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  1. Maybe this idea was already posted, but I just got the Duo. Sometimes we have clients who have already prepaid and the total for services is $0. We realized the Duo will close out the sale and not prompt the client to leave gratuity. We have to ask and manually enter the gratuity amount in the checkout window before running payment. We would like to still have them select a gratuity amount on their own via the iPad, based on value of the service. If they left cash, they can still skip it. Thanks!

    47 votes

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  2. 1 vote

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  3. If a patient is paying in the future or owes for a package, etc., it would be nice to be able to schedule an invoiced date in the future.

    1 vote

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  4. Unfinished paperwork and forms need to be reminded every time a patient checks-in. Also, we need to be able to send a forms reminder after an invoice is closed for patients who don't complete forms correctly. We have patients who walk away when checking-in without filling out forms and then have no way to have them finish them when we catch it at a later date. The patient should not be able to check-in if they have unfulfilled forms for any visits.

    1 vote

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  5. 1 vote

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  6. It would be very helpful if the business could receive some sort of statement of credit card fees charged broken down by card type (debit/credit) to have full visibility into fees being assessed by Offset.

    7 votes

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  7. We are a med spa and we run sales often. There are many times where we are offering services purchased at a discount to be used in the future. It would be extremely helpful to be able to pre-sell a service, to be redeemed at a future date. This was possible in Mindbody, and has been a big issue for us now. We essentially have to sell them a giftcard or an account credit in the amount of the service including tax for them to put towards the service later. Our staff cannot stand the work around and it is…

    5 votes

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  8. A privilege group section for memberships - specifically locking down what level of permissioning can deactivate a membership

    Requested by Simplicity Laser, Strategic Customer

    2 votes

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  9. Make the check in process for an existing client a one step process. Existing members and clients don't want to have to input email, phone and name every time they come for a session. One step for check in in the iPad accelerates check in and also avoids people being in lines.

    1 vote

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  10. Would be amazing for the provider to add a chart on the client profile without it having to be attached to a service. Sometimes we do follow-up calls on patients (way after their appointment) and want to be able to use the chart we created for it instead of just showing it in the "client notes"which can be difficult to keep track of, and no way to filter out

    1 vote

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  11. It would be great to have the option to send out forms automatically according to a client tag - for example, every client with hyperpigmentation will be sent x form, regardless of the service they provided. It is way too easy to miss when we have to add it manually to some patient population groups, when we do not want that form to go out to everyone who is in the service group. This would be a big game changer

    1 vote

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  12. The "new" features released 3/24, all of which should have been included with version 1, are still woefully short of useful. I'm floored by the remedial functional specifications that must have been provided to the developers for this update, they should be capable of more. Does Boulevard even have a team of qualified people to review what the functional spec should include?

    How does this "update" roll out without the functionality of (and combination of) $ dollar amount spent? This is a key metric, is it not?

    Also completely missing the mark is "products purchased", has anyone actually test driven…

    3 votes

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  13. Send clients an automatic reminder email before their membership is charged each month

    4 votes

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  14. It would be nice for the Business to choose to use Arrived and Confirm buttons or not. The duo checkout process has too many options and choices that confuse our customers, and we do not see the value in them. We have to guide each customer through them or press them ourselves - similar to checkout at a US Post Office - too many choices. Super-clear checkout like Square POS is a tremendous example to use.

    1 vote

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  15. Would like the business Admin to get notification of online gift card sales, appt booking, cancelling or rescheduling for business

    7 votes

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  16. If this could specifically be reported on so that these services can be tracked they could also include totals to determine revenue loss due to time cost, materials used. Tracking whom has multiple of these is crucial as well. Businesses could also then build out how ReDos potentially are compensated for, for example our brand does no charge for the redo; but if with same staff they receive reduced commissions, and if differing staff, reduced commissions and split now 50/50 between the original and correcting service provider. At the moment this process is extremely manual and there is no way…

    1 vote

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  17. Provide clients with the ability to add a tip in the email receipt they receive.

    1 vote

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  18. It would be very helpful and time-efficient to be able to select a date range on the "Schedule" view, instead of being only able to select one day at a time.

    1 vote

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  19. 2 votes

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  20. When charging for no shows or late cancels those transactions should NOT count toward loyalty points!

    6 votes

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