5875 results found
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Flag charts that have not yet been completed by providers
Flag charts that still need to be completed by providers rather than having to manually check each chart.
27 votes -
Detailed time clock report that breaks down hours by job reason
For employees with multiple duties/roles within the business. Time clock hours are currently cumulative despite which job reason the employee has clocked in for. In the time clock report, it would be helpful if the totals shown were broken down by hours per job reason.
2 votes -
Add the ability to have IOU invoices on a clients account
Employees should be able to have an option to charge an invoice with the policy's no-show fee on it when they are cancelling an appointment for a client who did not show up or cancelling an appointment for a client who is passed our policy deadline for rescheduling appointments
2 votes -
set up an alert when repeating appointments are coming to an end
I have many clients on auto repeat and would like a notification when they only have 2 ore appointment left coming up so I can go in and extend it. Or allow for unlimited repeat until I cancel it
2 votes -
Visibility Into Appointment Confirmation Method
Ability to see how the client's appt was confirmed ( online, over the phone, via text)
11 votes -
Unlimited Texts/Marketing Emails
Would like a pricing plan that would offer unlimited texts and unlimited marketing emails.
16 votes -
Can you please have a report made that will be filtered by employee that includes Product Commission, Service Commission and Tips?
As of now we would have to pull 3 reports individually for each employee. One for Product Commission, one for Service Commissions and one for Tips.
Can we please have access to a report that we could download and send to each employee individually with that weeks Consolidated details of Commissions for product and services plus tips?
2 votes -
Customizable Appointment Status
The current status are good (Unconfirmed, Confirmed, Arrived, Completed) but we need the option to add custom statuses as well.
Examples:
1. Clients that have "Arrived" might not be fully checked in but there is no way to see the difference. It creates additional work for staff and service providers.
2. Some appointments are paid at check-in, but when it is paid for the appointment moves to completed which makes it look like the client has left.
3. Some appointments must be reviewed by staff 24h prior and need an additional status to mark accordingly.If there was a customization…
2 votes -
Boulevard should have a “first available” button so when you click on that it would immediately show us the first available appointment.
Boulevard should have a “first available” button so when you click on it, it would immediately show us the first available appointment. It would limit scrolling time looking through the schedule. It would also be cool if you could select a specific stylist as well to see their first available appointment.
2 votes -
Previous treatment upload to new treatment sheet
Pull previous treatment diagram to next appointment so that the provider does not have to redraw on the diagram
1 vote -
When checking out show the client's deposit minus the tax they paid.
Their credit excludes the tax paid. why is it included?
1 vote -
Custom Automated Email Campaigns
To have the ability to create customized automations that trigger when certain actions are met, such as a few days after a new client's first visit has been completed or for a returning client. You could use it as a drip campaign to welcome new clients and introduce upsell opportunities.
222 votes -
AutoSave when creating forms and charts
When creating new forms/charts, there should be an auto save. Creating the forms on computers/laptops with sensitive track pads will often go back to previous page and the work that was input on the form is erased and has to be started again. With the creation of these forms being timely and tedious an auto-save feature would be extremely helpful.
18 votes -
Allow for commission to only be granted on Staff booked appointments. No commission for online booked appointments.
I would like to provide commission only for actual sales that our team members make. If a client books on their own online, or is scheduled for more visits, I don't want to give automatic commissions. They would be a rewarded for sales activities.
1 vote -
Reservation Numbers and Booking Multiple Appts
We would love to see a reservation number added to each appointment and make them searchable, much like an order number. This is a very easy way to look up specific details for our guests. It would be best if we could also book multiple reservations or bookings under a single reservation number for groups and parties as well.
1 vote -
Customize forms design / layout
Need a better way to create an intake form that looks more condense and professional with better spacing. Different design layout/forms that we can create.
1 vote -
Agenda view in professional app
The agenda view makes it easier to see all clients for the day in a list rather than by provider. Providers often step in for others to manage time efficiently so it's easier to see who needs to be assisted rather than scrolling through the schedule.
1 vote -
Give clients the ability to buy a package for someone else
It's fairly common have someone tell us that their significant other purchased them a package of massages. In order for the person gifted the massages we have to either double book an appointment slot with the package buyer so we can check out the appointment as a grouped ticket where we delete the buyer from the ticket but use a voucher that lives in their account, or we have to manually delete the voucher(s) from the buyer's account and then manually add corresponding vouchers to the person they bought them for. We also sometimes lose nuanced data in the second…
7 votes -
New Patient Intake Forms
Consolidate the signature portion of the New Patient Forms to one signature instead of several at the end for them to sign.
2 votes -
Filter by Last Contacted
When filtering clients, we would like to have an option to filter clients based on when the most recent message was sent. For example to filter out clients if they were contacted less than a month ago.
2 votes
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