7762 results found
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Find customer with phone number. Different customers have same first and last name Thank you!
When adding an appointment to my calendar.
Find customer from existing list by phone number. Instead of adding customer into Boulevard every time an appointment is made.2 votes -
Improve Communication with Convertkit Integration
It would be fantastic if blvd can categorize specific tags so that convertkit can then import these tags into their corresponding automations via the integration. For example if a client wants joins our membership and is tagged with a member tag then for that info to be shared via the convertkit integration and be able to identify that specific tag so that they can get put into the proper funnel.
2 votes -
DETAILED receipt for the client and the business view!!
The checkout process is SOOO detailed and gives the opportunity to show credits used, the name of a discount/promo, multiple payment types etc. Yet the receipt that is available after the transaction, clumps all the discounts into one sum, therefore making all that work USELESS for anyone that wants to reference it! Please carry the coding that is in checkout process to the receipt--this is the good CUSTOMER SERVICE our patients deserve!
2 votes -
tap on appointment screen for retail
last system you didn't have to change out of your main screen to simply do a singular sale. a separate tab would work . At the moment you have to go to sale and theres this little tab far right ,anyone new to the system its quite confusing
2 votes -
The email for booking automatically adds location after name of business which looks like Los Los Angeles Angeles....
"You are scheduled for an appointment at Refine Men's Salon of West Hollywood West Hollywood on Jul 28, 2023 at 6:00pm PDT."
So any company that has their name of location in their business name would be listed in emails with the location twice. I think solution is remove the city from the automatic portion of the emails as the location is listed anyway in the address below.
2 votes -
2 votes
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Choose Default Reason for Timeblocks (Business)
The business would like to choose which reason, by default, timeblocks are created as. Currently, unless otherwise specified, the reason will be set as 'Personal'. This can be easily missed which results in skewed Utilization % tracking.
Common use-cases for timeblocks are for meal breaks, training, meetings, or 'catch-up time' if the current client is taking longer than anticipated. These would be considered 'Business'. (Staff utilization shouldn't be penalized for meal breaks and the other reasons are business-related.)
Better yet, have NO timeblock reason chosen by default and make the user select one before saving.
2 votes -
Update Support Article for Personal Calendar- Add more screenshots
Please add more specific examples - screenshot views from SP view for these. Dashboard view and personal phone view. https://support.boulevard.io/en/articles/5941554-personal-calendar-syncing
2 votes -
ability to turn off credit card requirement for the waitlist
Seems like clients are passing on the waitlist option because of requiring a credit card to request a spot on the waitlist. They don't have an actual appointment yet so asking for a credit card feels weird. It would be nice to have the option to pick and choose what requires a credit card?
2 votes -
Don't show service providers in online booking if they are not scheduled and don't have open books
We have multiple locations and sometimes providers will travel between shops. There needs to be a better way to disable them from showing up on online booking OTHER THAN entirely removing the second location from their account profile. This makes us have to re-set up all their services and payment settings if we do it this way, which is very inconvenient. It would be AMAZING if, when going online to book, clients did NOT see any service providers under our location if their books aren't open. This gives the client a false sense of hope, and they will add themselves…
2 votes -
Data to show who adjusted closed orders
the ability to see who changed the seller or made any adjustments on a closed order.
2 votes -
Display discounted service prices in confirmation and reminder emails
Show the discounted price total in email confirmations and email reminders.
2 votes -
monthly memberships be charged under each individual merchant
I would like monthly memberships be charged under each individual merchant instead of the main company's account
2 votes -
Pixel for tracking conversions
They want a pixel provided by boulevard specifically
2 votes -
At checkout on DUO- please make "add tip on card" section for assistants editable
If a client clicks on " add tip on card" on the DUO for an assistant, and then opts to use cash instead, there is no way of completing the transaction. We currently have you close the transaction window in boulevard, and close and reopen the app to refresh the ticket. There has to be an easier way. Would it be possible to add a back button to be able to void the tip on card selection on the custom gratuity page? Thanks
2 votes -
2 votes
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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
2 votes -
2 votes
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2 votes
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Admin Controls What is Visible on Staff's MOBILE APP (Performance Tab)
Sometimes we ONLY want stylists to see how much they've earned in Gratuity for the day and only the admin gets to see their service sales. For other employees, they want to see their service sales and gratuity, and everything else. Being able to control who sees what on their mobile app would be great!
2 votes
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