8473 results found
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Fully Customizable Report Dashboard
Make the new report dashboard fully customizable. Users should be able to choose exactly which metrics and widgets appear on their dashboard, rather than being locked into a fixed layout. Specifically:
Users can select which data points are shown (e.g. gross production, net production) and at which level (practice-wide, individual provider, or both).
Users can add, remove, and reorder dashboard widgets/sections to match what matters most to them.
Selected layout and preferences persist per user, so the dashboard stays customized across sessions rather than resetting to default.Goal: let each user build a dashboard view tailored to their role, instead…
8 votes -
Patients need to still be able to access their forms after they have completed them. They should be able to go back and click on the form
Patients need to still be able to access their forms after they have completed them. They should be able to go back and click on the form and re-read them. Especially the consents and pre and post treatment information forms. This is important for them to have access to before and after treatment!
2 votes -
Rescheduling notifications
We need notifications for clients who reschedule - there is currently no way to know if a client changes their appointment unless you go in and manually check yourself. Having notifications would allow to fit in last minute clients or to lengthen sessions for clients that wanted a longer session but took what they could get based on what was available at time of booking
22 votes -
Archive Forms for Upcoming Appointments
Ability to archive forms before an appointment is completed without creating new copies that are "not started."
1 vote -
Narrative Notes
It would be great if we could create a narrative note from intake forms and treatment records.
1 vote -
GLP-1
With a big GLP-1 practice, it would be extremely helpful if we could track weight/height and autocalculate BMI. Being able to calculate total weight loss, remaining pounds to goal weight, and weight loss since last appointment would be priceless/
5 votes -
separate patient check in
It would be great if the patient check-ins could be separated. If one patient has two appointments in one day across 2 providers, it can be confusing for the providers when the patient checks in. For instance, if a patient has an appointment for a facial at 1pm and another appointment for filler at 2pm, its confusing for the medical provider to get a check in alert at 1pm. It makes them think their patient arrived an hour early. It would be nice to separate check-ins without having to separate the appointments themselves.
1 vote -
Update membership icon to something other than a crown
The crown and the star icon look similar so they can be easily confused. It would be awesome if the crown could change to something a little more unique to prevent confusion.
1 vote -
Process franchisee royalty payments (ACH auto-debit)
WHAT IT IS:
The platform processes/debits royalty payments from franchisees. Boulevard has reporting to support this today, but doesn't support the actual ACH debit/pull.USE CASE:
Royalty payments are collected today entirely through Zenoti's built-in auto-debit. Zenoti calculates the royalty owed per franchisee and automatically ACH-pulls the funds from each franchisee's account inside the platform. Her pain: chasing money from an unhappy or non-compliant franchisee is a real business problem, and auto-debit means corporate doesn't have to ask for payment.PROSPECT:
Hydralive Therapy - 15 locations; on Zenoti; franchise model. Requested by: Catherine (Director of Franchise Ops)PROSPECT BRIEF:
https://hydralivetherapy.com/…1 vote -
Customizable KPIs in reporting (custom metrics + single source of truth)
WHAT IT IS:
Ability to define and visualize their own custom/proprietary KPIs (an internal metric they call "TAPA") directly within Boulevard reporting, broken down by dimensions like source and location. Also a single "source of truth" reporting location so field teams don't have to hunt across multiple similarly-named reports/versions.USE CASE:
Regional/corporate leadership defines a custom metric and needs a chart/dashboard showing that metric by source, per studio, replacing today's manual process of exporting to Excel and modeling it externally. The broader goal is consolidating all field-facing analytics (KPIs tied to commissions, budget tracking, etc.) into one governed, consistently defined…1 vote -
Make online booking easier for clients
Clients get so frustrated booking more than 1 appointment online, it is very time consuming and not user friendly at all. It's one of our biggest complaints.
10 votes -
The form submit button does not work, please fix this ASAP
Clients recently have not been able to complete their forms and have to redo them in person. The submit button does not work, please fix this ASAP.
2 votes -
Pro App Form Visibility
The ability to see all completed forms for a client via the appointment in the app
1 vote -
It would be really great if you could modify the suggested tip percentages to round to the nearest 5 centers....
Please modify the precalculated tip options to round to the nearest 5 cents (up or down, doesn't matter) as when we are tipping staff out, the amounts often end increments of pennies and we're no longer wanting to deal with pennies in our drawer. All those "suggested amounts" based on percentages could be programmed to round to the nearest nickel. Thank you!
1 vote -
phone number look up
When looking up clients by phone number, you cannot copy and paste in search bar. When the number looks like this (555) 555-5555, you have to take away the parenthesis in order for a look up to occur. the copy function on the phone for those numbers gets the whole visual format. just alter code to recognize these formats as well.
3 votes -
clock in on mobile app
Can you add a mobile clock-in option?
1 vote -
When looking at a clients orders I should be able to click go back and still be in the client orders, not
When looking at client orders, after selecting one when I push go back to all orders it should be that clients orders...
2 votes -
Enable/disable IP address restriction by location
Currently, a user is restricted by IP address based on their role. When a business uses dynamic addresses, the update isn't always automatic and the business needs to be able to disable the requirement for a day or so before the new one works. Until then, the entire business must have it disabled instead of just at the location where the address recently changed. Ideally, the IP address can be disabled only at the location level when necessary.
1 vote -
New reports - changing date range shouldn't trigger the "update view" "lock"
When changing the date range on a custom view, the report won't let you change to another report without clicking "update view".
As I was putting this request in I saw that someone requested the ability to save date ranges. I think the best option is to allow the update view to save a date range, but don't require the update view if you have changed a date range and want to exit the report.
1 vote -
Make having a cc on file required when booking an appointment on the dashboard, and have a checkbox to bypass it.
Have a CC be required for any new client/appointment. Have a button to bypass, but make it something someone booking the appt must actively do. Must also be able to turn off on the back end for certain (existing) clients.
1 vote
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