7468 results found
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Have a "booked forecast by staff" report in the report section (not just summaries)
The booked forecast by staff report is super helpful for providers to see what their next few weeks look like, but they aren't able to see it without seeing all of the summaries. Please either make it individually shareable, or create the report in the report tab so we can have it sharable to them.
1 vote -
Automatic email reminder when memberships pauses are ending
Can clients receive an automatic email reminder when memberships pauses are ending and have it include the date of their next bill.
1 vote -
Referred by name can be put in by client to automatically give credit instead of staff having to check manually.
Make it that the client can put who referred them in the intake form so you don't have to go back and check and then manually add it.
2 votes -
Ability to factor in COGS for commission
We need to be able to calculate commissions with the cost of goods subtracted. This is very important for tox sales specifically. We are unable to sell tox as a service due to the nature of the visit. Never really know how many units will be sold. So we have to sell it as a product. We have to calculate this in a spreadsheet every time we run payroll, and it is VERY time-consuming. There should be a very easy way to do this!
2 votes -
POP UP ALERTS FOR DAILY SCHEDULE
POP UP ALERT FOR DAILY SCHEDULE
1 vote -
POP UP ALERTS THAT CAN BE SCHEDULED ON THE CALENDAR. IE "MACHINE BEING SERVIED 12-2
POP UP ALERTS THAT CAN BE SCHEDULED ON THE CALENDAR. IE "MACHINE BEING SERVIED 12-2
1 vote -
Make Blocks More Customizable.
The options on blocking time on the schedule are limited. When adding a specific date range, we need a "daily" option so that it blocks off each day of that time frame. When clinicians have long vacations for example, we have to block each day separately-which seems like a waste of time when a daily option would make it so simple. Thanks!
3 votes -
Be able to adjust account credit, product credit, etc, manually instead of reaching out to support to do this.
Account admin to be able to adjust account credit, product credit, etc, manually instead of reaching out to support to do this.
3 votes -
Sync Boulevard schedule to google calendar
On AR I could sync my appointments automatically to my google calendar for a more complete overview of my day. This would be EXTREMELY helpful
7 votes -
Would love for patients to be able to see how many packages they have left on their account profile!
Would love for patients to be able to see how many packages they have left on their account. They are not able to see this on their end and have to either call our clinic or ask at their appointment. They can see their packages online just not how many are left/redeemed.
2 votes -
Copy & Paste from APP phone number
Would love to be able to toggle someone’s phone number in the app to be able to merge it directly into a reward system. Or to call them on our business phone that isn’t connected to my personal phone number.
2 votes -
Provider Booking: Closed off to new patients, while still allowing established patients to book!
Boulevard should enable an option to restrict provider availability to Established Patients ONLY, preventing New Patients from booking while still allowing ongoing care for existing ones.
I feel that an option like this would significantly help many providers keep their good established patients, while allowing new patients to book with other in-office providers and help build up their clientele as well!3 votes -
Scheduling Communication for specific services
We are trying to create a communication touch X amount of time after specific services i.e if we checked out a moxi today, a text will be scheduled to go out in 6months reminding the client that a its time for a maintenance treatment,. We have tried creating audiences and sending out blasts but the "last appointment" filter isnt granular enough to be specific in the messages - we would want to build out this communication for multiple service types and messaging
2 votes -
Resource color should match Staff color
It would be ideal if the Resource Color on the calendar view would match the Staff color for consistency in the calendar.
2 votes -
Alert when appointment limit is reached
We need a way to know when a client's appointment limit has been reached. Some clients receive 20 appointments covered by insurance (after meeting their deductible) and there are too many to keep track of manually. The last thing a client wants to hear is that they now owe payment because they unknowingly attended appointments that were no longer covered.
1 vote -
Allow sending photos to patients through text
Currently you can only send photos via text campaigns but there should be an option to add images to direct texts with patients
3 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.
6 votes -
Add a notes section to inventory so we can see why they made the change
It would be great to add an area to put notes when doing inventory, to state why something is a loss or where it is being transferred.
2 votes -
Group booking should have the option to only show appointments that are available at the same time.
Most clients do not realize when they are given a staggered time. Even when they do realize, they're unhappy that they were shown a specific time that isn't available for both appointments.
"Group Booking" is understood by 99.9% off people as a group of people coming together, not a group of people waiting in the lobby for 3 hours while the other people in the group receive a service.
2 votes -
Don't make clients hit "Continue" when reviewing their order.
For a multi-department business, many clients are annoyed when they're forced to interact with the iPad during checkout, while it's essential to have others review their services.
Clients should not be required to hit "Continue" after reviewing their order. There's already a separate option "Prompt client to confirm total" that we would turn on if we needed the confirmation.
1 vote
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