8145 results found
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click on calendar opens patient
When you click on calendar, it opens patient. I HATE having to go off calenedar, look up patient. too awkward. This would be a great step saver
2 votes -
missed appointment fees auto add to next appoint
If patient doesnt have CC on file, Need missed appointment fees to auto add to next appointment checkout AND have a distinctive color/etc to flag staff patient has a balance. Very awkward right now. Have to notice there is a balance, pay it separately etc.
2 votes -
fix the reports functionality
since the most recent update to the reports, the date range functionality has an error in it. I see 2 different problems. When picking a date range by clicking on the dates on the calendar, it does not accept the dates that are entered. The only way to do a custom range now is to enter it into the boxes at the top of the window.
Also, when running multiple reports for a specific time range(for example, the previous month), you must now enter the date range for each report. Previously, the date range would remain the same until you…
2 votes -
Ability to associate 2 providers to a bill or membership & have reporting on it
We have a prospect that needs to be able to associate 2 providers to a bill or membership.
Example of the providers & use case:
1. a selling provider (like an MD) that recommends a treatment
2. provider that actually does the treatment (like a nurse)Goal is to be able to track who’s selling and providing treatment.
- Requested by Laser Lounge (prospect)
2 votes -
Appointment Availability Report
Summary:
Create a new report that shows available appointment slots by day or month, helping businesses better visualize and manage their scheduling capacity.Description:
Currently, businesses can only view scheduled appointments through the Staff Schedule Summary report, making it difficult to identify open slots efficiently. A dedicated Appointment Availability Report would display unused scheduling space directly, allowing businesses to:- View open appointments across different time periods
- Identify scheduling patterns and optimize staff availability
- Make data-driven decisions about staffing and scheduling
2 votes -
Permission: Cancel a membership
Need the ability to control privilege group access to control who has access to cancel a membership. This is a critical request for True REST
2 votes -
Reports Filter: Staff Name (Active vs Inactive)
When filtering a report by Staff Name, having the ability to select between Active, Inactive or All. Similar to the Employees tab under Manage Business.
2 votes -
I wish it wouldn't send an email to us when we cancel an appointment for a patient
I wish it wouldn't send an email to us when we cancel an appointment for a patient. When a patient cancels their own appointment, it is super helpful that we get those emails because front desk goes through and contacts those patients to get rescheduled. It just makes it confusing when we get the emails for the appointments that front desk cancelled themselves. Or even if those emails could say something different showing that it was cancelled by a provider/employee.
2 votes -
Improved patient check out experience
You check out processing is outdated and clunky. Having a front desk is outdated here in CA and we are moving toward a more patient friendly operational experience for the patient in which they stay where they are and we come to them for a mobile check out experience. Your competition, Mangomint is already doing this. Not having the ability for 1 device for check out- clinic provider phone or just an iPad needs to be looked at. We previously had Jane and the provider ran up and checked out the patient on the IPad and the patient swiped on…
2 votes -
As a digital marketer zapier needs to pull in real data not mock clients.
Also there needs to be a in client information the dollar amount spent and allow tags.
2 votes -
Multi-Location Booked Forecast Summary
Currently, summaries are location-based, requiring users to log into each location's dashboard individually to view booked forecast information. This feature would introduce a new report that aggregates data from all locations, providing:
A unified view of booked forecasts across all locations
The ability to compare and contrast performance between different locations
Time-saving efficiency for multi-location businesses
Enhanced decision-making capabilities with a holistic view of the entire business
This feature would significantly improve the user experience for businesses managing multiple locations, streamlining their reporting process and providing valuable insights at a glance.
2 votes -
Custom Notifications - Mail Merge Fields
I would really like the ability to add merge fields in the text notifications. We're a busy medspa and would like the ability to include information in the text notifications like <customer name> and <service> in the notifications.
2 votes -
Simplify commission-free employee services
This feature would allow businesses to automatically remove commissions when employees receive services at their own workplace. Currently, there isn't a direct way to do this in the system. The feature would enable businesses to:
- Automatically detect when an employee is receiving a service
- Apply a 0% commission rate for these specific transactions
- Maintain normal commission rates for non-employee clients
This would streamline the process of providing employee services without manually adjusting commissions or creating separate service categories.
The feature would simplify payroll processes and eliminate the need for workarounds like creating separate "Employee Services" categories with 0% commission rates.…
2 votes -
Add Operator Field to Inventory Adjustments Report
Alani Skin MD would like the ability to see the operator associated with inventory adjustments within the report. Currently they have to go into each product details window for this level of visibility.
2 votes -
Please provide a direct integration between WooCommerce and Boulevard!!
Please provide this the same way you have done for Shopify. Zapier is super complicated for the WooCommerce integration, and it doesn't work well. I need my inventory to sync simultaneously and correctly between WooCommerce and Boulevard.
2 votes -
Priority tags for waitlists
Having a priority tag for waitlists would be hugely helpful. Occasionally people have a client they want to contact first and as of right now you have to dig through all of the notes of individual clients, which can be quite a feat for longer waitlists.
2 votes -
Have a spot for maiden name
It would be beneficial to have the maiden name of clients connected to their profile as well. We have clients get referred and list a client's maiden name or married name, but we can't find them in the system because their new/old last name isn't updated.
2 votes -
Mark-up in charts deletes the notes and mark-ups
When the iPad goes from landscape to portrait or the other way around it deletes the notes and mark-ups. This happens a lot with our providers.
2 votes -
Please create a report only for Service Charges.
Please create a report only for Service Charges.
2 votes -
2 votes
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