8144 results found
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Chart accessible by double clicking appointment
Please provide access to patient charts more easily- Double click on patients appointment and it will pull up?
6 votes -
Quickbooks Integration Training
I am trying to set up the quickbooks integration but there is NO TRAINING. quickbooks knows nothing and I can't get anyone on the phone to help to understand any of it. I was with my book keeper for two hours trying to figure it out.
6 votes -
Daily summary report
Would love to receive an email at the end of the day with a daily summary without having to go into boulevard reports and filter out. A report that states all sales for the day, total appointments, any refunds and any other general important metrics. Other softwares like square do this and it was always a helpful way to review each day quickly.
6 votes -
Text without saving number
Currently in order to send a text, the number must be saved to a client profile. We often follow up with voicemails via text and if the client is new and we don't have any info other than the phone number it makes adding them to the system hard so the ability to text any number even one that isn't saved in the system would be great.
6 votes -
Have a "Please compete form" reminder email instead of only "confirm appointment" email
Sometimes we need to add additional forms after a client has already confirmed their appointment, and we are forced to have them fill out the form in-office because the "resend form reminder" email sent to them says "confirm your appointment" instead of something like "please fill out this form". So patients do not complete the form because they have already confirmed their appointment...
6 votes -
When putting a client on a membership that is a monthly reoccurring payment, instead of options for vouchers & subscription do account credi
Clients that want to bank their money for future services. Do a monthly recurring payment that goes immediately to an account credit instead of a voucher.
6 votes -
Printed reports keep order
When we print our reports after making changes to it and rearranging columns, changes do not stick and report still prints out of order
6 votes -
product sales report
Would love a product sales report that listed who the sales were made by so commission would be easier to figure out. Client name on there would be nice also.
6 votes -
Implement a way for all texts to be marked as 'read'
There are unread texts from months (if not years) ago that cannot be easily accessed and opened.
6 votes -
Offer limitations for members
The business would like to limit offer codes for non members only. Right now you can only limit for member’s.
6 votes -
Automated & integrated form uploads
To have the ability to upload our own forms and incorporate form translation so they can be digitally signed and be able to sync to the forms tab in the client profile
Background: We have many forms and they are different one for each service and depends on provider. It's difficult for us to manually create their own forms individually and do not want to create their own forms to miss legal jargon and we have to abide by NYS laws
6 votes -
QR Code for employees to clock in
Vagaro had a feature that was very useful with timekeeping; they had a unique QR for each employee and they could clock in and out by simply scanning their QR at the front desk. This feature made it much easier for employees and the front desk.
6 votes -
When creating offers- choose the option for different service providers
We are trying to build the clientele of our new service providers. We are making offers specifically for them to get people in their books. It would be helpful to be able to make a "rule" and the discount code only applies when booking with that service provider.
6 votes -
Want to be able to pre-pause a membership
Want to be able to pre-pause a membership before their next payment is due. No way to currently do it. Thanks
6 votes -
An automated system to re-run credit card for no shows that block their card until the debt is satisfied
We have had it happen a few times now that a no-show will block their card so as not to be charged for the missed appointment. This is unfair to us as a business since we have a strict no-show policy and our team expects to be compensated for their missed revenue. It would be nice that when marking an appointment as a no-show or late cancel the system would keep trying periodically until the debt is collected.
6 votes -
Send same day reminders only to unconfirmed clients
Option to send same day reminders only to unconfirmed clients.
6 votes -
Allow customization of what cancellations are shown in client portal
We often have to cancel client appointments for administrative reasons like combining multiple appointments, changing the name to a spouse, etc...
These cancellations marked as "Mistake or Error" still show up in the client history in the new online portal. We have had multiple clients reach out asking why we cancelled their appointments because they see the cancellation in the portal.
It would be great to have the Mistake/Error selection not show in the portal (or some way to choose which ones do show in there)
6 votes -
Register function to view denominations and activity log of denominations
Have a register feature to view previous and closing day denominations and also keep security of business data in mind
- View denominations when exchanging cash for change
- Taking in cash
- Also have audit reporting capabilities for overages/shortages6 votes -
Birthday Campaign Email on 1st of Month
Ability to send the Birthday Email for Automated Campaigns on the first of the month for a client's birthday.
6 votes -
TAGS FOR SERVICES
Adding tags option to services. Basically, a more simple way to keep track of things like ... organic services, services apart of packages, best sellers, etc.
6 votes
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