7202 results found
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Medical/Surgical History that auotpopulates
Need medical/surgical history that can pull-over/auto populate like allergies and medications and can be found in their chart where allergies and medications are now
4 votes -
merge all multiple clients at once
The database should be able to identify all multiple names/phones numbers in a report and then merge the duplicates.
4 votes -
product recommendation by providers
To be able to Include the provider’s name when entering product recommendations. This will help us clearly track which provider recommended each product.
4 votes -
Comprehensive Campaign Performance Report
To better evaluate the effectiveness and ROI of our marketing efforts, we recommend the creation of a comprehensive report that consolidates key performance metrics for specific campaigns or promotions.
Currently, the available reports lack several critical data points, making it difficult to assess which initiatives are truly driving results and where adjustments may be needed. Having access to these insights is essential for making informed, data-driven decisions moving forward.
We propose a report (or a reliable combination of reports) that includes the following metrics:
Total revenue generated (attributed to the campaign or promotion)
Number of bookings tied to the campaign
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4 votes -
Intake form: even if patient signs off on paperwork, make the drop downs accessible for providers
Our clients often times do not complete their intake forms appropriately, so when i go over them with them the only way i can edit is by adding a note. Often times these notes are drop downs, which once "completed" by clients, the drop downs are not able to be accessed. Make it so that the not stays in its original form until the provider signs off on it.
4 votes -
Have limitations that can be set & manager approval for discounts at checkout
Have more control over what staff are allowed to do with discounts at checkout
4 votes -
Create a report that shows detail for account credit adjustments and transactions that includes comments in the reasons section.
Create a report that shows detail for account credit adjustments and transactions that also includes comments in the reasons section.
OR create a cue or different term for the word "Adjusted" that's in the Action column when you click "View History" from the Account Credit section of the client's profile.
4 votes -
bookable online setting at business level
When a new service is created we would like a setting on the business level access to disable online booking for all locations rather than having to go through each individual location to turn off. This is time consuming and need the option of setting this overall for the business.
4 votes -
Processing Time --> Beginning of Appointment --> For Numbing
Hi! It would be extremely helpful if Med Spas could edit the processing time to begin at the start time of an appointment as opposed to the very end of the appointment. We would utilize this feature for NUMBING time. This would allow for additional bookings. I see this was a request with 40 critical votes back in 2023!
4 votes -
Make Offer settings become a floating/moving box
Make an offer's settings and attributes stay visible when scrolling the list of Offers so the information stays available for reference when reviewing all Offers.
4 votes -
Automated Marketing for Canceled Appointments
Create an automated marketing campaign for canceled appointments. Client receives a text and or email prompting them to reschedule their appointment after canceling.
4 votes -
Send Consents without Appointment
Sometimes we need to send patients consents without them needing an appointment like membership consents or photo releases etc, however, there is no way to send consents to fill out without an upcoming appointment.
4 votes -
Sandbox Instance
It's a pipe dream, I'm sure— but it would be amazing to have a full duplicate instance of our account so our trainees can work on everything BLVD without the risk of messing anything up.
All the training materials are great, but since there is no sandbox, our trainees have to work on live clients and schedules, which then requires someone to be with them to ensure they don't accidentally make a big mistake while learning.
4 votes -
Marketing Audience for Memberships
To be able to create an audience for the marketing suite for clients who have a membership.
4 votes -
Schedule on first/second/etc Monday/Tuesday/etc of the month vs biweekly etc
Currently we can only recur shifts by the week/biweekly/every 3/every 4 weeks. It would be really helpful if we could recur shifts by the placement in a month. For example: Employee only works the 2nd and 4th Tuesday. The current setup we would have to either manually add every shift or do every 4 weeks, however this would be messed up by months that have a 5th Tuesday.
4 votes -
Search specific appointment types when pulling client audience
Currently there is no way for us to pull a report or list that shows all clients who came in for a certain service within a time period. The only option is to filter by first or last appointment which is ineffective as they may have come in for something else since then. For example, I want to see all the clients who came in for botox 3 months ago and haven't rebooked. Theres no clean way to do it.
4 votes -
Allow more customization around providers and services that they perform on specific days of the week.
We would like more flexibility and identifying specific days and services that providers work in are available. For example, we have a provider that offer offers a specific set of services on Friday. Those services are not available Monday through Thursday. Ideally, we should be able to go in and identify to that provider that those specific services are available on Friday rather than Thursday.
4 votes -
Appointment Refund Workflow Improvement
When we need to refund a client due to issues like switching payment methods, the system should allow us to reopen the original appointment to check it out. Currently, we’re forced to create a second appointment just to process the checkout, which results in duplicate appointments appearing in the client’s chart.
4 votes -
appointment history time stamp
Add time stamps to appointment history. ie: what time the previous appointments were scheduled for.
4 votes -
Would love it if service providers could get a notification when a client's appointment time is changed or canceled same-day.
Our providers would appreciate it if there was a way to send them an alert or notification if a client changes their appointment time same-day or cancels. When our front desk staff works to optimize the schedule, appointments are sometimes moved. Providers would appreciate an extra notification if this happens! :)
4 votes
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