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Welcome! We're excited to hear how we can help elevate your business. When sharing your feedback, paint us a picture of the challenge you're facing and how solving it would impact your day-to-day operations. The more context you give us, the better we can craft solutions that truly work for your unique needs. Together, we're building the future of self-care business management.
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7468 results found

  1. When I look at transactions, I cannot tell which employee checked out a client I need to go pull reports. Make this information easily visible so I can address mistakes with the appropriate employee.

    2 votes

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  2. Be able to check out a service to redeem a voucher which was previously entered incorrectly without having to create an appointment. For accounting purposes, it is better to handle it this way than to just VOID a voucher bc there is no tracking rhyme or reason on why vouchers were adjusted.

    OR

    Create a required reason for a voucher adjustment which can be seen when auditing a client's account.

    For example, you don't currently offer package swaps. A work around is to zero out the cost of the service and then redeem the correct number of services from the…

    1 vote

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  3. In the of overview tab, there should be a place where the clients overall life-term spend is (even if it's only visible to certain staff). This would be helpful in terms of giving priority appointments, etc.

    2 votes

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  4. I would love to see an option in Boulevard that allows individual providers to generate and view reports on their own performance metrics. Having access to personal stats would help providers better understand their strengths, track progress, and set goals.

    Examples of metrics that would be helpful include:

    Personal sales totals (including retail and enhancements)

    Enhancement sales performance

    Rebooking rates

    Average tip percentage and/or average tip amount

    Average ticket value

    Client retention metrics

    Being able to filter these reports by date range (weekly, monthly, quarterly, yearly) would be especially useful. This feature would empower providers to take ownership of their…

    7 votes

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    0 comments  ·  Reporting  ·  Admin →
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  5. Currently my memberships are not in order by value only alpahabetically - this needs to be an option

    1 vote

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  6. We’ve found that when clients are asked to complete multiple forms, they often only finish one. This isn’t intentional—it’s usually the result of form fatigue and an overly complicated process.

    A simpler solution would make it easy to combine multiple forms into one, add an existing form to another, or copy and move sections between forms. This would reduce repetition, make the experience easier for clients, and save time for staff.

    Streamlining forms in this way would lead to higher completion rates, fewer follow-ups, and a smoother, more user-friendly experience overall.

    5 votes

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  7. Clients are asked if they consent to SMS marketing via online booking, however they could potentially also be asked in a new client intake form. This should also be able to update the consent within the client profile.

    3 votes

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  8. I need to be able to add products my client is purchasing while I am in their appointment screen. It only allows it at check out and providers do not check out the clients in or rooms- they are sent to the front desk. Commissions are tied to the products and providers need to add them to the client appointment before sending them out to the lobby for check out. Thanks!

    1 vote

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  9. When walk-in clients check in on the iPad, it should automatically pull their info if they've been to the salon before. It shouldn't make them enter in their email or name every single time they walk in. We should also be able to determine what data we want from the customer. Maybe email isn't something we want.

    1 vote

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  10. 1 vote

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  11. When a client selects “Anyone” instead of a specific technician, it means they agree to be seen by any available technician as part of our rotation system. In this case, technician names should not appear in reminder texts or emails. Including a technician’s name can create the expectation that the client will be seen by that specific technician, which can disrupt rotation fairness and scheduling flow.

    1 vote

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  12. Have a new line named "Client Last Visit" between "Scheduled Appointments" and "Scheduling Alert".

    1 vote

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  13. On the time block you can repeat it but there is not an option for daily

    4 votes

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  14. A configurable system that automatically flags and notifies:
    Staff when a patient is due for a specific treatment
    Patients with an optional prompt to schedule or call

    2 votes

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  15. A patient will sometimes buy a package and want to use the first item of the package the same day they buy it. currently, you have to do 2 individual orders to complete it. this makes it much more complex and takes extra time at checkout and can be confusing in the patient summary.

    4 votes

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  16. it'd be useful to be able to create a report or summary that shows the number of canceled appointments for a specific window of time, i.e. the number of no-show's for the month, late cancellations, etc.

    right now, you can only look one day at a time through the cancellations button on the front desk view.

    8 votes

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    0 comments  ·  Reporting  ·  Admin →
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  17. when patients arrive it will be nice to have all there information and previous visits and notes from last visit . A simple print out for each patient with this basic information and what there here for the day of.

    2 votes

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    1 comment  ·  Other  ·  Admin →
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  18. We need a report where I can do future forecasting to know how many hours my staff is scheduled and out of those hours how many booked hours are scheduled with appointments. This helps us build their productivity/utilization.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
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  19. The payment processing is clunky and doesn’t allow the mobility of on the fly check outs. I had a pt complain today that our set up with a seperate monitor is the most risky for fraud. Having a true compact processor (like stripe or godaddy has) and ability to swipe on the phone would be much more streamlined.

    1 vote

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  20. For current clients who currently have vouchers and packages, they should be able to bypass the booking fee online for their treatment rather than being charged for the deposit, as they already have the voucher to use.

    4 votes

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