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Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.
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7518 results found

  1. Boulevard should enable an option to restrict provider availability to Established Patients ONLY, preventing New Patients from booking while still allowing ongoing care for existing ones.
    I feel that an option like this would significantly help many providers keep their good established patients, while allowing new patients to book with other in-office providers and help build up their clientele as well!

    3 votes

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  2. 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

    2 votes

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  3. It would be ideal if the Resource Color on the calendar view would match the Staff color for consistency in the calendar.

    2 votes

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  4. We need a way to know when a client's appointment limit has been reached. Some clients receive 20 appointments covered by insurance (after meeting their deductible) and there are too many to keep track of manually. The last thing a client wants to hear is that they now owe payment because they unknowingly attended appointments that were no longer covered.

    1 vote

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  5. Currently you can only send photos via text campaigns but there should be an option to add images to direct texts with patients

    3 votes

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  6. Being able to start a new chart without having to create an appointment for the client.

    6 votes

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  7. It would be great to add an area to put notes when doing inventory, to state why something is a loss or where it is being transferred.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. Most clients do not realize when they are given a staggered time. Even when they do realize, they're unhappy that they were shown a specific time that isn't available for both appointments.

    "Group Booking" is understood by 99.9% off people as a group of people coming together, not a group of people waiting in the lobby for 3 hours while the other people in the group receive a service.

    2 votes

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  9. For a multi-department business, many clients are annoyed when they're forced to interact with the iPad during checkout, while it's essential to have others review their services.

    Clients should not be required to hit "Continue" after reviewing their order. There's already a separate option "Prompt client to confirm total" that we would turn on if we needed the confirmation.

    1 vote

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  10. Clients can pay in full when scheduling appointments online

    2 votes

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  11. 1 vote

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  12. We have a booked forecast by staff summary which is used to track appointment volume by provider at each location, but it's also important to know how many of those appointments are for new clients. this helps understand the distribution for the following week/month.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  13. When using Groupon or other services where customers are not paying US directly, the only way to TAG that (mark this as a groupon pmt, for example) is to create a 'product purchase' for '$0.01' = since we do not enter (or know) the actual REAL total amount we are ultimately getting... (this applies to several third party partners that take a commission on a sliding scale)

    Can you please make the "Other Payment" option available EVEN when the total is $0.00??

    This would GREATLY improve our Reporting options!!

    1 vote

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  14. Itemized receipts give our clients piece of mind while maintaining business transparency.

    1 vote

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  15. I would like there to be an option for the client to add gratuities onto their purchase of a package of membership, making there no need for any transaction at the end of their appt.

    1 vote

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  16. 1 vote

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  17. Deposit tags automatically show up when there is any type of credit/gift card in client’s account.

    1 vote

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  18. Looking to streamline interoffice staff communications.

    Need interoffice staff communications like a CRM, notifying staff of things like: Policy update changes (with an alert with checkbox to acknowledge), as well as reporting on action taken and completion.

    Also looking for staff to text between rooms as well.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  19. We would like the ability to provide commission in dollar amounts per tier instead of a percentage.

    9 votes

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  20. Please make it so that add-on services can be added at check-out (just like we add-on retail products) instead of having to go back and edit the original appointment. It messes up the calendar and adds so much extra work for the person checking out the client.

    22 votes

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    1 comment  ·  Admin →
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