8486 results found
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Guardrails for two staff booking an appointment at the same time
This would disallow occurrences where two staff members select the same appointment timeslot and both confirm their booking within the same minute, and the system allowing both bookings to go through for the same timeslot.
2 votes -
Account Credit Creating New Sales
There needs to be a way to apply an account credit for an overcharge or not giving a promotional credit without it creating a new sale. I understand that every penny should be accounted for, but when you have already charged the client too much and then you try to correct the mistake, it shouldn't look like another sale for the day. This is causing the Daily Sales report to be inaccurate.
1 vote -
Void Package When Refunded
When a package is refunded, please have an option to also void the package. We did not know the packages wasn't automatically voided was the sale was refunded so the package sat on the patient account as if it were valid. Having to select "void package" during the refund would be VERY helpful. While this is a rare occurance, it's a costly unknown.
1 vote -
Stand Alone Deposit
For injectables It would be great to have a stand alone deposit for the booking, but the final service cost is from the number of units/syringes added and does NOT include the base cost.
EX.
- Client leaves $500 deposit on wrinkle relaxers (which now would be 100% deposit on base cost)
- Client is charted for x amt of units and the total is $1000
- $500 deposit is taken off of total and client charged $500CURRENTLY: since the base cost is $500 when the client is charted for $1000 worth of units the total shows as $1500…
1 vote -
Transaction decline reason report
A report that would surface all decline reasons for clients' credit card transactions. This would allow businesses to spot trends and rely on the data to determine what changes to their billing cadences and dates may be needed, or help to detect trends earlier if they spot a recurring decline reason appearing for multiple clients.
1 vote -
Create Package Swap Groups/Upgrades & Package Sharing
When a client purchases a package, they often want flexibility in how they redeem it. Boulevard's "or" logic already lets businesses group services of equal value so clients can swap between them — for example, swapping a 60-minute massage for an upper body treatment. However, there's no way to handle upgrade scenarios where a client pays the difference but still keeps their package pricing on the base service — like upgrading a 60-minute massage to a 90-minute, or swapping a lower-priced facial for a higher-priced one. Right now staff have to manually add upgrade charges after the voucher redeems, which…
1 vote -
gift cards
With the holiday season fast approaching - we NEED gift cards addressed ASAP. We need to be able to sell an unlimited number in ANY amounts per client. I have some dads that get every girl a card and it's frustrating to be limited and have to create multiple accounts for him to get around it!!
PLEASE ADDRESS GIFT CARDS NOW - WE HAVE BEEN ASKING!!We also need to be able to run a gift card report - obligated funds, balances, expired, frequently purchasing clients - all of it!
1 vote -
Reporting option for Accommodations
We have clients' pricing saved from years ago and need to go through each client to delete old accommodations. We'd like a report that pull which clients have accommodations.
1 vote -
Sign off percent goal input
The sign off tracker is super helpful to understand how far along an MD is in their sign off to meet min requirements. Since these do vary by state, it would be helpful to set a goal at the location level that surfaces alongside the tracker. This would be a great reminder for the MD depending on which locations dash they are in!
2 votes -
Linked Profiles: Relationship Tagging & Shared Payment Methods
It would be incredibly helpful to have a way to link or tag patient profiles together to show relationships (e.g., family members, parents/children, spouses).
Additionally, we need the ability to share payment methods between these connected profiles. During checkout, we should be able to:
Automatically see who a client is linked to right on their profile.
Easily charge a connected profile's card on file (e.g., a mother paying for her child's products, or an adult child paying for their parent's treatment).
Select whether to use the current client's card or a linked family member's card on file seamlessly.
2 votes -
Show more details in a client's history for cancelled appointments
Rather than just showing "cancelled" as a blanket term I would like it to show if it was a late cancel, a now show, or cancelled by staff/client. It would help us be able to track clients show rate more accurately and when to potentially intervene on a chronically late guest, or chronic canceller.
3 votes -
Add chart note/form without being attached to an appointment
There are times in between office/clinic visits there is a need to add a medical note, without adding it to the general note area on their chart for everyone to read.
12 votes -
Can we add a feature to sort a client's files by name as an option?
I'm sure many practices (like ours!) have imported files to clients' "file" tab from an old system. They are not organized since they were uploaded all on the same day. This makes it incredibly hard to find what you need from their history! Can we add an option to sort files by name? Our files have the date in the title so if we could sort by title it will all be in order! Pretty please!
1 vote -
The ability to duplicate existing packages
It would be great to have the option to duplicate an existing package when creating new packages. This would save time when creating multiple versions of the same package.
1 vote -
Be able to upload photos from gallery to charts.
The ability to select photos from gallery to upload into chart
1 vote -
Add an automatic calculation when marking up photo (especially for neurotoxin documentation)
When marking a clients face for neurotoxin under "add markup" and automatic calculation of total units would appear in upper corner on photo.
1 vote -
It would be great to have a testing site or a fake client account for training
If each salon/client could be assigned a fake client that would not affect our books and records where we could train and set up appointments, payments etc. we could also see first hand what our client is seeing before we make the notification etc active.
1 vote -
data
Easier ways of viewing my data, why is it so difficult to view specific sales from specific services? also graphs to see change over time.
2 votes -
Cancelations
Need a report that shows total amount of cancelations with a date range instead of just having the front desk option and counting them manually.
2 votes -
Selling into the negative when product runs out
When products hit a zero count in inventory, the system should alert us or prohibit sales of product that is not in stock. Instead of selling into the negative. Bad look for patients to buy a product, we do not have it and then have to either refund them or create an IOU to ship it when the product comes in.
2 votes
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