8466 results found
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Search Bar in Booking Widget
It would be helpful if there was a search bar somewhere in the booking widget that allowed the clients to search for services. Every business categorizes them differently and I think a lot of people know what they are looking for when booking and it would reduce the click times. Unless the booking widget is getting a whole revamp :)
1 vote -
Pt hasn't gotten X in Y amount of time
There's currently no option that I can find to see what patients havent had a certain treatment or bought retail products in a certain amount of time.
It only allows you to see who bought or didn't buy a treatment and filter by their last appointment.
For instance, if a patient got Sculptra 18mo ago but comes in regularly for Botox, I can't filter that patient into a list that says they haven't gotten sculptra in the last year.
This is a huge opportunity for patient reactivation that we're missing from the current functionality.
1 vote -
Ability to assign permission groups via API
This would grant businesses the ability to assign permission groups when creating new staff members. This would be used when businesses are setting up staff profiles through an automation.
1 vote -
Virtual Meetings 10 minute notification
Ability to send a notification 10 minutes before the virtual meeting, when the link becomes active and available for clients to join. Sending notifications at 15 minutes may confuse clients into thinking the meeting link is not working.
1 vote -
Allow universal end dates for memberships
Businesses that run annual memberships need a universal end date (e.g., December 31) for all members and a way to bulk void or auto-void unused vouchers at the end of the term.
Customer use case: An aesthetics business runs a membership program of roughly 2,000 members that all renew on a calendar-year cycle. Today, a membership’s end date can only be based on its issue date and expiration settings, and members aren’t re-enrolled automatically. Each year, the business has to resell a $0 membership to every client and manually void leftover vouchers one by one. The workaround is client tags…
1 vote -
confirmation text
We need to have a direct quote of "Please confirm your appointment." Too many clients are not doing this, and when asked why, they state that the reminder sounds more geared towards rescheduling and canceling
1 vote -
Ability to require a signature for membership agreements
This would be the ability to collect a signature from a client when selling a membership. The goal would be to defend against chargebacks more effectively.
2 votes -
Ability to create Patient/Client ID numbers for privacy and ability to maintain logs and reports outside of Boulevard while protecting PHI.
Those of us that are required to track Lot#s and expiration dates for products we used on patients/clients, would appreciate either A) create a record for logging product Lot#s, expiration dates, and client usage for tracking; or B) allow us to create client identifiers (ID numbers) that allow us to transfer this information to an external site while maintaining PHI (Private Health Information) as required by federal HIPAA laws. Client identifiers are an excellent idea regardless of this need.
1 vote -
Ability to Add Notes or Labels to Saved Payment Methods
It would be extremely helpful to have the ability to add custom notes or labels to individual credit cards saved on a client's profile.
For example, a client may have an HSA/FSA card on file that they only want used for eligible wellness or medical treatments, while preferring a different credit card for aesthetic services. Other clients may have specific cards they want used for memberships, retail purchases, or certain treatments.
Being able to label cards (e.g., “HSA Card,” “Membership Payments,” or “Aesthetic Treatments”) or add a short note would help staff quickly identify the correct payment method, avoid charging…
2 votes -
Enable a different call forwarding number for after hours
We would like to have the ability to have a different call forwarding number after hours.
1 vote -
Emojis
Please bring the emojis back to pop up on the client profile on the calendar without having to click into the profile! While we do double check everything, catching these emojis and their meaning quick is much more convenient for a busy business!
1 vote -
Granular data for membership payments and past due
Businesses need more detailed payment decline data, specifically the ability to see card type (e.g., Apple Pay, HSA/FSA, credit, debit) and transaction/entry method (tap, manual entry, insert/swipe) alongside each decline reason either in their Snowflake Data Share or within their Memberships Past Due report so their team can properly triage the past due reasons, identify trends in their payment decline data, and provide coaching to their team to mitigate avoidable declines.
1 vote -
Automatically unselect resources when you are done rescheduling an appointment
After you move an appointment that has a device or room attached as a resource, the system continues to show this on your calendar screen. you have to manually unselect the resources. This is annoying and time consuming. Once you have selected"done and confirm", the system should go back to your day view WITHOUT those selected.
1 vote -
Appointment tags!
Make them available to see without having to click on the individual appointment - the tags visible just on the regular schedule mode
1 vote -
Integration with Paycor
This integration would allow details related to commission and hours worked to be shared with Paycor via a built-in integration. This would help reduce duplicative entry across both systems and improve consistency and accuracy for payroll.
1 vote -
Allow 0 minute services, or allow "gateway" services (see below)
We currently have our massages in the system like this:
Service - Signature Massage
modifiers (must choose one): 30 minute, 60 minute, 90 minuteThe base service is for like 30 minutes and $0, then the modifiers adjust the timing and price to match our service menu.
This is much easier for online catalog management than a whole list of every massage and every length that we offer.
The problem is: If someone has a specific price or timing issue for one or all of these (for instance they level up and their pricing increases), I cannot adjust them individually…
1 vote -
Conditional Logic - I need the Patient intake form to have conditional logic, For example if a patient is female then another pop up is requ
Conditional Logic - I need the Patient intake form to have conditional logic, For example if a patient is born female then another pop up is requred to check if that patient is pregnant
2 votes -
I need the Scheduling alert to Read from the Patient Intake Form the Alergies and add as a Schedule Alert on the Patient file immediately.
I need the Scheduling alert to Read from the Patient Intake Form the Alergies and add as a Schedule Alert on the Patient file immediately.
3 votes -
Filter options for services offered by a staff member
When listing services offered by a staff member (manage - Staff - {Staff name} - Services) Filtering options would be nice, at least a "only show services offered by this person" would be so nice to make it easier to find things in what can be an extensive list.
1 vote -
We would love to have some place to check charting that is "Not Started"
We would love to have some place to check charting that is "Not Started"
2 votes
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