7195 results found
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Pro App Performance Customization
Allow businesses to customize the data shown in the provider performance section on the professional app.
2 votes -
Instantaneous reward to referring client within the Referral Program
Option to grant reward earned by an existing client for referring a new client, to be applied immediately after new client completes their first appointment.
2 votes -
fix multiple choice option in forms
It is confusing when you are creating a form and your option for "multiple choice" (which should mean one OR MORE). Instead this needs to be listed as choose one (or something similar). I now have to re-do ALL forms.
2 votes -
Front Desk Reports
I suggested notifications for the desk but it would also be nice for the front desk to be able to pull reports specific to their daily needs, that don't require them to have access to all reporting. We should be able to assign the reports to the front desk that we want them to see from all reporting options. They should be able to pull reports for any time period that show cancellations, online bookings, reschedules, form status, no-shows and cancellations fees. This would enable them to quickly access the clients that need action taken. It would also enable us…
2 votes -
Disable Offset for specific transactions
Ability to disable Offset on certain sales, such as package sales.
2 votes -
Notifications for Business Managers
I would like to be able to receive notifications as a business manager to a specified email address and phone number. I imagine this like the staff notifications where we can toggle on/off text or email. Things like: Form completed [client name], cancellation [client name], reschedule [client name], online booking [client name], no-show [client name]. It would be very helpful in managing day-to-day client actions.
2 votes -
Remove 'check in' on the client facing Boulevard app
Option to remove self check in on the DUO app. Clients often come in and attempt to self check in, but we have a fully staffed front desk and it slows down the work flow for the clients to try and self check in.
Or we go to check them out and they attempt to check in first, even though they've been checked in. This messes up the check out process. The option to remove this would be so helpful!2 votes -
Only use the Location Name, not Business Name, in appointment confirmations and reminders
Ability to only include the Location Name in client communications to avoid confusion as to which location they have booked for.
2 votes -
2 votes
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Please add Cancellation Data to Reports so I can add that to the list of data I pull.
I would like you to add additional fields to the Reports. Specifically related to cancellations. It would be great to see # of No Shows, # of Cancellations and Reschedules so I can add them to the report I pull.
2 votes -
Annual Charting
What we really need is a way to ensure that, for specific services (like Botox, filler, microneedling, laser resurfacing, IPL, vitamin shots, mid-depth chemical peels, micro laser peel, dermaplaning, and sclerotherapy), a medical professional signs off that the client is medically cleared to receive treatment.
We want this to be automated for the Medical Director to signoff on annually per patient.
2 votes -
Set date range on Schedule -> Forms status: Needs review
Need to be able to set a date range under Schedule --> Form status: Needs review...instead of having to click through each date. Would save me LOTS of clicks and I could be sure I've reviewed everything and didn't miss one more easily.
2 votes -
voucher
Customizable packages to accommodate annual voucher sales so that clients can choose which services they would like to purchase and how many of each service. It would be helpful to have it set up so that when they redeem the service, it is accounted for as a payment type and does not alter the dollar amount of the service, so that commission is still paid out accordingly.
2 votes -
expiring services
we offer services for certain months and want them to auto expire and not be booked outside of certain dates
2 votes -
Pre-treatment time that does not block the providers schedule
I would love the ability to create pre-treatment time (e.g., numbing) that is part of the patient’s appointment but does not block the provider’s schedule.
For example:
A patient books Sculptra from 10:00–11:30.
From 10:00–10:30, the patient is numbing in the treatment room, but the injector is not needed yet.
The injector should remain available to see another patient until 10:30, when the injection portion begins.
Right now, if I build numbing into the service duration, the provider is blocked unnecessarily. If I split numbing into a separate service, patients can’t easily book both online in one step.2 votes -
Resource Calendar toggle
We would like an option to toggle the calendar view for resources. Currently, if no resources are selected in the Calendar view and you select an applicable service - a resource is then added back to the calendar view.
We would like a toggle to keep resources unselected.
2 votes -
membership agreement copy to client
When a new member joins, and they are prompted to sign their membership agreement, which SHOULD be a signature, not just an "I agree" button. The client should automatically be emailed a copy of the contract they just signed.
2 votes -
Unlinking New Patients Discounts and Referred By Patients Credits
Rather than always giving new patients something for being referred, the referrer should get their credit separately without having to give something to new patients. That might not effectively work if you're not always doing a campaign for new patients to always give them 15% off all the time. They should be allowed to be turned on and off individually instead of being on together
2 votes -
Automation
automate new appointment information - we have auto confirmation texts why not simplify the process for us and them. if they call, we should gather first name, last name, phone number. select the time and day they have their appointment and then let them know the appointment is pending on the schedule until they "click the link (that this idea would create lol)" and fill out their credit card information - once that information is filled in the appointment would be officially set - and then theyd get the confirmation text 24 hours ahead as well. its a lot of…
2 votes -
Allow "Daily Summary" Report to run for every date, not just dates with sales
The Daily Summary Report (in the Report section) apparently only shows information for dates that a sale happened. This leads to missing and inaccurate data when looking at a specific staff member who may have had a full day that had no appointments booked. These days don't show in the report, which can lead to inaccurate utilization numbers (Hours scheduled and hours booked).
2 votes
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