5878 results found
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Filter for multiple client profiles.
Can Boulevard please add a filter to filter out clients with multiple profiles so the profiles can be merged?
1 vote -
Ability to create filters for audience that uses data on deactivated employees. This is crucial to market to the clients of terminations.
Our SOP used to be to target special incentives or routing clients to new staff of the departed team member by emailing or texting them the offer or to ask them to give us a call so we can warm hand them to who we hope will take care of them going forward. In order to do this we want to create filters of Provider=Deactivated Staff, Last APPT=>30 days, Next APPT=0.
1 vote -
Group bookings in the Dashboard
It would be wonderful to book group appointments from the dashboard. We end up booking two appointments, but they aren't combined like a group appointment booked online. The trouble comes up when one person cancels their appointment, but it doesn't cancel the group. We can end up with an orphaned appointment on the books that takes some detective work to figure out who they were originally scheduled with.
73 votes -
height and weight under demographics so a form can pull and auto populate. Also calculate BMI
height and weight under demographics so a form can pull and auto populate. Also calculate BMI from height and weight.
3 votes -
Make it easy to show when a voucher was redeemed and by who for shareable memberships
It's impossible to see when and where a voucher was redeemed right now. So if clients have a shared membership and ask why they dont have a voucher on their account, you cant tell who redeemed which voucher and when. There should be a way to see a clear history of a clients voucher redemptions
4 votes -
Being able to see email analytics indefinitely after a marketing email as been sent.
Being able to see email analytics indefinitely after a marketing email as been sent.
5 votes -
Customize required client profile information
Require custom data fields ie:
Date of birth
Phone
Email
Billing/Mailing address
Preferred pharmacy
Gender
Emergency contact5 votes -
custom refund reasons
Add 'refund deposit' as a default refund option so 'other' and typing out 'refund deposit' doesn't have to be done. The majority of refunds are from deposits
5 votes -
Pays for option
We would like to see the option for one client to pay for other clients. We have many parents or spouses paying for someone else, and it does not seem like there is an easy way to execute that.
4 votes -
Default checkbox selection
In charts, Giving the option to set a specific checkbox item as the default selection
1 vote -
Providers at one location still need to be able to see the other location even if they only see patients at one location.
Sometimes Grace answers the phone in cookeville and needs to book someone for lebanon but she cant see lebanon because she isnt a provider there
1 vote -
Have a "is blank" or "Is not blank" option on report filters
I run several reports where I need things like all orders with discounts. The only reliable way to get this is to select each discount reason as an "include" filter (Thanks to people being able to type anything I now have 300+ discount reasons to add). It would be much easier to have it give an "is not blank" option for the discount field. That would catch all discount reasons (especially if someone can manually add a discount at any time that I need to know about to add to the report)
1 vote -
Duplicate Existing Staff Profile for easier new employee setup
New service provider are hired regularly which is great but re-entering basic info is time consuming. Having a "duplicate" button added to existing profiles in order to clone it (and service assignments, commission, etc) would make this process much easier
4 votes -
Contesting disputes needs improvement
We need to submit files that are larger than 1mb and more than 750 characters. We have a lot to say and a large consent file with images that needs to be submitted. Creates challenges shortening these if we are going to attempt to win them
1 vote -
I need a cancellation for a period of time. Selected dates I can review all the cancellations for rescheduling.
A complete detailed cancellation list for a period of time. For Instance- wanting to send out a text blast to recent guests who have cancelled and not rescheduled yet.
1 vote -
personalized app
client would like a personalized app for her business
1 vote -
we can change the time reminder texts are sent out
Sending out the day before confirmation texts at night is inconvenient, it would be better if we could set the time they're sent especially so it reflects our cancellation policy
3 votes -
More information needed on Inventory repors
Add in "desired quantity" and "supplier" to the inventory on hand report or the product records report
5 votes -
Change the messaging system back to how it was. It was more thorough and easier to navigate. Also, show times of messages not time elapsed p
The original messaging system showed more info on the client right off the bat, with fewer steps. Also showed who had looked at the message without having to open the message. Also instead of showing how much time elapsed between messages it showed the time the actual response went through. It was an easier more efficient setting. Please change it back!
4 votes -
3 votes
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