263 results found
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first available not alphabetical
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 voteThanks 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
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Create a way to add a paper version of the intake form to a client profile
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 -
Create a way to add a paper version of an intake form into a client profile.
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 -
Mirror staff's services / prices to a new staff to save time.
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 -
The new packages page needs to allow you to filter by category
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 -
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 -
Agenda view in professional app
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 voteGreat news! Today we implemented the new schedule view in the Professional App so that you can view your day as a list. Check out the changelog here!
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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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vouchers on receipts
Have the ability to hide the value of voucher from the receipt or display the service price. This is confusing for clients and they are left thinking they paid that amount.
8 votesThe client receipt shows the service list price crossed out with $0 owing.
https://support.boulevard.io/en/articles/9693255-vouchers-as-payments-before-and-after#h_cc190fc479
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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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Assigning Staff Services
There needs to be an easier way to assign services to a new staff member. Clicking each service then going to "staff" and then toggling their name on is such a waste of time.
From the staff member's page you should be able to click into "services" and easily toggle services on and off, not click "customize" then click "assignable" then click "save" ... there is way too much clicking going on. For such a new platform, this work flow is so outdated. I came from Booker which is such an old platform and their workflow is much easier.
41 votes -
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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Set restrictions for specific start times of appointments.
Settings to control set start times for appointments. For example appointments can only start on the hour at 9am, 10am ect...
2 votesThanks for taking the time to provide your input. Great news, this possible through our support team, who can customize appointment start times for you through Help Chat or email. See this Support Center article for more details: https://support.boulevard.io/en/articles/6110033-precision-scheduling#h_8c21bd3ea5
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