8550 results found
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look up patients by emojis
Example: We have patients sign off on using photos for marketing and we add an emoji to their profile so we can quickly see on the schedule. It would be great if we could look up profiles by emojis as well as run reports so we can get a list of just those patients.
2 votes -
auto blocking a client that has a no show rate less than 75%
When a clients profile has a "no show" rating of less than 75%, have a pre-set auto block option so they can no longer book online.
2 votes -
Create a space on client’s “overview” page that always stays pinned to the top area for listing past medical history and current medications
Pinning medication list and PMH to overview page
2 votes -
Customize Text Message Order Receipts
The business would like the ability to customize the content of text message order receipts.
2 votes -
make a service private but have direct booking link
This essential for promos for specific clients
2 votes -
Saved Signature Tweak
The new saved signature should not populate in areas for patients to sign. When I go to have a patient sign a consent in the office, my saved signature automatically pops up. It should only pop up for provider not the patient. Our consents are in CHARTS because we don't want patients to sign off on them out of office without our ability to review it in office with them.
2 votes -
Adding a prominent "Return to Business Website" button or link within the booking flow.
Currently, when a client clicks "Book Now" on a business's website, they're taken to the separate Boulevard booking page. Once they're there, it's not easy to get back to the business's website if they want to browse services, read about staff, check policies, purchase products, or find other information. This creates a disconnected experience.
It would be great if Boulevard could offer an option for businesses to keep the booking experience more integrated with their website. Some ideas include:
Opening the booking page in a new tab so the business website stays open.
Adding a prominent "Return to Business Website"…2 votes -
Allow staff/admins to be able to group book
When self booking online, clients are given the option to group book meaning they can book for other clients and an automated note is added stating "guest of [client]." Unfortunately, this is only a self booking option, but I think admin and staff should have the ability to do this as well! Which saves you having to add a referral or put lengthy notes in!
2 votes -
Bulk Delete
We'd like an option to delete open orders in bulk rather than one at a time.
2 votes -
Guardrails for two staff booking an appointment at the same time
This would disallow occurrences where two staff members select the same appointment timeslot and both confirm their booking within the same minute, and the system allowing both bookings to go through for the same timeslot.
2 votes -
Sign off percent goal input
The sign off tracker is super helpful to understand how far along an MD is in their sign off to meet min requirements. Since these do vary by state, it would be helpful to set a goal at the location level that surfaces alongside the tracker. This would be a great reminder for the MD depending on which locations dash they are in!
2 votes -
Linked Profiles: Relationship Tagging & Shared Payment Methods
It would be incredibly helpful to have a way to link or tag patient profiles together to show relationships (e.g., family members, parents/children, spouses).
Additionally, we need the ability to share payment methods between these connected profiles. During checkout, we should be able to:
Automatically see who a client is linked to right on their profile.
Easily charge a connected profile's card on file (e.g., a mother paying for her child's products, or an adult child paying for their parent's treatment).
Select whether to use the current client's card or a linked family member's card on file seamlessly.
2 votes -
data
Easier ways of viewing my data, why is it so difficult to view specific sales from specific services? also graphs to see change over time.
2 votes -
Cancelations
Need a report that shows total amount of cancelations with a date range instead of just having the front desk option and counting them manually.
2 votes -
Selling into the negative when product runs out
When products hit a zero count in inventory, the system should alert us or prohibit sales of product that is not in stock. Instead of selling into the negative. Bad look for patients to buy a product, we do not have it and then have to either refund them or create an IOU to ship it when the product comes in.
2 votes -
Tabs that stay open and allow us to toggle between tabs. For example, schedule tab and calendar tab open at the same time in tabs.
Tabs that stay open and allow us to toggle between tabs. For example, schedule tab and calendar tab open at the same time in tabs.
2 votes -
Confirmation/Reminder emails in campaign performance reports
It would be helpful to understand if/how clients interact with automated comms like confirmation and reminder emails by including them in Marketing Campaign Performance reporting.
2 votes -
Date of birth needed to make appointment
Please add a Date of Birth field to the initial online booking ‘Book Now’ new-client signup flow. Right now, new clients can only enter name, phone, email, and password during booking, so we have to collect DOB separately afterward. Adding DOB at signup would help us capture complete client info upfront and reduce follow-up steps.
2 votes -
Forecasting/Forward Facing Reports for Inventory, Revenue,
There are a lot of back facing/Past reporting with detail that needs to exist in same format for forward facing/future. To enable forecasting for needed product by each service type, revenue, marketing etc. The current one future report that lumps all services into a number is really useless.
2 votes -
Suggest we have the capability to turn off showing pricing to customers in online booking, in an easier more streamlined way.
Suggest we have the capability to turn off showing pricing to customers in online booking, in an easier more streamlined way.
2 votes
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