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  1. an icon on the apt indicating which patients have confirmed -

    1 vote
    Completed  ·  0 comments  ·  Admin →
  2. 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 →
  3. 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

    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

  4. 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 →
  5. 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 →
  6. 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

    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.

  7. 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 →
  8. When we onboard a new staff, we have to manually add their services and prices. It would be much more efficient to be able to copy from another staff, then make adjustments.

    1 vote
    Completed  ·  0 comments  ·  Admin →
  9. 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 →
  10. Offer codes should be valid even if there is no cost to the initial appt. Offer codes are a vital way to track where your customers are coming from as well. Some of us do not charge a consult fee, so if a new customers sees an offer on instagram and clicks to book an appt and wants to redeem that offer, but the book a consult to talk about it first, we have no way of tracking that the specific offer is what brought them in. This seems like a simple fix, we currently have the option to use…

    1 vote
  11. need for promo codes to be attached to $0 appointments for tracking purposes. I.E. Botox and Filler categories where price is determined based on how much product is used

    1 vote
  12. 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 →
  13. Prior to the creation of the new packages page, all our different types of packages were categorized and it was easy to find and filter them. Now, all our packages are lumped together and there is no way to find them in the giant list of packages. This is particularly problematic during the holidays after creating holiday special packages which are now lumped in with our regular packages and extremely difficult to find. Lastly, there is no way to link specific categories of packages to an external site, you can only link the entire packages menu. This makes it difficult…

    1 vote
    Completed  ·  0 comments  ·  Admin →
  14. 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
  15. I understand the benefit use case for a first available client to see who they're with and have the option to switch, but it would be VERY helpful to be able to turn this option off as a business and keep "first available" name blind. We have clients every day who believe they are locked in to their provider because they've seen the name, but on our end we see it as first available and assume flexibility. This especially comes up for massage clients who have a gender preference - assuming they're with a female. First available is essentially meaningless…

    2 votes
  16. We give commission to our injectors PRE any Alle/ Aspire discounts that are applied at checkout. I need to be able to see what discounts are applied and in what specific amounts in order to properly do payroll! Currently it is putting ALL discounts applied and not categorizing individually.

    1 vote
    Completed  ·  2 comments  ·  Admin →
  17. the ability to look at your full patient gallery without having to go into a specific patient chart

    1 vote

    Hey Katy!


    Great news,you can already go to a patient's gallery to view any photo associated with them. it pulls out photos from individual charts, a client note, or an intake form photo upload. Check out more about how the Photo Gallery works here. Let me know if you meant something else in your request!


    Julia

  18. 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 →
  19. The agenda view makes it easier to see all clients for the day in a list rather than by provider. Providers often step in for others to manage time efficiently so it's easier to see who needs to be assisted rather than scrolling through the schedule.

    1 vote
  20. 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
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