202 results found
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how did you hear about us
Offer a way at check out or check in that allows the guest to inform the business on how they heard about us.
1 voteHey Ashley, great news! This is something we can already support with our existing Referral Source functionality. Each client has a Referral Source field in the client profile. You can connect your forms to update that field and also run reports on those referral sources.
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It will be nice if in the future, you can still send a receipt after they paid, because sometimes they change their mi
It will be nice if in the future, you can still send a receipt to their email or phone after they paid, because sometimes they change their mind about getting a receipt.
1 vote -
Remove phone numbers from messages view for non- admin/front desk team members.
We do not allow our staff, except for our front desk team, access to phone number and email addresses for our clients, but with the update for messages, the phone number shows on the left side under their name. Can you please make seeing any contact information to be toggled off for privilege groups as it was previously?
2 votes -
Time stamp on messages
Please bring back the time stamp on the messages asap!! It is SO important for our business to know the exact time when a message was sent to us. This is crucial for our late cancellation policy!
8 votes -
Please make a line in the client profile for Allergies.
It would be extremely helpful to have a prominent area in the client profile overview showing allergies. Would be even better if this data could auto populate from the intake forms.
2 votesThanks for taking the time to provide your input. Great news - we already have this feature and it should be active in your dashboard! In the client notes section of the client profile, you will see a field to input your client’s allergies. We also have a way to update your client’s allergies through the forms with our Connected Fields feature. Check out these articles on our support center for more: Client Notes and Form and Charts: Connected Fields. We’re grateful for your ideas and contributions—they help us constantly improve our software.
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Cut off online booking for people booking appointments for the morning of/the following day of their booking
Often times our staff will see that the first client doesn't come in until later in the day. With online booking a client can book an early appointment last second, which can make the staff late/unprepared. Our old software system made it so if you were booking for an appointment within 24 hours of that time, you had to call rather than do it online so we have notice. I think online booking is great but if its too short notice it causes a lot of problems. Please consider making a feature that disables online booking for services within 24…
1 voteHey there! This feature already exists today. You'll want to adjust your scheduling rules. Check out this support article to learn more! https://support.boulevard.io/en/articles/5941362-scheduling-rules
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Text Message reminders should have our Business name and address since we pay extra for this
Since we pay an extra fee for the Text message reminders
It should include:
Business Name
Address
Phone number1 vote -
Custom Low Inventory for Purchase Order Bulk Add
We need to be able to set custom "low inventory" numbers when using "Bulk Add" in a purchase order. When using bulk add, almost 100 products get added, and many have 4, 5, & 6 units in stock. Then we have to go through and delete those items, making bulk add a feature that doesn't make the process any easier or faster.
For our business, 5-6 units are full stock for most items. We want to be able to set "low inventory" as 0-2 units per item. Bonus if we could set custom low inventory for different categories as well,…
2 votesThanks for taking the time to provide your input! Great news - we’ve already completed this request and it should already be active in your dashboard! You are able to customize the "quantity desired on-hand" per product within the Manage tab for each location and the Products section, which will allow you to bulk add your desired low inventory. We’re grateful for your ideas and contributions—they help us constantly improve our software. Feel free to reach out to the team via Help Chat or support@blvd.co for any other questions!
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Keep unpaid or past due memberships as Open sales
Keep unpaid or pst due memberships as open transactions under "Sales." The problem with the new system is that we cannot re-run the existing card on file. Or there need to be an option under the new "Membership" tab to re-run the existing card without having to add a new one.
1 voteWe're excited to announce that a recent enhancement has been released that will allow you to retry the same card. Navigate to the past due member's profile and select to "Retry with existing card." Please contact our Support team via Help Chat or support@blvd.co with any questions!
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Download button for pictures in chart notes
It would be great to have a download button for pictures that are in the chart notes. The download button is important to have on both mobile and desktop. It's necessary incase the pictures that staff upload need to be used for disputes, social media, etc. Currently the pictures can only be downloading from desktop if you right click and save the image.
2 votesHey Folks! Thanks for your feedback. I want to make sure you saw our announcement today: we have launched the ability to download from the client profile gallery. That means you're now able to download the original image or the marked-up image from charts, as well as photo comparisons from gallery! Download is available in the Dashboard and in the Professional App. (Make sure you're on the latest version of the Professional App to enjoy this new functionality!)
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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 votesHey 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!
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Please fix the new chart sign off feature
I was excited to see the newly released feature "Sign Off on Completed Forms and Charts." This is a potential game changer for compliance for medspas. However, I noticed a problem. In the medical spa world, not all charts need to be cosigned, typically only RNs. Most states allow NPs and PAs not to have their charts cosigned. The new feature requires every chart that has "sign off enabled" to be cosigned. The save options are "Save Draft," "Print", or "Submit for Review." A regular "Sign" or "Save" option should be added for MD/DOs, PAs, and NPs. Medspas typically have…
8 votesHey folks, thank you for your product feedback! I'm happy to share that we just released a privilege setting today to allow you to designate staff to bypass the review process. Instead of the usual "submit for review" staff with this new setting enabled will be able to submit forms and charts, marking them "complete" without further review or approval needed.
To enable this setting, head to Manage Business > Privilege Groups scroll down to Forms and toggle on "Bypass review process." We'll publish a changelog with more details tomorrow, but we wanted you all to be the first to know about this update! Here's a link to a helpful support article on all of our privilege settings.
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Referral source
It would be great to be able to customize the referral sources that are in the clients profiles and sync with any new update from forms.
1 vote -
More Giftcard Beta Report Options.
Right now all I can do with the beta reports is see used or unused giftcards, but I would love the option to do. report for when gift cards are purchased. We do gift card sales around the holidays and it would be helpful to have a report that shows the clients name, when the gift card was purchased and for how much. I know you can access the giftcards from the sales tab, but it isn't clear when the gift card was purchased :)
1 voteYou can do this by using the Columns options in Beta Reports to specify Gift Card Sales and include Sale Date and Client Name, as well as other potentially useful details like Location Name and Staff Name! Please see the attached screenshot for an example.
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Add Sales tab to Client profile
It would be nice if you are in the client profile to have a sales tab that would pull only their sales data instead of opening a new page for the sales tab under the main page
1 vote -
add templates for commonly created forms and charts.
I know blvd creates 2 forms for you during onboarding but for business that are somewhat more medical, services can require many different forms and charts. It would be so nice and time saving to be able to choose from a customizable template for commonly created forms like intake forms and SOAP notes.
One way Ive seen other programs do this doing this is by having database from other users who have chosen to publicly post their forms as templates.
11 votesHey folks! we are happy to share that as of today, we've added pre-built templates for common forms and charts to our form builder!
If you go to create forms and charts, you will see templates for:
Forms
• New client intake
• Photo consent
Charts
• SOAP Notes
• Treatment record
• Advanced treatment record (includes photo markup and sign-off).
To read more about this release check out the changelog post, or head to the form builder support article for additional setup detail.
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Report on Forms
The business would like to run a report on who has completed what forms and who still has outstanding forms.
1 voteHey there! Today we released the "Schedule" view from either the front desk or calendar views. The schedule shows a list of any day's appointments, and you can sort by form status to see which forms are still outstanding for any day. You can learn more here. Enjoy!
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Save Client Tag when added during checkout
When checking out a client and adding a tag during check out, the tag doesn't stay on the client profile. We would like for the tag to stay on the client profile when adding it during a sale.
1 vote -
Add Client images
We would appreciate a place to store client ID and before and after photos that show images when we open client account.
2 votesThanks for your feedback! Great news: yesterday we announced the new client profile gallery, which can be used to store any photos you need for a client, and also centralizes the photos from forms, charts, client notes, and appointment notes in one place. Enjoy!
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1 vote
Hello! This is available today within the "Manage Location -> Hardware" settings. If you enable "Prompt Client to 'Confirm Total'" it will populate the corresponding screen in the Duo App during check out. Let me know if you have any additional questions!
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