7196 results found
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Adding card type details to the daily sales report
Great for Daily Sales report breakdown to track any adjustments or missing funds not going into account.
2 votes -
Allow an exact date as a choice for an expiration date on vouchers
Allow a specific date to be set for a voucher expiration instead of just a specific number of months or years. Still keep that as an option, but also add in the ability to choose a specific date. This way, you don't have to add to a profile or have a client purchase and then go to each profile and manually update the expiration date.
2 votes -
Waitlist modifier
There should be an option to add a modifier to the persons request of service on the waitlist. This is helpful due to some modifiers being linked to time wanted for service (i.e. a modifier/addon that adds 15 mins to a service time)
2 votes -
Report that includes patients with active memberships, including a list of their upcoming or appointment status
Goal: contact patients who have an active membership and have not booked their appointment for the month.
1 vote -
Let us be able to add multiple attachments in client notes
Let us be able to add multiple attachments in clients notes under one note
1 vote -
Create option so appointments booked through the Professional App initiate client notification SMS workflows for that contact+appt
At current the automation only initiates when appointments are booked from the dashboard
1 vote -
Fix the jump in the calendar that happens when booking into the next month
When in the calendar view, if I click "todays date" to schedule an appointment on a different day, it ALWAYS jumps and cuts off the first week of the next month. It is so frustrating. You have to click on a random later date in the month and then click it again to reach the beginning weeks of the new month.
1 vote -
allow a sales commission that is not dependent upon who does the treatment. Right now whoever does the treatment gets the commission,
We have sales people that do not do the treatments. It would be great it commission could be tied to the sale and not to the treatment.
1 vote -
Add an area in the system which allows providers to quickly see pricing for clients so that it is easier to put together consultation quotes
Create a page in the admin system that allows providers to go to an interface that you can view with a potential client during a consult to pull up pricing information.
1 vote -
Check out
When I check someone out I cant charge them zero , as i have to charge .01 if they have pre paid etc,
2 votes -
Allow recurring schedules to have different resources attached
We have providers that work all day, but are only available for telehealth half of the day, and in-clinic the other half. Right now, in order to correctly display their schedule online, I had to create 2 separate accounts for the same provider in order to attach them to the correct "resource." I would like to be able to have one account reflect their schedule.
3 votes -
Permissions for Cash Register access
Add permissions for privilege groups that will allow / disallow the viewing of different metrics in the cash register respectively.
In addition to limiting the reported upon date range for the given data specific to who is logged into the dashboard and viewing the register.
3 votes -
Set an order that forms are filled out
We wish to be able to set an order that the client fills out multiple forms. For example, first, they see "new client intake" then they see "medical history" and then HIPAA, and then photo consent.
3 votes -
Allow custom links in client communications
There is the existing ability to add a link to forms, cancellation policy to automated client comms, but there are other custom links that may be useful for clients, specific to the business.
2 votes -
Allow specific parameters for which service providers can be apart of the NEW Referral Program.
I would love to try this to help build my new stylists, but cant bring it on bc my stylists that are booked out dont need to offer this. Bummer
2 votes -
Improve Client History Tab
The client history tab need big improvements! Most obvious are:
1) Group same day appointments together so that we can easily see what was done the same day AND at what time without clicking to open the appointment.
2) There should be a way to get to Appointment History or Order History without having to scroll. Some of our clients have hundreds of past appointments so getting to their order history is a pain. Perhaps just make orders a separate tab?
3) Opening an appointment or order should not take you away from the client profile. We often have to…
5 votes -
Configurable Default State for "Resend Confirmation" Checkbox
Add the ability for businesses to set their preferred default state (checked/unchecked) for the "Resend Confirmation" checkbox when appointment types are changed after patient check-in. Currently, the checkbox defaults to checked and must be manually unchecked each time, which can be time-consuming for staff who frequently need to modify appointment types. This enhancement would improve workflow efficiency by allowing businesses to customize the default behavior according to their specific needs.
4 votes -
Separate referral perks for memberships
Add on a place in memberships for increased referral perks. For example
Members get $50 referral bonuses vs non-members get $253 votes -
When Patients Cancel, Allow Them to Check a Reason
When patients cancel online them, ask them to select a reason for cancelation and prompt to reschedule. It would be nice if we could change the options for cancelations. Thank you!
25 votes -
Notify staff when an appointment is moved from one staff member to another.
Notify staff when an appointment is moved from one staff member to another. It doesn't make since that this wasn't already thought of and integrated into the program. We had a client moved from one staff member to a different staff members schedule and Boulevard did not notify the new staff member. As a result, the client arrived for their appointment but the therapist was not in the spa because they were unaware an appointment had been moved to their schedule.
8 votes
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