8529 results found
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Enable searching clients in messages.
Enable searching clients in messages.
4 votes -
New Clients Report and Their Lead Source
It'd be great to have a report where you can see NEW clients within a specific time frame, the service they got done, the sales their appointments generated, and their lead source. This would help us see how much new clients are bringing in vs. what they're costing us in campaigns–e.g. costs of Google ads vs. not just how many new clients from Google but how much they're bringing in. As of right now, there's no single report that does this. We personally have had to workaround the Referral Sources by Client report by playing around with filters, pulling a…
4 votes -
gift card expiration
our old system had a feature to set expiration dates for gift cards. we had that set at 1 year. we need a feature on boulevard to set expirations for gift cards
4 votes -
Having the ability to turn off tips for specific employees
With aesthetic centers, we employ, MDs, APPs, RNs, and LMEs. While tips should never be requested for MDs, it is beneficial for LMEs or RNs to be tipped (APPs if the patient truly wishes to do so, who are not owners of the company). Currently, we are unable to do that and our patients are asked to tip our MD owners (which is in poor taste). When we turned off tips, then our LME would lose out on tips for her services that she provides.
4 votes -
Display DOB and patient age in Pro App
Show.patient DOB in mobile app only for confirming with patient live.
4 votes -
Please add a way to allow technicians to only allow returning guests to them for online booking
Allow technicians to turn off online booking for new guests but make it available for current guests. That way new guests don't even see the technician as an option when booking online. it also allows current guests to book online if their technician isn't taking new guests.
4 votes -
Notify provider when there is a opening available for someone on their waitlist.
Having to constantly check the waitlist is time consuming, if we remember to do it at all. Sending the provider a notification that there is availability on their schedule for someone on the waitlist would be super helpful.
4 votes -
Offer Code Stacking
Offer codes must be customized to either allow combining with other offers, or disallow use with other offer codes in order to successfully minimize human error and ensure a high degree of accuracy in all checkouts. Ideally the list that can / cannot be combined can be customized. E.g. Friends & Family discount for team members CANNOT be stacked with any other promotions/discounts.
4 votes -
group booking at the front desk
Currently, group booking is only allowed online, and most of our appointments are booked by the front desk over the phone. When making appointments over the phone, the front desk should be able to book multiple people who are coming in together and have them on the same ticket, rather than have to book each person individually. It doesn't make sense that this would be an option online and not for the front desk agent.
4 votes -
commission
Service commissions should not be deducted when a services is discounted. Employees should receive full commission on pre discounted rate.
4 votes -
Chart Review in waiting
One location for all authorized providers to be able to review any pending charts rather than having to go by 1 day at a time to review charts that need review. This allows multiple providers to help clear the list at any given time and a push notification to the providers that there is a chart waiting for review pending.
4 votes -
Tips & Invoices
You should have the option to let the business owner modify which service only asks the patient for Gratuity after the appointment. Not all our services must require a tip. The option you have is to disable or enable it only.
Also kindly add a feature where we can create invoices and send it to our clients/patients. Especially if it pertains to unsettled appointments.
4 votes -
4 votes
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Booking Flow Feedback – Availability Visibility & Cart Issues
I’m writing with some consistent issues we’re seeing with the booking flow that are creating confusion for our clients and friction in booking.
Issue 1: Customers can’t easily see availability across a full day
Right now, clients have to:click on a specific time
see which practitioners are available
back out and try different times repeatedlyThis makes it very difficult to understand the overall schedule for a given day. What customers actually want is:
a clear view of all available practitioners for a selected day
and the times each one is availableThe current flow feels like guessing rather…
4 votes -
can you please make it to where when someone purchases a membership, we can send them a link to complete the agreement?
If someone calls and wants to purchase a membership, we don't have a way to send them a link to complete, or send them the agreement to sign. We have to direct them to the website to do it themselves, and we all know if they have to go out of their way they are less likely to do it on their own. Can we have it to where we can complete it for them after it sends them the agreement to sign so we can make sure it gets done? I hope I explained that right. It sounded right…
4 votes -
phrases - connected fields
Phrases should be able to pull some client information for direct messaging to enhance the client experience.
Example:
Hi {{client_first}}, we wanted to personally check in after your visit yesterday.
4 votes -
Card on file notification at time of booking
A reminder to get a card on file for clients that do not currently have one at the time of booking would be great!
4 votes -
A report with: service, list price, and subtotal
also sorted in chronological order with staff name
4 votes -
unconfirmed appointments until an intake form is submitted
As a private studio owner with a strict vetting and intake process, I need the ability to keep new client appointments in an unconfirmed/pending status until a required intake form has been submitted.
Currently, clients receive a confirmed booking notification immediately upon scheduling, which removes any urgency to complete required intake forms. This creates significant operational issues including last minute cancellations, wasted appointment slots, and policy violations.
What I am requesting:
-New client appointments remain in a pending status until intake form is completed
-Client receives a pending notification stating their appointment is not confirmed until the form is submitted…4 votes -
More all-in-one functionality, including lead generation, to reduce reliance on multiple systems
This included lead management, patient follow,ups, etc. It is crucial for our business and would eliminate the cost of multiple softwares
4 votes
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