6540 results found
-
Bug Report: Booking from Waitlist does not book resources
When booking an appointment from the waitlist it will not automatically select required resources. This can result in overbooking a resource.
The appointment booking flow should be identical to a regular appointment and include the resources.
This also happens when rebooking appointments from the checkout window! You have to remove the service and re-add it to get the resource to populate
2 votes -
Add Credit Card Fee and preset gratuity to Duo checkout preview
Surfacing the credit card fee for Offset and preset gratuities on the checkout preview screen for Duo
3 votes -
Multiple levels of requested service providers
Would like the option to add a preferred, and secondary provider to each client profile, for the purpose of scheduling, or rescheduling. If this could show up as abbreviations such as PP (preferred provider) or SP (secondary provider) on the calendar, that would be extremely helpful.
3 votes -
service menu navigation and pricing visibility
it would be extremely useful and time saving to be able to navigate through the service menu on the management side using arrows to switch between individual services when they are opened for editing. it is extremely redundant to have to close the service only to open the very next make to make an edit and then exit out of that one and then open the next one to make an edit, etc.
It would also be super handy to have the prices shown on the service list without having to open each individual service. And then also to be…
3 votes -
Custom Automated Email Campaigns
To have the ability to create customized automations that trigger when certain actions are met, such as a few days after a new client's first visit has been completed or for a returning client. You could use it as a drip campaign to welcome new clients and introduce upsell opportunities.
238 votes -
we can change the time reminder texts are sent out
Sending out the day before confirmation texts at night is inconvenient, it would be better if we could set the time they're sent especially so it reflects our cancellation policy
4 votes -
6 votes
-
client notes
Allow client notes to be searched by keyword. For example, I would like to collect a list of the clients we have designated as "Do Not Schedule" since using Boulevard by the words "Do Not". It would also be helpful for training purposes if we could search by shared keywords for client scenarios.
2 votes -
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 -
Pre-treatment time with different service provider
In the med spa space, there is often work that needs to be completed by a nurse before the service can begin. It'd be beneficial to add an additional 'pre-treatment' time block, similar to processing time, that can be assigned to an additional provider to complete this work before the actual service provider begins the service
9 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 -
Marketing Idea
Create a trigger in marketing for canceled appointments, X amount of days after the appointment has been canceled.
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
- Don't see your idea?