5931 results found
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Points Deduction for Refunded Transactions
When you issue a refund for a transaction, any points that the client earned from that purchase should be deducted from their profile. This ensures that the points balance accurately reflects the total amount the client has spent, excluding refunded purchases
1 vote -
be able to have the clients pay 3 months of renew fees
It would be great to be able to allow the clients to pay for multiple months in advanced for membership renewal fees
1 vote -
Correction of product
We should be able to fix a product that was billed out incorrectly IF THERE is not price adjustment. Patient billing should reflect the correct product. This should not be a inventory adjustment only.
1 vote -
voided purchase orders should remove the inventory from the system/reporting automatically
a voided purchase order should not go in to inventory & affect the numbers
1 vote -
Give me a total guest count at the bottom of the reports like other categories
On the reports we need:
total guest count- I am currently manually adding them and haven't found a total anywhere else
RTS total for the company- what percentage of my service sales is retail sales, what percent of my total sales is retail sales
Prebook % for the company not just individuals1 vote -
Client Facing Booking
We NEED updates on the booking widget like yesterday. It is so difficult to have clients have to book each individual parts of a package with different service providers. For packages that have 4 different services, clients get so annoyed having to add of their services. Plus, it is so messy the way the booking widget looks. We NEED subcategories to be able to separate out member bookings and nonmember and then have services within each of those categories. Other booking softwares do this, why can't we?
1 vote -
CSV file of audience with more columns i.e. services, appointment time,
Audience and day schedule is too limited. Employee need more info at a glance or dig through for relevant processing. Name , phone, email but then Last seen, service, charges, new, established, appt time, last appt time, future appt time , tag applied , membership, credits available. Just a big database to build profile and surface good info for today's clients or upcoming.
1 vote -
Filter for multiple client profiles.
Can Boulevard please add a filter to filter out clients with multiple profiles so the profiles can be merged?
1 vote -
Ability to create filters for audience that uses data on deactivated employees. This is crucial to market to the clients of terminations.
Our SOP used to be to target special incentives or routing clients to new staff of the departed team member by emailing or texting them the offer or to ask them to give us a call so we can warm hand them to who we hope will take care of them going forward. In order to do this we want to create filters of Provider=Deactivated Staff, Last APPT=>30 days, Next APPT=0.
1 vote -
Default checkbox selection
In charts, Giving the option to set a specific checkbox item as the default selection
1 vote -
Providers at one location still need to be able to see the other location even if they only see patients at one location.
Sometimes Grace answers the phone in cookeville and needs to book someone for lebanon but she cant see lebanon because she isnt a provider there
1 vote -
Have a "is blank" or "Is not blank" option on report filters
I run several reports where I need things like all orders with discounts. The only reliable way to get this is to select each discount reason as an "include" filter (Thanks to people being able to type anything I now have 300+ discount reasons to add). It would be much easier to have it give an "is not blank" option for the discount field. That would catch all discount reasons (especially if someone can manually add a discount at any time that I need to know about to add to the report)
1 vote -
Contesting disputes needs improvement
We need to submit files that are larger than 1mb and more than 750 characters. We have a lot to say and a large consent file with images that needs to be submitted. Creates challenges shortening these if we are going to attempt to win them
1 vote -
I need a cancellation for a period of time. Selected dates I can review all the cancellations for rescheduling.
A complete detailed cancellation list for a period of time. For Instance- wanting to send out a text blast to recent guests who have cancelled and not rescheduled yet.
1 vote -
personalized app
client would like a personalized app for her business
1 vote -
Show commission breakdown for service providers
Need the option on the backend/accounting settings where employers can input commission % on/for each products/services/etc. so the service providers are able to see what they are actually getting paid for, for each item on a sales ticket individually.
1 vote -
add ons
Change the order in which you select add ons to after you select a professional. Not all providers can do all add ons, especially when businesses have multiple estheticians using multiple different product lines.
1 vote -
Set an invoice to charge on a certain day
If a patient is paying in the future or owes for a package, etc., it would be nice to be able to schedule an invoiced date in the future.
1 vote -
view and adjust product quantities
make View Products and Adjust Product Quantities a separate permission.
1 vote -
Continued reminders for paperwork
Unfinished paperwork and forms need to be reminded every time a patient checks-in. Also, we need to be able to send a forms reminder after an invoice is closed for patients who don't complete forms correctly. We have patients who walk away when checking-in without filling out forms and then have no way to have them finish them when we catch it at a later date. The patient should not be able to check-in if they have unfulfilled forms for any visits.
1 vote
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