8529 results found
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Adding a Frequency Report, and be able to filter that report via Client Profile Tags
Hi there -
Discussed yesterday on 11/5/25 - that our practice does not have a the Client Visit Frequency Report Available in our Reporting. We also need to be able to filter clients through tags added to their Client Profile (NOT the appointment itself) to be able to track different plans of care needed for that type of patient.For example, when a patient has a tag that states "Rehab", we need a report that will generate for that type of patient only (but can filter through multiple tags) and show how many visits per week they are coming in,…
1 vote -
Facial Mark-Up- Updates!
When marking up a face sheet- allow the patient name to be viewable when the image is selected.
Update dot sizes, the pencil size is really too small for average facial markup and the one with units attached is the perfect size (but the units all over is too distracting) remove the units!
3 votes -
Targeted booking within Boulevard for stylist that are building a clientele.
Having the ability to push more new clients to book with specific stylists on Boulevard, you could implement a targeted booking within the software based on percentages to increase a specific stylist's new clientele.
2 votes -
Annual Membership
We are offering annual memberships that include a set of services over the course of the year, 4 of 1 treatment, 6 of another, etc. Currently memberships only allow us to include monthly services as vouchers. It would be so helpful if we could set how many of each type of service they are allowed during the course of a 12 month membership.
2 votes -
Adjust booking name
It would be nice to be able to adjust a booking's client/name. As of now, having to cancel the booking, then rebook takes too much time at check in or check out, the guest typically has to wait, creating a bad experience.
2 votes -
1 vote
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adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full numner of appointments daily
1 vote -
adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full number of appointments daily
1 vote -
Packages-Vouchers and Perks are not necessary!
PLEASE change packages so that you do not have to add an additional incentive as in a perk or voucher to the already discounted package! You can not SAVE a created package unless you add a perk or voucher. Please address ASAP and thank you!
1 vote -
Permission: Reports
We should be able to customize which reports staff can see. It is all or nothing currently. Staff shouldn't see company info or each others info.
11 votes -
5 votes
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allow clients to have automatic payments be set up for memberships or packages outside of an appointment.
Would like to be able to sell something to patients outside of an appointment. Can you somehow disconnect the idea that all forms, invoices, etc must be connected to an appointment? It would be more beneficial and business friendly if we were allowed to truly function in the capacity any back office would. Not all services or items that need to be completed are always in relation to an appointment when it comes to primary care which is the way the majority of weight management operates.
1 vote -
change day of message verbiage
Since we have our cancellation policy set to 24hrs before any penalties, clients recieve the following message the day-of: "Free cancellation or modification before Mon, Nov 3, 2025 at 5:00pm CST. After that, changes will result in a charge of 50% of your appointment total."
The above statement does not account for the fact that it is already the day of the appointment. Thus, it confuses the clients as the deadline date to cancel and/or modify their appointment has already passed. This could be rectified in one of two ways:
- Change the base verbiage to "Any modification or cancellation at…
1 vote -
Allow clients to use purchased vouchers at same time as purchasing membership or package
If a client buys a membership or package and wants to use a voucher at the same time, they can't. Businesses want to be able to do this in one transaction.
49 votes -
Service Product Tab
A service product tab for items that can not be resold but are only used during a service that also need to be tracked. So it is in its own location and not mixed with the retail products, the list can get too long
3 votes -
Add forms via API based on client profile details (age)
There are required consent forms for underage clients, so it would be very beneficial and reduce potential errors to be able to manually add a form to an appointment via the API if the client's age is under 18. Otherwise, it must be manually added upon checkin or checked ahead of time by a Hello Sugar employee to send out, which could be missed.
2 votes -
split bank account
I want to be able to apply a percentage of daily credit card sales to a separate business checking account. This should be managed under the bank account details under the account info section.
2 votes -
Provide the ability to a quick click direct link to client transactions within commission reporting.
We need the ability to directly link each commission line item to its corresponding transaction or client record. Providing this level of traceability would streamline the transaction verification process, reduce time spent reconciling payroll, and minimize the risk of commission errors.
1 vote -
there should be an option to not take out business charge for total commission and not just vouch
there should be an option to not take out business charge for total commission and not just voucher
1 vote -
Report for Vouchers by Expiration Date (including expired)
We need an easy way to identify and reactivate clients with vouchers that have recently expired or are expiring soon. Right now, the only option is to do Excel surgery, which takes over half an hour and still doesn’t give me a reliable list of clients. This process is incredibly frustrating for me and for our staff who do reminder calls and texts. The current reports do not show vouchers which are in an expired state at the moment in which I draw the report.
While I can make a report of Outstanding Voucher Liabilities and change the date…
2 votes
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