6446 results found
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2 votes
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New client referrals from one co-worker to another need to be traceable.
When a co-worker refers their existing client to a fellow co-worker there should be a way to record it in the system so we can run reports reflecting these new client referrals. Otherwise, staff can claim they never get referrals, when they actually do, but there is not a report to run & show it.
2 votes -
Email formatting when non white background is used
If creating an email with anything other than white background, a white bar will be included at the top of the email. This happens even with the included templates. Why?
2 votes -
Client Call Log
Implement a "Call Log" that will direct show within the Client profile.
2 votes -
allow staff to individualize cancellation parameters
As the lead Esti/owner, I like to have my week locked in wheres my staff prefers to just have 48 hours. So it's frustrating that I am not able to implement a different cancellation time frame
2 votes -
Create a feature that notify providers of the room number their patient is in
As a medspa, we are in need of a feature that notifies providers of the room number their patient is waiting in. This could be added as another step with the "arrive" button and text they receive! Another system we've used in the past was able to have this feature built in to that notification sent to the provider's phone when their patient was roomed and ready. Otherwise, we're having to use an outside system to communicate from the front desk which room their patients are waiting in.
2 votes -
Store historical prices for products and services time stamped.
All the data is input naturally by us, it would be really great if it could be stored and reported that service X was $40 until 10/10/2010 and then $45 on 1/1/2012 then $50 from 2/2/2018. The same goes for products, it would provide a fantastic resource for Boulevard partners to better understand their own models and also have the data to contrast. The points of data I’m particularly interested in keeping track of within the ecosystem is sale price, service price, and also purchase price from our vendors.
2 votes -
Past Due Membership Status with Future Cancel Date
For a membership with a future cancellation date, if their final payment failed and they go 'past due', membership should be 'Paused' instead of 'Cancelled' to allow a business to capture the final, unpaid renewal.
2 votes -
card on file for no show
When a client late cancels or does not show up, as the operator, we should be able to collect a fee without calling or texting them for a zip code to enter.
2 votes -
Add another feature to building charts for lists that have text fields next to each line
It would be great to have the ability to add a "notes" option to the checkboxes and multiple choice that allows us to check something off PLUS add additional information to that line.
I am also looking for a list feature that allows me to create a list (similar to checkboxes but without the checkboxes) that also has a text field next to each line when documenting vitals, dosage, etc. Right now, I am having to add them as individual paragraphs but it makes the chart so bulky with the spacing and its not very user friendly that way. The…
2 votes -
Switch Add Internal Note and Close Messages on top right
Keep accidentally closing when we want to add notes - makes more sense for the close to be the button on the far right!
2 votes -
PO Credit column
Would be helpful to have an area on the Purchase orders where you can input if you used a supplier credit and did not have to pay for a certain amount of products.
2 votes -
Option to create a reminder to repurchase product through email and text
It would be very helpful to have a marketing option for drip campaigns to remind clients to repurchase product.
2 votes -
A simple way to see which transactions are debit vs credit card.
Is there not just a simple way to see debit vs credit cards? that's the only thing i can think of that may be causing such a discrepancy in how much is collected vs what I' paying in fees. Offset should be charging guests 3% but I'm routinely paying 2.5% and the guests are paying 1.5%. If this is because they are all using debit cards I need to be able to figure that out without going down a back alley to locate and download a spreadsheet that I then have to reconfigure so I can actually read it.
2 votes -
Time Texts Go Out
We would love for confirmation texts to go out at 9AM instead of 2PM.
2 votes -
2 votes
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Add the Service field to text messages to providers for Client Bookings.
Allow provider to see the the service name in text message notification to providers on Client Bookings.
2 votes -
Ability to break vouchers down into smaller segments
It would be nice if the system was smart enough to apply a 90-minute voucher to a 60-minute appointment and then have a 30-minute remainder. On the same topic, it would be very convenient if the system was smart enough to know that if a client has a voucher in their account that could be used to partially pay for a service that you would be given the option to do so. It something isn't exactly the same price then potential payment options are ignored.
2 votes -
different tip percentage option
Ability to have a different tip percentage prompts for different services. This is because on some high ticket items like Botox, Filler, etc. it is not customary to tip the same amounts as regular services
2 votes -
Allow the cancellation of one appointment in a group of linked appointments
When a client is coming in for multiple appointments in a single day and those appointments are linked.. if they decide to cancel one single service, the system cancels all of the appointments that were linked together instead of allowing you to cancel just one of the services in the group.
2 votes
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