7705 results found
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add products to in appointment
I need to be able to add products my client is purchasing while I am in their appointment screen. It only allows it at check out and providers do not check out the clients in or rooms- they are sent to the front desk. Commissions are tied to the products and providers need to add them to the client appointment before sending them out to the lobby for check out. Thanks!
1 vote -
Link walk-in client data
When walk-in clients check in on the iPad, it should automatically pull their info if they've been to the salon before. It shouldn't make them enter in their email or name every single time they walk in. We should also be able to determine what data we want from the customer. Maybe email isn't something we want.
1 vote -
1 vote
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Resource Calendar toggle
We would like an option to toggle the calendar view for resources. Currently, if no resources are selected in the Calendar view and you select an applicable service - a resource is then added back to the calendar view.
We would like a toggle to keep resources unselected.
3 votes -
Do not include tech Names in reminder emails/text for “Anyone” bookings
When a client selects “Anyone” instead of a specific technician, it means they agree to be seen by any available technician as part of our rotation system. In this case, technician names should not appear in reminder texts or emails. Including a technician’s name can create the expectation that the client will be seen by that specific technician, which can disrupt rotation fairness and scheduling flow.
1 vote -
Add client's last visit to the overview tab in the client profile pop up.
Have a new line named "Client Last Visit" between "Scheduled Appointments" and "Scheduling Alert".
1 vote -
Charts
we should be able to add a chart to a client profile without having to book an additional appointment. In my situation the appointment disappeared from the schedule and now I cannot add my chart note. Also, if we need to add phone correspondence, we should be able to add a note.
7 votes -
membership agreement copy to client
When a new member joins, and they are prompted to sign their membership agreement, which SHOULD be a signature, not just an "I agree" button. The client should automatically be emailed a copy of the contract they just signed.
3 votes -
Send Consents without Appointment
Sometimes we need to send patients consents without them needing an appointment like membership consents or photo releases etc, however, there is no way to send consents to fill out without an upcoming appointment.
5 votes -
New Payment processing System
The payment processing is clunky and doesn’t allow the mobility of on the fly check outs. I had a pt complain today that our set up with a seperate monitor is the most risky for fraud. Having a true compact processor (like stripe or godaddy has) and ability to swipe on the phone would be much more streamlined.
1 vote -
Connect with Faire for easy inventory additions
It would be great to be able to upload inventory from faire. They have connection with Shopify, clover and square.
1 vote -
Remove expired offers
When an offer reaches the end of the timeframe for when clients can redeem it, the offer code should automatically be deactivated and removed. This would save time by not requiring it to be manually removed.
1 vote -
Report for Offer Inactivity
A report that includes offers with most recent redemption date. This would enable businesses to review which offers are stale and can be deactivated.
1 vote -
client bought package online notification
Would like to see notifications when clients purchase packages online. Currently it only pops up in sales but staff don't always remember to look there.
1 vote -
Recurring scheduled shifts should allow editing without deleting or changing all future shifts
You are currently not able to edit or delete a specific shift for shifts that are inputted with the recurring schedule feature. You should be able to edit a single recurring shift for an employee without it affecting their entire future schedule.
2 votes -
bring back itemized receipts
Itemized receipts give our clients piece of mind while maintaining business transparency.
2 votes -
Have option for client to add gratuities to the purchase of a membership or package
I would like there to be an option for the client to add gratuities onto their purchase of a package of membership, making there no need for any transaction at the end of their appt.
2 votes -
Export custom reports without having to save first
currently when exporting a beta report you have to save to keep your customizations to exporting. It should export as is without having to save.
2 votes -
Unlinking New Patients Discounts and Referred By Patients Credits
Rather than always giving new patients something for being referred, the referrer should get their credit separately without having to give something to new patients. That might not effectively work if you're not always doing a campaign for new patients to always give them 15% off all the time. They should be allowed to be turned on and off individually instead of being on together
3 votes -
Sandbox Instance
It's a pipe dream, I'm sure— but it would be amazing to have a full duplicate instance of our account so our trainees can work on everything BLVD without the risk of messing anything up.
All the training materials are great, but since there is no sandbox, our trainees have to work on live clients and schedules, which then requires someone to be with them to ensure they don't accidentally make a big mistake while learning.
4 votes
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