5883 results found
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Quickbooks Integration Training
I am trying to set up the quickbooks integration but there is NO TRAINING. quickbooks knows nothing and I can't get anyone on the phone to help to understand any of it. I was with my book keeper for two hours trying to figure it out.
2 votes -
Include all booked appointments in Reports (not just closed ones)
3 of our 4 locations are rental, and not everyone processes their service payments through Boulevard. We would love to have a report for ALL booked appointments regardless of if they are checked out, so that we have an accurate appointment count for each location.
1 vote -
different tip percentage option
Ability to have a different tip percentage prompts for different services. This is because on some high ticket items like Botox, Filler, etc. it is not customary to tip the same amounts as regular services
1 vote -
custom refund reasons
Add 'refund deposit' as a default refund option so 'other' and typing out 'refund deposit' doesn't have to be done. The majority of refunds are from deposits
5 votes -
Service Records - Filters
The report is getting too large and we are unable to create any filters. Every other report has filters - can we try and make this one be filterable or have a date range?
1 vote -
Separate profile tags from appointment in the Front Desk view
When looking at the Front Desk view, tags for appointments and tags for profiles are all in the top right corner of client boxes. They should be in separate places so it's easier to differentiate
1 vote -
Bug Fix: Correct line break formatting in messages tab
The new message tab does not preserve line breaks in sent messages. They do send with the line breaks, but the message window does not show them. This can make sent messages very hard to read/understand. Especially when you are sending a list of openings to someone wanting to book. The list on our end ends up looking like this:
Hi Name, We have the following openings: Tuesday at 2:00 with Kate Wednesday at 4:00 with Steve Thursday at 12:00 with Jane Friday at 1:00 with Marcy Please let us know if you would like any of those appointments
When…
1 vote -
Book appointment using Gift Cards online
Must be able to use a gift card as a form of payment for online booking!! We're getting charged double in credit card fees since we are not refunded the fees when we refund someones card.
3 votes -
Pre-generated Marcos in forms
Custom macro in forms. The business wants to be able to identify what response they would like for each custom macro.
This allows the business to have one main form for all locations and when this form is being signed at a specific location, it will populate that location's custom macros.
3 votes -
Block usage of gift card if customer disputes the charge
We recently had a customer dispute the credit card charge for a gift card purchase. Some form of option to block usage of the gift card while the dispute is worked out would be great. I can zero it out, but then if the dispute resolves in my favor I need to reactivate it and house the purchase. (this whole process screws up all kinds of reports)
Some way of (preferably automatically) blocking that gift card from being used until the dispute is resolved would be very helpful. Or simply voiding the card when the dispute is created is another…
3 votes -
Allow the cancellation of one appointment in a group of linked appointments
When a client is coming in for multiple appointments in a single day and those appointments are linked.. if they decide to cancel one single service, the system cancels all of the appointments that were linked together instead of allowing you to cancel just one of the services in the group.
2 votes -
Your terrible messaging update no longer allows me to move the messaging
Your terrible messaging update no longer allows me to move the message box outside of the message window or open multiple boxes. i'm often messaging multiple people on the calendar page. it was so easy. guess what i cant do without opening two windows and clicking back and forth?
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
5 votes -
Client demographic reports
To improve overall organizational performance and quality we believe it is important to be able to generate reports on client demographic variables collected throughout the intake process. These include things like (gender or racial identity). Additionally it would be helpful to be able to run reports for fields that are contained in forms. Or at a minimum, be able to review summary reports of forms to support data cleaning activities, accuracy, completeness, timeliness, etc. To summarize, the request is to build out the ability to run more nuanced client reports that help us to better understand client demographic variables, which…
5 votes -
Add to calendar verbage on booking confirmations
Wish there was verbage on the email booking confirmations something along the lines "add to calendar" or make the appointment time and sevice a link to click. A lot of clients are unaware that theyt can create a calendar event.
10 votes -
Change the messaging system back to how it was. It was more thorough and easier to navigate. Also, show times of messages not time elapsed p
The original messaging system showed more info on the client right off the bat, with fewer steps. Also showed who had looked at the message without having to open the message. Also instead of showing how much time elapsed between messages it showed the time the actual response went through. It was an easier more efficient setting. Please change it back!
4 votes -
7 votes
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Having “Annual” as an option for Paperwork.
Right now you currently have 2 choices for paperwork to populate: “once per client” or “every visit”.
Certain forms, this works for and others it doesn’t. For instance, Cancellation Policies. Every visit is excessive, but only once in their entire history of being with our business is not enough. Annual re-signs would help us make sure clients are staying up to date with this policy and/or any changes that may have been added.
Thank you for continuing to better this platform. It’s appreciated!
5 votes -
Customize Service Provider Pricing on Modifiers
Either Allow Add-On Services to be Grouped under Custom Labels and min/max option per category, and/ or Allow Custom Pricing for Modifiers based on the stylist selected.
2 votes -
Create an auto populate feature for charts and forms
Currently, if you were to print a chart/form.. it does not print the clients name or any of their information. In order to have this information included, it has to be manually entered. Create a feature that will auto populate information such as name, date of birth, date of service, etc.
3 votes
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