form/ chart upload without an appointment
ability to add / upload client charts and forms that were previously treated under a prior booking system but have not been seen for an appointment under the new booking system. or overall ability to upload forms and charts without the need to attach to an appointment
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Allie Kennedy commented
Forms should be able to be sent to clients, even without being connected to an appointment! This would be very helpful for when some agreements or forms are updated and they need to sign a new one.
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Marissa Groppe commented
YES! We just started with Boulevard, and coming from doing everything on paper, all of our patients have to fill everything out again. Without them having an appointment, they aren't able to fill out the forms and there are some people that we need forms filled out before they schedule an appointment. If we could tell all of our patients to go in and fill out their forms now, it would help in the future when they go to schedule an appointment, that way we have everything we need. We have had to create "fake" appointments for our beauty bank members just so they could sign the membership consent form.
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Stacy Catron commented
Please add this so we don't need to use another form application on top of BVLD.
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Stacy Catron commented
We must use another form app when we want our clients to fill out a form without an appointment. We like to collect certain info to decide which service and which stylist is best to book an appointment with.
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Stacy Catron commented
This is very important. As of now, our clients have to use our Wix website form. If this changed, we would be able to switch everything, including our phone number, to BVLD.
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Stacy Catron commented
yes
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Diana Dion commented
I would like the ability to fill a form out without having to put an appointment on the calendar
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Stacy Catron commented
This is so needed for our salon to get information before we book. having a link to send would be awesome!
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Leigh Hansen commented
Any business switching to BLVD from another platform NEEDS the ability to move forms over without attaching them to an appointment. We switched two years ago after ten years with Mindbody and this was one of the most critical issues. We damaged a lot of client relationships by not having this feature. This should be as high on the list of things to develop as a calendar view for clients where they can see everyone who is available on a certain day (instead of having to pick the person and then see what days they are available)
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Leanne Bata commented
It is critical to have the option to create a chart without having an appointment. Patients call in or email in with issues and it's necessary to chart that communication for all staff to see, but now we have to create an appointment just to chart it.
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Dawn Pettit commented
There are forms I need to be able to send to a client as needed, not as part of a scheduled appointment. Example: an updated client intake form. This shouldn't go out with every appointment, but I need to be able to add it periodically to update a client's information in my system. There are also other uses, and I just really need to be able to click to send a specific form to a client without it having to be attached to an appointment.
I am also switching from another platform, and my clients have already filled out intake forms. But now I have no record of their forms. There should always be an ability to upload forms to a client's profile as needed.
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Leanne Bata commented
This should be at the top of development!
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Josie Jennings commented
Sometimes we need to add information in the form of a form or chart to a client's profile without an appointment. It'd be great if this could be added to the dashboard.