8473 results found
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get notification for client waitlist
Admin or front desk be notified when a client adds themselves to the waitlist online. Get a text or email just so we dont miss it.
6 votes -
INCOMPLETE NOTES
We are a soap notes required biz.
WE ARE HAVING ISSUES WITH KEEPING TRACK OF PATIENT NOTES AND IF THEY HAVE BEEN COMPLETED.
IT WOULD BE HELPFUL IF THERE WERE AN INCOMPLETE NOTE/CHART INBOX WHERE NOTES THAT WERE UNFINISHED COULD BE EASILY FOUND AND COMPLETED.2 votes -
PLEASE ENABLE TEXT BOX ON THE FACIAL GRAPHS
PLEASE ENABLE TEXT BOX USE ON A FACIAL GRAPH. THANK YOU
1 vote -
Allow add-on services to be performed by different provider than primary service
Ability to have an add-on service performed by another provider so specialists can be reserved for more specialty services. Example: Prep or blood draw done by phlebotomist while injection or IV is performed by RN, NP, or doctor.
3 votes -
Prioritize assigning certain services first to certain providers
This would give businesses the ability to prioritize scheduling specific services with certain providers to maximize their licensure capacities. Example: Blood draw service is assigned to a phlebotomist first, nurse second, doctor last. All dictated by staff availability.
2 votes -
Buy One Get One Free/50% off, sale/coupon options for marketing. That's one of our most popular sale options.
We need a Buy one get one sale/coupon option! The only options are % or dollar amount discounts. One of our biggest marketing campaigns are BOGO sales. How do we make this an option?
6 votes -
Shared ticket portal / internal ticket management between Boulevard and TAG/Chapter
WHAT IT IS:
A shared portal (Jira / Salesforce style) for submitting and tracking support tickets, rather than email threads.USE CASE:
TAG runs its own internal support desk; studios escalate up through their RBM to TAG, and TAG escalates to the vendor. They want ticket status visibility they can pull themselves, plus ticket review as a standing item in the weekly technical call.PROSPECT:
Chapter Aesthetics - 22 locations; on Zenoti (systems partner: TAG). Requested by: Alex CrossPROSPECT BRIEF:
https://docs.google.com/document/d/1pVt5pETENFmy0BNeRdgKx6DXI2KQHGHR-1tu555qWoU/edit?tab=t.0PRODUCT AREA (suggested):
Support / EnterpriseVERBATIM QUOTES (call timestamps):
"do you have like a portal where we…1 vote -
Hard prompt to prevent duplicate client profiles when adding a client in-studio
WHAT IT IS:
A blocking prompt in the in-studio dashboard when a new client profile matches an existing email OR phone number, the way Zenoti behaves today. Should show what matched, plus a deliberate override path for legitimate shared contact info (ideally with a name-difference check).USE CASE:
Boulevard surfaces matching profiles in search, but nothing interrupts a front-desk user who clicks "Add client" and enters an already-existing phone or email. Chapter/TAG spent three months re-architecting how they create guests to solve duplicates and previously cleaned up tens of thousands of duplicate records; the dupes were breaking marketing messaging. Guardrails…1 vote -
SSO support for Entra ID
WHAT IT IS:
SSO support for Entra ID (SAML now, SCIM as a likely next phase).USE CASE:
TAG (Chapter's systems partner) does its own user onboarding across 23 studios and needs SSO support for Entra ID to remove that manual lift.PROSPECT:
Chapter Aesthetics - 22 locations; on Zenoti (systems partner: TAG). Requested by: CrystalPROSPECT BRIEF:
https://docs.google.com/document/d/1pVt5pETENFmy0BNeRdgKx6DXI2KQHGHR-1tu555qWoU/edit?tab=t.0PRODUCT AREA (suggested):
Security / SSOVERBATIM QUOTES (call timestamps):
"We need SSO because we do a lot of onboarding ourselves"GONG CALL (8/19):
https://us-9385.app.gong.io/call?id=1617315346930137713RELATED / POSSIBLE DUPLICATES:
Also an ask from Alpha Aesthetics (SSO vendor expansion / Entra ID).…1 vote -
online booking
Being able to set different times in online booking for new clients versus returning clients in the pre-default time of hours prior to being able to book these appointments. For example, we would need 24 to 48 hours for a new client, but a returning client could book within three hours. Also, an overnight booking for first morning appointments. Would like to have a way where somebody cannot book a 9:00 a.m. appointment for a massage at 10:00 or 11:00 p.m. at night. Still have the availability for somebody to be able to book a new client massage or massage,…
1 vote -
Reminders for incomplete charts
Providers should receive notifications and reminders when there are completed appointments that the chart has not been started on or completed. These get missed on busy days and it would be great to have these reminders for them day to day. It's really important to have these completed documentation for records and state laws.
1 vote -
No Tip Option
There is nothing under the tip option that says "no Tip" only "dont tip on card" then says thanks for tipping cash. It makes clients feel obligated to tip and is confusing. Especially when we have wellness services that we certainly don't expect clients to be tipping on.
3 votes -
Forms
New Incomplete Forms Feature - Update Color
We are so used to seeing that a patient is "running late" in red on the front desk page. The new incomplete forms feature is great, but if we could please change the color to something besides red. Now it looks like we have multiple patients running late, and it is really distracting.
4 votes -
email
Emails in client intake forms should automatically be linked into patient mail profile. The patient is filling out a client form and the birthday is linked but the email should be as well. We have to go in and manually look at the form and then enter the email provided.
1 vote -
perscriptions
Notifications of need for refills or pharmacy messages should be accessible on the providers main screen. The only way to see them currently is to go and look for them under the clinical tab. Provider should get an email that there are messages or there should be an indicator on the dashboard that a response is waiting.
2 votes -
spa finder
You need to have Spa Finder integration. They have an integration app that allows you to redeem gift cards.
1 vote -
ai receptionist text
customer wants the option for the ai receptionist to do text only
3 votes -
Option to share uploaded file with client
We uploaded clients labwork as a file. It would be very helpful to have an option to share (or email) uploaded file with client.
1 vote -
modifier prices
When a client schedules an appointment online for a $100 service, with an "Add-On" online they see the items listed:
Add on $20
Service $100
No total is providedWhen a client books a modifier online, they see the items listed:
Service $120
Modifier $20
No total is providedBoth services cost $100, both the modifier and the add on cost $20 but they are shown in two different ways. This is unclear to the client because it is inconsistent to include the up-charge in one situation and not the other yet display the same way.
Please change this to…
1 vote -
Textable box for intake form: forums and charts that clients do put in a name of the person who referred them.
We'd like another option on the part of the intake form where it asks about referrals, with a textable window where somebody could put in a client's name or how they heard about us if it is not something we already have in there as a clickable advertising referral partner.
1 vote
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