8467 results found
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Feedback on New Report Section
Thank you so much for the new Reports section and Dashboard. I’ve been playing around with both, and they’re a great improvement.
The biggest element I’m still missing is the ability to see a breakdown of sales by employee within the Business Summary or Sales Summary reports.
I see that I can filter the report by Staff, but what I really need is to see the total sales for the selected period, along with a breakdown showing how much each staff member contributed to that total—all within the same report.
That would make the reporting significantly more useful for tracking…
1 vote -
Choose Which Files Patients Can View in Their Portal
We would love the ability to upload files to a patient’s record and choose which ones are visible in their patient portal. Our team needs to keep documents such as lab reports and test results on file, but we also need control over what patients can access. A “share with patient” option on each uploaded file would let us make selected documents available for patients to view or download while keeping other files for internal use!
1 vote -
Restrict appointments overlapping with time blocks if appointment end time occurs before the end of the time block.
This would disallow an appointment to be booked in the event the end of the appointment would land in the middle of a time block. Currently, if an appointment's end is just processing time, it allows for the appointment to be booked with an overlap of a staff member's time block. This leads to the client being done with their appointment before their provider is finished with their time block (break).
1 vote -
Allow one service to book two resources at one time.
For example, one service uses two different types of lasers. It is one appointment, one service, so we need the time blocked off for both resources so double booking doesn't happen
2 votes -
Limit number of offers that can be applied online and checkout
Ability to restrict offer code stackability / combination so an offer code can be built to only be redeemable on its own. This should be enforced during online booking and checkout to mitigate against clients seeing a discounted price before stacked offers are removed at checkout.
1 vote -
Time Card entries vs Time Clock summary
In the old Time Clock summary the staff was separated by name with totals for each staff member for the time period selected. In the new Time card entries report, the totals are by day and it makes calculating payroll more complicated and provides more possibility for errors since each day needs to be added up per staff member.
The older layout for reports was more user friendly.
1 vote -
full chart export
Add an option in the client summary to export a single PDF of all of their information (including demographic details, chart, forms and photos) so that it doesn't have to be done manually one by one when another provider requests the records.
1 vote -
Make security notifications to clients customizable
The new update where clients are notified when their profile is updated (name, DOB, contact information) makes it appear the practice has had a security breach even if it was just an internal update. This is confusing for patients and discourages our staff from keeping profiles current.
We should be able to customize these messages that are sent to patients and ideally be able to turn them off.
1 vote -
Cancellation Fees
When a client no-shows for an appointment, we attempt to charge them the no-show fee but we are unable to. We receive the message "insufficient funds". We need to be able to fully enforce our cancellation policy and this prohibits us from doing so.
1 vote -
Late cancel and open balance blocks next online booking
This would be a way to block clients from booking their next appointment if they have an outstanding balance due, including a late cancel/no show charge.
1 vote -
Book with card on file in-dashboard
Require a payment method on file when booking in the dashboard, on behalf of a client. This extra measure would help businesses ensure they have a payment method on file in the event a client late cancels or no shows.
1 vote -
Group Booking in Dashboard
Ability to book a group appointment within the dashboard. This would enable front desk to book multiple clients as a group the same way our booking widget allows them to.
2 votes -
First availability
When a patient selects “First Availability” in online booking, the results show only one provider for a given day, even when multiple providers have openings. Could this feature display all available providers and their appointment times for that day? This would let patients choose the provider and time that work best for them.
5 votes -
Find a way to have emails go to primary inbox.
Currently, specific to gmail, any marketing emails sent end up going into the "promotions" folder leading to almost no one opening the emails. I feel like it has to do with the domain being titled as "marketing.blvd.me". I struggle with sending general announcements or posting model calls due to this. Additionally, It would be great if we had the ability to save a template we regularly use instead of starting from scratch each time we want to send out a marketing email. I used to have GlossGenius before Blvd and had more success with clients receiving my emails than they…
1 vote -
Email campaigns
Please place the email subject line at the top of the email template and not way at the bottom in a very tiny font. It should be clear where to make these sorts of edits—I created my first email campaign with Boulevard and didn't see that the subject line remained the name of the campaign name, even after I changed the campaign name. It's very easy to miss that sort of thing, especially when you're a new user of the software.
1 vote -
Bring Back the Text Bubble!
Whoever’s idea it was to get rid of the feature where we can open a separate text message bubble and minimize it was so stupid. It is extremely inconvenient to not be able to view the calendar and not be able to minimize and go back to the message. It now only allows us to message guests from their profile. This blocks the entire screen, and you have to exit out rather than minimize. So if you get interrupted by someone needing to checkout or if you need to look at the calendar you have to edit out then go…
1 vote -
prevent staff from seeing EVERY form
I would love for my therapists to only see the service intake and medical form - not the client contact form. I have been asking for years for this.
1 vote -
allow staff to text clients without seeing their phone number
Id love to let my staff message clients if they are running late without giving them client contact info. Can they message without seeing every clients phone number?
1 vote -
In "Forms" in the appointment add "Mark as Complete" in the dropdown menu in addition to "Open in New Tab", "Print" or "Delete"
For clients that fill out paper forms and are then scanned and attached to the client profile, we would like to mark the digital forms as complete so we don't constantly see the forms reminder on their profile and appointment. Thank you.
1 vote -
Klarna
When Credit Companies advertise on our BLVD platform it should offset our BLVD monthly fees. I can't believe that Klarna and Affirm have an advertisement showing on BLVD everytime a client checks in. I don't offer these payment options and I never will. BLVD is expensive and if other companies are going to advertise to MY clients I want the choice to opt in and get paid for advertising placement, or opt out entirely. My business is supposed to be high end and these advertisements give 90's infomercial.
1 vote
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