6244 results found
-
discount codes automation and upgrades
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 -
Account credits need to show differently in payments for account balances
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 -
Membership Tally Box
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 -
Custom Auto-population
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 -
Client List
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 -
custom receipt emails based on tags or audience
Requested by: 4Ever Young (45 location prospect)
3 votes -
Collapse client notes in mobile version
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 -
Create client audience based on whether they do not have a future appt
Ability to create an audience based on whether they do not have a future appointment scheduled to use for marketing.
21 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!
2 votes -
Option to change description in the "Include a Message" field on online booking widget
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 -
Faxed reports to patient chart
Be able to receive faxes so lab reports can be automatically added to patient's charts without having to scan them and attach to document.
4 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
2 votes -
more streamlined process for shareable membership perks
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 -
Product sales report is lacking
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 -
Desired Quantity in Inventory on Hand report
An option to have "desired amount on hand" in the "inventory on hand" report
3 votes -
Notes section
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 -
6 votes
-
ability to name a payment method in a clients account
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 -
Only require a percentage of charts to be signed off
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 -
Upfront Deposit Option
Clients would be more aware of the commitment, and any cancellations or no shows would feel less surprising or punitive...From my personal experience clients respond and are more communicative when we are already HOLDING on to their money.
As for keeping a card on file the clients Freeze/ Lock their card when they miss their appointment. THAT has been the most frustrating thing of all.
I believe that Upfront deposits could provide a smoother experience overall and could prevent those unhappy moments or reviews after an appointment is missed.
2 votes
- Don't see your idea?