7196 results found
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Reformat the print option for charts & have an option to email a PDF version to the client. We use 'treatment plans' as a chart where we
Reformat the 'print' view for charts as in its current state it's essentially unusable. Also add an option to email a PDF version to the client. We use 'treatment plans' as a chart where we document the client's goals and the treatments they should be getting, along with pricing and notes. We give this to them to take home, and we need a copy for staff. We created this as a digital chart, but want a way to share it with the client that looks professional!
13 votes -
create a mobile app for manager view showing sales
Need capability to be Able to see daily sales summary via mobile app
13 votes -
Add credit card in New Appointment tab
It would be very helpful if we add credit card option directly from the New Appointment tab.
13 votes -
Back button in client history...
Back button in client history that takes you back to the clients main profile instead of completely out of their profile completely.
13 votes -
Please open any forms or charts in a new window
Any client forms or charts that are opened should open in a separate window so that receptionists can easily refer to the form & input the data into the client's file and so that service providers can easily and efficiently chart client's appointments. Ever since this feature was updated on Boulevard (where we now have forms open on the same page), productivity and efficiency in form-related tasks has plummeted.
13 votes -
Add customized note/ popup on Booking Widget
The business would like the ability to put a note or an alert that can be customized on the booking widget. It could be located in the top right or left hand corner of the widget.
13 votes -
Easier to delete or hide expired offer codes
Our offer code list gets out of hand very quickly because all offer codes ever created are listed there and not sorted in any easy-to-follow way. We need to be able to make better sense of these codes and easily delete or hide ones that are no longer in use.
13 votes -
Custom KPI Reports
Ability to create in-depth reporting for KPIs & setting own KPI benchmarks (ex. client referrals, productivity, retention, reviews, % of booking as a business viewable all in 1 report)
13 votes -
Text Message Capabilities
The business would like to be able to send a clickable link through the message center.
13 votes -
canceling at confirmation
We do not want guests to be able to cancel their appointment via the confirmation email. If clients wish to cancel, they will need to call. This allows us the chance to get them rescheduled rather than just canceling their appointment. We won't be able to use the email feature at all until this is resolved or it's going to impact us in a very negative way. I saw at least 5 other posts for the same idea so I think if you merge them all you will see there is quite a need for this. This seems like a…
13 votes -
Offer different types of client notes
Each team (service providers, CX, billing, etc.) all make notes for clients. It would be great to be able to input different types of notes to keep everyone organized
13 votes -
Ability to have private online bookable services, that are not on booking widget
An example of this would be if you have private services, special deals, Groupon, etc. that you do not want made available to the general public to book, but want the ability to send a link to book or link via your website for those specific services.
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Blocked Time Report
The current timeblock report is not user friendly, doesn't give staff names, no date picker etc. Would like to easily be able to identify time block reasons and lengths for providers as well as view deleted time blocks, including which employee created and deleted them, and when.
13 votes -
Mass Update Client's Upcoming Appointments
My business runs on a membership basis and most members set up recurring appointments. Need a way to automatically cancel all upcoming appointments should members cancel their membership without individually going to each appointment.
13 votes
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