost client text marketing. That text campaign has to be very generic though because it goes out to any and all clients, regardless of what service they are receiving. We were hoping to have a text campaign that is specifically tied to the service that the patient/client received. Example: The lost client campaign is something along the lines of "we haven't seen you in 90 days, click this link to book an appointment now." A service specific campaign would be: If someone came in for lab testing, they would need…
3 votes -
We use text marketing. We like it. We use the lost client text marketing. That text campaign has to be very generic though because it goes o
We use text marketing. We like it. We use the lost client text marketing. That text campaign has to be very generic though because it goes out to any and all clients, regardless of what service they are receiving. We were hoping to have a text campaign that is specifically tied to the service that the patient/client received. Example: The lost client campaign is something along the lines of "we haven't seen you in 90 days, click this link to book an appoint now." A service specific campaign would be: If someone came in for lab testing, they would need…
3 votes -
Payroll report that includes breakdown of services/ commission, products/ commission and hours
Payroll report that includes Clocked hours
Services performed with treatment price and commission earned
Products sold with price and commission
Tips received (ideally per service or per day)
Daily totals and overall payout
This report was essential for reviewing payroll and reconciling provider compensation.
6 votes -
ability to add forms to clients profile
at our med spa we have products for sale that require consent forms. this would be much easier if we could add a consent form, or any form to a clients profile WITHOUT having to schedule them an appointment. our schedules are watched by the company that owns us, so our schedules need to be as accurate as possible.
2 votes -
integrate AI or smart consulting and booking
use ai to assist with making service recommendations, answering questions about service details and fully booking clients. guiding clients from the beginning to the end. Repeat MD now uses AI treatment advisors.
1 vote -
Payment history in the clients profile vs "sales"
It would be nice to see all of a client payment history/ orders in their client profile vs. having to search by name in the sales tab.
3 votes -
Membership balance!!
Patients really should be able to see their balance. Number one complaint we receive from patients, almost on the daily.
3 votes -
Language Translation Option
Clients should have the ability to translate the english versions of our forms, notes and online services/scheduling to their language. The language barrier is a major hurdle. This could not only benefit each boulevard user but could also benefit boulevard as a whole.
3 votes -
Users ability to see all locations without being assigned to them.
Currently, only an Admin can see all locations without actually being assigned to any of them. Therefore, they don't need to be listed in Manage > Staff.
Non-admins currently do need to be assigned. Businesses with a remote CX team then have to assign them to all locations, but can be confusing for franchise owners who have a new location and over two dozen staff assigned to it when they don't actually work AT that location.
It would be great to activate a user to have permissions to see all locations while NOT being an admin.1 vote -
Addition of date selector in the API report exporter for Discounts and Offers report
Currently, the Discounts & Offers report exporter has a limit of 1,000,000 rows. For larger sets of data, some rows will be missed entirely creating gaps. Having the ability to select a specific date range would reduce the overall size of the report and allow full exporting.
1 vote -
DO NOT delete messages from a clients profile when their phone number changes
When a client changes their phone number , it erases ALL messages tied to that phone number. This is frustrating. Sometimes we refer back to past conversations for information, photos, etc.We are a med/spa office and rely on our system to keep track of all important info such as messages between client, Charting, etc. This would be the equivilent if all of a sudden medical carts went missing. Please fix this
1 vote -
Ability for business admin to reset 2FA for a single staff member or update the staff's phone number.
This would allow users with Business Manager/Admin permissions to reset a staff member's two-factor authentication and allow them to update their phone number without needing to disable 2FA business-wide.
1 vote -
add on PRODUCTS to go with a service
where you can put add on products WITH a service so you can still track the inventory but help everyone remember to offer to patients. also lets patients see more of what you have if you are looking to book online
right now you can do it by making it an add on SERVICE but then you dont track inventory!
17 votes -
Merge clients
Please add a feature that allows all duplicate client accounts in the system to be displayed in one consolidated list for easy review and merging.
1 vote -
virtual gift cards should have tap
When a client gets a virtual gift card it would be cool if there was integration with the duo - so they could tap to use the virtual gift card if we dont have scanners in the store
1 vote -
schedule send my response to clients
I would like to schedule send my response to clients. I can respond any time of night and schedule the message to send in morning after business hours.
1 vote -
Two-Factor Authentication by Permission Group or Staff Role
Ability to set 2FA at the Staff Role or Permission Group level, securing logins for users with greater access to data and business settings.
1 vote
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