6139 results found
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Collapse client notes in mobile version
Client notes listed can get lengthy when added to every appointment. It would be helpful if the notes would collapse and just show the date, then allow us to click on the date to expand each note.
3 votes -
Desired Quantity in Inventory on Hand report
An option to have "desired amount on hand" in the "inventory on hand" report
3 votes -
Notes section
It would be great if we can have the notes section show the most recent one at the top. We use this section for formulas and it is confusing to see the old one at the top.
3 votes -
Offer Code Limit x times per time frame
Offer Code cap per clients is great! We would love the ability to limit 1 time per quarter for an offer as well. Instead of having to create a new offer code each quarter.
3 votes -
Events should have "all day" option (similar to ICal)
Birthdays/holidays should be shown on Boulevard calendar similar to ICal. shows the event but doesn't block time.
3 votes -
Upcoming appts and Gift cards in checkout screen.
Show upcoming scheduled appointments and available gift cards in the checkout screen so we do not have to go looking for them.
3 votes -
Book provider while patient is with medical assistant
If an appointment is booked at 11am, the first 15-minutes of the appointment is used for the patient to meet with the medical assistant for numbing and/or bloodwork, then they see the provider. So the business would like the provider to be able to take an appointment during 11am-11:15am.
3 votes -
Create a way to export products
Create a way to export our lists of products. If we can export them all in a spreadsheet, it will allow us to more easily transfer the products in bulk. this could be used to go to our shopify store for example.
3 votes -
"All Locations" selections to honor newly added locations (staff profile, forms settings)
"All locations" can be selected as a staff member's assigned locations as well in a form or chart's settings. When a new location is added to the dashboard, though, each of these areas have to be updated to include it. It would be more efficient overall if the "All locations" checkbox considered future locations after it's been set.
3 votes -
filter for unassigned product sales under the sales tab
simple filter under the sales tab so you can see any products or services sold without being assigned to a service provider. 3 times now a stylist sold a product but it was not assigned to them and commission was not given to them.
3 votes -
watch customer
The ability to 'watch' a client would be very helpful. We have certain customers that come in that I'd like to be aware of - either because they are a high value client that I'd like to connect with personally, they need extra attention in some way, or they are a problem customer that we need to be aware of in order to track if any other issues come up with them. The way it could work would be:
- I would click on "watch client".
- I would get an option to show a notification when booked, receive an…3 votes -
Set default employee communications settings for new staff profiles
New employees have the same exact comms settings as existing ones. Being able to set a default instead of updating the toggles every time a new staff profile is made would be more efficient.
3 votes -
Manage different inventory quantities between sites
We should have the ability to have different quantities of products between multiple locations so all the inventory across our business is in sync.
3 votes -
would love to see a "soft" block and a "hard" block, meaning soft block is bookable, such as "on call" when not booked
on call "soft" blocks that are still bookable such as not currently booked, but will come in if something books
3 votes -
Editing Business name is text marketing
Allow the ability to edit the way the business name appears in individual text campaigns.
3 votes -
MD Notes/Orders
Needs to have any notes or orders that are added to the chart during sign off somehow flagged so that the provider knows to review prior to nex visit
3 votes -
we can change the time reminder texts are sent out
Sending out the day before confirmation texts at night is inconvenient, it would be better if we could set the time they're sent especially so it reflects our cancellation policy
3 votes -
3 votes
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Default chart responses
Default responses to choose from within a chart when provider is filling out.
3 votes -
Print Client Name on All Forms and Charts
Please add the Client (Patient) name to all sheets when a form or chart is printed with page numbers. This is normal practice for medical offices. It helps to insure HIPAA compliance. Thank you.
3 votes
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