7490 results found
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Add client tag based on intake form response
There are some intake form questions that a business should easily be able to identify per client. For ex - if a client is asked whether they consent to their treatment photos to be shared on social media and they decline, it would be helpful to then add a related tag to the client profile.
5 votes -
There should be a streamlined option to merge multiple forms into a single form without requiring users to recreate or re-enter existing inf
We’ve found that when clients are asked to complete multiple forms, they often only finish one. This isn’t intentional—it’s usually the result of form fatigue and an overly complicated process.
A simpler solution would make it easy to combine multiple forms into one, add an existing form to another, or copy and move sections between forms. This would reduce repetition, make the experience easier for clients, and save time for staff.
Streamlining forms in this way would lead to higher completion rates, fewer follow-ups, and a smoother, more user-friendly experience overall.
5 votes -
Loyalty Points visible to clients
Would love if clients could view how many loyalty points are in their account through the client portal, to encourage them to come back in and use them. Also a brief description of how many points are earned on products vs services.
5 votes -
notification sound for new text
`notification sound for new text message to alert the staff/receptionist and be able to answer text in a timely manner.
5 votes -
Staff Chat
Build chat box for messages between staff members, seperate from the messages tab for clients. Maybe it could be a small pop up window on the bottom right corner.
5 votes -
Add Unread Message Management Tools to Messages Inbox
Boulevard’s Messages inbox currently lacks essential unread message management features, including:
A global “Mark all as read” option
An Unread filter
The ability to search or sort conversations by unread status
For high-volume practices that batch outbound texts daily, client replies may arrive days or weeks later and become buried deep in the inbox. Staff must manually scroll and open each conversation to locate unread messages, which is inefficient and error-prone.
Impact
This limitation creates operational risk and inefficiency:
Unread client messages can be missed entirely
Response times are delayed
Staff spend unnecessary time managing the inbox instead of supporting…
5 votes -
Allow for larger gift card quantities ($1000-$5000)
Allow for larger gift card quantities ($1000-$5000). Most of our treatments are over $500 so the max of $500 is limiting for patients.
5 votes -
Ability to Limit the Number of Packages Sold
Many businesses—ours included—run promotional packages that are intended to be limited-quantity offers. Currently, Boulevard allows expiration dates for packages but does not allow us to cap how many times a package can be sold.
Having the ability to set a maximum number of package sales (e.g., “only 10 available”) would create urgency, support scarcity-based marketing, and help us manage inventory and demand during promotions. This is especially important for high-value seasonal offers and limited-run services.
We would love the option to specify a total number of units available per package, after which the package can no longer be purchased.
5 votes -
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!
5 votes -
Telehealth Visits
Telehealth visit for hormone consultations
5 votes -
Inventory sorting
Ability to move columns, sort and filter when updating inventory rather than having to scroll to update each item
5 votes -
Ability to toggle back to the date of sales
For this example, imagine it is 11/20/25. I need to look at sales for 11/5/25. I want to check multiple transactions/order #s for that date. After viewing each order to go back to 11/5/25 I need to do the extra step of filtering the sales for that date again. It would be most helpful to be able to return that specific date with a back arrow vs needing to filter all sales again.
5 votes -
Easily edit price for services
Too many clicks to make edits on services or products at checkout. The price field is already there. Should be able to click right in it rather than the three dots and dropdown menu.
5 votes -
Dispute AI
Implement AI to help automate responses to disputes by compiling evidence, removing the manual work required today to submit all necessary documentation.
5 votes -
Permission: Products
Separate permission settings so that certain staff can create products, but not edit, and deactivate them.
We want to ensure that our team members cannot change product information (like sell price) or deactivate them at the location, but still have the capacity to support our general inventory processes.5 votes -
customize booking overlay
The booking overlay is very limited in customizable options. From the wording to the colors, it would be ideal to be able to customize these things for better brand alignment with individual businesses.
5 votes -
Allow staff to send forms to patients independent of an appointment.
I currently operate with the idea that I am able to send forms to patients independent of appointments such as is the case with month to month follow up for telehealth weight management. I want to be able to send a patient a follow up form through their portal so that they can complete for review and is automatically tied to their chart. I was able to do this with my previous EHR which is a game changer for our practice. We do not have access to forms in any other capacity and so I am currently utilizing google forms…
5 votes -
mobile view - ability to remove top banner
The banner image in mobile view eats up so much of the screen that, depending on the size of the client's phone, only a line or two of the descriptive text is visible after the service heading. We would like the ability to turn off the banner graphic for mobile view to resolve this problem.
5 votes -
forms automatically send out forms that have been updated
It would be nice that if we update a form it automatically will trigger clients to fill out the new form at their next appointment. Right now the way the system is we have to either manually add for each appointment or have the form filled out every time for each client. Also if you make the form expire it should trigger to have clients fill out an updated form.
5 votes -
allow the use of phrases in the comment box when signing off charts
Allow the use of dot phrases in the comment box when signing off charts
5 votes
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