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285 results found

  1. allow an option for clients to have to fill out forms once a year instead of just first visit or every visit

    some forms we would like to have clients update yearly. it would be nice if the system automatically did this as an option in the form settings

    165 votes
    38 comments  ·  Admin →

  2. Forms: Additional parameters on when to send

    Currently there's only 2 options when to send forms, on the first appointment or every appointment. If there was a way to also add more time ranges. This would be good since we are a medspa and having all the clients sign new consent forms would be important.

    If we can perhaps add "First appointment + On the first of the year" or something like that!

    112 votes
    12 comments  ·  Admin →

  3. Deactivating Staff - Show WHERE the remaining appointments are

    When DEACTIVATING STAFF, it will show that the staff member has an upcoming appointment, and that continuing to deactivate will not cancel the appointment, but may hide it.

    PLEASE make it so that we can find WHERE this appointment is. Dates. Times. Etc. It's crazy to look around and still not find it. Sometimes it several months into the future.

    329 votes
    11 comments  ·  Admin →

  4. Assigning Staff Services

    There needs to be an easier way to assign services to a new staff member. Clicking each service then going to "staff" and then toggling their name on is such a waste of time.

    From the staff member's page you should be able to click into "services" and easily toggle services on and off, not click "customize" then click "assignable" then click "save" ... there is way too much clicking going on. For such a new platform, this work flow is so outdated. I came from Booker which is such an old platform and their workflow is much easier.

    41 votes
    Completed  ·  13 comments  ·  Admin →

  5. Allow a form to populate for all clients/patients every January

    Currently there are two options for forms to populate
    -every appointment or
    -once per patient/client
    I believe it would be beneficial to have a third option where a certain form would be auto assigned to all clients or clients that get a specific service to be required to complete a form yearly- assigned in January

    6 votes
    1 comment  ·  Admin →

  6. be able to delete in progress forms

    Sometimes forms get addedd accidentally and saved as a draft during treatment...but it ends up being a duplicate or wrong form...and there is currently no way to delete that. Might I suggest that you make CERtain USER TYPES/admins be able to delete these. the archive option is only available when the mandatory info is completed...which is annoying AND integrates a form into the patient chart that is extra and erroneous since you just have to put babble in the mandatory spots.

    3 votes
    1 comment  ·  Admin →

  7. Add client phone number column for subscription report

    3 votes
    0 comments  ·  Admin →

  8. Photo tab & compare photos (before and after)

    Have a feature to compare before and after photos. Possibly have a photo storing feature where all photos can be seen, instead of going to individual form

    53 votes
    6 comments  ·  Admin →
    Completed  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! Thanks so much for your product feedback! We've recently had TWO launches that cover this request. First, we released the new gallery in the client profile, where you can see all of a clients photos in one place, organized by date. Then, last week, we launched photo comparison, which allows you to select any two photos from a client's gallery to show them their transformation over time. To learn more about photo gallery, be sure to check out the support article!

  9. create credit card icon to see whos confirmed from calendar screen

    an icon on the apt indicating which patients have confirmed -

    1 vote
    Completed  ·  0 comments  ·  Admin →

  10. Rearrange Therapists order in the calendar view

    We'd like the ability to drag and drop the order of how therapists are viewed in the calendar. Ideally we'd like to be able to put all the estheticians together followed by the massage therapists and nail techs. Right now it seems to be random as to how they appear in the calendar view.

    We'd also like the ability to bulk uncheck the resources show on the calendar. Right now we have to click or unclick each resource individually and then it goes back to the beginning list so we have to scroll down to where we left off. Super…

    1 vote
    Completed  ·  0 comments  ·  Admin →

  11. Create a way to add a paper version of the intake form to a client profile

    There are times where we have clients fill out the intake form on paper instead of on the iPad for various reasons. It would be beneficial to have an option where you can import that intake form to the client profile.

    2 votes
    Completed  ·  0 comments  ·  Admin →

  12. Create a way to add a paper version of an intake form into a client profile.

    There are times where we have clients fill out a paper intake form rather than online due to various reasons. It would be beneficial to have an option to add that intake form into their client profile on Boulevard.

    1 vote
    Completed  ·  1 comment  ·  Admin →

  13. If a service provider is no longer active in Boulevard- Appointment visibility

    If a service provider is no longer active in Boulevard, please de-activate the provider listed, but still allow the appointments to be visible! Currently, the appointments disappear with the provider, however, clients are still receiving confirmation texts and emails for the previous appointments. This prevents us from contacting the clients proactively to avoid service disruptions or client dissatisfaction.

    1 vote
    1 comment  ·  Admin →

  14. vouchers on receipts

    Have the ability to hide the value of voucher from the receipt or display the service price. This is confusing for clients and they are left thinking they paid that amount.

    8 votes
    1 comment  ·  Admin →
    Completed  ·  AdminLorne Kligerman (Admin, Boulevard) responded

    The client receipt shows the service list price crossed out with $0 owing.


    https://support.boulevard.io/en/articles/9693255-vouchers-as-payments-before-and-after#h_cc190fc479

  15. When people reschedule an appointment online the system should text and email a new confimration

    When a client reschedules online they should receive a new confirmation text/email so they know their appointment change was successful! Clients are left confused if they don't receive a new confirmation letting them know they changed their appointment.

    3 votes
    Completed  ·  1 comment  ·  Admin →

  16. One-Time Text Messages

    The client would like to be able to send mass text blast to their clients.

    839 votes
    Completed  ·  36 comments  ·  Admin →

  17. first available not alphabetical

    First available when booking selects the therapist by alphabetical order/if the client has seen them previously. However, this unfairly books and prefs therapists that have letters that are closer to the beginning of the alphabet. This prevents other therapists who have open availability from getting booked. If there was a way to select first available and have BLVD book evenly across the therapists that are avaiable would be more equal.

    1 vote
    0 comments  ·  Admin →
    Completed  ·  AdminLeo Nikkilä (Tech & Engineering, Boulevard) responded

    Thanks for taking the time to provide feedback! Rather than booking alphabetically, the First Available option takes several factors into account, which can be customized by our support team.

    To book First Available appointments evenly across service providers, our support team can (for example) enable a setting to select the service provider with the most availability that day.

    Please see this support article about the options that are available to customize Precision Scheduling and First Available: https://support.boulevard.io/en/articles/6110033-precision-scheduling#h_e6fef73483

  18. referral

    Allow us to input the client's referral code at checkout manually, rather than the client having to book through the online link

    3 votes
    0 comments  ·  Admin →

  19. Add-on blocks should not be at the "bottom" of services

    We have several add-ons that do not add time to a service. The add-on blocks being added at the end of each session is very odd visually for our front desk team and for the massage therapists - it's easy to miss for the service provider when back to back (looks like it's for the following client) and at a glance looks intuitively like it's blocking the schedule time (even though it's not). For us it works much better to have the block run parallel/overlapping with the service at the top.

    1 vote
    0 comments  ·  Admin →
    Completed  ·  AdminLeo Nikkilä (Tech & Engineering, Boulevard) responded

    Thanks for taking the time to provide your input. Great news - this can already be done using the Service Scheduling Order feature, since add-on services follow the same scheduling order like other services. Check out this article on our support center for more: https://support.boulevard.io/en/articles/8923519-service-scheduling-order

    Please reach out via our Support Center to learn more about this feature. We’re grateful for your ideas and contributions—they help us constantly improve our software.

  20. Referral links with usage reports

    It would be helpful to have customized referral links that can be given to clients, influencers, etc. and be able to track the usage of each individual link in reporting.

    7 votes
    0 comments  ·  Admin →
    Completed  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey there! We're excited to announce our new client referral program. In minutes you can quickly set up a reward program for clients who refer friends to your business. You can then share a link via text, email, or social for clients to grab their unique referral link to spread the love for your business. When one of their friends books using the link, they see a first-visit discount. When the new client completes their appointment, the person who referred them receives a thank you note and a reward! New reports and updates to existing referral reports help you track the success of your program. Get started now or check out the changelog to learn more!

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