7196 results found
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account balances report by date
Being able to search the Account Balance Report by date. It only displays in real time now. It would be very helpful to know your client balance liabilities at the end of the fiscal year for accounting purposes.
2 votes -
keep the day i am currently looking at when switching tabs
I don't know if anyone else is annoyed by the fact that every time I switch tabs from calendar view to front desk view it does not keep me on the day I am currently looking at. Is there a way to opt out of it always showing "Today"?
2 votes -
Membership
Where to locate memberships
2 votes -
a "link builder" section that gives you options to generate a booking link for clients
you should be able to create a specific custom link to send to clients to book. for example: create a link to all services with any provider, create a link to all services with a specific provider, create a link for specific services with a specific provider.
2 votes -
list the appointment type when texting employees new booking notifications.
the app currently does not list the type of booking when sending text messages to the employee about a new booking, and it should.
2 votes -
show client history as soon as you tap their name and who their service provider was.
employees should be able to see quickly and easily if they have serviced that particular client. currently the mobile app forces you to select each appointment that the client has had to see who serviced them. their main client profile page should immediately show appointment details beause that is the reason we are clicking on the clients profile the most- to view history. it should show say the date of their appointment, the type of appointment, and who it was with so that employees know if they are new to servicing them or if they are a repeat or return…
2 votes -
Ability to do returns and refunds for products on check out ticket
When clients return products, it would be helpful if we could do the return/refund on the same ticket as when they check out instead of doing two transactions.
2 votes -
allow different provider for add on services
Currently our estheticians do microneedling but need a provider to do the blood draw and prepare the PRP. Currently the front desk has to go through and manually block time for the provider. It would be helpful if the system would allow one provider for the main service and a different provider for the service add on.
2 votes -
The ability to checkout people without a balance without having to use the credit card function
The ability to checkout people without a balance without having to use the credit card function or the Boulevard Duo.
2 votes -
Appointment text search
We often place temporary blocks while we are waiting to hear back from clients, and it would be helpful to be able to search for "BLOCK" to see all those instances.
We also do weddings, but on occasion a wedding appointment gets lost in the shuffle. So we would like to be able to search "Wedding" to see all upcoming wedding appointments.
2 votes -
show last names on app
show clients' last names when viewing the calendar/schedule on the app.
2 votes -
show last names on app
make clients' last names visible when viewing the calendar/schedule on the app.
2 votes -
Provider Service Assignments Across Locations
When adding a location to an existing provider &/or when making adjustments to service customizations it would be great if the service settings could be set at the employee level instead of the location level as their assignability, pricing and timing remains the same across locations for the most part.
2 votes -
Ability to remove the Accomodation Feature
We don't want the Accommodation Feature available and would like to have the option to disable it.
2 votes -
Make Blocks More Customizable.
The options on blocking time on the schedule are limited. When adding a specific date range, we need a "daily" option so that it blocks off each day of that time frame. When clinicians have long vacations for example, we have to block each day separately-which seems like a waste of time when a daily option would make it so simple. Thanks!
2 votes -
Name, DOB and the date should auto-populate.
Our clients are getting SO FRUSTRATED having to re-type their name, DOB and that date on every form at check-in. These should really auto-populate once assigned to the client. I know it's definitely possible, as I created out forms on Form Designer on our old software and those auto-populated.
2 votes -
Ability to allow clients to add/remove shared members to their membership.
Ability to allow clients to add/remove shared members to their membership via the client portal.
2 votes -
Unique offer codes for use once by a client
UNIQUE discount code that can only be used ONE time, ability to create a code like a referral code that is unique to a person that can only be used once. Imagine you can gift something like an IV to a friend
2 votes -
Provider Booking: Closed off to new patients, while still allowing established patients to book!
Boulevard should enable an option to restrict provider availability to Established Patients ONLY, preventing New Patients from booking while still allowing ongoing care for existing ones.
I feel that an option like this would significantly help many providers keep their good established patients, while allowing new patients to book with other in-office providers and help build up their clientele as well!2 votes -
create a way for clients to review previous intake forms to see if any information has changed.
The new expiring forms feature is wonderful, however we would like our clients to be able to review their previously filled out intake forms and then update any changes they have rather than filling out a whole new form.
2 votes
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