8148 results found
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Have the Client Profile show an AI summary of client history
Our staff is finding they have to do a lot of digging with each client before seeing them (for example, we always hear "how many treatments have I done on my brazilian" for laser clients and similar) so they find themselves digging through each previous chart, or to see history of settings etc. would be nice to have some kind of AI summary (Weave users know how it summarizes calls - something similar would be incredible!)
2 votes -
Automatically apply the cancellation fee based on the policy we already set
I understand that Boulevard allows us to set a 48-hour cancellation deadline and a cancellation fee, but the current workflow does not make operational sense for a medical aesthetics practice.
If a client cancels after the 48-hour cancellation deadline has already passed, the system should be able to automatically apply the cancellation fee based on the policy we already set. Otherwise, the cancellation policy becomes more of a manual reminder than an actual enforceable setting.
The current process creates several issues:
- Clients may still be able to cancel after the cancellation deadline has passed and avoid the fee completely.
- Staff…
2 votes -
Provider Scheduling
We need service-specific provider availability rules. Example: Provider A is available for online booking Tuesdays 9-5, but Laser Hair Removal should only be bookable with that provider Tuesdays 9-12, while Electrolysis should remain available 1-5. Current provider shifts, service-level settings, resources, and Precision Scheduling do not enforce this provider/service/time intersection.
2 votes -
Enable searching clients in messages.
Enable searching clients in messages.
2 votes -
name pronounciation
a place to leave client information regarding their name - sounder client notes on their profile maybe having an additional tab similar to the like allergies/medications and having a spot for name pronunciations or adding a tag to hover over someones name that can be edited to reflect a preferred nickname or pronunciation as right now the best spot is in the alert section but that can get crowded fast
2 votes -
Deposits and expenses Reconciliation report
i would like a report that list the reason or note attached to any expense or deposit. If im able to see the "notes" or "reasons" for the week or a day i can easily account for shortages removed from the register or overages/ payins and their reasons. It helps account for cash ins and outs for the day or the week of the register with out having to search through the register dates when it could all just be in one report for the date range selected
2 votes -
Performance Screen on App
Admin/Owner permissions should be able to see the entire business performance on the performance tab in the app.
2 votes -
cheaper prescribe
The eprescribe function is so expensive compared to MANY other eprescribe platform. I would like to do it all in one place but the cost is so excessive
2 votes -
make the cash drawer count visible after the initial count so you can see how many of what denomination you have.
make the cash drawer count visible after the initial count so you can see how many of what denomination you have. making it visible for opening and closing count so you can see historical data of the count.
2 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…
2 votes -
Appointment reminders modified for each service
We would like to create individualized appointment reminders for each service type. The reminder should include the provider’s name and the specific service the client is scheduled for.
Example:
“You have an appointment tomorrow with [Provider Name] for [Service Name].”We would also like the ability to customize and modify the reminder message separately for each appointment type or service.
2 votes -
2 votes
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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
2 votes -
Lifetime Client Retention
RETENTION: We need to be able to look at lifetime client retention of more than just 180 days. This is important to understand how long patients are staying in the clinic, whether that be months or years!
2 votes -
Tags in the Client List
Franchisees would like the ability to see a client's tag when viewing clients in the Clients tab (without having to search/filter by tag). They want tags to show after they search for a client so they can quickly choose the correct parent or child account based on relevant tags.
2 votes -
sell retail only from app
It would be great if Boulevard allowed retail-only transactions directly from the mobile app, without requiring an appointment or service. This would be especially useful for pop-up events, community events, or any time we're working outside the office and only have access to the app. It would allow us to sell skincare and other retail products on the go while keeping inventory, sales reporting, and customer purchase history synced within Boulevard.
2 votes -
add the option for more than one photo on charting.
It's nice to have different angles of before and afters available when charting.
2 votes -
Patient info should carry over on forms
Patient Basic Info... Name, Date of Birth, Address, Email, Phone number, etc once collected in Blvd should auto populate onto new forms so the patient isn't entering those items each time.
2 votes -
Recurring Appointments
The ability to create multi-day recurring appointments at once.
Example: Service @ 10am - Mon, Wed, and Fri.2 votes -
customize automated messages for membership cancellations
When a membership is canceled, it would be helpful if we could customize the automated message or email sent to the client. Right now, there is no customization, and it would be helpful to customize that message. We spend a lot of time as a business nurturing the relationship and working with clients, and to send such a simple and cold email just does not seem fitting.
2 votes
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