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  1. Locations can be sold between franchises. Billing will reflect previous invoices under the new franchise, when we need visibility into which invoices pertained to which billing account.

    1 vote

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  2. 1 vote

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  3. should be able to type in the number have the thread pop up if not saved as a client

    2 votes

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  4. We need to be able credit gift certificate sales to the employees who sold them so that their revenue reflects the gift certificates they sell.

    2 votes

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  5. At current, we turn off online booking for this and let all staff know to not book the service but this is not an elegant solution. If there was an option to suspend the service so that it could only be booked on a future date going forward, we wouldn't lose bookings of the service and it would force client and manual booking to only occur when supplies are replenished. If a warning occured when booking that stated, supplies for service not available until xx/xx/xx and only allowed booking after it, this would save two birds with one piece of…

    2 votes

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  6. 4 votes

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  7. We are closed on weekends so we want our clients receiving email reminders 5 business days/weekdays prior and text reminders 3 business days/weekdays prior and not have the weekends count.

    1 vote

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  8. Currently when you run the commission report, it cuts off the name of the service. You should be able to see the full service name for accurate reporting.

    1 vote

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  9. When applying other payment methods the invoice should state exactly what the payment method is in checkout.

    5 votes

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  10. Any client forms or charts that are opened should open in a separate window so that receptionists can easily refer to the form & input the data into the client's file and so that service providers can easily and efficiently chart client's appointments. Ever since this feature was updated on Boulevard (where we now have forms open on the same page), productivity and efficiency in form-related tasks has plummeted.

    12 votes

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  11. Appointment Details Emailed to Client & Portal | Add Practice TEXT as a contact option

    Currently, directions, email, and call are available as quick links on the Appointment Details provided to the client when booking and via the Portal. If we are using the integrated messaging system with Boulevard it would be nice to offer TEXT as a contact method.

    2 votes

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  12. Need to be able to print or save as PDF the membership/ account credit transaction history when client requests for a transaction report to confirm they are up to date of their credits or if there are confusions to how many credits/vouchers they have.

    Also helps if clients can see their balances through their own client portal

    1 vote

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  13. For Forms, if the same-day reminder and Duo app are the only options turned on, the form should not be available to sign in the Appointment Details page online,

    1 vote

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  14. Allow provider to see the the service name in text message notification to providers on Client Bookings.

    1 vote

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  15. Highlight Employee Vacation on Schedule.

    I need the ability to mark what days employees have requested off on the schedule so I know I have approved their time off. In addition it would be great to have sick days or holidays. Color-coding would be ideal for each indication so that when I look at the schedule, I know where everyone was that day.

    4 votes

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  16. Please make a record/log in the client notes when a staff member puts a tag on a client profile. Currently, if a staff adds a tag you and doesn't leave a note on their profile there is no way to trace back who put the tag on there and when it was added to the profile. This would be very helpful.

    2 votes

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  17. Create a pop up alert option as a reminder in a clients chart

    3 votes

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  18. When our service providers get a notification that their client has arrived and checked in, they would like to see "X has checked in for the following services..." so they don't have to separately check their books and see what's booked. It is a simple thing that would save extra time, and sometimes our service providers have been missing out on services because the client won't mention it to them in the chair if the provider doesn't bring it up.

    9 votes

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  19. The business would like to be able to select multiple products from within a category and move to a different category.

    2 votes

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  20. Would like the ability to see the text and email history that are sent to customers

    39 votes

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