7779 results found
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Cash change as credit memos
If a client pays cash and no change can be given, it should automatically be placed as a credit on the patient's account to be used toward in the future.
1 vote -
Hover over the icon to see who is logged in to ensure everyone is using their own profile in a busy office with several users
We have a busy MedSpa with multiple users. It's imperative that we use our OWN log in. I wish we could just HOVER OVER the silhouette person icon (in top right of the screen) to see WHO is logged in (in case they didn't log out, etc) so that we keep our records accurate. Thank you !!!
1 vote -
detailed line item for order history
when scrolling through a client's order history, it should say the detailed line item of what the client actually purchased instead of just the order number. this would make it much easier to see the date a client actually purchased something, or made a first payment and a second payment toward something. it is inconvenient to have to click and open individual orders to find out what the purchase was for.
1 vote -
Having the ability to drag the bottom of appointments to shorten/lengthen them.
Having to go in and edit appointments during check out is really inefficient. Id love to be able to drag the bottom of the appointment up or down to save time.
2 votes -
Specify type of cancellations in client history
When a client no shows, their appointment history simply shows it as a "cancellation."
1 vote -
Adding the spa home location in the main client list would be very beneficial.
Adding the client's main spa home location to the main client list would be very beneficial. Since this information is vital for many specific functions, it would improve efficiency. Filtering and then searching for the specific profile is slower.
1 vote -
gift card terms and conditions
Please add a place to add Terms and Conditions for Gift Card purchases to the recipient email that is sent. Expiration dates, blackout dates, etc.. the client that receives the gift card is unaware of these.
1 vote -
Ability to confirm a credit card has been captured for online bookings.
We need a way to verify a credit card has been captured for online bookings before the actual appointment.
2 votes -
give separate merchant accounts access to block time on their own account
give separate merchants access to their own merchant account
1 vote -
to do
A to-do list that is able to be check marked
1 vote -
Add symbols or iconography that indicates on the appointment that the client has account credit, vouchers, discounts, to use.
Not only on the appointment in the calendar and front desk view, but checkout button should also have graphical indicator that there is a pending item that can be added to the checkout such as a deposit.
1 vote -
Amanda Wilson - Pure Glow
The system should notify you when you are about to double book a slot and/or if there are no appointments available for the time you have selected in the client appointment window.
It's inefficient to have to tab over to the calendar to check for open time slots and then click back to update the timing.
1 vote -
Display DOB and patient age in Pro App
Show.patient DOB in mobile app only for confirming with patient live.
2 votes -
Automatic chart lock icon
Currently, you have to click into a chart to see if it is fully completed. This would be two separate icons that indicate if they’re good on completing chart and want “its done/locked”.
2 votes -
Larger view of photos of gallery
This would be to show patients during appointments not before/after, but take a picture and use it to talk treatment options.
2 votes -
API: Allow clients to update their membership payment method
Currently, Boulevard sends an email out to past due clients with a link to update their payment method. This link takes them to a page in which the client can enter card details, but this isn't found on the client portal and not available via the API - only via this one email!
It would be great to be able to send additional custom emails out to clients if they still haven't updated their card info, essentially recreating the Boulevard email, but the API needs to be available to be able to send the client to a card update page.1 vote -
automatically trigger to charge for late cancel
Appointments that are a late cancellation or a no-show should automatically trigger to charge.
1 vote -
Allow only certain clients to book online for specific services
Within the client profile, there should be a setting that allows you to turn on or off online booking for select services. For example, only allowing return clients to be able to book for services meant only for existing clients.
1 vote -
Appointment Creation Report by Day
I’d like a report that shows how many new appointments were created each day.
This should be based on the date the appointment was created/booked, not the date the appointment is scheduled for.
This would help us understand how successful our marketing campaigns are by showing which days actually generate the most new bookings.
For example:
Monday: 25 appointments were created
Tuesday: 32 appointments were created
Wednesday: 18 appointments were createdIt would also be helpful if this could be connected to marketing sources or campaigns, so we can better track which campaigns are bringing in real appointments.
1 vote -
Consent when purchasing a gift card
When a client is purchasing a giftcard, it automatically saves the card on file, Id like for it to be a check box that they understand this , and maybe a link to the policies (cancellation / no show etc) , instead of having to click the privacy policy. This will avoid head aches of clients saying they didn't consent because it was a gift card purchase
2 votes
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