8473 results found

1. Integrated call center with automatic guest profile pop-up

   WHAT IT IS:
   A native call center tool that automatically opens the caller's guest profile and history when a call comes in.

   USE CASE:
   They're receptionless, so a remote support team fields all calls. They kept Zenoti's integrated call center after dropping Zenoti's AI receptionist.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Communications / Calls

   VERBATIM QUOTES (call timestamps):
   (34:32) "Because we're receptionless. We have a call center. So we have a team that works remotely to field all the calls and support the customer… we kept their integrated call center function because everything is linked. So as soon as a call comes in, the entire guest profile and history is right in front of our support person and it's super easy to navigate."

   GONG CALL (8/26):
   https://us-9385.app.gong.io/call?id=8889534966785019514

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   A native call center tool that automatically opens the caller's guest profile and history when a call comes in.

   USE CASE:
   They're receptionless, so a remote support team fields all calls. They kept Zenoti's integrated call center after dropping Zenoti's AI receptionist.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Communications / Calls

   VERBATIM QUOTES (call timestamps):
   (34:32) "Because we're receptionless. We have a call center. So we have a team that works remotely to field all the calls and support the… more

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2. Discount stacking controls (promos vs. membership benefits)

   WHAT IT IS:
   Rules for whether a promo stacks with a membership discount, or which one wins. Today, all applicable offers, membership discounts, and manual discounts stack to give the client the best price. There's no setting to make an offer exclusive or non-stackable.

   USE CASE:
   Self Care Stash members get 15% off everything. When a sale is smaller than 15%, the member discount should win. When a sale is bigger (e.g., 50% off), the member discount shouldn't stack on top.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Janice (Controller)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Point of sale / Discounts & memberships

   VERBATIM QUOTES (call timestamps):
   (54:52) "Right now our SCS members get 15 percent off of everything. If we are offering products on sale. Is there a way to prevent that discount stacking with the discount we're offering on the products?"
   (55:52) "Let's say we're offering 10 percent off of something products. OK? But their benefit is 15. I would want their benefit to take precedence. However if we're offering like half off of select products, I don't want them to be able to stack another 15 percent onto that 50?"

   GONG CALL (9/3):
   https://us-9385.app.gong.io/call?id=2306093469085225206

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   Rules for whether a promo stacks with a membership discount, or which one wins. Today, all applicable offers, membership discounts, and manual discounts stack to give the client the best price. There's no setting to make an offer exclusive or non-stackable.

   USE CASE:
   Self Care Stash members get 15% off everything. When a sale is smaller than 15%, the member discount should win. When a sale is bigger (e.g., 50% off), the member discount shouldn't stack on top.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Janice (Controller)

   PROSPECT BRIEF:… more

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3. Auto-applied percentage-based fee (community fee)

   WHAT IT IS:
   A location-level fee calculated as a percentage of the pre-tax service/product sale and auto-applied to every ticket. BLVD supports only flat fixed fees today.

   USE CASE:
   Their Bridge Park location must collect a city community fee on every transaction. Members also need to be able to cover that fee with banked funds.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President); Janice (Controller)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Point of sale / Checkout

   VERBATIM QUOTES (call timestamps):
   (21:42, Meg) "Our bridge park location has a community fee that the city applies to all transactions."
   (22:42, Meg) "Granted. It's 23 cents or 17 cents. But every day there's members coming in of every month of every year. So it does add up."
   (24:11 & 24:53, Janice) "It's a percentage of the sale… It does not apply to tax. So it's just the service sale and, or product sale."

   GONG CALL (9/3):
   https://us-9385.app.gong.io/call?id=2306093469085225206

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   A location-level fee calculated as a percentage of the pre-tax service/product sale and auto-applied to every ticket. BLVD supports only flat fixed fees today.

   USE CASE:
   Their Bridge Park location must collect a city community fee on every transaction. Members also need to be able to cover that fee with banked funds.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President); Janice (Controller)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Point of sale / Checkout

   VERBATIM QUOTES (call timestamps):
   (21:42, Meg) "Our bridge park location has a community fee that… more

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4. Mark messages as unread

   WHAT IT IS:
   Let staff mark a two-way client message thread as unread after opening it.

   USE CASE:
   Location teams handle 1:1 client messaging and need to flag threads that still need follow-up.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Messages

   VERBATIM QUOTES (call timestamps):
   (35:45) "Are you able to mark messages as unread like after you read them?"

   GONG CALL (9/23):
   https://us-9385.app.gong.io/call?id=4315568283827419995

   STATUS / LINKS:
   Already surfaced to R&D per Tiffany.

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   Let staff mark a two-way client message thread as unread after opening it.

   USE CASE:
   Location teams handle 1:1 client messaging and need to flag threads that still need follow-up.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Messages

   VERBATIM QUOTES (call timestamps):
   (35:45) "Are you able to mark messages as unread like after you read them?"

   GONG CALL (9/23):
   https://us-9385.app.gong.io/call?id=4315568283827419995

   STATUS / LINKS:
   Already surfaced to R&D per Tiffany.

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to… more

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5. Branded (white-labeled) customer booking mobile app

   WHAT IT IS:
   A white-labeled, brand-owned client app for booking. Zenoti offers this today, and BLVD can only get there through the API with a third-party dev.

   USE CASE:
   They run a white-labeled Zenoti app today and consider it a major requirement.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Client booking / Mobile

   VERBATIM QUOTES (call timestamps):
   (58:15) "Does boulevard have a customer booking mobile app? So like we have a white listed app via zenoti. Is that something boulevard does too?"
   (59:28) "…that is a big aspect of it."

   GONG CALL (9/23):
   https://us-9385.app.gong.io/call?id=4315568283827419995

   NOTES / INTERNAL CONTEXT:
   Competitor offering this today: Zenoti.
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   A white-labeled, brand-owned client app for booking. Zenoti offers this today, and BLVD can only get there through the API with a third-party dev.

   USE CASE:
   They run a white-labeled Zenoti app today and consider it a major requirement.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Client booking / Mobile

   VERBATIM QUOTES (call timestamps):
   (58:15) "Does boulevard have a customer booking mobile app? So like we have a white listed app via zenoti. Is that something boulevard does too?"
   (59:28) "…that… more

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6. Welcome flow for new profiles (pre-booking leads)

   WHAT IT IS:
   An automated welcome flow that fires when a new client profile is created, including profiles created outside the booking flow. Today BLVD only creates a profile once a booking is completed.

   USE CASE:
   Website visitors opt in to email/SMS through a form, and Zapier creates the profile in Zenoti. Those net-new leads then get a brand story welcome email before they've ever booked.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (45:34) "Opportunity to me is at least the way we define it is like a brand net new guest who hasn't booked. So like they should get like a welcome email and like that kind of automation."
   (47:12) "We have an integration that someone can opt in to our email and SMS, without making a profile. And if they do that, we create that profile in zenoti."
   (48:01) "I mean, we have a welcome email that gives like brand story. So… that would be something we'd need to solve for."

   GONG CALL (9/23):
   https://us-9385.app.gong.io/call?id=4315568283827419995

   RELATED / POSSIBLE DUPLICATES:
   Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   An automated welcome flow that fires when a new client profile is created, including profiles created outside the booking flow. Today BLVD only creates a profile once a booking is completed.

   USE CASE:
   Website visitors opt in to email/SMS through a form, and Zapier creates the profile in Zenoti. Those net-new leads then get a brand story welcome email before they've ever booked.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (45:34) "Opportunity to me is… more

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7. Abandoned cart follow-up (booking, membership, gift card)

   WHAT IT IS:
   Automatically retarget guests who start a booking, membership purchase, or gift card purchase but don't finish checkout.

   USE CASE:
   Send a follow-up within about 4-8 hours to recover the sale.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (44:55) "Do you guys have a like abandoned cart feature? Like if someone like starts a booking but doesn't finish it."
   (48:09) "If someone like goes through the booking or even membership purchase or gift card purchase, and doesn't hit purchase if they can be retargeted… yeah, you know, within four to eight hours or whatever."

   GONG CALL (9/23):
   https://us-9385.app.gong.io/call?id=4315568283827419995

   STATUS / LINKS:
   We told them there is a high likelihood that our lead management pilot could cover this.

   RELATED / POSSIBLE DUPLICATES:
   +1 from Chapter Aesthetics (Aug 19 call): https://docs.google.com/document/d/1pVt5pETENFmy0BNeRdgKx6DXI2KQHGHR-1tu555qWoU/edit?disco=AAACHjas3nI
   Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   Automatically retarget guests who start a booking, membership purchase, or gift card purchase but don't finish checkout.

   USE CASE:
   Send a follow-up within about 4-8 hours to recover the sale.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (44:55) "Do you guys have a like abandoned cart feature? Like if someone like starts a booking but doesn't finish it."
   (48:09) "If someone like goes through the booking or even membership purchase or gift card purchase, and… more

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8. Membership and gift card upsell campaigns + editable automated campaign audiences

   WHAT IT IS:
   One-click automated campaigns for membership upsells and gift card sales, and more control over who each automated campaign targets. Today we don't support memberships or gift cards in our Automated or Blast campaigns.

   USE CASE:
   Automate membership and gift card upsells, and tune or widen automated campaign audiences.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (16:28) "Like for example, if we wanted like rescue loss clients, can we edit? Like who is in that target segment?"
   (17:58) "Just understanding… how much optimization… opportunity we have with those automated campaigns? Like if we notice something isn't working, how can we further define the target segment or expand the target segment? … And then I noticed you don't have membership upsell, or gift card automations."

   GONG CALL (9/23):
   https://us-9385.app.gong.io/call?id=4315568283827419995

   RELATED / POSSIBLE DUPLICATES:
   Related: W Nail Bar asks 1, 2.
   Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   One-click automated campaigns for membership upsells and gift card sales, and more control over who each automated campaign targets. Today we don't support memberships or gift cards in our Automated or Blast campaigns.

   USE CASE:
   Automate membership and gift card upsells, and tune or widen automated campaign audiences.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (16:28) "Like for example, if we wanted like rescue loss clients, can we edit? Like who is in that target… more

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9. Gift card purchase history as an audience filter

   WHAT IT IS:
   Filter audiences by past gift card purchases. Purchase-history filters today only cover appointment status / details, services and products.

   USE CASE:
   Retarget past gift card buyers for seasonal pushes like the holidays.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (20:31) "I don't see anything that has to do with like gift cards? Is that an option?"
   (20:53) "Well, like for the holidays, for example, if we want to retarget people we know have purchased gift cards in the past."

   GONG CALL (9/23):
   https://us-9385.app.gong.io/call?id=4315568283827419995

   RELATED / POSSIBLE DUPLICATES:
   Related: W Nail Bar asks 1, 3.
   Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   Filter audiences by past gift card purchases. Purchase-history filters today only cover appointment status / details, services and products.

   USE CASE:
   Retarget past gift card buyers for seasonal pushes like the holidays.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Marketing Suite

   VERBATIM QUOTES (call timestamps):
   (20:31) "I don't see anything that has to do with like gift cards? Is that an option?"
   (20:53) "Well, like for the holidays, for example, if we want to retarget people we know have purchased gift… more

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10. Spend-based audience filters for blast campaigns

    WHAT IT IS:
    Filter blast campaign audiences by client spend (service + product), both above a set amount and within a date range.

    USE CASE:
    Find and target their high-value guests. Today we can only offer tags as a workaround, not a spend range.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing); Meg

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (22:51) "I mean, it's a very helpful demographic of knowing who our high value guests are, just in general, for any type of marketing, people who are spending the most are people we want to know about."
    (23:25) Asked if they'd filter by amount spent or by timeframe, Ali said "Both" and Meg added "depending on what we're using it for."

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    RELATED / POSSIBLE DUPLICATES:
    Related: W Nail Bar asks 2 and 3 (audience filters). Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    Filter blast campaign audiences by client spend (service + product), both above a set amount and within a date range.

    USE CASE:
    Find and target their high-value guests. Today we can only offer tags as a workaround, not a spend range.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing); Meg

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (22:51) "I mean, it's a very helpful demographic of knowing who our high value guests are, just in general, for any type of marketing, people who… more

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11. Ability to sort or filter clients by “date created”

    Ability to sort or filter clients by “date created”

    Right now there isn’t a way to sort or filter clients by the date they were entered into the system. This makes it difficult to quickly identify new leads or recently added clients, especially those who haven’t booked their first appointment yet. A sort or filter by client creation date would help our team track and follow up with new leads more efficiently.

    5 votes

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    1 comment  ·  Client lists and profiles  ·  Delete…  ·  Admin →
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12. Smart filters on Products page

    having each filter know what has already been filtered would be helpful. Example:

    Choose Category=Shampoo as first filter
    choosing a second filter of "Brand" will only show the brands that have products in the shampoo category. (or show the number of products each brand has in that category)

    1 vote

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    0 comments  ·  Catalog creation and management  ·  Edit…  ·  Delete…  ·  Admin →
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13. gift card

    Gift cards should be more easily transferable from the account purchasing to the account of the person receiving the gift card.

    3 votes

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    0 comments  ·  Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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14. price permission

    A permission that allows pricing to be removed from appointments on the calendar/front desk.

    1 vote

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    0 comments  ·  Business details and settings  ·  Edit…  ·  Delete…  ·  Admin →
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15. appointments archive

    An accessible archive for older completed appointments. Currently there is no way to see appointment history past 100 appointments.

    3 votes

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    0 comments  ·  Appointment management  ·  Delete…  ·  Admin →
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16. membership icons on profile

    This is mood house loves the new membership crowns that appear for members on the calendar but wishes these would also show in the client profile

    2 votes

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    0 comments  ·  Client lists and profiles  ·  Delete…  ·  Admin →
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17. Add to Inventory Adjust Quantity Drop Down Menu

    Please add additional choices in the drop down box: Transfer: Returned back to Retail Inventory; Transfer: Retail to Back Bar; Transfer: Retail to Tester; Transfer: Back Bar to Retail

    2 votes

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18. Account Credit Creating New Sales

    There needs to be a way to apply an account credit for an overcharge or not giving a promotional credit without it creating a new sale. I understand that every penny should be accounted for, but when you have already charged the client too much and then you try to correct the mistake, it shouldn't look like another sale for the day. This is causing the Daily Sales report to be inaccurate.

    1 vote

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    0 comments  ·  Point of sale / Register / Checkout / Orders  ·  Edit…  ·  Delete…  ·  Admin →
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19. Void Package When Refunded

    When a package is refunded, please have an option to also void the package. We did not know the packages wasn't automatically voided was the sale was refunded so the package sat on the patient account as if it were valid. Having to select "void package" during the refund would be VERY helpful. While this is a rare occurance, it's a costly unknown.

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20. Stand Alone Deposit

    For injectables It would be great to have a stand alone deposit for the booking, but the final service cost is from the number of units/syringes added and does NOT include the base cost.

    EX.
    - Client leaves $500 deposit on wrinkle relaxers (which now would be 100% deposit on base cost)
    - Client is charted for x amt of units and the total is $1000
    - $500 deposit is taken off of total and client charged $500

    CURRENTLY: since the base cost is $500 when the client is charted for $1000 worth of units the total shows as $1500 and we must manually change the base cost of the service. Leaves too much room to overcharge client

    For injectables It would be great to have a stand alone deposit for the booking, but the final service cost is from the number of units/syringes added and does NOT include the base cost.

    EX.
    - Client leaves $500 deposit on wrinkle relaxers (which now would be 100% deposit on base cost)
    - Client is charted for x amt of units and the total is $1000
    - $500 deposit is taken off of total and client charged $500

    CURRENTLY: since the base cost is $500 when the client is charted for $1000 worth of units the total shows as $1500… more

    1 vote

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