Skip to content

General

General

Categories

6205 results found

  1. 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
    How important is this to you?
  2. 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
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  3. 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
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  4. Be able to create custom items to auto-populate, such as previous medication dose, vitals. Or being able to auto-populate the notes section in the client profile.

    4 votes
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  5. Charts can be easily accessible and not mixed in with forms

    8 votes
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  6. 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
    How important is this to you?
  7. 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
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  8. Ability to create an audience based on whether they do not have a future appointment scheduled to use for marketing.

    21 votes
    How important is this to you?
  9. 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
    How important is this to you?
  10. 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
    How important is this to you?
  11. 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

    2 votes
    How important is this to you?
  12. 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
    How important is this to you?
  13. 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
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  14. An option to have "desired amount on hand" in the "inventory on hand" report

    3 votes
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  15. It would be great if we can have the notes section show the most recent one at the top. We use this section for formulas and it is confusing to see the old one at the top.

    3 votes
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  16. 6 votes
    Waitlisted  ·  2 comments  ·  Admin →
    How important is this to you?
  17. Have the option to name a saved credit card as "primary" or "use for membership" for clients who have multiple cards saved on file so we know which card to use for checkouts. Often times clients dont know their card number so they end up having to pull their cards out to see which one they want to use anyway

    4 votes
    1 comment  ·  Admin →
    How important is this to you?
  18. In Med Spas, medical director sign off is not always required for patient charts. Currently required sign off can only be turned all the way on or all the way off. It would be great if Boulevard could implement features with the sign off that allows forms and charts to only require a specific % of required sign offs to better accommodate med spa customers.

    10 votes
    Waitlisted  ·  0 comments  ·  Admin →
    How important is this to you?
  19. Some services require patients to be 18 or older and having the age auto populate would help streamline the age check process.

    11 votes
    How important is this to you?
  20. any vouchers with an expiration date should automatically be deleted or reset to 0. Instead we have to delete vouchers one by one which is very time consuming, especially if there's multiple types or a high number of vouchers.

    15 votes
    Waitlisted  ·  1 comment  ·  Admin →
    How important is this to you?
  • Don't see your idea?