5875 results found
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Customizable Summary Views
Add customization options to Summaries similar to those available in Reports. This would allow users to:
- Select which data columns to display
- Arrange columns in their preferred order
- Apply filters to focus on specific metrics
- Save custom Summary layouts for future use
Current Pain Point: Users cannot modify Summary views to match their specific business needs, unlike Reports which offer extensive customization options. This limitation makes it harder for businesses to quickly access and analyze the specific data they need.
1 vote -
Change the "resend confirmation" to be unchecked by default for appointment changes
Most appointment changes by the front desk are for internal purposes only... it would be nice if the "resend confirmation" box is unchecked by default so the client doesn't accidentally receive unnecessary reminders.
6 votes -
stop zero minute services from showing on the calendar.
Zero minute services just started showing up on the calendar taking up 15 minute blocks. We set them at zero minutes so they do not show on the calendar. Please go back to the way it was for this.
3 votes -
track who edits appts
Need to be able to see who makes adjustments to appts-
example "_____ changed time of appointment" or "______ checked patinet in/out at 2:02pm"3 votes -
Franchise Controls on all offerings
Be to control packages/memberships/service from the corporate dashboard.
Corporate makes the changes and the franchisee dashboards are automatically updated.
Requested by 4Ever Young ; 45 location prospect.
2 votes -
Only surface location-specific forms within appointment details
Forms not enabled for Location A are available for staff to select within the location’s appointment details page and this should not be the case
3 votes -
4 votes
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Need to be able to see the the whole schedule for a Monday-Friday week regardless of how many provider are on the schedule.
Need to be able to see the whole Monday-Friday work week for every provider regardless of how many providers are scheduled.
1 vote -
Enhance Appointment Service Records Report with Timezone Adjustment and Staff Name Display
This feature would improve the Appointment Service Records Report by adding two key functionalities:
- Timezone Adjustment: Allow users to view the report in their local timezone, enhancing accuracy and convenience for businesses operating across different time zones.
- Staff Name Display: Introduce an option to show staff names alongside or instead of staff IDs, making the report more user-friendly and easier to interpret at a glance.
These enhancements would significantly improve the report's usability, providing more relevant and easily understandable information to users managing appointments and staff schedules.
1 vote -
Do NOT allow extras without confirming
Businesses should be asked before being charged for additional services.
I.E. (you have used your allotted emails for this month, would you like to upgrade your subscription ?)
Boulevard makes it to easy, to make a mistake.
2 votes -
inventory
I wish when scanning out inventory, such as color used for the day, that you could scan all items at once and it accounts for duplicates. This was something that was really beneficial on our former salon software, STX.
1 vote -
Allowing services to be available during certain days/times
It would be great if there was an easy and straightforward way to allow services to only be available during certain days and/or times. We have two new services that we only want to offer during specific times on Fridays and there isn't an easy way to do that. Right now the workaround is creating a resource to attach to the service which has some limitations.
4 votes -
Create a way to export products
Create a way to export our lists of products. If we can export them all in a spreadsheet, it will allow us to more easily transfer the products in bulk. this could be used to go to our shopify store for example.
3 votes -
Refer a friend
Your client portal is difficult to navigate with the new refer a friend. Once they sign in it should be write on the front page. It says make an appt. and then gift card. It should be refer a friend directly under that. You have them look at past appts. Then they have to get a code. Then click on their name. And then .... see refer a friend. LORD. Make this more user friendly. My older clients will absolutely not do this.
1 vote -
I wish it wouldn't send an email to us when we cancel an appointment for a patient
I wish it wouldn't send an email to us when we cancel an appointment for a patient. When a patient cancels their own appointment, it is super helpful that we get those emails because front desk goes through and contacts those patients to get rescheduled. It just makes it confusing when we get the emails for the appointments that front desk cancelled themselves. Or even if those emails could say something different showing that it was cancelled by a provider/employee.
1 vote -
NEW vs. CURRENT Clients Online Booking
We have an issue with New Patients/clients booking under existing patients. New Patients require additional time for their appointment. This creates a nightmare for our front desk, since many times these are missing - which leads to a poor customer experience, when they show and there isn't enough time allowed for their appointment. It would be great, if there was a question that could be asked at the beginning of online booking. "Are You Currently a Patient at...? Yes or No. Then based off that question they would be show a list of services they can book. Or, maybe there…
11 votes -
6 votes
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privilege setting specific to editing voucher expirations
Not all users who have access to the client profile should be able to change a voucher's expiration date. This impact liabilities and makes it too easy for any user to honor services beyond the company's sales rules. It should be approved and updated by management only.
2 votes -
Improved patient check out experience
You check out processing is outdated and clunky. Having a front desk is outdated here in CA and we are moving toward a more patient friendly operational experience for the patient in which they stay where they are and we come to them for a mobile check out experience. Your competition, Mangomint is already doing this. Not having the ability for 1 device for check out- clinic provider phone or just an iPad needs to be looked at. We previously had Jane and the provider ran up and checked out the patient on the IPad and the patient swiped on…
1 vote -
Better product reports with unit costs
There needs to be the ability to see Product Sales with unit cost on same report. This would reflect the bottom line in order to calculate our net revenue. Currently you have Gross product sales and Net product sales. But net is only net of any discounts, not net of the cost of the product. So really you need an option for columns with gross product sales, discounts applied, cost of products sold and finally, net product revenue. This is the information as a business owner i need to see to compare profit margins etc.
It would also be helpful…
10 votes
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