7195 results found
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Sales filtering and "BACK" button option
When filtering sales transactions by date, if you go into details of transactions, you are currently unable to go back to your filtered list. Whenever a filter is applied, if the "back" button should take you back to your filtered list instead of starting over. Currently, if I want to review each transaction, I have to start over and re-apply the filter every single time.
10 votes -
We need the ability to charge for a membership for a future start date.
We want the ability to have a membership start at a future date, and not charge the day that it's set up. Please help
10 votes -
Track low inventory, and get a notification when inventory is low, by also being able to add max and mins for products on hand.
Track low inventory, and get a notification when inventory is low, by also being able to add max and mins for products on hand.
10 votes -
duplicate name alert
It would be great for the system to alert if there is a duplicate name.
10 votes -
Set CHARTS to expire after certain period
Similar to the recent update to FORMS, please allow CHARTS to expire after a certain period of time. This would be helpful for medspas where GFEs(Good Faith Exams) need to be redone every year. Thank you.
10 votes -
add low inventory alert
Owner should get email alerts when inventory is low.
10 votes -
appointment change history
like the time stamps for a full appointment reschedule, having time stamps for any changes to an appointment (ie provider change, room change, etc) would be incredibly helpful when trying to figure out appointment/schedule changes among staff
10 votes -
"Medical Conditions" to be a field on Forms and charts
We would like medical conditions to be a field on forms and charts with the ability for them to autopopulate.
10 votes -
Booking Pricing
add a feature to allow prices to be set on the backend but hidden from clients during booking? Right now, we set prices to $0 to prevent price shopping, but this requires staff to manually enter the price at checkout. A solution where staff see the correct price while clients see a placeholder (e.g., “Pricing Provided at Appointment”) would save time, reduce errors, and discourage price-sensitive browsing.
10 votes -
Payment Plans
It would be great if clients were able to purchase packages through boulevard and split their payment over 2, 3 or 4 month installments. Only current option is to create a membership plan and schedule a cancellation
10 votes -
Please add a place to put a photo to identify the patient
Please add a place for a profile picture to easily identify the patient when the walk in the lobby
10 votes -
Time Blocks for Resources
Can we please get Time Blocks for Resources as we have for Providers?? We need to block a laser off for 3 hours for a scheduled Service Call, but Do Not want to set the entire day as 'Unavailable'. As there are already appoints set for that day and we would like our available hours to be open for booking. Thank you!
10 votes -
client/appointment notes show up on staff schedule print out
when you print out a staff members schedule of the day, it would be helpful if their client/appointment notes printed on the schedule as well
10 votes -
edit client notes
allow client notes to be edited instead of copy/paste and delete old note
10 votes -
Referral Program Versions
We would like the ability to set up different Referral Program Versions- each that offer different discount options.
10 votes -
add a way to MANUALLY send client forms.
currently the only way to send clients the required forms is to book an appoitnment, but there should be a way to
1 - manually add a different form to a clients profile
2 - click a button and manually send off that form via text/email to the client
10 votes -
Invoice Notes
It would be extremely helpful if we could add notes to an invoice while the invoice is still open. Now, we have to close the invoice then go back in to the "order" to add a note. Our providers creates the invoices in the room with the patient so this feature would be helpful for them to add notes in the invoice for front desk to see or even for front desk to add notes.
10 votes -
The ability to edit client notes instead of having to make a new note
Having the ability to edit and make changes to client notes instead of having to make a new note or deleting a note and starting over to make corrections or add additional notes.
10 votes -
Itemize account credits
Display an itemized list of each account credit added under payment history with the reason for easier tracking rather than just one arbitrary lump sum.
10 votes -
Offer Organization
Please please please please create a way to sort offers or put them in folders or something. It's absolute insanity after awhile with discount codes, influencer codes, adjustment codes... and it only sorts by recency. Sorting first, searching second (though that can be handled by a good ol' CTRL + F)
10 votes
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