7173 results found
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Membership Sales Cap
Ability to set a limit/cap for Membership sales so X amount of clients can purchase.
Ex. Sell 100 Founding Memberships - once goal is met, no more sales.
1 vote -
Organized Galleries: Folders for Every Appointment
Finding the right treatment photos shouldn’t feel like searching for a needle in a haystack especially for patients with multiple visits and dozens of images. By allowing creation of folders within the gallery, photos can be grouped by appointment or treatment type. This not only keeps the gallery uncluttered but also makes retrieving specific images fast, intuitive, and stress-free. For busy clinics and detailed treatment histories, this is a must-have for efficiency and clarity.
2 votes -
Organize and Filter Reports
Ability to organize Reports more efficiently and filter by date and/or name (alphabetically)
2 votes -
Payment method needs to be included on all sales reports!
Payment method needs to be included on all sales reports!
5 votes -
Being able to start a new chart without having to create an appointment for the client.
Being able to start a new chart without having to create an appointment for the client.
5 votes -
Save drafts in text messages
Need to autosave messages in the type box or in a drafts box -as leaving the page to check someone out and then coming back to a long message being gone is so frustrating.
9 votes -
Streamlining Apple Pay
Can we find a way to integrate apple pay with the existing desktop WITHOUT the need of a separate ipad? That would be ideal. Thank you!
2 votes -
Resource Utilization
We need to see a utilization metric for a resource calculated the same way it is for the staff. We also need to be able to put business blocks on a resource to calculate utilization appropriately.
2 votes -
Credit card expiration
I would like to be able to update just the expiration date for memberships when the card expires. Instead of entering the whole same credit card number.
4 votes -
dollar amount commission
I would like it if there was an option to do $$ amount commission for a provider rather than a tiered commission.
4 votes -
Payroll for non-service providers
I would like to be able to schedule and run payroll for non-service providers - office or admin staff
4 votes -
Attribute multiple sellers to a single membership sale
Allow for more than one staff member to be assigned to a membership sale. This would allow for multiple individual to receive credit for selling a membership to a client.
1 vote -
Month view
Option to have a month view of booked appointments/ availability rather than just 4 day or week
2 votes -
Reports: Improved indication of Seller changes on completed orders
Currently, seller changes look like a a return and new sale, or like an exchange. We have "Staff Change" columns available but they add 5-6 additional columns to a report and still change the "refund" and "sale" lines. It would be great to have better indications that a staff change happened within an order to distinguish them from true returns or exchanges.
2 votes -
Text to pay and collect gratuity through secure payment link
Ability to send a secure payment link via text message to collect amount due from client and allow the client to add a gratuity.
1 vote -
Display package and/or membership information on the appointment card in Front Desk and Calendar view
Being able to quickly reference what membership or package a client has, as well as the number of unused vouchers they have from the high level would save clicks and alert the front desk of any actions they may need to take with the client (eg. selling a new package, setting next appointment date based on new voucher generating).
1 vote -
Create Reporting for Appointments booked today for a future visit with new client filtering as well as Staff / Client booked filtering.
It is imperative to have data on New Clients who have just booked an appointment. We have huge marketing ad spends and that data needs to be at our finger tips. I have no way to verify that my marketing is driving the customers in aside from manually clicking every appointment and viewing customer profiles, with 30-40 appointments a day this is not a possibility. This is a must fix.
1 vote -
Have a way to merge products
Our suppliers often update packaging etc and end up with a new UPC. In the transition you can end up with multiple UPCs of the same product on the shelf. A way to merge those products once the old packaging is fully gone would be amazing. It would help us manage reporting better as sales will be totaled for the unified product.
It would also help clean up the catalog with fewer products listed.
1 vote -
Permission Group setting
Setting where Service Providers cannot see purchase history on client profiles
1 vote -
Client Vouchers/Packages on Professional App
It would be great for client vouchers and packages that they have remaining on their account to show up on their appointment and profile on the Boulevard Professional App. Our medical staff uses the ipads for charts and in appointments, but this info isn't available to see on the professional app for them to see. We can only see this info via the website
2 votes
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