8145 results found
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Memberships as account credit
We need the $ coming from memberships to go directly into account credit
4 votes -
Re-set lists to page one when changing filters on the products page
When viewing products the interface remembers what page you are on when changing brands, categories, etc...
Example: I am looking at items 101-150 for the shampoo category.
I change the filter to hairspray (25 items)
The page is blank because it is displaying items 101-150 for a category with only 25 items.
The display should be reset to the first page any time the filters at the top of the page are adjusted.
4 votes -
Offer Reporting Shortcut/Insight
Within the offer codes setup page/listing there should be a shortcut for high level metrics around the offer code such as number of uses, revenue, etc. It's cumbersome to have to look into beta reports each time.
4 votes -
Business Level Text Messages (vs Location Level)
for patient portal messages, it would be nice if the conversation crossed over from location to location if its under a specific patients name. Currently you can message from one portal, go to another location and pull up the clients name and there is no record of a conversation.
also, would be ice if the messages were logged with the users name along with the date and time stamp. That way its easier to follow which staff member is communicating with the patient.
4 votes -
Update Offer filters
Include a filter to allow adding products by brand.
Also Some form of bulk selection of products would be super handy rather than searching and inserting each product individually. We often end up manually adding discounts per a sticky note at the desk because adding items to an automatic offer is too cumbersome when it is a large selection of items.
4 votes -
Not have just a credit card option for free services (such as corrections).
Not have just a credit card option for free services (such as corrections). We have to change the amount and then go to "Other" to close out the ticket. Also, even if the service were free not everyone wants to pay a tip by credit card, which is all this options currently provides.
4 votes -
'Search for Service' Report
A report should be created allowing staff to search for a specific future appointment in the book. For the 'not so typical service', in order to prepare for materials needed and staff to be available. -or- Another way to look at this, let's say you've previously scheduled a complex service with a client and can not remember when it is in the future / can not remember the client... being able to search the service would help.
4 votes -
Ability to manually add a service fee at checkout
We charge an automatic 20% service fee for all group and package bookings and would like to have the option at checkout to have an easy way to add the 20% fee with a click. This is not the same as the tipping feature as we do not accept gratuities through boulevard.
4 votes -
4 votes
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Visibility of confirmation through appointment details
The business would find it helpful to have the status of the appointment visible within the appointment details section rather then only through the satellite icon.
4 votes -
2 separate buttons to "confirm" and "marked as arrive" on calendar appointments
When checking guests in on the calendar screen, it is easy to mistakenly only mark them as confirmed if they aren't already. There should be two separate buttons for marking them as confirmed and marking them as arrived.
4 votes -
Report that shows "client accommodations" by staff member.
Need a way to get a list of these accommodations, filter if the accommodation is by price, duration, etc so that businesses can identify weaknesses or bottlenecks and either micromanage service providers to correct it or delete the inefficiencies. At current I believe there is no way to find these issues that potentially cost businesses time and money :P
4 votes -
include last appt date/visit to the wait list information
include last appt date/visit to the wait list information
4 votes -
Requiring Phone Number When Creating a New Customer
Phone numbers are unique to every customer, so it should be used as a unique identifier and so should be a required field. We get very confused when we see 2 "John Smith" and not know who is who. In fact, we need phone numbers more than we need last names, as last name requirements tend to slow us down when making a new customer profile (especially if the last names are foreign and very long), if we just had their first name and their phone numbers, that should be enough to create a client profile.
4 votes -
Duplicate purchase orders
Ability to duplicate a purchase order from one location to another with the same products and quantities
4 votes -
New Appointment Window: Add Referral Field
When creating a new appointment within the dashboard, adding a "How did you hear about us?" field in the new appointment window
4 votes -
Add credit card fees as a line item on daily sales reports
For those of us using Offset, it would be great to add a line item to the sales section of the daily reports, so we can see how much of the credit card fees were "offset" by the feature.
4 votes -
Add 'party' tag when a client books 'guest of' appts!!!!!
When clients book an appt for themselves and a guest - either under their name or as 'guest of' the appt should automatically add a tag as a 'party' and highlight both appts when hovering over one or the other appt!!!!!
4 votes -
4 votes
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Direct message to client from calendar/appt
Adding a message client button on the client file. When I need to contact a client I click on their appointment and the popup bar shows the phone number, option to cancel or reschedule, etc. An option to message them directly from there would be so helpful, instead of having to go to do all the extra steps to messages and pull up the name and then message.
4 votes
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