8144 results found
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Send text/email with link to bill
In Jane we were able to send a text/email with a bill. Would love to have this feature. This is nice if someone is coming to purchase a product for example and wants to pre-pay and just drop in for pickup and you don't have an online store. Or if someone has a remaining statement and you don't have a card on file.
1 vote -
An icon for when there is a comment note.
An icon that pops up on the completed Appointments to let you know there is a comment note in the appointment.
1 vote -
Last Visit Alert on Appointment
When we're at the front desk or looking at the calendar, there's no way to see when a client was last in without clicking into their full profile. During a busy shift, opening each client's account one at a time to check their last visit is slow and easily skipped which means we miss chances to acknowledge flag clients who've lapsed, are back too soon and/or drive rebooking. The Appointment Preview Window already shows client name, phone, service, provider, cost, and notes, but "last visit", one of the most useful data points for the desk isn't there.
Proposed solution:
Surface…1 vote -
Add a missed call text back feature
Have an automatic SMS that goes out when a clients phone call is missed along with where they can book or offer to text back to ask a question.
1 vote -
open charts
New chart sign off is AMAZING - but would be better if you could filter charts by charts that have not been started as well as in progress notes
1 vote -
clients abilitly to add add-on services at check in screen
Clients have the ability to choose add on services at check in screen. Example: wax, cut, condition, treatments
1 vote -
we want you to make a widget for us to see our day at a glance
I want to be able to quickly see my clients on my lock/Home Screen instead of login in on the app
1 vote -
Create a clawback report that does not include refunds
We are trying to pull a report for true commission clawbacks. The report that we pulled shows all clawbacks, including voids and refunds that happen on the same day as the original transaction. So these do not truly impact commission payouts since another transaction is processed in their place.
1 vote -
Forms with Expiration Date showing up if tied to a service
If a form with an expiration date is tied to a service and has previously been filled out, it would be very helpful to be able to see that form (and it's expiration date) along with the others in the appointment.This way we would not have to click out of the appointment, go into patient chart, old forms and look that way. For example, our Medical History Form is set to once per year however I still want to easily be able to look at it, review it, and make edits if needed with each visit. Thank you
1 vote -
connected box for date/day of treatment
It would be super helpful to have a "connected field" for the date/day of treatment. As of now, there is none and the chart gets timestamped with the date of submission rather with no record inside the chart of what day the treatment was. If we could build in a connected filed for "date" that would solve the problem.
1 vote -
Missing Charts
I’m looking for a feature within the charting software that identifies any required charts or forms that have been assigned to a client’s profile but have not yet been completed or missed by the staff.
1 vote -
make a service private but have direct booking link
This essential for promos for specific clients
1 vote -
Route a note or message
It would be helpful to route a note or a message to a specific personl to eithe complete or read as an fyi
1 vote -
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.
1 vote -
Click and drag for staff scheduling
Instead of having to type in beginning/ end of shift for each day, for each employee, having a calendar view where admin can just click and drag start to end time for a shift. A more visual way to plan would be helpful.
1 vote -
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"…1 vote -
front desk can’t easily see availability across both locations when booking, i would like to be able to see location dashboards side by side
i would like to be able to see location dashboards side by side
1 vote -
patients want to see what they have had done previously on their account
I have had several patients request to see what they have had done previously on their account.
1 vote -
Individual Appointment Time Client Reminders
Clients should receive appointment reminders/confirmation texts & emails 24 hours before THEIR scheduled appointment time (or however many hours a business states in their cancellation policy). Boulevard sends out batch notifications and 5:30pm the day before a scheduled appointment. This is unintuitive for clients who want to self manage an appointment. Please change this feature!
1 vote -
flag charts that have not yet been completed by providers
Providers will need to complete charts before seeing the patient again- prompting the provider to complete charts in a timely manner.
1 vote
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