7220 results found
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Chart sign-off assignable to specific users/user groups
Medical director sign off is its own process, while a lead is a part of escalations in which they also need to be involved and have the ability to review/sign off in those instances. Instead of a single list of charts that need review, being able to split to their respective users based on circumstance would be more beneficial
3 votes -
Inventory Adjustment Reasons
Would love the ability for the business to create custom adjustment reasons for our staff to choose from as why inventory is being adjusted. We have circumstances that sometimes involve a little more clarity for accounting team and would like to have it listed as an option to select in the drop down.
4 votes -
Factor in Business Charges with commission swap
There was a commission swap between two providers, when the commission was swapped to the second service provider, the Business Charge was not deducted from the total, causing the service provider to be overpaid.
4 votes -
Have payment selection to default to Duo work in the sales tab as well
The option to default to the Duo for card payments is excellent. However, it doesn't stick as the default when starting a new sale in the Sales Tab. It is odd that the behavior isn't consistent throughout the system.
5 votes -
Do not charge for marketing.
It feels cheap and the marketing is not robust enough to merit nickel and dimeing us. If the eblast capability were better, but the current email ability is limited. Yes, I'm salty. Consider an integration with a better marketing crm site like mail chimp, constant contact.
17 votes -
other payment on invoice
When applying other payment methods the invoice should state exactly what the payment method is in checkout.
6 votes -
Open Orders Reporting
Provide reporting on orders that have not yet been closed with cart details (open date, provider name, item name, price)
2 votes -
Conversion Reporting
Reporting on Conversions and KPI need to be made and easily access and to be able to run during any time frame.
Membership Conversion Reports
Products sold conversions18 votes -
Limits on how often/how many appointments clients can book
Many services have treatment rules that require the client to wait 4 weeks between appointments, but clients can currently book their appointments whenever. By being able to create rules around how close/far apart specific services can be booked, this will minimize the time needed to review and make sure those rules are being followed, since this impacts the treatment experience.
20 votes -
Send client reminder without request to reconfirm the appointment
The problem with existing appointment reminders in Boulevard right now, is that, they come with a "request to confirm", and if clients forget to confirm, business has to call them as we cannot automatically remove them from the schedule. This creates more burden and manual workload for business, unnecessarily.
All I want is to send the "APPOINTMENT REMINDER" alone! however it is not possible with current set up.
Given that clients are already required to provide their credit card information and agree to pay late cancelation and no show fees, it is implicit that they will be held accountable if…
2 votes -
Auto text clients when earlier appointment opens day of
If we have a cancellation day of or day before and have a huge gap, it would be awesome to have a text go out to the later appointments offering earlier times. They can opt in and move up or indicate they need the original time.
Ex. Hi Client, an earlier time is now available with your stylist today. If you would like to adjust your scheduled time, please choose from the options below. If you'd like to stay at your original time slot, reply "NO"
2 votes -
TAGS FOR SERVICES
Adding tags option to services. Basically, a more simple way to keep track of things like ... organic services, services apart of packages, best sellers, etc.
6 votes -
Keep cursor focus on Purchase Order
When adding items to a purchase order by SKU, the cursor focus leaves the product search line after each product is scanned. It would be more helpful if it stayed on that line to scan multiple products in a row without having to click on the line each time.
2 votes -
allow to create more than one message at a time and move between views.
Before the messages was update, you were able to create more than one message at a time and click between 'calendar' and 'front desk' while having the message(s) open. Is there a way to get those features back?
1 vote -
1 vote
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Online Booking Easier for New Guests and Remove Redundancy
Recently, there have been updates to the online booking process for new clients, and it seems to be causing difficulties. Many clients have reached out to us via text because they found the steps involved in the booking process cumbersome.
Firstly, clients are required to enter their email before they can see available appointment times for a service. However, they are then prompted to enter their email again if they want to complete the booking. It would be more user-friendly to only require entering the email once after the client has selected a service, date, and time when they are…
3 votes -
online credits for guests
When someone books for their child (guest of...) the credits should be easier to use under the person it was booked for.
1 vote -
Online Booking and Pre-purchases for client
Clients are SO confused with online booking and being able to pre-purchase services online. What needs to be fixed:
- Remove individual appt vs group appt - it is too many steps for the client
- Be able to hyperlink directly to the service and/or category to link to socials and our website links.
- Customize order for category and services vs auto-default to alphabetical
1 vote -
We should be able to search by tag and keyword to filter
We should be able to search by tag and by keyword to match names with procedures completed! Thank you!!
2 votes -
Widen columns in calendar view
It'd be really helpful if businesses were able to manually widen a service provider's column on the calendar page. This is especially useful for salons/spas with lots of service providers and making the Calendar view look less cramped.
3 votes
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