8542 results found
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Family Profiles
We have quite a few families that we see as clients and the parent wants to use the CC on file. Instead of having to type the card number in each profile, it would be beneficial to be able to group them under one profile.
3 votes -
Alert when Booking Online
Alert the client when booking online that they already have a profile. Clients make multiple profiles because they can't remember their password or don't remember they have a profile and they end up creating multiple, which is a problem when we go to look at their history and their is nothing there. We then have to search if they have another profile.
57 votes -
Filter for multiple client profiles.
Can Boulevard please add a filter to filter out clients with multiple profiles so the profiles can be merged?
3 votes -
pull over the medications and medical history into the good faith exam
pull over the medications and medical history into the good faith exam automatically
16 votes -
Ability to create filters for audience that uses data on deactivated employees. This is crucial to market to the clients of terminations.
Our SOP used to be to target special incentives or routing clients to new staff of the departed team member by emailing or texting them the offer or to ask them to give us a call so we can warm hand them to who we hope will take care of them going forward. In order to do this we want to create filters of Provider=Deactivated Staff, Last APPT=>30 days, Next APPT=0.
2 votes -
3 votes
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Force group bookings to fill out guest name and email so that both clients can fill out forms beforehand.
Force group bookings to fill out guest name and email so that both clients can fill out forms beforehand.
6 votes -
3 votes
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4 votes
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Appointment details need to reflect ALL appointment adjustments, not only when it was rescheduled.
We need to see all appointment adjustments from the appointment details section, such as when the service, service duration, or resource is changed, not only if it was rescheduled.
(EX. Jane Doe changed the service from ABC to XYZ, or Jane Doe shortened the appointment from 1 hour to 45 minutes)
8 votes -
Online booking should require phone number NOT email
Online booking members have been recreating accounts because they put in a different email address than the one originally provided. In turn this makes them two different accounts, one of which has all vouchers/memberships/history attached, and one that doesn't. This poses a problem at check out when they aren't able to redeem vouchers/memberships without reception or provider knowing to merge the accounts beforehand.
3 votes -
Default checkbox selection
In charts, Giving the option to set a specific checkbox item as the default selection
2 votes -
Better Cancellation Tracking on Calendar
I realize there is a cancellation button. It would be great if the calendar marked when there used to be an appointment there and notes when it was canceled, if it was rescheduled, etc. Right now it just shows as an empty spot on the calendar as if there wasn't an appointment there originally. You then have to track down who the appointment was originally for.
Also, it would be nice if it flagged people that canceled inside/outside of your cancellation policy. Right now someone can cancel with less than 24 hours and we wouldn't know. Thanks!
11 votes -
Providers at one location still need to be able to see the other location even if they only see patients at one location.
Sometimes Grace answers the phone in cookeville and needs to book someone for lebanon but she cant see lebanon because she isnt a provider there
1 vote -
Have a "is blank" or "Is not blank" option on report filters
I run several reports where I need things like all orders with discounts. The only reliable way to get this is to select each discount reason as an "include" filter (Thanks to people being able to type anything I now have 300+ discount reasons to add). It would be much easier to have it give an "is not blank" option for the discount field. That would catch all discount reasons (especially if someone can manually add a discount at any time that I need to know about to add to the report)
1 vote -
Contesting disputes needs improvement
We need to submit files that are larger than 1mb and more than 750 characters. We have a lot to say and a large consent file with images that needs to be submitted. Creates challenges shortening these if we are going to attempt to win them
3 votes -
I need a cancellation for a period of time. Selected dates I can review all the cancellations for rescheduling.
A complete detailed cancellation list for a period of time. For Instance- wanting to send out a text blast to recent guests who have cancelled and not rescheduled yet.
2 votes -
personalized app
client would like a personalized app for her business
1 vote -
Visible change to page / information bar when toggling between different locations
More visible change to page when toggling between different locations. It could be as simple as the information bar at the top changing colors or the logo changing . Something more eye catching to let Client services know what location they are making changes to
4 votes -
Show commission breakdown for service providers
Need the option on the backend/accounting settings where employers can input commission % on/for each products/services/etc. so the service providers are able to see what they are actually getting paid for, for each item on a sales ticket individually.
2 votes
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