7202 results found
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show notes on waiting list
It would be helpful is the notes on the waiting list were visible without opening the specific wait-list entry. It creates a lot of extra steps (and time) when trying to fill a spot (before it gets filled online, or by another employee)
1 vote -
Scheduling Communication for specific services
We are trying to create a communication touch X amount of time after specific services i.e if we checked out a moxi today, a text will be scheduled to go out in 6months reminding the client that a its time for a maintenance treatment,. We have tried creating audiences and sending out blasts but the "last appointment" filter isnt granular enough to be specific in the messages - we would want to build out this communication for multiple service types and messaging
1 vote -
1 vote
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remove tip from reciept
Would like options to remove tip sale from the receipt text and emails.
1 vote -
add account credit adjustment reason in reports
account credit adjustments is a sale type in reports like detailed line item. the reason is important to be able to better understand why manual adjustments are happening
4 votes -
loyalty
We would find it helpful if we could adjust how many loyalty points a client can use at one time.
1 vote -
Allow a set rate of $50 deposit
Allow a set rate for all appiontments made from the website to have a flat rate of $50. Setting percentages is difficult and makes it complicated, if you change pricing then you have to go make changes for each service, staff member, etc. Creating too much work.
1 vote -
annual automated forms
I’d love to suggest a feature enhancement regarding form completion frequency. Currently, the available options are limited to “at first visit” and “at each visit.” It would be incredibly helpful to have more flexible, intelligent options for how often certain forms need to be filled out.
For example, the ability to set forms to be completed:
Manually (at staff discretion)
Once every X days/months (e.g., every 6 months or annually)
Once per treatment type or category
After a significant update or policy change
Based on patient-specific factors (e.g., age, medical history updates, etc.)
Having these additional options would greatly improve…
4 votes -
Gift Certificate Date Under Gift Cards
Can you please put the date that people have purchased the gift certificate between recipient email and source ASAP! I don't want to have to search for the date. This is good information to have when I am running GC sales.
3 votes -
Calendar Blocks
Customization on blocks:
Changing colors of blocks
Duplicating blocks
Run a report for all blocks on the calendar
Select multiple employees at 1 time and select a date range5 votes -
automatically send guests a copy of their intake forms
Guests should automatically receive a copy of any intake forms they complete and sign. This ensures they have a record of the information provided, the policies acknowledged, and their agreement to our terms.
3 votes -
Create tasks for your staff
Set tasks for your employees
-follow up with patients
-run payments that weren’t put through
-set reminders to follow up with patients in “x” amount of days
-daily checklists for your employees to complete3 votes -
Client recognition through phone number walk-ins
I have regular clients that do walk-ins for one of our services, and it's quite an inconvenience for them to have to enter all of their info every time(first/last name, phone #, email)
We would like them to be identified right away.
4 votes -
Improve Voucher Timing for Monthly Memberships
Add functionality to allow membership vouchers to be placed in the wallet at the start of each calendar month and remain active until the end of that same month, regardless of the client's individual billing or pay period. This change would address the issue where some clients need to redeem services before their payment has technically been processed—often due to provider availability—causing complications with voucher tracking and commission calculations. Ensuring vouchers are consistently visible and valid throughout the entire month would simplify administration and reduce billing discrepancies.
3 votes -
separate text app
we should have a separate app for texting. we should also be able to unread messages. even better if texts could all go to a "front desk" person (within app) but also to the clients provider (within app)
5 votes -
forms
If a client comes in and states they would like to do the same treatment they did for something in the past it is so easy to look at the history in their chart for a daily post but now using a treatment record it is time consuming to look and find a specific date and treatment. Wondering if the notes in charts can be transferred automatically to the the notes in the patient history to easily see what was done.
1 vote -
Give us the option to send reminders for Google and Boulevard reviews!!!
Give us the option to send reminders for Google and Boulevard reviews!!!
1 vote -
Ability to see inventory on hand within product sales report
Add a column to the product sales report that shows current quantity on hand to be able to help improve ordering and enable us to keep top sellers continuously stocked.
2 votes -
Report that shows which staff member booked appointment
Report that shows a breakdown of which staff members have booked appointments with the appointment details included.
164 votes -
Cart abandonment tracking
Google Analytics or Boulevard Report tracking to track clients who create a cart in the booking widget and don't complete the following steps. Having the ability to see what the exact drop-off points are would be most helpful for understanding where opportunities for improvement exist.
1 vote
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