6244 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 -
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 -
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 -
A weekly service report that shows individual providers sales by day.
I need a report that shows me individual providers and their service totals by day for the entire week.
7 votes -
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 -
Membership minimum commitment required
Ex: customer must be a member at least 3 months before being able to cancel
4 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 -
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 -
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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Cancellation Fees owed Text message
When someone's card declines for cancellation fees. We would like there to be a way that we can
a) notify them that they owe those fees before booking again.
b) allow a deficit put on their account that needs paying before they can book again. Not that they can have an open account but so that we can track and charge for unpaid late charges.it is really hard to keep track of this via notes in the system and word of mouth.
12 votes -
Better Forecasting Reports
Need a report where I can see how many people BOOKED appointments in a certain timeframe. So for example, if an appointment was booked on January 8 for an appointment in March... that's the data I'm looking for. We know how many people clicked on our website in a timeframe, but we don't know how many of those clicks turned into bookings. If you don't have a report for that, there's no way we can track it. This is very important data to track alongside marketing and SEO efforts!
6 votes -
Add Products as Options within Services
We need the ability to add a Product as an option within the service. We already have add-ons and modifiers, I would like to be able to add products so clients can preselect them during online booking.
7 votes -
have a payment distribution report in the actual reports tab
having a Payment Distribution Report that shows you all the payment types you've processed. You can see your total cash, check, and credit card transactions and other types of payments. Within the actual reporting tab. having to go to payment processing to see this report is just an extra step.
1 vote -
Shipping Cost Field on Purchase Orders
The business would like to include shipping cost for the orders.
4 votes -
I wish there was an owner's app
We left Meevo and they had a nice app where we could cut data easily on historical performance for each location.
You can see yesterday, last week, this month, last month, Month-to-date performance. You can also compare that performance against a variety of time periods from your fingertips.
2 votes -
Low inventory threshold
We need to be able to set custom "low inventory" numbers when using "Bulk Add" in a purchase order. When using bulk add, almost 100 products get added, and many have 4, 5, & 6 units in stock. Then we have to go through and delete those items, making bulk add a feature that doesn't make the process any easier or faster.
For our business, 5-6 units are full stock for most items. We want to be able to set "low inventory" as 0-2 units per item. Bonus if we could set custom low inventory for different categories as well,…
5 votes
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