5875 results found
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service menu navigation and pricing visibility
it would be extremely useful and time saving to be able to navigate through the service menu on the management side using arrows to switch between individual services when they are opened for editing. it is extremely redundant to have to close the service only to open the very next make to make an edit and then exit out of that one and then open the next one to make an edit, etc.
It would also be super handy to have the prices shown on the service list without having to open each individual service. And then also to be…
3 votes -
phone number ONLY for check in
check in on the IPad is redundant and should just be client phone number. clients frequently voice frustration w the check-in process requiring number, email and name. at least give us the OPTION to have clients check in w ONLY PHONE #.
4 votes -
Chart template notes
Allow the ability to create a template note for charts (example-consistent charting on botox appointments) that is easy for the provider to pull up and add to the chart instead of having to free type every appointment chart note.
7 votes -
6 votes
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client notes
Allow client notes to be searched by keyword. For example, I would like to collect a list of the clients we have designated as "Do Not Schedule" since using Boulevard by the words "Do Not". It would also be helpful for training purposes if we could search by shared keywords for client scenarios.
2 votes -
discount codes automation and upgrades
Please add: discount codes 1 per year. This will allow us to move toward automation without you building a fully automated system. Example birthday discount, xmas discount....
We also really need a way see which ones are expired. It is very hard to track and very hard to tell by looking.
Please also have a not stackable toggle...I would love to auto apply some so that people actually know there there...but currently cannot. When you turn on auto apply it also should not discount already booked appointments. The calendar is not set up that way, the discounts should not be…
2 votes -
Medical Director Note
What happened to the ability for the Medical Director to enter a note into a chart this is reviewed? It didn't work in the past, but now it's completely absent. I think it's important to be able to make a note if there is an issue or complication.
1 vote -
Account credits need to show differently in payments for account balances
Account credits are reflected the same whether the client paid, or put a balance on their account. We allow certain clients to split payments for big ticket services over time (internal financing). The only way to ascertain that a client did not pay in full is to run a client outstanding receivables report. On the payments & refunds report, the transaction shows up as payment method=account credit even if the client ends up with a negative account balance.
1 vote -
Membership Tally Box
At the top of the Membership/Sales tab, it would be empowering to have an overview box with important information (the way you have a highlights box on the Client's Overview tab)... This highlights box should have the TOTAL # of recurring memberships, Gross $ of monthly membership $ coming in, and ARR annual recurring revenue projection, as well as # new members in past 30 days and # of lost/failed payment members in the past 30 days. Memberships are so important for medspas.
1 vote -
Charts can be easily accessable and not mixed in with forms
Charts can be easily accessible and not mixed in with forms
8 votes -
Client List
It would be helpful to be able to run a report or a list of specific information, such as pulling all clients that have a birthday in August.
2 votes -
Collapse client notes in mobile version
Client notes listed can get lengthy when added to every appointment. It would be helpful if the notes would collapse and just show the date, then allow us to click on the date to expand each note.
3 votes -
Create client audience based on whether they do not have a future appt
Ability to create an audience based on whether they do not have a future appointment scheduled to use for marketing.
21 votes -
Include Future Appointments in email reminders
The business would like the ability to include a display of future bookings to be include in the email reminder being sent out for the appointment taking place within 2 days.
56 votes -
Option to change description in the "Include a Message" field on online booking widget
Give an option to edit the fields in the online booking widget. For example, instead of "Include a Message," our salon would like to have it say "Tell us about your hair goals for this appointment."
2 votes -
Ability to decide if we want to show prices of services during online booking for medspas
It would be nice to have the option not to show the prices of our services when patients use the online booking feature.
It's something we've never done and it's not common practice for the other medspas in our area to advertise the cost of services during online booking or anywhere on their website.
We just want people to be able to book the service(s) online without showing the cost of the selected service(s).
2 votes -
Provide more details for disputed transactions
The details for disputed transactions are very puny. There should be more information on what the bank has provided, the actual end result (did I get the money back, did I lose it forever?) What other charges are associated with the dispute. Dates that all of those charges hit my account, etc...
66 votes -
more streamlined process for shareable membership perks
Memberships include one guest pass (treatment) per year to share with someone (non-member). The management process today is not intuitive as it requires its own "membership" and manually adding the secondary client to it. Ideally, it would be easier for the member to send out the guest pass for their friend to use at their convenience that then associates it to their profile for easy checkout.
2 votes -
Product sales report is lacking
If you could send more product sales details to shopify accurately becauser your reports are lacking and I could use shopify reporting for product sales and all their product reports. In addition their PO system is much better and would allow me to use their product tracking better
1 vote -
auto populate signatures on charts and forms
instead of having to sign each chart, a quick button to auto populate signatures of service providers
4 votes
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