6441 results found
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Customizable Appointment Status
The current status are good (Unconfirmed, Confirmed, Arrived, Completed) but we need the option to add custom statuses as well.
Examples:
1. Clients that have "Arrived" might not be fully checked in but there is no way to see the difference. It creates additional work for staff and service providers.
2. Some appointments are paid at check-in, but when it is paid for the appointment moves to completed which makes it look like the client has left.
3. Some appointments must be reviewed by staff 24h prior and need an additional status to mark accordingly.If there was a customization…
2 votes -
Previous treatment upload to new treatment sheet
Pull previous treatment diagram to next appointment so that the provider does not have to redraw on the diagram
1 vote -
Improve Marketing Metrics
Providing us with metrics on the marketing campaigns that are sent out. I want to be able to see who it was sent to and who booked an appointment. Open rates etc.
48 votes -
Allow for commission to only be granted on Staff booked appointments. No commission for online booked appointments.
I would like to provide commission only for actual sales that our team members make. If a client books on their own online, or is scheduled for more visits, I don't want to give automatic commissions. They would be a rewarded for sales activities.
1 vote -
Reservation Numbers and Booking Multiple Appts
We would love to see a reservation number added to each appointment and make them searchable, much like an order number. This is a very easy way to look up specific details for our guests. It would be best if we could also book multiple reservations or bookings under a single reservation number for groups and parties as well.
1 vote -
Customize forms design / layout
Need a better way to create an intake form that looks more condense and professional with better spacing. Different design layout/forms that we can create.
1 vote -
Dynamic date fields for email campaigns
Ability to add merge tags in email body to say things like "show this email within the next 2 weeks to get XX% off your next service" or "Come in for your next appointment by :insert merge tag: "for [2 weeks] from the date of sending this email for XX%" off your next appointment." This would allow the email campaigns to remain more evergreen.
4 votes -
Give clients the ability to buy a package for someone else
It's fairly common have someone tell us that their significant other purchased them a package of massages. In order for the person gifted the massages we have to either double book an appointment slot with the package buyer so we can check out the appointment as a grouped ticket where we delete the buyer from the ticket but use a voucher that lives in their account, or we have to manually delete the voucher(s) from the buyer's account and then manually add corresponding vouchers to the person they bought them for. We also sometimes lose nuanced data in the second…
7 votes -
Filter by Last Contacted
When filtering clients, we would like to have an option to filter clients based on when the most recent message was sent. For example to filter out clients if they were contacted less than a month ago.
2 votes -
Last Name sort for reports!
I want to run Staff reports and sort by Staff's Last Name!
5 votes -
Split-Shifts
Right now the system only allows for a single shift per day per staff member
ie: Jane Doe, Monday 9am-6pmWe need the option to have multiple times or split-shifts instead
ie: Jane Doe, Monday 9am-12pm and 1pm-6pmUsing time blocks for lunches and meetings is not good because the "lunch" blocks visually look like staff meetings, etc and messy with the color overlays.
3 votes -
More information needed on Inventory repors
Add in "desired quantity" and "supplier" to the inventory on hand report or the product records report
6 votes -
Show status icons on provider app
Show icons that appear on dashboard on the provider app calendar (ie. confirmed, preferred provider, emoji icons.)
2 votes -
Include refresh button on app for providers
Add the ability to refresh provider app on tablet
2 votes -
Commission value for products
The option to set whether commission on products is given based on discounted value or full value
3 votes -
Book provider while patient is with medical assistant
If an appointment is booked at 11am, the first 15-minutes of the appointment is used for the patient to meet with the medical assistant for numbing and/or bloodwork, then they see the provider. So the business would like the provider to be able to take an appointment during 11am-11:15am.
3 votes -
Standardize Language and Average Tickets
Blvd uses some fancy language which can make reading things complicated. For example, the Tips Commission report. Tips are gratuities, not commission/ To me this is a hard line that the language needs to be changed for.
I also think (but am not clear) that the Sales Per Order on the Sales Breakdown report is the Average Ticket, but it only includes the average service ticket? I would love to specifically see columns called Gross Average Ticket and Net Average Ticket that includes both the service and product sales totals divided by number of sales. This is how you value…
1 vote -
When downloading PDF report from Report>Summaries, keep the sorting that is displayed
Helps with allowing for staff/management to keep things the way they are looking at it and thus with operations.
1 vote -
7 votes
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Add chartrs to a patient's file without it being attached to an appointment.
There are times where our injectors need to add notes for a patient that's unrelated to a specific appointment (i.e. ordering medications or a phone call follow up). With how it's set up now, its difficult to attach forms and we have to go into a previous appointment and chart through there.
3 votes
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