313 results found
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Agenda view in professional app
The agenda view makes it easier to see all clients for the day in a list rather than by provider. Providers often step in for others to manage time efficiently so it's easier to see who needs to be assisted rather than scrolling through the schedule.
1 voteGreat news! Today we implemented the new schedule view in the Professional App so that you can view your day as a list. Check out the changelog here!
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Client facing portal: voucher/unit balance
It would be great to give our patients the ability to monitor how many vouchers or product units units they have remaining on their account through the patient facing portal so they dont need to ask us and just "believe" what we tell them. It would be an added bonus for them to be able to SHARE their vouchers with another patient, especially if they are purchasing as gifts, etc.
8 votesHey there! Thank you for your product feedback! We've added two recent updates to the client portal that address your request:
- Clients can view membership details in the client portal, included the card on file, their next viewing date, and the benefits associated with their account
- In addition to seeing a list of benefits, all clients can view available vouchers on their account, and can see details on the redeemable services and issue date of each voucher.
To learn more about all that the client portal can now do, check out the client portal support article.
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The calendar should only showcase business hours of the MedSpa.
For example, we open at 9am. I do not need to see the calendar blank at 8am. Too much to the eye.
1 voteThanks for taking the time to provide your input. Great news - this feature already exists and it should be active in your dashboard! Check out this article on our support center for more: Calendar Settings. We’re grateful for your ideas and contributions—they help us constantly improve our software.
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PHONE APP is difficult to book appointment and see details
As the owner, I should have a much smoother experience on the phone app then I do. It's difficult to book appointments for clients and see details.
42 votesWith our new and improved Pro App booking flow, it's easier than ever to book appointments and see appointment details! Check out this support article for more info! https://support.boulevard.io/en/articles/10222218-what-s-new-with-the-professional-app-booking-experience
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Please fix the new chart sign off feature
I was excited to see the newly released feature "Sign Off on Completed Forms and Charts." This is a potential game changer for compliance for medspas. However, I noticed a problem. In the medical spa world, not all charts need to be cosigned, typically only RNs. Most states allow NPs and PAs not to have their charts cosigned. The new feature requires every chart that has "sign off enabled" to be cosigned. The save options are "Save Draft," "Print", or "Submit for Review." A regular "Sign" or "Save" option should be added for MD/DOs, PAs, and NPs. Medspas typically have…
8 votesHey folks, thank you for your product feedback! I'm happy to share that we just released a privilege setting today to allow you to designate staff to bypass the review process. Instead of the usual "submit for review" staff with this new setting enabled will be able to submit forms and charts, marking them "complete" without further review or approval needed.
To enable this setting, head to Manage Business > Privilege Groups scroll down to Forms and toggle on "Bypass review process." We'll publish a changelog with more details tomorrow, but we wanted you all to be the first to know about this update! Here's a link to a helpful support article on all of our privilege settings.
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add templates for commonly created forms and charts.
I know blvd creates 2 forms for you during onboarding but for business that are somewhat more medical, services can require many different forms and charts. It would be so nice and time saving to be able to choose from a customizable template for commonly created forms like intake forms and SOAP notes.
One way Ive seen other programs do this doing this is by having database from other users who have chosen to publicly post their forms as templates.
11 votesHey folks! we are happy to share that as of today, we've added pre-built templates for common forms and charts to our form builder!
If you go to create forms and charts, you will see templates for:
Forms
• New client intake
• Photo consent
Charts
• SOAP Notes
• Treatment record
• Advanced treatment record (includes photo markup and sign-off).
To read more about this release check out the changelog post, or head to the form builder support article for additional setup detail.
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enable businesses to see which staff member cancelled a membership
Similar to how a staff's name appears on a purchase receipt, we want to see which staff member cancelled a client's membership
4 votes -
22 votes
On June 6, we released toggles within your hardware settings that will allow you to turn on or off the "Confirm Visit" and "Confirm Total" screens in the Duo Checkout flow. See our Changelog post here to learn how you can flip these toggles and shorten the checkout experience!
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Alerts for Past Due Memberships
There should be alerts when membership charges don't process via the bell notifications. It's cumbersome to have to remember to look at past due memberships in the "memberships" section of the gear icon. Time is of the essence for addressing billing issues. Front desk employees often dismiss the open orders where it declined and there's no alert or obvious label on that open order about how it's a membership charge that declined and needs to be addressed.
114 votesWe're proud to share that Membership Billing Alerts are now live! Thank you so much for your feedback and help in making this feature a success. Read more here about our new feature!
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Bring back cursive chart sign off
The chart sign off signature used to be in cursive and now it's in bold capital lettering. Can you bring back the cursive or at least an option to have cursive over the capital letters?
6 votesThis update was completed a while back!
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Pre-generated Marcos in forms
Custom macro in forms. The business wants to be able to identify what response they would like for each custom macro.
This allows the business to have one main form for all locations and when this form is being signed at a specific location, it will populate that location's custom macros.
3 votesThank you for your feedback. You’ll be happy to know that we recently completed work on phrases. With this update, you can now use a slash to insert shorthand phrases for faster notetaking in forms and charts. You can also create location-specific phrases. Check out this article on our support center for more: https://support.boulevard.io/en/articles/11699500-phrases
We appreciate your ideas and contributions—they help us constantly improve our software. Please let us know how this new feature works out for you.”
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Surfacing better available times in online booking with breaks / intervals
Let's say a service provider is on 30 min schedule intervals, but their tomorrow has two set of 45 min slots available and a client is trying to book a 45 min appt. If the 45 min slot starts on a x:00 or x:30 then the appt is bookable, but if it starts on a x:15 or x:45 (and has 45 min available) it is not bookable by Boulevard's automation due to the 30 min interval's strict adherence. The current logic stipulates that if there is ever a lingering schedule gap that does not line up with strict intervals; that…
18 votesThank you for your feedback, good news! We recently completed work on an updated version of Precision Scheduling that improves scheduling in scenarios such as this. Check out the release notes for this improvement for more details, and learn more about what's possible in our support center.
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Please make a line in the client profile for Allergies.
It would be extremely helpful to have a prominent area in the client profile overview showing allergies. Would be even better if this data could auto populate from the intake forms.
2 votesThanks for taking the time to provide your input. Great news - we already have this feature and it should be active in your dashboard! In the client notes section of the client profile, you will see a field to input your client’s allergies. We also have a way to update your client’s allergies through the forms with our Connected Fields feature. Check out these articles on our support center for more: Client Notes and Form and Charts: Connected Fields. We’re grateful for your ideas and contributions—they help us constantly improve our software.
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Set restrictions for specific start times of appointments.
Settings to control set start times for appointments. For example appointments can only start on the hour at 9am, 10am ect...
2 votesThanks for taking the time to provide your input. Great news, this possible through our support team, who can customize appointment start times for you through Help Chat or email. See this Support Center article for more details: https://support.boulevard.io/en/articles/6110033-precision-scheduling#h_8c21bd3ea5
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Privilege Setting: Disable ability to fill in your own custom payment type
Any user can either use the dropdown of Other payment options from the location's settings from the Manage tab or fill in their own. This makes reporting very messy since one payment can be listed separately due to spelling differences (i.e. CareCredit, Care Credit, care credit, etc) but also some users should not be able to create their own payment methods and be restricted to use approved ones only.
2 votes -
Professional App needs to have the ability for 10 minute intervals.
We recently changed from 15 to 10 minute intervals. The PC is fine but on the Professional App it still is displaying in 15 minute intervals. This is causing major issues when trying to view and schedule appointments.
3 votesThank you for your product feedback! Great news, with the final rollout of the new Professional App calendar, you now have the ability to adjust the calendar size. For those of you who would like to see shorter appointment intervals, you can increase the calendar size to large for 10 min intervals or extra large for 5 minute intervals. Check out yesterday's changelog post to learn more about the new calendar features!
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Disable promo code
Would like the option of removing the promo code field from online booking. The way your system is set up if i do an general $25 off the ticket it gets applied to very service item which isnt our promotion. so i do not want them to think there is a promo code when booking online since they have to come in for the promo code.
1 voteHey there! In the fall, we released a new setting that allows you to spread the flat rate offer across all items in the order, and we wanted to make sure you saw! Now, you can have the $25 off applied to the order total instead of every line item.
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Able to download images after submitting them into charts.
Boulevard doesn't let you download images that had been submitted to charts. It will be nice if we can download them.
1 voteHey Tania, great news! You can already download any photo uploaded to forms, charts, or the client profile. Simply head to the client profile Gallery tab, select the photo you'd like to download, and click the three-dot menu to select the download option. If you marked up the photo using the photo markup feature, both the original photo and marked up photo are saved in the gallery. Here's a support article about the gallery for more info. Enjoy!
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Turn commission off for some staff members
I would like to make commissions available to only certain staff members. Whether you make this available for each person or staff role it would be so helpful.
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1 vote
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