5878 results found
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Client data import
I would like the ability to import data in bulk for my clients. For example, I use an external forms application called JotForm. We have collected birthdays and addresses on these forms for the past several years. When we migrated from Square to Boulevard, that data did not come over from our clients because it was not in Square, rather the JotForms so now I would have to go into almost 1500 records one by one and update them, that is silly.
2 votes -
during check out, give a prompt to charge the credit card on file, instead of automatically charging the card on file.
during check out, give a prompt to charge the credit card on file, instead of automatically charging the card on file.
2 votes -
allow text conversations to be pinned to the top of messaging
it can be hard to manage a sea of text messages, sometimes there are clients/staff we want to keep an eye on and pin to the top of the messaging page :)
6 votes -
Add a TO DO List or Client Follow up
Considering adding a to do list or a client follow up list, ie follow up with T. Hall to reschedule, or return client phone call.
4 votes -
Add a character count on messages
Since we are charged for multiple segments if the message is over 160 characters, there should be a character count on the messages so we can be aware of how many of our allotted messages we are using at a time.
5 votes -
When running a deal it would be helpful to exclude a certain providers.
When running a deal it would be helpful to exclude certain providers, not just certain services from the discount.
8 votes -
Keep Sales Summary report downloads consistent
Downloading the sales summary report results in different numbers of rows and different orders for the rows (I am not sure what logic sorts them, I haven't figured it out)
It would be useful for them to stay in the same order for every download. I understand that payment methods may need to move around as new payment methods can be added, but keeping the same basic order would be great!
1 vote -
Filter to see who hasn't booked an appointment
It would be great if the client filters were able to filter "appointment count" at 0 appointments to see who hasn't completed was yet.
3 votes -
Schedule initial memebership charge for the future.
When selling a membership, if you select to have the membership start on a future date, have the ability to also have the charge be set up to withdraw on that date instead of the date of the transaction. Ex: sale on 8.1, membership start 8.15, client doesn't get charged till 8.15
1 vote -
New client pre-book
In order to track new vs existing client prebooks, we have to manually count these each day, per technician, and add them up for our weekly reports.Having to manually keep track of these numbers is time-consuming for our front desk staff and we have to account for human error.
Tracking new and existing rebooks separately allows us to better gauge growth. The higher our new client rebook rate is, the faster we grow. It's also an excellent coaching tool. If a technician's new client rebook rate is low, but their existing client rebook rate is good, we can coach them…
1 vote -
Chart Markup - more options
Add the option to add text boxes and shapes such as circles and arrows. This is helpful for designating the technique used for the treatment.
3 votes -
Reporting on Membership Cancellation Reasons
Now that we're required to enter a reason why a membership is being canceled, we need to be able to report on this data to understand the most common reasons why clients cancel memberships and track them over time.
3 votes -
Limit offer codes to one per checkout window
Only allow one offer code to be applied in a checkout window
13 votes -
make app more like desktop view
- Stylists should be able to see who booked the appointment from their app, not just from the receptionist's view on desktop
- It would be nice to see the whole week
- Sending messages through the app to contact clients/see confirmations
- Stylist could see their merchant account info in their app
4 votes -
Prepaid Product Units - Commission Reporting
If we can get operators in the system to tag in when they sell pre-paid units that would be great. As of now, and pre-paid units don't tie into an operator so we can't see that in the commissions reporting system.
1 vote -
Improve Booking Notifications Management (Bell icon)
When clients book online, we check each appointment to ensure it it booked correctly. The problem we have is when we open them with the bell icon, there could be over 70 appointments and we are not able to mark them as read individually, which makes this process longer than needed and leaves room for more errors if an appointment is missed. If there is a way to mark a single appointment as read, rather than mark all as read, it would be very helpful.
22 votes -
Boulevard AI
We are switching from Mindbody which has an AI feature built in which we have used tremendously. The AI answers missed calls via text scheduling, rescheduling, or answering questions. It can be built into the practice website to have an extra scheduling option. This feature schedules appointments totally of $5,000+ for us each month when we are closed or on another line with a client.
6 votes -
1 vote
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On the "Manage" tab
The scheduling should allow you to schedule employees every other week recurring.
1 vote -
3 votes
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