8144 results found
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Allow Memberships and Recurring Membership Charges to Be Assigned to a Provider
Boulevard does not allow memberships (including recurring membership renewal charges) to be assigned to a specific provider. This prevents accurate provider production tracking and reporting.
Membership charges are processed through the membership billing system and apply directly to the business, but there is no way to attribute those charges to an individual provider.
Requested Enhancement
Add the ability to assign a provider to a membership so that both:
• the initial membership purchase, and
• all recurring membership renewal charges
Functional Requirements
1. Provider Assignment Field
• Add a required or optional provider attribution field on each membership record.
•…1 vote -
Ability to restrict data access by location in APIs
Option to limit data available through APIs by location so a franchisee cannot access other franchisees' data.
1 vote -
Connect Canadian banking systems
We have been waiting for the ability to charge our deposits, late cancellations & no shows through boulevard. We’ve been told for multiple years that this is “on the way”.
1 vote -
membership clients seperate booking portal
Would love if our membership clients could have a separate booking option. Right now everyone can see booking for this next month. However I want our members to be able to book out for the next 6 months. I would love for them to login to their portal and see a separate booking link option that allows for 6 month book outs but on our website allow new clients/non membership clients to only book one month out.
1 vote -
multiple categories
Ability to add multiple categories for packages and memberships when allowing online booking. That way I don't have to create duplicate packages just to list it under our "deal of the month" section of the online booking. I do this to make it easier for clients to see what our deals are instead of making them search all over for our specials even if they already exist as a regular package etc.
1 vote -
Report to show the correct income for the month
I would like a report that shows invoiced and paid services and products including taxes for the month. Currently, it does not let me filter out credits that have not been applied to services which shows incorrect income
1 vote -
Add auto Consultation to appointment on first time guests
Make all new first time clients add a consult with their first appointment
1 vote -
1 vote
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Payment Methods to providers
PLEASE PLEASE PLEASE tie payment methods to providers. I would like to be able to dissect how providers are being compensated to get commissioned properly.
1 vote -
charting
Add a vital sign option as a charting segment.
1 vote -
Running charts
Provide the ability to duplicate charts so that I can create a new entry without having to re-enter all the information that remains unchanged.
1 vote -
hello , i think it would be a good idea to have a way to tag multiple customers at the same time instead of individually adding a tag
Since we are a spa care there are customers that have memberships and some don't . we add tags to set them apart from the regular clients . but when tagging we have to enter the number of a client individually and tag them . i think it would be a cool idea if there were something in the system to filter and add all the clients at the same time and add all the same tag.
1 vote -
Individual Form Sending & Client Acknowledgements
I would appreciate clarification on why forms cannot be sent to clients individually. Having this capability would be extremely helpful for agreements, permissions, incident acknowledgements, and other time-sensitive or service-specific documentation. The ability to send, track, and confirm acknowledgment of forms on an individual basis would greatly support personalized services, compliance, and proper client communication.
1 vote -
Automation Personalization
It would be extremely helpful to have greater flexibility with automations, including the ability to create and
1 vote -
Multiple services for adding Voucher manually in Wallet
Now that we can manually add vouchers to a client's wallet, please give us the option to add a few of the same types of services like we can when creating a package in the first place. Meaning:
I have 5 types of services under "90min massage" and when creating a package deal I can make them all redeemable: (Swedish, sports, deep tissue etc). But if a client needs a voucher added to their wallet, it can only be assigned for one service (only 90min swedish). So if they happen to book a 90min deep tissue instead of a swedish…1 vote -
consultation fee charge applies to account credit
I know many people charge for consults, as do we. We allow the patient to then use the consultation fee toward service or product within 365 days from consultation of their choosing. I think it would be nice to have this charge apply as an account credit for the patient. We currently have to manually add the credit (and then babysit the calendar for 364 days to ensure they're within their allotted window of use). If it's missed, with an online consultation booking for example, and the client books and attends the future service, we are often reminded by the…
1 vote -
Offers - Limit the amount of (ie: valid for 30 days) time an offer can be used after it was received.
Offers - Limit the amount of (ie: valid for 30 days) time an offer can be used after it was received. If we get a new client and want them to share a code to get their friends to come in, I don't want them to be able to hand out the code forever. I want the client's code to expire after a certain time frame.
1 vote -
Let the membership dollars be banked as credit monthly - automatically
Enable membership account credit to be renewed monthly, letting members bank the membership dollar amount
1 vote -
Give a percent discount with the referral program
It would be even more helpful on the referral program to offer percentage-based discount options (e.g. 10%, 15%, 20% off next visit/service)
It would also be helpful to mix discount types
-i.e. referrer gets 10% off, new patient gets $50 off.percentages work better with our pricing system and feels more generous for higher value services.
1 vote -
API for Client Gallery Images
Ability to use APIs to pull client images from their gallery for use in a custom app or other application.
1 vote
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