7490 results found
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Client Completed Booking
If a client is calling to make an appointment, let's input their phone number (or email) and first name. The system can then send them a text (or email) to input their card, agree to cancellation policy, etc, and only then will their appointment get put on the calendar.
3 votes -
"Copy from Previous Chart" Should Not Copy Old Photos – Only Charted Text/Information
When using the "Copy from Previous Chart" function, the system currently brings forward previously uploaded images/photos along with the charted information. This leads to confusion and potential clinical inaccuracies, especially if the old photos are outdated or no longer clinically relevant.
4 votes -
Share treatment plans or files with clients ie. Lab results etc
Our previous system had a very easy way to share our customized treatment plans with clients as well as lab results. This would be perfect.
2 votes -
2 votes
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More control over automatic receipt emails
Would love to be able to:
1) disable automated receipt emails
2) have more control over which types of transactions trigger a receipt, for example, to turn them off for pre-payment deposits.3 votes -
Inventory by room and storage location
Inventory level tracking for each treatment room and inventory storage location. Minimum thresholds should be established per SKU with alerts when on-hand inventory falls below the threshold and a purchase order or transfer is needed.
3 votes -
Add in a way to print clients wallets as a work up sheet for their appointments
Add in a way to print clients wallets as a work up sheet for their appointments
1 vote -
Have the ability to choose which note to copy from previously entered notes
Have the ability to choose which note to copy from previously entered notes.
3 votes -
Ability to Separate Products/Packages by Client on Merged Appointments
When two or more appointments are merged—for example, when one person pays for services or products for multiple clients—all products and packages purchased during that merged appointment are automatically attributed to the paying client’s account.
It would be extremely helpful to have the ability to assign products and packages to the correct client, even within a merged appointment. This way, each client’s account accurately reflects their individual purchases, package usage, and product history, regardless of who paid.
This would make tracking product recommendations, package redemptions, and client history much more accurate and reduce confusion at future appointments.
4 votes -
Add day of week to screens
At rebooking screen, where past appointments are displayed, it would be ideal to see the weekday and the date, not just the date. That way, you can see "Oh, she prefers to book Tuesdays!" so you can recommend one.
1 vote -
1 vote
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I would like to be able to edit the content of the text message reminders so that they do not sound so robotic.
The content of text reminders is too robotic, I would like to customize it to our business needs
3 votes -
Charting report
I would like to be able to run a report that will show me if a providers charting is incomplete/not finished.
7 votes -
Pull information from profile for intake form
When we book a new client and enter all their contact information, the intake form makes the client fill out all of their contact information and address again making for a clunky and tedious experience for them.
2 votes -
A sliding scale tier system for commission splits. If this doesn’t exist all payroll needs to be done manually creating a huge burden on the
Sliding scale commissions should be available as commission option. The system boulevard has doesn’t properly calculate the commission split per tier. All businesses operate on different commission splits and should be accommodated. Doing payroll manually isn’t convenient nor manageable for large teams
1 vote -
Client portal: show complete purchase history
Clients should be able to see a breakdown of their purchases in client portal
3 votes -
Time Blocking multiple staff at once
PLEASE! It is so annoying to block each staff member off individually when we have staff meetings or other events everyone will be attending. MAKE IT EASIER! :)
8 votes -
edit client notes
allow client notes to be edited instead of copy/paste and delete old note
11 votes -
Vouchers Cancel Upon Membership Cancellation
Can you add the option that vouchers expire immediately when membership expires?
7 votes -
Client Portal Needs Updated
We need to give patients more options of seeing results on their patient portal such as being able to review their labs.
2 votes
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