7117 results found
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More Granular Employee Access & Improved Inventory Report Filtering
It would be incredibly helpful to have more customizable employee access options within the reporting system. Currently, I have receptionists who need access to inventory reports but should not have access to summaries reports. While I was able to grant them access to inventory on hand, they cannot filter the report to see specific details like desired quantity—which limits its usefulness.
Additionally, I’ve noticed that the summaries page displays more data than the reports page. Ideally, these should mirror each other, or the reports page should provide more detailed insights and filtering options.
Requested Improvements:
Granular Report Permissions – Allow…
5 votes -
Quote
I am new to Boulevard and disappointed to see the lack of ability to create Quotes for patient via print and email. I use quotes every day to promote my practice, increase revenue and improve client scheduling and outcomes. Quotes are essential to a successful practice. Had I known this was not an option I would have considered another EMR system.
6 votes -
Line item type customization
We would like the ability to modify / add custom Line Item types to products and services. This way in reporting, we can filter by these custom types.
1 vote -
Inventory Input and Unit Cost Adjustment
Our accountant has raised some concerns regarding the way we input products into inventory, specifically when it comes to adjusting the unit cost for the price at which items were actually purchased.
For example, we sometimes purchase neurotoxin at a discounted price during sales, or on occasion, we receive it for free. However, when inputting this into the product inventory, the unit cost is automatically set to a general price, which doesn’t reflect the actual discounted or zero cost we've paid. As a result, our accountant is concerned that it appears we have a lot more inventory on hand than…
4 votes -
Commission calculations should be done with the business charge taken out after the %percentage is figured.
Make the commission report able to toggle so the business charge can be taken out after the providers commission % is figured.
2 votes -
when doing commission calculations, the memberships should still have backbar
When commission calculations are done the backbar for the service should still be deducted.
1 vote -
Appointment Service Records Filters & Date range
We would Like the Appointment Service Records report to have filtering and Date range capabilities.
Currently, we need to download this report each time we want to filter and this isnt optimal.
3 votes -
dynamic variable for location contact information so that specific studio info can be reflected in the form while only one form is leveraged
Request: Ability to leverage dynamic variables (e.g., Studio name, studio phone number, etc.) within Forms & Charts so that one form can be leveraged across all locations but contain the studio's specific information when requiring a client to complete.
Use Case: For multi-unit scaling purposes, they want to be able to have one form that all locations utilize, but they want the form to surface each location's specific contact information via dynamic field variables embedded within the form. When a studio goes to send a client the form, that studio's information is populated in the form. It is not scalable…1 vote -
Permission: Products & inventory management
Granular Inventory Access – Separate permissions for:
Creating and managing purchase orders (POs)
Counting and auditing inventory
Reconciling stock
Tracking employee usage reasons
Viewing and managing stock levels3 votes -
discounts, be able to exclude commissions and or products. Example giving limit commissions on a friends and family discount.
Commission Control on Employee Discounts – The ability to limit or exclude commissions on services and products purchased with employee discounts. This would help maintain fair compensation structures while still offering staff perks.
Minimum Purchase Requirement for Promotions – The ability to set a minimum spend before a promotion is applied (e.g., “Buy $200 in gift cards, get $50” would only apply when the full $200 threshold is met).
Exclusion of Discounts from Being Combined – The ability to restrict specific promotions from stacking with other discounts (e.g., preventing a service discount from being combined with a retail promotion). This…
1 vote -
orders
Adding who completed the order on the first page, "orders" or even on the purchase itself vs, having to open every receipt to see.
1 vote -
1 vote
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allow us to have letters on demand
let us have the ability to create letters and send to certain clients, example: cancellation policy when they no show or arrive late.
1 vote -
two factor authentication on gift cards
would like two-factor authentication on gift card purchases to ensure the name on the card matches their profile
1 vote -
Allow inventory editing after checkouts
I charge by area so it's always a flat rate. Since we need to manually count how many units are used, it would be helpful to be able to add in the inventory units after checkout so the patient doesn't have to wait while you calculate how many units were used.
1 vote -
promotional gift cards
Running Promotional Gift Cards, being able to set discounts based on a certain amount and higher.
4 votes -
forms for new client only
Need a setting other than first appointment so that you can differentiate between an actual new client or the first appointment for a selected form. When new forms are created if using the first appointment option need to have ability to not send to existing clients.
1 vote -
Make Service Modifers and Add-On Service Categories rearrangable
Make it possible to customize rearranging the order or the Service Modifiers and Add-On Services widgets under Service options.
4 votes -
unit cost
The ability to adjust unit cost in product profile at the location management level.
2 votes -
EOD deposit and count drawer
Instead of doing the payout for deposit before confirming the drawer count, the deposit feature should be included on the count drawer screen. I'd like to count all the money in the drawer including the incoming cash for the day and then have a button that says payout deposit where i can put the difference of what i took in the day and what i started with and THEN confirm drawer, so that the new drawer starts with the amount we keep in the drawer at all times. This will make it so we do not need to count the…
4 votes
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