7470 results found
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Automated & integrated form uploads
To have the ability to upload our own forms and incorporate form translation so they can be digitally signed and be able to sync to the forms tab in the client profile
Background: We have many forms and they are different one for each service and depends on provider. It's difficult for us to manually create their own forms individually and do not want to create their own forms to miss legal jargon and we have to abide by NYS laws
6 votes -
Make referral source mandatory
Where new clients come from is critical information to understand. Currently, referral source isn't a mandatory field to complete a profile and I think it should be! Our team constantly forgets or skips asking this and it's lead to tons of profiles without a referral source. If it's not mandatory then it should be a warning when creating a profile.
In an ideal world this would be a backend setting "make referral source mandatory"
23 votes -
119 votes
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addons
We just added our first add-on! Yay. But we have discovered you cannot actually see that there is an add-on in the mobile calendar without clicking into the apt and reading carefully. This needs to be visual and bold.
We are having reception leave notes to staff on top of their shift for the day in a block, but pls make some kind of add-on marker!! or they will totally be missed. Building it was easy though and we are excited by this option!
3 votes -
Add the Service field to text messages to providers for Client Bookings.
Allow provider to see the the service name in text message notification to providers on Client Bookings.
3 votes -
Change client after appointment is booked
some clients share profiles and may need to change who is paying at time of checkout-
9 votes -
2 votes
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2 votes
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OPTION TO STAR TEXT MESSAGES TO GO BACK AND RESPOND MESSAGE
WHEN RECEIVING MESSAGES THERE SHOULD BE AN OPTION TO STAR OR FLAG IMPORTANT MESSAGES.
30 votes -
3 votes
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1 vote
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Rescheduling resources!
When rescheduling resources there is ZERO need to email a client about the change! Boulevard is WAY to notify the client centric! Do not EVER email clients about resource change. Best implementation would be toggle for default to email clients of appointment changes or not. Rather check the box to notify than to uncheck to not notify. Software cannot keep up as fast as changes can be made (checkboxes are sometimes slow to respond) and would rather say oops, I should have than oops, I did, especially if just rearranging resources.
This would be as simple as a toggle switch…
42 votes -
Add Tags to Retention Report
With the improved retention, reports add client tags, and services name, so the report can exclude clients who are tourists, or clients who no call/no show and were charged late cancelation fees
2 votes -
Fix the tag summary report
We would like to be able to use that report to track a specific client group who comes to our spa.
3 votes -
Exclude CC fees from "Net service Sales"
Net service sales should exclude CC fees that have been taken out.
1 vote -
first visit in clients tab
Need to be able to see the actual first visit date in the clients tab, not just filter to a certain date.
1 vote -
Saved Day View
We would like to be able to have a Saved Day View on Boulevard.
For example, on Booker, we can customize and save the schedule view base on the day and when another employee logs in, they are able to select that view so the schedule is organized for them.
Management for our spa prepares this for the front desk employee so we know exactly what the rotation of massage technicians is for that day.
2 votes -
Ability to remove completed appointments on the calendar
The business wants to the ability to override an appointment that has been completed in error so that the time slot on the calendar can be open for others to select on the widget.
2 votes -
different tip percentage option
Ability to have a different tip percentage prompts for different services. This is because on some high ticket items like Botox, Filler, etc. it is not customary to tip the same amounts as regular services
3 votes -
Block usage of gift card if customer disputes the charge
We recently had a customer dispute the credit card charge for a gift card purchase. Some form of option to block usage of the gift card while the dispute is worked out would be great. I can zero it out, but then if the dispute resolves in my favor I need to reactivate it and house the purchase. (this whole process screws up all kinds of reports)
Some way of (preferably automatically) blocking that gift card from being used until the dispute is resolved would be very helpful. Or simply voiding the card when the dispute is created is another…
3 votes
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