5942 results found
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Client vs. Prospect capabilities
Is there a way of delineating a prospect from a client? Not all leads will end up becoming a client, unfortunately. But for marketing purposes we need to have the capability / option of having that person a lead or a client when entering them into our system. A simple categorization checkbox.
Is there a way of delineating when a client is active or non-active? A simple way of just clicking the profile and marking them as an active or non-active client?
2 votes -
When entering staff information to have field to fill out start date and address
the start date helps us with anniversaries and bonuses yearly and address to mail out any payroll, end of year documents and 401k
6 votes -
2 votes
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2 votes
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2 votes
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Specifying offer codes to specific employees
I am trying to run a promo for our new employees and I think it would be helpful to an option to have an offer code for specific employees.
17 votes -
Pay rates: add end date & add default rate
We have instances in our business where an employee is eligible for a higher commission structure for a set period of time. We would like the ability to set a higher commission structure for a set period of time.
The request for a default pay rate is to accommodate the situation where the higher commission structure expires.
4 votes -
Better Inventory Reporting
Would love a detailed report for inventory. One that shows you "hot & cold" inventory or inactive inventory.
Examples:
- listing products from most purchased to least purchased.
- A report that shows inactive inventory. No sales and no inventory adjustments made during a specific time period.
Currently the only way to do this is by clicking each individual product in inventory to show "last purchased on, last inventory update on etc." Different reporting options for inventory would be so helpful in keeping inventory in line with current demand regarding the set max and mins.
69 votes -
Publish Schedule and alert Employee Via Email
When i make changes to the schedule on Blvd i would like the option to publish the changes and alert the employee of her new schedule change.
Ideally the alert will tell:
Location
Week Dates
Hours for the weekShould be a simple addition but SUPER beneficial for us.
12 votes -
1 vote
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1 vote
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Memberships - Agreement Forms
Would like to be able to attach forms to a membership or series (product instead of service). The workaround for this now is not ideal at all.
101 votes -
1 vote
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1 vote
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1 vote
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1 vote
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1 vote
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