8473 results found
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Have a "sort by" settings within built categories in the services tab
This would allow each user to sort information under the "Management" > "Services" tab either alphabetically or by manufacturer (ex: HydraFacial) within their categories (ex: enhancements). This would be very helpful to quickly add new items and have them automatically organized for staff.
1 vote -
Audit Log Event for Client List Searches + Filters
It would be helpful if Audit Logs could show when a staff member searches, filters, or otherwise narrows the Clients list, including the criteria used.
Currently, I can see events such as “Viewed client profile” and “Exported client list,” but there isn't much visibility into what happened between those actions.
For example, if a staff member filtered the client list by a specific provider, appointment history, location, tag, or other criteria and then began viewing individual profiles, the Audit Log would only show the individual profiles being viewed. There is no way to tell whether those clients were found individually…
1 vote -
Ability to Export Audit Log Data
It would be really helpful to have the option to export Audit Log results into a CSV or Excel file, similar to other reports in Boulevard.
While investigating unusual account activity, I needed to review hundreds of Audit Log events from a specific staff member. Since there was no export option, I had to manually screenshot dozens of pages of results in order to document and analyze the activity.
Being able to export the filtered results would make it much easier to review larger amounts of activity, identify patterns, compare data, and maintain documentation when investigating potential security or client…
1 vote -
Show the original value paid for product units
Please have product units show the original value paid similar to vouchers. (In both wallet and checkout)
At our practice we pay providers a commission on Injectable Services performed however they get a percentage based on the cost paid by the patient, not always the full cost value.
We allow our patients to pre-pay for injectable product units on sale to store in their wallet for later use.
When they come in to redeem their treatment we would like the checkout to reflect the original valued paid for those units (while also not interfering with their correct dollar amount due…2 votes -
Option to include an expiration on product units
Please give an option for Product Units to expire.
For example we use Product Units to allow patients to pre-pay for Dysport units however we only allow our patients one year until their prepaid vouchers or product units expire.
Currently we have to track this by hand to see if they have remaining units past one year and then manually remove the product units through an expired service checkout process we created to work around the issue.4 votes -
Updated Consent forms should not auto-assign to past appointments that are already completed.
When we publishing changes to existing consent forms for future use, Boulevard automatically reassigns the updated form to previous appointments that are already completed and checked out.
This shows as forms not completed for those past appointments (going back days and months) and makes it difficult for management to properly if past consents and records were properly completed.
Please only apply the newly published consent to future appointments or give us the option to apply it only to appointments that are not yet checked out.2 votes -
Reschedule Zero Time Appts with Drag & Drop
Currently, when rescheduling an appointment by dragging it on the calendar the zero time services remain allocated to the original provider. These should be rescheduled along with the main service.
1 vote -
prompt for deposit
If deposits are turned on for a specific service and staff books an appointment for that service through the dashboard they should be prompted to collect a deposit before completing the booking.
1 vote -
AI receptionist abilities
Have the AI receptionist section give us the ability to change the outgoing message. The message is too generic. Clients are expecting callbacks while salon is closed for vacation but they think salons are being unprofessional. The ability to choose a reasoning, even if it’s a Dropbox of choices, would be great. Giving the website or link for online booking would help direct new clients to booking.
3 votes -
remove a sinlge service when multiple services are booked from checkout but not calendar
I want to be able to remove a single service from the checkout but NOT the calendar. For instance, when a client comes in for multiple services (ex. alser and tox) and buys a package for one of those services (ex. laser) and wants to use one of the credits that day, I can only remove all services from the checkout. I then have to either make them check out twice, once for the package and another for the additional service or add on. I want to be able to check the out all at once for the package and…
2 votes -
Tip Rule based on provider
Tip rule based on provider. At our practice, we offer injectables, and the nurses do not accept tips, but clients should be able to tip their estis for facials without also getting prompted to tip their injector.
2 votes -
2 votes
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Upcoming Membership renewal notifications
The system should automatically send out a notice to clients that their membership is coming up for renewal, the date they will be billed and that they must cancel prior to the renewal date if they no longer want the membership
4 votes -
Ability to batch select images that go under "Gallery" for each client.
I had to enter photos under clients gallery individually, that I had taken from another device I use for consultations.
2 votes -
Edit Client Reminders
My suggestion is that all appts can have different reminders such as lash lifts and tints, reminding them to take out their contacts before
2 votes -
GCLID / Advertising click id tracking trickling down the pipeline into reports
Please allow carryover of a GCLID or other advertising click ID into the boulevard overlay for accurate ad tracking. Google tags cannot gather information from any info-boxes filled in with the overlay for enhanced conversion like email / phone tracking. Having a GCLID value that carries over and can be accessed in appointment / order sales tracking would be incredibly useful for businesses looking to narrow down their true ad performance.
2 votes -
UTC Timestamps as an option instead of just Date only
Bring UTC timestamp to the new reports. Just having the date with no time in local time zone is troublesome when running analytics on ad performance. There was an option in some legacy custom reports for Created At (UTC), but that is gone in the new reporting.
1 vote -
Bring back the small text box on client profiles.
I LOVE you can now use phrases on client profiles however it did take away the small box to message clients. This is so useful to have. When I pull up a client and can "close" out their profile but keep that small text box option I am able to view the calendar and text appointment times. With the new update where I can only text in the big profile I can see appointment times when I am offering. Love that phrases are in there but taking the small text window box makes it difficult to see everything.
1 vote -
PPU-based packages for online purchase
We are unable to create and sell PPU based packages online. We want to do fixed units for botox at a set price and the units be tracked under credit. We can't do this at the moment
2 votes -
International Messaging Capabilities
It would be helpful if it was possible to message clients who have international numbers via Boulevard. We often have clients who are from the EU or similar locations and we have to use whatsapp and lose the booking reminder text functions.
1 vote
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