133 results found
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new client report
to pull clients who have visit the spa for the first time
41 votes -
Create a report for cancellations and no shows
it'd be useful to be able to create a report or summary that shows the number of canceled appointments for a specific window of time, i.e. the number of no-show's for the month, late cancellations, etc.
right now, you can only look one day at a time through the cancellations button on the front desk view.
15 votes -
Reporting to see which clients do/do not have a card on file
When trying to tag profiles that still need a card on file, it's a bit tedious to go through each client profile individually. It would be very helpful to be able to create a report that pulls the clients that do/don't have a card on file.
29 votes -
Future Appointments Report Needed
We need a report that will show how many specific treatments are booked out during a specific time frame. For example, knowing how many Halo lasers are booked in the next 3-6months helps us know how many Halo tips we need to order. Many treatments use specific disposable items and knowing how many to order and have on hand is crucial.
35 votes -
Nightly Summary
Nightly sales report via email. Each night you receive an email with how much you made for the day/weekend. This is what will be deposited into your bank account the following day(mon-thurs). The weekend will be sent out on Sunday night(fri-sun) Includes a list of the follow: clients name, date of service including tips. This includes gift cards sold. Gloss Genius has this feature and I loved it. Bummed its not here.
20 votes -
Cancelation Rate %
It would be amazing to be able to see a Cancelation Rate % of clients who cancel on service provider's schedule. The ideal statistic would show a % which would be factored by the amount of clients who cancel their appointment within the selected time frame, but do not rebook.
This helps because it shows if a certain provider is perhaps doing well in rebookings, but most of the clients then cancel their future appointments so it's not really helpful just to see a high rebooking %.
17 votes -
Show bookings from blast campaigns
Show bookings from blast campaigns similar to how we can see them in automated campaigns so we can calculate our ROI
11 votes -
Allow Retention Report to Go Out Further Than 180 Days
Currently the Retention Report is limited to 180 days, I would like to see this expanded to 1-year and 2-years.
8 votes -
Report with months displayed to understand growth
We need a report that shows a period of time, such as a year, but as a month-by-month comparison. We would also like to be able to compare periods from different years to more easily understand growth.
14 votes -
I would love to see an option in Boulevard that allows individual providers to generate and view reports on their own performance
I would love to see an option in Boulevard that allows individual providers to generate and view reports on their own performance metrics. Having access to personal stats would help providers better understand their strengths, track progress, and set goals.
Examples of metrics that would be helpful include:
Personal sales totals (including retail and enhancements)
Enhancement sales performance
Rebooking rates
Average tip percentage and/or average tip amount
Average ticket value
Client retention metrics
Being able to filter these reports by date range (weekly, monthly, quarterly, yearly) would be especially useful. This feature would empower providers to take ownership of their…
8 votes -
Please fix reports so you can save the DATE RANGE!!!!
The fact that you can not save the date range ("month to date" or "last month") with the reports is a huge setback
It always resets when you open (re-open) the report.
25 votes -
Staff Reporting Access
I do not see a way to allow staff to access reporting to audit upcoming appts. Say I ask my front desk team to let me know how many tox appointments are scheduled over the next quarter, there is no way to give them schedule summary permissions. They can only run reporting for past/closed out appts. We should be able to give select access to both summaries and regular reports.
2 votes -
Need reports for appointments booked day by day
I need ASAP to know the appointments being booked day by day, and I contacted the BLVD person and she is telling me that this is not available inside BLVD and that only can be selected by person performance which is not what I need. I need a report of all appointments being booked day by day to make sure that appointments have been entered appropriately, scheduled with right services. I can’t be going day by day to see who was booked and what services they did because I have new employees on training still and this is a new…
13 votes -
refresh report
Add a button to refresh the report and pull the most recent data on demand.
2 votes -
Disputes
I would like to have a report for disputes that displays all important information including the reason as it is described in the dispute.
Also, it would be helpful to have a guide or process on how the disputes are decided for the customer of the company. In many cases it seems that Hello Sugar has the right to keep the charged amount and all back up documentation is provided, but it is credited back to the customer, then the way it is analyzed is total confusion and unknown to us.
1 vote -
2 votes
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Reporting for KPIs needs to be better.
I need a report that sorts out detailed line items in a summary so that I can organize my income into Quickbooks. This also needs the ability to toggle on/off payment types so that I am getting the numbers for Credit Card Purchases, Checks, Cash, Account Balance.
The Purpose is so when Boulevard pays out the credit cards sales, I can sort those payments into the respective category of sales in quickbooks.
When business owners take their data to the bank, the real data is coming from Quickbooks with all the payroll fees, expenses, and over all cash flow. Being…
16 votes -
A report with: service, list price, and subtotal
also sorted in chronological order with staff name
3 votes -
Subject: Feature Request: Cancelled Appointments Report (by staff + date range + reason) Hi We’d love to see a dedicated report for
Subject: Feature Request: Cancelled Appointments Report (by staff + date range + reason)
Hi [Name],
We’d love to see a dedicated report for cancelled appointments that can be filtered by:
Staff member (single employee or all)
Date range (ex: 3, 6, 9, 12 months)
Cancellation reason
Right now, cancellations can only be reviewed in the Recent Cancellations list, which isn’t practical for HR tracking over time since it doesn’t support date-range filtering or exporting.
This would be really helpful for performance and retention tracking, and would save a ton of manual review.2 votes -
give cumulative totals for hours worked. Should not have to manually add up hours
give cumulative totals for hours worked. Should not have to manually add up hours.
3 votes
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