8486 results found
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phrases in client profile messages
Hi! I wanted to share some feedback regarding the new Phrases feature. Currently, it seems that we’re unable to use phrases unless we’ve already opened a message thread and sent a message to the client first. This means the feature only works if the client initiates the conversation or if we start with a manual message, only then can we use the phrases.
It would be incredibly helpful if we could use phrases when starting a new message directly from the client's profile, even if there’s no existing thread, or if the previous conversation has been closed. This would make…
15 votes -
give cumulative totals for hours worked. Should not have to manually add up hours
give cumulative totals for hours worked. Should not have to manually add up hours.
4 votes -
The ability to add to an order after it's been finalized
It would be great to have access to adjust an order after it's been completed. If it was finalized wrong, for example, missing a discount, it would be great to adjust the original order by "refunding" the first service/product, then adding it correctly and then finalizing again so that we are only adjusting the client's payment by the difference instead of refunding the entire thing, just to rebook and finalize again.
13 votes -
Adjust scheduling rules (AKA online booking rules) per service and per staff member
Each service and each staff member should be able to have their own set of scheduling rules applied to it. For example, only having certain services be available to book online for same-day appointments, or only certain staff members. Should be able to change how far in advance someone can book online for each service and for each staff member.
1 vote -
Attribute a seller to prepaid unit sales
Ability to assign a seller to an order line item when prepaid units are being sold to a client.
Businesses need this to track which seller deserves credit for the sale of PPUs.
1 vote -
New Reporting - document the download button at the bottom of the view
I just noticed a download button at the bottom of the new reports. I didn't see anything about it in the documentation (I may have just missed it)
I was wondering if there were differences between this and the regular download button.
Side note - it appears to be broken on Firefox, but I know that isn't fully supported.
1 vote -
Be able to assign a package to specific client during group checkout.
The ability to assign a package to a specific client during a group checkout, not just allow the "payer" to receive the package. If someone is paying for someone else's package, it would be much easier to just be able to assign the package to a client regardless of who is paying, since there is currently also no way to transfer a package from one account to another.
1 vote -
client documents that they can see
We send FSA and HSA etc. bills- it would be great to be able to put these in a client-facing section so it is more compliant and we are not sending things around.
pls add a client-facing documents area.1 vote -
Show negative week count in month view in addition to the week count forward
Seeing the week count for booking future appointments is very helpful and it would be equally as helpful to have a negative week count for past dates. On a daily basis a client will be booking their next appointment and ask, "How many weeks did I go from my last appointment?" (because we're always gauging if it felt too short or too long of a time frame.)
Wanted to give some context to explain how this would be helpful. I've seen other posts requesting it and it says that it was waitlisted in 2023. Hoping to give this (hopefully) simple…2 votes -
Ability to Limit the Number of Packages Sold
Many businesses—ours included—run promotional packages that are intended to be limited-quantity offers. Currently, Boulevard allows expiration dates for packages but does not allow us to cap how many times a package can be sold.
Having the ability to set a maximum number of package sales (e.g., “only 10 available”) would create urgency, support scarcity-based marketing, and help us manage inventory and demand during promotions. This is especially important for high-value seasonal offers and limited-run services.
We would love the option to specify a total number of units available per package, after which the package can no longer be purchased.
8 votes -
Beau messaging lead board
It would be helpful to have a live "lead" board of sorts to organize Beau messages. I want to be able to see what messages have been read, and what messages still need staff follow through to either create an appointment, or contact the client back. A giant list of messages is confusing. Especially when you have call forwarding enabled, because all calls look like they are coming from the exact same number.
1 vote -
Not have Beau assume who is calling
I have call forwarding set up to be using Beau. However, Beau assumes that every person who is calling, is calling from my advertised salon number (8012553223). And whenever a caller tries to correct Beau and give the correct name and cell number, Beau says it can't do it and needs to transfer to a human team member. Well that doesn't work especially when I have Beau set to just answer calls after hours. I have not been impressed with Beau's capabilities yet. Beau needs to capture the correct contact information before anything else happens so that the text messages…
1 vote -
Next Available displays ONE time, show more available times
when clients click "next available" they are show ONE appointment time , please add an addition "show more times" for them to continue finding a time if that one offered time doesnt work for them
1 vote -
Forms and Charts - add Appointment Date Column
Add a column showing the appointment date the chart was created for
3 votes -
Appointment reminders modified for each service
We would like to create individualized appointment reminders for each service type. The reminder should include the provider’s name and the specific service the client is scheduled for.
Example:
“You have an appointment tomorrow with [Provider Name] for [Service Name].”We would also like the ability to customize and modify the reminder message separately for each appointment type or service.
2 votes -
2 votes
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Ability to have specific member vs. non-member pricing for every service
It would be great if you could add a 'default member price' option next to the 'default price' that is on the service details page. We have specific pricing we want our members to pay, but the membership perk options aren't allowing us the flexibility we need.
9 votes -
Enhanced and Automated Loyalty Program Features
It would be ideal if Boulevard supported a loyalty platform or loyalty platform partner that can handle tier logic, automatic upgrades/downgrades, and communication without the need to fully custom-build it via Zapier or scripts.
The specific limitations that we'd like to see overcome are:
Tiers not supported: Boulevard’s built-in Loyalty Program is points-based only (earn/redeem). There’s no way to create tiered memberships (e.g., Silver/Gold/Platinum) that upgrade/downgrade based on spend or visit frequency.
Rolling windows unavailable: Boulevard doesn’t expose “spend in last 12 months” or “visits in last 90 days,” so we can’t calculate rolling thresholds natively.
Tag management: Zapier can…
14 votes -
Upload Inventory Audit for Reconciliation
Inventory audits are TIME CONSUMING! Currently physical counts are then manually compared to Boulevard counts, which adds up to hours of time investment each month. Would love the option to upload a form that includes our physical counts, which would then auto-flag items with discrepancies. This would save a tremendous amount of work. (This functionality exists in other software brands, so would also help to keep Boulevard in par with its competitors) :)
22 votes -
Add Discounts to Sales Summary Report or Create a Combined Report
Add Product, Service, Gift Card, Membership, and Voucher/Package Discounts to the sales summary report.
Or Create a specific "Combined Report" for bookkeepers and accountants. A singe report showing: Income (Service, Membership & Product) (Business Cost of Product Sales), Discounts (as mentioned above), Refunds, Liability Income (Voucher/Packages, Gift Cards, Client Accounts), Redeemed Liability, and Tax Totals.
Beyond the Sales Report as the added parts of the Combined Report would include, Payment Distribution, Product Sales, Service Sales Summary, Sales by Service Provider, etc.
This would be very helpful, instead of pulling 3-6 different reports, just because we need 1 piece of information…
3 votes
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