8542 results found
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Send clients reminder email before membership is charged
Send clients an automatic reminder email before their membership is charged each month
6 votes -
Client demographic reports
To improve overall organizational performance and quality we believe it is important to be able to generate reports on client demographic variables collected throughout the intake process. These include things like (gender or racial identity). Additionally it would be helpful to be able to run reports for fields that are contained in forms. Or at a minimum, be able to review summary reports of forms to support data cleaning activities, accuracy, completeness, timeliness, etc. To summarize, the request is to build out the ability to run more nuanced client reports that help us to better understand client demographic variables, which…
8 votes -
Create client audience based on whether they do not have a future appt
Ability to create an audience based on whether they do not have a future appointment scheduled to use for marketing.
22 votes -
Create an auto populate feature for charts and forms
Currently, if you were to print a chart/form.. it does not print the clients name or any of their information. In order to have this information included, it has to be manually entered. Create a feature that will auto populate information such as name, date of birth, date of service, etc.
8 votes -
Deleting Gift Cards
Customer would like to be able to delete Gift Cards that meet certain criteria.
Example:
Gift Cards with 0 balances
Gift cards that are older than a specific time frame5 votes -
MD Notes/Orders
Needs to have any notes or orders that are added to the chart during sign off somehow flagged so that the provider knows to review prior to nex visit
4 votes -
Tighten up the Hipaa compliance
When a patient books a service they get an email with all of their appointment details listed like their name, date/time of their appointment and what treatment they are getting. Med Spa practices have to practice hipaa and this is a huge violation.
29 votes -
3 votes
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Pictures for Client Profiles in the Chart
Pictures for Client Profiles in the Chart
10 votes -
Allow video uploads
Allow video uploads so content is more organized for content creators
1 vote -
Multiple pages to stay open and redirect you to start over
When opening multiple pages within BLVD, it will automatically close the previous page. It should allow you to change between pages without having to go and start over. Example You want to see order history to that specific client and you apply a filter . But then it redirects you back to all orders , then you have to retype everything It's very tedious
6 votes -
3 votes
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Add Credit Card Fee and preset gratuity to Duo checkout preview
Surfacing the credit card fee for Offset and preset gratuities on the checkout preview screen for Duo
3 votes -
Multiple levels of requested service providers
Would like the option to add a preferred, and secondary provider to each client profile, for the purpose of scheduling, or rescheduling. If this could show up as abbreviations such as PP (preferred provider) or SP (secondary provider) on the calendar, that would be extremely helpful.
3 votes -
Being able to attach a photo to service description!!!!
Being able to attach a photo to service description, so guest/clients are able to visually see what they are booking for.
2 votes -
Sharable Account Credits for Memberships
Currently only vouchers are sharable. The business would like clients to be able to share Account Credit Memberships.
54 votes -
Membership Billing dates
Would like to have the ability to set different membership billing cadences. For example, auto billing eery six weeks versus monthly or bi-monthly.
54 votes -
6 votes
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discount codes automation and upgrades
Please add: discount codes 1 per year. This will allow us to move toward automation without you building a fully automated system. Example birthday discount, xmas discount....
We also really need a way see which ones are expired. It is very hard to track and very hard to tell by looking.
Please also have a not stackable toggle...I would love to auto apply some so that people actually know there there...but currently cannot. When you turn on auto apply it also should not discount already booked appointments. The calendar is not set up that way, the discounts should not be…
2 votes -
Account credits need to show differently in payments for account balances
Account credits are reflected the same whether the client paid, or put a balance on their account. We allow certain clients to split payments for big ticket services over time (internal financing). The only way to ascertain that a client did not pay in full is to run a client outstanding receivables report. On the payments & refunds report, the transaction shows up as payment method=account credit even if the client ends up with a negative account balance.
1 vote
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