7223 results found
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add a Count filter for the Referral Source report
It would be great to be able to see a count of the amount of clients that are set with each Referral Source with in a report. Instead of manually calculating each source.
1 vote -
Phrases for Messages in Client Profile and Calendar View
Ability to use Phrases (Messages) feature from the Client Profile and Calendar View, in addition to the Messages tab.
8 votes -
Would love for patients to be able to see how many packages they have left on their account profile!
Would love for patients to be able to see how many packages they have left on their account. They are not able to see this on their end and have to either call our clinic or ask at their appointment. They can see their packages online just not how many are left/redeemed.
2 votes -
Reporting by Service and Payment method
I need a report that shows how much $ we did by specific services. I also need it to be broken down by cash, cc, allē, etc. We need to know how much we spent on products to perform services and then subsequently how much we brought in. Highly important!
0 votes -
Copy & Paste from APP phone number
Would love to be able to toggle someone’s phone number in the app to be able to merge it directly into a reward system. Or to call them on our business phone that isn’t connected to my personal phone number.
2 votes -
KEEP ALL PARTS OF APPOINTMENTS IN THE SAME ROOM!!!!!! STOP THE SYSTEM FROM AUTOMATICALLY CHOOSING DIFFERENT ROOMS!
When booking an appointment, it is extremely inconvenient and time wasting when the system automatically chooses different rooms for each separate part of a client's appointment, if they are doing multiple things. This is very counterintuitive and it's so frustrating to have to correct it all during booking and/or after booking for all the appointments that were mass transferred when we switched to this software. It should automatically keep you in the same room. Its much more efficient to only have to correct 1 piece of an appointment, on the rare occasion when we have to change a room.
1 vote -
ability for clients to see emplolyee schedule for waitlist
when clients are wanting to be on waitlist for a certain employee, it should tell the client the employee's hours/ what days they work so they don't put themselves on the waitlist for a time or day they are not here.
1 vote -
Disable automated cancellation email notification to the practice email
Please add an option to NOT receive cancellation notifications to the practice's main email address. If we remove the email, the patients will not be able to se it.
Thank you.1 vote -
reports
It would be really helpful to have an option to pull a report listing all current packages with pricing and voucher details. Like a quick reference "master copy" for staff to refer to for pricing. I have staff that are part time and sometimes need to look up pricing (especially on items we don't sell a ton of).
We can do this with services, but not the packages our services are in. It doesn't make sense not to have that option.
4 votes -
it would be great for clients to get automatic messages 3-6 months after their visit reminding them they are due to come back.
it would be great for clients to get automatic messages 3-6 months after their visit reminding them they are due to come back.
1 vote -
Reporting to see which clients do/do not have a card on file
When trying to tag profiles that still need a card on file, it's a bit tedious to go through each client profile individually. It would be very helpful to be able to create a report that pulls the clients that do/don't have a card on file.
22 votes -
show notes on waiting list
It would be helpful is the notes on the waiting list were visible without opening the specific wait-list entry. It creates a lot of extra steps (and time) when trying to fill a spot (before it gets filled online, or by another employee)
1 vote -
More visibility and flexibility when viewing and redeeming vouchers at checkout
Businesses want more visibility into the vouchers a client has available including expiration dates, qtys, etc and more flexibility to exchange voucher(s) for different service(s)
306 votes -
Remove the CAP on client invoices from 100
PLEASE Remove the CAP of 100 Invoices in a client's history. WHY? Why is there a limit on the number of invoices that a client can have?
Some clients come in 3 times a week for biohacking. But they also do Botox and get expensive packages. Yet their order history, appointment history and note histories are all limited to 100 entries.
We are being told to run these RIDICULOUSLY cumbersome reports to find an invoice from a few months ago that has dropped off the history of our frequent fliers. This is beyond disappointing. We were never advised that client…
3 votes -
Scheduling Communication for specific services
We are trying to create a communication touch X amount of time after specific services i.e if we checked out a moxi today, a text will be scheduled to go out in 6months reminding the client that a its time for a maintenance treatment,. We have tried creating audiences and sending out blasts but the "last appointment" filter isnt granular enough to be specific in the messages - we would want to build out this communication for multiple service types and messaging
1 vote -
1 vote
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Resource color should match Staff color
It would be ideal if the Resource Color on the calendar view would match the Staff color for consistency in the calendar.
2 votes -
remove tip from reciept
Would like options to remove tip sale from the receipt text and emails.
1 vote -
Virtual Consults
It would be nice to have the ability for patients to do virtual consultations directly through BLVD!
7 votes -
Add a notes section to inventory so we can see why they made the change
It would be great to add an area to put notes when doing inventory, to state why something is a loss or where it is being transferred.
2 votes
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