6479 results found
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Drive time block added when next provider appointment is at a different location
Customer would like a drive time block to automatically be added to the calendar if next consecutive appointment is at a different location.
1 vote -
Permission: Client tab & audiences
Objective:
To implement new safety measures to protect company data, specifically by managing access to the newly updated Clients tab and the ability to create and view targeted audiences.Background:
With the recent update to the Clients tab, users can now 'drill down' into client data and create targeted client lists. Previously, a client list with 12,000 entries was not very actionable, but with the new update, users can filter and extract valuable information. This poses a potential risk if sensitive data falls into the wrong hands.Current Situation:
Turning off client list access is not a viable solution as…1 vote -
2 votes
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Scheduled Appointment Report
We REALLY Need a report that shows all new SCHEDULED bookings are made in a given time period -- broken out by Self-Booked or Other (Called In) -- and filtered by New Clients vs. Returning Clients.
We are ramping up our marketing efforts and we need to see how those efforts are performing. We can see the number of self-booked clients by observing cart_completed in GA, but that isn't sufficient. Help!
3 votes -
a way to require the front desk to not be able to save a client without inputting their demographics like their address and DOB
a way to require the front desk to not be able to save a client without inputting their demographics like their address and DOB
1 vote -
Product should have default POS amount. Dont always start at 1 always but default 5 , 25 or 100. .
Product should have default POS amount. Dont always start at 1 always but default 5 , 25 or 100. Important when selling multiple of single item or unit.
1 vote -
Add the Service field to text messages to providers for Client Bookings.
Allow provider to see the the service name in text message notification to providers on Client Bookings.
2 votes -
Outstanding Forms List
The business would like to be able to view a list of clients who have or have not completed any client forms.
Right now you can only view on an individual basis through the client profile.
15 votes -
Show balance/change information after checkout is complete
It would be nice to be able to see the change a guest should receive back after checkout is complete, not just before. It would also be nice to see gift card balances afterwards as well. Sometimes providers get a little click happy and it would save time to have that information on the screen still instead of having to look up the gift card balance or pulling out the calculator.
3 votes -
Pop up alert option
Create a pop up alert option as a reminder in a clients chart
5 votes -
product sales report
Would love a product sales report that listed who the sales were made by so commission would be easier to figure out. Client name on there would be nice also.
3 votes -
Make the client list alphabetical
It's so hard to look up clients when the list doesn't populate alphabetically. Scrolling through random names is time consuming.
4 votes -
Auto Apply Account Credits
Business would like account credits that are collected to automatically be applied to orders at checkout
4 votes -
Remove employee access but keeping their past clients on books
Would love to still be able to see prior employees previous schedules on the calendar even after they're removed from the system/disabled access. There might be a way to see it in a report, but it's helpful to see on the calendar day to day to help establish forecasting the business patterns. This would also help in rescheduling any future clients that are on their books without having to run a report & then go into the client profile to reschedule.
14 votes -
note at booking to call the business for more availability
since boulevard does not show all times available, it would be nice if in the mean time, there could be a note that says please contact the business for more available times
3 votes -
Keep the original membership date despite charge date!
Keep the original membership charge date despite the card being charged later. no other system changes it like boulevard. booker, vagaro, etc all leave the original date despite the charge date. its labor intensive to have to manually update this every month.
3 votes -
linking credit card between profiles
It would be helpful and make life easier if we could link a credit card from one profile to another. For example if a client's parent would like to pay for their child's services and there's no CC on child's profile but a CC on parent's profile, if we could link the card to the child's profile instead of having to retrieve the CC via phone with parent at checkout. This feature was something we could do on Booker booking software.
5 votes -
Ability to Connect Notes from Forms/ Charts
The business wants to be able to have notes entered on a form or chart and they connect to the client profile.
8 votes -
Ability to break vouchers down into smaller segments
It would be nice if the system was smart enough to apply a 90-minute voucher to a 60-minute appointment and then have a 30-minute remainder. On the same topic, it would be very convenient if the system was smart enough to know that if a client has a voucher in their account that could be used to partially pay for a service that you would be given the option to do so. It something isn't exactly the same price then potential payment options are ignored.
2 votes -
Promo Codes
Need the ability to exclude members or limit the audience for promo codes;
Need the ability to create unique codes (9-digits, etc.) for promo codes; Add the ability to select specific locations from a dropdown menu; Add the ability to select a specific promo code from the offers menu and drill down data to the location level from offer code redemption4 votes
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