7516 results found
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Add a table option to chart
Add a table or chart option for charts so I can see what i did every time i pelleted a patient or what dose of GLP1 was given each month vs having to look back at every note for this information. Easier to navigate note.
4 votes -
Allow for sending clients invoices prior to or after appointments
Allow an option to send invoices to clients for services to be able to check out outside of the office
4 votes -
Ability to open multiple charts, including previous charts and a current chart
Allow staff to open previous treatment records more easily, without having to open and close the new and old reports to reference each of them.
4 votes -
make charting possible on a desktop
Make it possible to chart from a laptop and add forms
4 votes -
ability to add forms to clients profile
at our med spa we have products for sale that require consent forms. this would be much easier if we could add a consent form, or any form to a clients profile WITHOUT having to schedule them an appointment. our schedules are watched by the company that owns us, so our schedules need to be as accurate as possible.
4 votes -
being able to label account credits so the staff can know what each part is for
To improve clarity and transparency for both staff and clients, each account credit in Boulevard (or any POS/accounting system) should be clearly labeled with a specific purpose or category. This ensures that all team members understand exactly what the credit was issued for, how it can be applied, and any limitations tied to it.
Key Details & Implementation Guidelines:
Purpose Labeling
Each credit should include a short title or label (e.g., Treatment Credit – Laser Hair Removal, Product Return Credit, Referral Bonus Credit, Event Raffle Credit, Membership Perk Credit).
Labels should be standardized so that all staff use the same…
4 votes -
fix multiple choice option in forms
It is confusing when you are creating a form and your option for "multiple choice" (which should mean one OR MORE). Instead this needs to be listed as choose one (or something similar). I now have to re-do ALL forms.
4 votes -
Front Desk Reports
I suggested notifications for the desk but it would also be nice for the front desk to be able to pull reports specific to their daily needs, that don't require them to have access to all reporting. We should be able to assign the reports to the front desk that we want them to see from all reporting options. They should be able to pull reports for any time period that show cancellations, online bookings, reschedules, form status, no-shows and cancellations fees. This would enable them to quickly access the clients that need action taken. It would also enable us…
4 votes -
Create a report for the number of canceled appointments or number of no-show appointments for a specific time window
We like to look at our appointment metrics for the week and/or month, and it would be helpful to be able to pull up the total number of canceled appointments or total number of no-show appointments so we can see the % of patients actually showing up vs # booked. Currently you have to count manually for each day under the cancelations tab on the calendar view.
4 votes -
Make refunds of booking fees automatic for cancellations
Automatic Refund to patients who cancel with in the window of our policy, so we don't need to manually go through each transaction and do it ourselves.
4 votes -
Please create an option to integrate Qualiphy so that GFEs automatically get pulled over into patient charts
Please create an option to integrate Qualiphy so that GFEs automatically get pulled over into patient charts
4 votes -
Annual Charting
What we really need is a way to ensure that, for specific services (like Botox, filler, microneedling, laser resurfacing, IPL, vitamin shots, mid-depth chemical peels, micro laser peel, dermaplaning, and sclerotherapy), a medical professional signs off that the client is medically cleared to receive treatment.
We want this to be automated for the Medical Director to signoff on annually per patient.
4 votes -
Set date range on Schedule -> Forms status: Needs review
Need to be able to set a date range under Schedule --> Form status: Needs review...instead of having to click through each date. Would save me LOTS of clicks and I could be sure I've reviewed everything and didn't miss one more easily.
4 votes -
I couldn’t find anything in Boulevard’s current documentation that lets you disable gratuity for specific providers
There’s no built‑in feature documented that lets you turn off gratuity just for one specific staff member (provider).
4 votes -
Check In - After Phone Number is Entered, Arrow Button should turn Green
When a customer is checking in and enters their phone number, the arrow button at the top should turn green, so that they don't move forward with entering their email address, as it begins to confuse the customer and trips them up, Every Single Time!!!
4 votes -
the ability to invoice clients for services and products.
Invoices that can be sent to clients for products and services.
4 votes -
Price Estimates and Quotes
generate in-office price estimates during client consultations. Clients should be able to leave with a clear, written estimate of their potential service costs—emailed directly to them and saved in their client profile.
This feature would:
Improve transparency and build trust with clients.
Streamline consultations by giving providers a professional, standardized way to present pricing.
Reduce confusion or disputes later by having estimates documented and attached to the client record.
This is not just a convenience—it’s a critical client experience and retention tool that keeps your platform competitive.
4 votes -
Client Invoice Or Receipt Printing Options
when clients want a copy of all previous payments, they come to us, and the onyl option we have for that is to print off every receipt and fax it to them. emailing receipts is not always the best option for the client. a way to bulk print or see bulk payments would be great.
4 votes -
Remove packages and memberships from earning Loyalty Points
The Loyalty App should have the ability not to to grant points to clients who buy packages or memberships as the redemption of the earned vouchers earns them points.
4 votes -
More granular permissions when "business manager" is toggled on.
We don't want everyone with that access to be able to edit permission groups, that should have it's own toggle.
4 votes
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