7607 results found
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client notes
Allow client notes to be searched by keyword. For example, I would like to collect a list of the clients we have designated as "Do Not Schedule" since using Boulevard by the words "Do Not". It would also be helpful for training purposes if we could search by shared keywords for client scenarios.
3 votes -
Keep Sales Summary report downloads consistent
Downloading the sales summary report results in different numbers of rows and different orders for the rows (I am not sure what logic sorts them, I haven't figured it out)
It would be useful for them to stay in the same order for every download. I understand that payment methods may need to move around as new payment methods can be added, but keeping the same basic order would be great!
3 votes -
Option to change description in the "Include a Message" field on online booking widget
Give an option to edit the fields in the online booking widget. For example, instead of "Include a Message," our salon would like to have it say "Tell us about your hair goals for this appointment."
3 votes -
How did you find us?
Offer a dropdown menu to select how the client found the salon in the online booking widget.
3 votes -
New client pre-book
In order to track new vs existing client prebooks, we have to manually count these each day, per technician, and add them up for our weekly reports.Having to manually keep track of these numbers is time-consuming for our front desk staff and we have to account for human error.
Tracking new and existing rebooks separately allows us to better gauge growth. The higher our new client rebook rate is, the faster we grow. It's also an excellent coaching tool. If a technician's new client rebook rate is low, but their existing client rebook rate is good, we can coach them…
3 votes -
merge clients doesn't work
Very often when I am merging two client profiles the second profile will not pop up, I am sure I am entering the information correctly.
3 votes -
Show status icons on provider app
Show icons that appear on dashboard on the provider app calendar (ie. confirmed, preferred provider, emoji icons.)
3 votes -
Number stamp for chart markup
A "stamp" you press the number from a drop down and just stamp the number plain, no box. no line, where you put it is where it drops, more simplified for marking up charts.
3 votes -
Add grids with optional text to charts and forms
In some of the charts we use, we need grids with titles and text boxes to add information. It could be an option under the Paragraph option in the Build tab
3 votes -
add ons should appear before transition time and grouped with the service
It is confusing to have add ons appearing after a service's transition time. It would be nice to have them appear as the modifiers do or at least grouped with the service they are attached to.
3 votes -
Only surface location-specific forms within appointment details
Forms not enabled for Location A are available for staff to select within the location’s appointment details page and this should not be the case
3 votes -
Honor membership billing terms
Have the platform honor membership terms - if "this membership cancels in a year" - offer an END DATE & stop billing after that date is hit.
26 location corporately owned laser studios. ACV: 133k
Gong Snippet : https://us-9385.app.gong.io/call?id=2606795304986048428.
3 votes -
Reorder and rename credit cards in the client profile
The ability to reorder or rename credit cards within the client profile to help differentiate between debit/credit and HSA cards.
3 votes -
Anniversary automated campaign
We would like to email clients on their anniversary to celebrate, so this would be a great addition to automated campaigns
3 votes -
Deposit pop up on iPad
It would be awesome if there was a way to have a pop up on the in store iPad to take a deposit instead of it having to be manually done internally on the Dashboard
3 votes -
3 votes
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3 votes
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Bug Report: Booking from Waitlist does not book resources
When booking an appointment from the waitlist it will not automatically select required resources. This can result in overbooking a resource.
The appointment booking flow should be identical to a regular appointment and include the resources.
This also happens when rebooking appointments from the checkout window! You have to remove the service and re-add it to get the resource to populate
3 votes -
Add Credit Card Fee and preset gratuity to Duo checkout preview
Surfacing the credit card fee for Offset and preset gratuities on the checkout preview screen for Duo
3 votes -
Multiple levels of requested service providers
Would like the option to add a preferred, and secondary provider to each client profile, for the purpose of scheduling, or rescheduling. If this could show up as abbreviations such as PP (preferred provider) or SP (secondary provider) on the calendar, that would be extremely helpful.
3 votes
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