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  1. Currently, only an Admin can see all locations without actually being assigned to any of them. Therefore, they don't need to be listed in Manage > Staff.
    Non-admins currently do need to be assigned. Businesses with a remote CX team then have to assign them to all locations, but can be confusing for franchise owners who have a new location and over two dozen staff assigned to it when they don't actually work AT that location.
    It would be great to activate a user to have permissions to see all locations while NOT being an admin.

    1 vote

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  2. Currently, the Discounts & Offers report exporter has a limit of 1,000,000 rows. For larger sets of data, some rows will be missed entirely creating gaps. Having the ability to select a specific date range would reduce the overall size of the report and allow full exporting.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  3. When a client changes their phone number , it erases ALL messages tied to that phone number. This is frustrating. Sometimes we refer back to past conversations for information, photos, etc.We are a med/spa office and rely on our system to keep track of all important info such as messages between client, Charting, etc. This would be the equivilent if all of a sudden medical carts went missing. Please fix this

    1 vote

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    0 comments  ·  Forms & Charts  ·  Admin →
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  4. This would allow users with Business Manager/Admin permissions to reset a staff member's two-factor authentication and allow them to update their phone number without needing to disable 2FA business-wide.

    1 vote

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  5. In "audiences", make it easy to locate clients who have bought gift cards for campaigns.

    1 vote

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  6. Please add a feature that allows all duplicate client accounts in the system to be displayed in one consolidated list for easy review and merging.

    1 vote

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  7. When a client gets a virtual gift card it would be cool if there was integration with the duo - so they could tap to use the virtual gift card if we dont have scanners in the store

    1 vote

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  8. When someone goes to buy a package .. i want there to be a 'buy as a gift' section where they can send it to someones email with a gift card and its a package with services... not just a $ amount gift card

    1 vote

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  9. I would like to schedule send my response to clients. I can respond any time of night and schedule the message to send in morning after business hours.

    1 vote

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  10. Ability to set 2FA at the Staff Role or Permission Group level, securing logins for users with greater access to data and business settings.

    1 vote

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  11. Ability to set 2-Factor Authentication for staff with international phone numbers (eg. The Philippines)

    1 vote

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  12. it would be great if we could filter the client notes section to see notes only from front desk staff or notes left only by service providers

    1 vote

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  13. when the service providers view their clients on the mobile app, it would be helpful if they could access the client's wallet and view the amount of remaining vouchers that a client has

    1 vote

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  14. It would be helpful to have a column indicating the person who checked the client's appt out in Ratings, as their feedback may be related to their checkout experience and would be helpful to easily identify.

    1 vote

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  15. I need to receive a personal text alert as an owner admin when a client sends a texts to a specific location. We have 5 + locations. I need to ensure they get a response.

    1 vote

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  16. Please create an Appointment Report with actual patient names, service names, rather than patient ID and service ID. (Information without actual name is pretty much useless. )

    Aesthetic Record has this report called "Booking History" that shows all the bookings, rescheduling, and cancellation in one report, that was very useful for our operation. We don't miss their platform at all, but I think that something like that on Boulevard would be very, very helpful. Thank you for your consideration.

    1 vote

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  17. The giftcard should go on the account of the patient that the giftcard is purchased for. Or at least need to be able to transfer the giftcard to the right persons account.

    1 vote

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  18. Having a pre treatment just like Processing Time, Finishing Time, Transition, but BEFORE PLEASE!!! So when clients need numbing or lets say a client may need consulting??? it would make sense to have a way to que front desk staff where it's appropriate to double book.

    1 vote

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  19. We currently have two locations, and lots of our patients come to both. It would help with communication with the patient, and for our staff communication, if all of the texts were visible, no matter the location that the message came from.

    1 vote

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  20. My clients would like an itemized receipt for their services.

    1 vote

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