6114 results found
-
Itemized reports for specific offers/discounts
We need to be able to run a report for specific offers/discounts and whose account they were applied to.
2 votes -
List of open notes
It would be so helpful to be able to see a list of unsigned "draft" notes so we have an added safety net against unfinished documentation.
2 votes -
privileges
We should be able to customize which reports staff can see. It is all or nothing currently. Staff shouldn't see company info or each others info.
2 votes -
There should be an option to print a pdf file of the client's chart/forms in case they would like a copy or if we have to submit document
There should be an option to print and save a pdf file of the client's chart/forms in case they would like a copy or if we have to submit documents to their other doctors or to do a prior authorization on their behalf. Patient's have the right to obtain a copy of their office notes and or forms completed.
2 votes -
Fix Images
Every time a new mark up image is started, it saves another image that is not marked up.
2 votes -
Fix bug
If a person has two back to back appointments it fails to show them both on the calendar. Blvd currently shows one appointment for a person and it looks as though there is an open appointment spot on our end when there isn’t.
2 votes -
Filter messages feature
We would really like to be able to filter messages by read and unread
2 votes -
Simple work flows using your automated marketing
I would like to send a welcome email to clients after their first apt with our marketing info in it. It would not be a -pls re-book, but information on what is the norm what is not. Post care for the welcome to massage. You should be able to select when this should be sent. For example, after the first visit, after all visits.
2 votes -
have a place at checkout to add a misc item
Sometimes when we are checking out a customer, we come across a product or service that has not yet made it into inventory. We then have to add a different item and adjust the price to be sure the item is paid for. This throws off our inventory count and creates chaos at checkout. Can you add a misc line at checkout where an item can be manually entered along with the price and an option to add tax or not?
2 votes -
Referral program points vs. account credit
It would be nice if the referral program issued loyalty points that can be converted to dollars vs. automatic account credit. This way actual dollars from membership or account credits etc. are separated from promotional credits.
2 votes -
being able to manually add vouchers
Manually adding vouchers to a client's chart. Example: giving a client a free session, we should be able to add the voucher to the account without going through check out and zeroing out the balance.
2 votes -
2 votes
-
Membership Status and Client Email Report
Would like to be able to include/add column for a client email in the Memberships report. This way we can obtain a Client List of past-due memberships along with their email.
2 votes -
checking clients out for digital gift card option
would like the option to do either physical or digital gift card when checking out a client for gift card purchase
2 votes -
missed appointment fees auto add to next appoint
If patient doesnt have CC on file, Need missed appointment fees to auto add to next appointment checkout AND have a distinctive color/etc to flag staff patient has a balance. Very awkward right now. Have to notice there is a balance, pay it separately etc.
2 votes -
fix the reports functionality
since the most recent update to the reports, the date range functionality has an error in it. I see 2 different problems. When picking a date range by clicking on the dates on the calendar, it does not accept the dates that are entered. The only way to do a custom range now is to enter it into the boxes at the top of the window.
Also, when running multiple reports for a specific time range(for example, the previous month), you must now enter the date range for each report. Previously, the date range would remain the same until you…
2 votes -
Ability to associate 2 providers to a bill or membership & have reporting on it
We have a prospect that needs to be able to associate 2 providers to a bill or membership.
Example of the providers & use case:
1. a selling provider (like an MD) that recommends a treatment
2. provider that actually does the treatment (like a nurse)Goal is to be able to track who’s selling and providing treatment.
- Requested by Laser Lounge (prospect)
2 votes -
Appointment Availability Report
Summary:
Create a new report that shows available appointment slots by day or month, helping businesses better visualize and manage their scheduling capacity.Description:
Currently, businesses can only view scheduled appointments through the Staff Schedule Summary report, making it difficult to identify open slots efficiently. A dedicated Appointment Availability Report would display unused scheduling space directly, allowing businesses to:- View open appointments across different time periods
- Identify scheduling patterns and optimize staff availability
- Make data-driven decisions about staffing and scheduling
2 votes -
We need a faster way to assign services to employees. You should not have to click each individual service and toggle employees on!
We should have a faster way to assign employees to services. We have upwards of 40 different services and to click each one and toggle employees on, is not efficient. Maybe you can have the employee tab have all service listed automatically thats assigned to the store they are coded too and then toggle them on or off from there
2 votes -
restrict access to who can cancel a membership
Need the ability to control privilege group access to control who has access to cancel a membership. This is a critical request for True REST
2 votes
- Don't see your idea?