7193 results found
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Automatic Voiding/Deletion of Expired Vouchers for Recurring Memberships
Our business does not mind if expired "package/series" vouchers from a one time purchase are still displayed, however for our Recurring Monthly Charged Memberships that automatically add new vouchers every month, we would like for those to be automatically deleted from client profiles.
At this point, we have thousands of expired vouchers from active or in-active memberships that are starting to slow down opening and reading our member's payment method tabs. And deleting expired vouchers take a couple of hours per client depending on how long they have been coming.
This would be a HUGE improvement in efficiency and relaying…
7 votes -
Allow offers to be applied to certain clients
In offers, it would be helpful to have the ability to restrict the offer to certain clients. Currently there is only an option to restrict to 'new clients'. This would allow special discounts for influencers, friends & family and even staff discounts to be more specific and minimize discount errors.
7 votes -
view account balance in professional app
Ability to view account balance in the professional app
7 votes -
Better Photo options for charting
We would like to see better charting options such as the ability to enlarge photo comparisons, do side by sides with a slideshow. We would also love to be able to have the charting say the product that we are charting and not just a number
7 votesHey there! We're excited to share today's launch that partially addresses your request: you can now zoom and pan when viewing photos in gallery, comparison, and forms. Learn more in the changelog post here: https://headwayapp.co/boulevard-changelog/zoom-and-pan-when-viewing-photos-in-gallery-comparison-and-forms-313442
Best,
Julia
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Tracking hair color and other salon inventory
I would love for it all to be in one place. I am not interested in a scale or things like that more so to know what we've ordered and used vs. not. Not sure how this can be done but would just love a way to keep color inventory and things like foils in one place instead of adding another service for me to keep track of:)
7 votes -
Appointment details need to reflect ALL appointment adjustments, not only when it was rescheduled.
We need to see all appointment adjustments from the appointment details section, such as when the service, service duration, or resource is changed, not only if it was rescheduled.
(EX. Jane Doe changed the service from ABC to XYZ, or Jane Doe shortened the appointment from 1 hour to 45 minutes)
7 votes -
Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule
Create a way to create tasks and tag other colleagues, etc. For example, be able to flag an appt and ask the front desk staff to reschedule, tag something for someone else to review, create a task for someone to call and follow up with someone about something and choose the staff I want to assign it to
7 votes -
create client profile from messages
When a number isn't in the system under a profile it shows in messages as "unknown". Sometimes we end up creating a profile for the person. It would be super helpful to be able to create a profile right from the messages. As it is, we need to go to the clients tab, create a new client, and then manually copy the phone number from the messages tab (You can't even select to copy and paste the number)
7 votes -
When you change a service, the resource linked to that service should automatically update as well. It doesn't currently.
When we update a service on client's appointment, it doesn't automatically update the resource that's associated with the appointment. It should be linked so that it auto-populates when the new service is selected to avoid any issues.
7 votes -
Cancellation Report to clawback commissions when its a specific cancellation reason
Requested by Simplicity Laser, Strategic Prospect
7 votes -
Add any photos that are texted in to the patient gallery immediatley
Please add any photos sent by patients into their charts. Occasionally we receive sensitive content
7 votes -
Sharing Credit Card Information
We have several clients that wish to use their card on file to pay for other people (their spouse, friend, child, etc.) when they don't have an appointment at the same time. It is frustrating for us as the business as well as clients to have to re-enter their card information onto each client's profile they wish to pay for. If there was a way to easily transfer that information such as setting up a paying client or marking clients as minors under a parent account so their card will populate, that would be very helpful.
7 votes -
Duplicate offers
Some offers have virtually the same rules but different code name or eligible locations for tracking and would love to be able to duplicate an existing code rather than creating a brand new one
7 votes -
Persistent vitals section
Vitals section that is persistent for each visit that is easily viewed and able to show record of previous vitals values (weight, BMI, BP, etc) from each visit.
7 votes -
Print Client Name on All Forms and Charts
Please add the Client (Patient) name to all sheets when a form or chart is printed with page numbers. This is normal practice for medical offices. It helps to insure HIPAA compliance. Thank you.
7 votes -
Last Name sort for reports!
I want to run Staff reports and sort by Staff's Last Name!
7 votes -
Being able to see email analytics indefinitely after a marketing email as been sent.
Being able to see email analytics indefinitely after a marketing email as been sent.
7 votes -
Option to change the staff member that completed the Chart
Incase of a mistake of a staff member completing the Chart in another staff member’s dashboard, it would be nice to be able to change the name of the staff member that competed the Chart.
7 votes -
7 votes
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incomplete notes- provider
We are a soap notes required biz.
We are having issues with soap notes compliance and there is no easy way to sort who is leaving them and who is not. We need an indicator of incomplete forms-either on the providers profile or on the client. Right now reception has to go through all the day before and send out mean emails. Yes people should just do them, but the human brain is silly.7 votes
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