7415 results found
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define a staff's services for the day
I have staff who perform certain tasks (laser hair removal vs skin care) on certain days. In order to make the schedule work, I needed to create 2 separate profiles for each of them. You should be able to define their services for the day so that a business only needs 1 profile but clients don't inadvertently book a service on a particular day when the staff is not available.
We operate skin care in a particular room (rooms are not interchangeable based on LHR vs skin care) so it is not enough to know that a staff member will…
2 votes -
Client reschedule notification
Can you add the notification option if a client reschedules also. It would be helpful to know real time about an opening in the books for the stylists so it can be shared on social media
63 votes -
Report Analytics
Report analytics are important because they provide the data-driven insights needed to make informed decisions, improve performance, and identify new opportunities. The current reporting in Boulevard is just raw data, that we have to export and then create their own analytic reports, which, compared to Square and other POS systems is quite out of date. At a minimum, we need the ability to compare time periods and see change and % change over time.
Here are some ways we would use analytic reports:
Improved decision-making:
Analytics transform data into actionable insights, allowing managers to make strategic and operational decisions based…4 votes -
create a role to edit charts and forms
Please create a role that allows the editing and creating of forms and charts without giving complete admin access to all other reports and sensitive business operations.
4 votes -
Disable checkout IF forms not signed
If a patient has NOT signed consents, etc... DO NOT allow the checkout to complete until they SIGN the forms. This is a HUGE legal protection for patient and provider
2 votes -
Separate booking logins for new vs. existing patients
Separate booking logins for new vs. existing patients is a very necessary feature to allow our clients to use Boulevard to its full capabilities.
In our office (med spa), we cannot allow new patients to book certain services without having a consultation first. This has caused us to have to disable most of our services in the online booking section since patients will just ignore any notices we put up and book anyway. This is punishing our existing clients who are authorized to book these other services, but since there is no barrier to entry, we can't allow anyone to…
2 votes -
gift cards
Gift cards should not have a monetary limit, which is currently set at $500, or a day limit (2 per day). We often have people purchasing gift cards well above the limit which means we have to do several transactions over several days to accommodate them.
3 votes -
I need to be able to pull products for inventory by scanning with sku gun!
We have to search products by name when changing inventory amounts and this takes forever when big orders come in. I should be able to search this with the sku
3 votes -
Hours scheduled take into account Unavailable Shifts
We are tracking our providers' utilization % of their hours scheduled. Unfortunately when a shift is marked as unavailable (due to a holiday), it does not subtract those hours from their hours scheduled. For example, if i have an employee that normally works 36 hours a week and one day is a holiday, it will still say their hours scheduled is 36 and even if the other four days of the week were fully booked, their utilization % will look like they had a completely empty day. This means holiday weeks/months have to be done manually.
3 votes -
We should get notified of an online sale
For example I did a xmas sale and had no idea I sold the online packages didn't get an email or text to anything. an email should be sent to us notifying of any online sales without manually having to go in there and click it.
3 votes -
allow the use of phrases in the comment box when signing off charts
Allow the use of dot phrases in the comment box when signing off charts
5 votes -
create new client on the iPad
Allow new client creation/sales to be conducted on iPad.
When selling at community events, we have to bring a laptop, an iPad and the Duo. Each device needs to then have a hotspot and to be fully charged for the event. Why not let us create a new client/sale on the iPad AND use the iPad to checkout? It would eliminate the need for 3 devices.3 votes -
Creating a notification to let clients know they have missed their scheduled appointment
It would be helpful to create a notification automatically sent to clients that lets them know theyve missed their appointment time. For example; if a client is scheduled at 10:30am, they get a notification at 10:35 they are late for their appointment. I feel as though it would help keep clients accountable with their appointment management if they are going to no show an appointment and would give us one more point of contact to present if they say they weren't aware of their appointment
7 votes -
Require a consultation/good faith exam prior to completing booking the actual service appointment.
Currently new patients are encouraged to schedule a NP visit when they are a new patient as a good faith exam. Many miss this step and do not complete this prior to their visit since they have to go into a different location and book the visit in a completely separate transaction within the booking flow due to there being a separate exam location.
4 votes -
Patient Flow Status Monitoring
We would like to monitor Patient status AFTER their initial check-in so that we can monitor clinic timing to ensure optimal patient experience and clinic flow. For example, once the patient has been "roomed" and their vitals are taken, we would like to be able to mark the patient prepped and ready to see the Provider and then when Patient is ready to check out and we are getting their reports together prior to check out so we can better manage clinic timing and patient flow timing. This option would result in being able to review total Patient Visit Timeline…
3 votes -
Practice Management
I am seeing way too much standardization on the business operational backend. We are paying for this service, not the other way around, therefore we deserve to have more options for unique customizations on behalf of our practice that allows us to genuinely express how we will manage them as they move forward with us. Boulevard is NOT a unique experience and actually making it harder for our business to operate
2 votes -
form expiration
There are only options for monthly/yearly intake form expiration. Would be nice if there was a weekly option for our higher intensity treatments that we do not like a ton of time to lapse between intake form and treatment/procedure.
2 votes -
custom lead times per location
Currently, the scheduling rule that allows clients to book late minute appointments are set at the brand level. Business would like the ability to set this per location since some locations want to allow clients to book up to 1 hour before appt time and another location at least 24 hours before the appt time.
2 votes -
boulevard needs to make a way for medspas to enter diagnosis codes and cpt codes
boulevard needs to make a way for medspas to enter diagnosis codes and cpt codes. currently we dont even have a way to make that information show up in notes on a patient receipt.
Patients that wish to send to an insurance company on their own have to have this information.You also DEFINITELY need a way to make a non global area on a patient receipt to add notes for the patient to see
9 votes -
Offer codes: One criteria must be met for the offer to apply to the second service
Allow a code to be made with a "book _, get %/$ off _" so that one service has to be booked in order for a discount to be applied to the second service. For example, "get 50% off enter service when you also book a enter service in the same appointment!". This would limit the need for manual tracking if an offer is applied to an appointment and one of the two services is cancelled so the client doesn't get the discount they don't qualify for. Also eliminated the need to manually apply the discount at checkout.
4 votes
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