8483 results found
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Update logic on previous period for new business summary report
The new business summary report has some wonderful insights! One small change I would like to see in the logic:
When looking at "[time period] to date" reports, the previous period is based on how many days you are seeing. So a week to date report for today(Friday) is showing 6 days for the week, but the previous period data is showing 6 days prior. So I am comparing Monday to Tuesday, Tuesday to Wednesday, etc... Year to date right now shows data from 212 days prior, which becomes very meaningless.
The logic for the "previous period" in these cases…
2 votes -
Have a true Changelog
In the past week:
The Duo checkout window had a visual update and rearranged where things are and how it acts
Both product editing screens had visual updates and changes to how they operate.
Neither of these updates were listed in the official changelog (which is really just marketing updates). I have, for years, asked for a true changelog that shows EVERY change to the software. We are paying lots of money and spending hours per day working with this software and we don't get the courtesy of knowing that our workflow is changing or even that it has changed.
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5 votes -
Have a "starting at" option for pricing for online booking and appointment confirmation
Have a "starting at" option for pricing
11 votes -
API to see currently assigned staff by service line item in order.
Currently, APIs can only show initially assigned staff on an appointment. This means that staff swapped at checkout or swapped on an order cannot be seen in our APIs
1 vote -
Ability to bulk delete Offers
This would be the ability to take bulk action on offers codes to remove multiple at a time.
4 votes -
2 votes
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Consent Builder Design
I would love to see some changes to the Form builder, specifically refinement of spacing. If you look at what the patient sees there is so much wasted spacing and "weird" spacing. It makes consents for example sometimes be twice as long as they need to be. It would be nice to have more control over each paragraph sizing to allow the final product the patient sees to look more professional, rather than something that looks like it has multiple paragraph breaks, etc.
8 votes -
Setting up new services is so time consuming!
There should be a much more streamlined way to setup a new service. As it is now, first you have to create the service in Settings. Then you have to add/edit additional settings in Manage, and then to complicate things further you have to remember to go to Forms/Charts to add the new service to each relevant form and chart. This workflow is not only inefficient but it also allows for error in service setup with the potential for critical pieces to be overlooked. Forms/Charts should be part of each service setup -- where you could just toggle on the…
6 votes -
keep charts unlocked after submitting
It would be helpful to be able to adjust forms for a certain time window before they're locked and cant be edited. that way things can be adjusted or things can be added after the fact in case it's submitted too early, treatment was added, etc. the time window can be set by the admin (3 months, 6 months, etc).
8 votes -
packages family
I have families that come to me, I'm talking, mom, dad, kids. It would be nice to be able to use a package that was purchased by the parent for any family member as long as they have the same email or phone number on file. Or even if I type in the clients name that bought the package, in case they want to gift a facial to someone. This would be great so I can also chart on the right client instead of the one who purchased the package.
2 votes -
Text to Pay links (SMS deposit collection with expiry and auto-cancel)
WHAT IT IS:
A deposit collection system that sends SMS links for partial payments, confirms the appointment upon payment, and automatically cancels if not paid within a set timeframe.USE CASE:
They send a client an SMS to collect a partial payment (e.g., a $50-$100 non-refundable deposit that comes off the final service price). If the client doesn't pay within a specified timeframe, the link expires and both the client and the studio are notified. They communicate with clients only via SMS, and artists/piercers (1099 contractors) need to be able to send deposits and book appointments from the app wherever…1 vote -
New products page fixes
When updating product quantities on the new product page layout the "tab" jumping between fields is much less convenient than the old page layout. If I was in the adjustment column on the old page, entered a number, and hit "tab" it would take me to the adjustment column on the next line. Now it takes me to the updated qty, then the save button for the line, then to the adjustment column on the next line. The old format was much more useful.
Second item: when updating product inventory the "save" button at the top now closes the entire…
2 votes -
ALERT CLIENTS WHEN CREDITS WILL EXPIRE
We need to be able to have clients view when their credits/vouchers expire on their end and possibly if they can receive an email/text 30 days in advance when it is going to expire. We have 6 or 12 month exp periods and that is a LONG time. I think it is also inconvenient to have the client put it in their calendar too themselves when our system should automatically notify them.
1 vote -
A few modifications to new Commission Line Item Report
With a few modifications the (new/beta)commission line item report can become a much more powerful payroll report:
- add a "discount name" column so we can see what each discount is
- add a checkbox of some sort to choose if the discount is to be paid or not
I know that many people pay for some discounts and not for others. This change would allow all of this processing to happen within Boulevard instead of outside
Just adding the discount name would save me having to run a second report just for discounts, I could do everything with the one report…
2 votes -
Allow freezing columns in reports
For the new reporting system (in beta) - allow freezing the first column(s) of the report when scrolling to the side on larger reports. Similar functionality exists in Excel and is super helpful.
1 vote -
Additional Status Options under the History tab in the client profile
Additional status options to choose from under the History tab within the client profile.
1 vote -
Change adding the products back to the way it was
Seems like we are working harder now then smarter to enter and manage products. Whatever the change is, it makes us now toggle on tax, an added step, and then also makes us go to a completely different place to adjust quantities. Seems like double the work then we were doing last week with this same system.
8 votes -
Automatically sync Boulevard reviews to Google
Customer would like Boulevard reviews to automatically sync or be shared to external platforms such as Google.
7 votes -
Allow customization of membership cancellation email wording Description
Right now, when a membership is canceled, the client receives an automatic email that includes the effective cancellation date, but the wording of that email cannot be edited.
This creates confusion for businesses that enforce a cancellation notice period (for example, a 15‑day policy). If a client cancels shortly before the billing date, the email still confirms the cancellation date without explaining the notice rule, which can lead to misunderstandings about billing.
It would be very helpful if businesses could customize the wording of this email to clearly explain their cancellation notice policy and how billing may still apply depending…1 vote -
New Product Format
The new Product screen and format is terrible. I have to click through so many more things to get what I want to see. When adding new Products in, it takes at least twice as long trying to get all of the information in, and you have to edit it multiple times just to be able to add in all of the information. Make it the same way it used to be where you can add all of the information in on the first screen instead of having to go back through and search for the new product you just…
5 votes
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