242 results found
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Make the display name of provider for "first available" optional
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 votesHi there! Great news, we have an internal setting to hide "First Available" service provider names in client communications, and our Support team can change this setting for you through Help Chat!
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Show/ Organize Discounts by their NAME in reports
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 -
the ability to look at your full patient gallery without having to go into a specific patient chart
the ability to look at your full patient gallery without having to go into a specific patient chart
1 voteHey 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
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When people reschedule an appointment online the system should text and email a new confimration
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 -
The calendar should only showcase business hours of the MedSpa.
For example, we open at 9am. I do not need to see the calendar blank at 8am. Too much to the eye.
1 voteThanks for taking the time to provide your input. Great news - this feature already exists and it should be active in your dashboard! Check out this article on our support center for more: Calendar Settings. We’re grateful for your ideas and contributions—they help us constantly improve our software.
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Referral links with usage reports
It would be helpful to have customized referral links that can be given to clients, influencers, etc. and be able to track the usage of each individual link in reporting.
7 votesHey there! We're excited to announce our new client referral program. In minutes you can quickly set up a reward program for clients who refer friends to your business. You can then share a link via text, email, or social for clients to grab their unique referral link to spread the love for your business. When one of their friends books using the link, they see a first-visit discount. When the new client completes their appointment, the person who referred them receives a thank you note and a reward! New reports and updates to existing referral reports help you track the success of your program. Get started now or check out the changelog to learn more!
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referral report - Franchise
Customer is wanting to see how many times a referred client comes in, and how many times a customer has referred clients that have visited. This is not available in the current Referral Beta report. We need a report that combines “client referral” report + “appointment report”
6 votesHey there! Thank you for your feedback!
With our new client referral program, you can now use the Referral Leaderboard Report to track how many new clients a client has referred, and the value of those clients to your business. We'll take into consideration the question of how many appointments the new client has had for future improvement! Learn more about the referral program here.
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Able to download images after submitting them into charts.
Boulevard doesn't let you download images that had been submitted to charts. It will be nice if we can download them.
1 voteHey Tania, great news! You can already download any photo uploaded to forms, charts, or the client profile. Simply head to the client profile Gallery tab, select the photo you'd like to download, and click the three-dot menu to select the download option. If you marked up the photo using the photo markup feature, both the original photo and marked up photo are saved in the gallery. Here's a support article about the gallery for more info. Enjoy!
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Turn commission off for some staff members
I would like to make commissions available to only certain staff members. Whether you make this available for each person or staff role it would be so helpful.
1 vote -
1 vote
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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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Privilege Setting: Disable ability to fill in your own custom payment type
Any user can either use the dropdown of Other payment options from the location's settings from the Manage tab or fill in their own. This makes reporting very messy since one payment can be listed separately due to spelling differences (i.e. CareCredit, Care Credit, care credit, etc) but also some users should not be able to create their own payment methods and be restricted to use approved ones only.
2 votes -
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 -
Client Profile: Forms and Charts Status - Color
Color code "Status" under Forms and Charts tab in Client Profile, similar to status and color of Forms in Edit Appointment screen and/or Appointment status and color in Schedule under Calendar view.
2 votesThank you for your feedback! This was actually a defect that we recently fixed! This should now match the color!
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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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Client facing portal: voucher/unit balance
It would be great to give our patients the ability to monitor how many vouchers or product units units they have remaining on their account through the patient facing portal so they dont need to ask us and just "believe" what we tell them. It would be an added bonus for them to be able to SHARE their vouchers with another patient, especially if they are purchasing as gifts, etc.
8 votesHey there! Thank you for your product feedback! We've added two recent updates to the client portal that address your request:
- Clients can view membership details in the client portal, included the card on file, their next viewing date, and the benefits associated with their account
- In addition to seeing a list of benefits, all clients can view available vouchers on their account, and can see details on the redeemable services and issue date of each voucher.
To learn more about all that the client portal can now do, check out the client portal support article.
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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
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