7794 results found
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memberships
I am new to creating memberships. So far in my experience it seems that from a client perspective, if I am a member/pay for a membership, I should be able to log in to my portal and have my own menu to book from so there is no confusion on pricing. It seems to cause confusion allowing "non members" to book any service online.
1 vote -
Prioritize Practitioner
We have multiple practitioners for the same service, and would like to be able to prioritize one (setting the other to be booked only after the first one is 'unavailable').
3 votes -
Variable referral program by location
Ability to set up different perks for clients at different locations based on the age of the location/region.
1 vote -
Reports
Reports should update immediately. I'm trying to run a commission report after updating some invoices and the chat told me it can take 2 hours to update the information. That's ridiculous! Updates should be in real time with a refresh
1 vote -
Report update
Reports need to update immediatelym I'm trying to run a commission report after updating some invoices and the chat says it only updates every 2 hours! That's ridiculous
1 vote -
Display Membership Status on Calendar Appointments
We would love the ability to quickly see which clients are members directly from the appointment calendar.
Right now, there’s no visual indicator that differentiates members from non-members when viewing the schedule. Having this would help our front desk and providers:
Personalize service and care
Ensure members receive their correct benefits
Support upsells, retention conversations, and consistent guest experience
Reduce time clicking into each client profile to check status
Suggested Improvements:
A small badge or icon (e.g., “M” or “Member”) on the appointment block
Or a color highlight/label option specifically for members
Or the ability to toggle “Show Membership Status”…1 vote -
Display Membership Status on Calendar Appointments
We would love the ability to quickly see which clients are members directly from the appointment calendar.
Right now, there’s no visual indicator that differentiates members from non-members when viewing the schedule. Having this would help our front desk and providers:
Personalize service and care
Ensure members receive their correct benefits
Support upsells, retention conversations, and consistent guest experience
Reduce time clicking into each client profile to check status
Suggested Improvements:
A small badge or icon (e.g., “M” or “Member”) on the appointment block
Or a color highlight/label option specifically for members
Or the ability to toggle “Show Membership Status”…3 votes -
Require phone number or email when booking an appointment on behalf of a client
Ability to require client email address and/or phone number when manually creating a new client profile (to help with minimizing duplicate profiles)
1 vote -
Marketing performance reporting for one-time blast emails and SMS
Better reporting for OTB, especially conversion to booked/completed appointments (similar to how automated campaigns are reported).
1 vote -
expiring charts
it would be nice if we can set an expiration date for chart notes like we can for forms. in the medical world we need to complete a good faith exam yearly and place standing orders. it would be nice if we can set the chart note to expire at a year and pop back in to their next appointment as a reminder for compliance. thanks!
6 votes -
Upcoming bookings
I would like to see the amount of future bookings by service. For example, we have a goal to achieve a certain amount of facials in a month. It would be nice to see how many have already been booked for the upcoming month.
7 votes -
Ability for members to view vouchers remaining on account
Guest are very confused by it appearing that they will be charged the entire fee, when they have vouchers on their account. It would be nice if the verbiage was larger regarding vouchers and also if guest could view how many vouchers they have on their account when they log in.
2 votes -
Membership charge
Sign ups for memberships should be $0, then charged the first of the following month. Not charged the day the client signs up for the membership
1 vote -
2 votes
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7 day membership option
We offer a 7 day trial membership and would like to be able to have a 7 day or 1 week option in memberships.
1 vote -
Telehealth Visits
Telehealth visit for hormone consultations
7 votes -
Account Credits for Online Sales
I would like clients to be able to apply account credits for online package sales.
3 votes -
boulevard duo review order
Boulevard Duo used to show itemized order details and it has gone away. Please bring it back!
2 votes -
Void all packages, credits, and product units the same way. It can get complicated when trying to balance out an account with them having t
It can get complicated when trying to balance out an account with them having to be voided/ checked out in different ways.
It'd be best if everything in the wallet can be voided/ transferred to credit the same way.
1 vote -
Void all packages, credits, and product units the same way.
It can get complicated when trying to balance out an account with them having to be done in different ways. make the wallet able to transfer or void between all forms more easily.
1 vote
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