8555 results found
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ability to add credits to multiple peoples accounts all at once instead of going in each client and adding the credits individually.
when we have a promotion/ or gifting a voucher to multiple clients it would be nice to be able to do it all at once, instead of going through all clients and adding the voucher.
1 vote -
Report to show number of charts and forms signed by a medical director
This report would allow their admins to track how many forms and charts have been signed off and completed by their medial directors.
1 vote -
Tip first page
People always immediately ask about the option to tip upon seeing the FIRST page of Duo checkout. Add the tip on first page.
1 vote -
New Reporting: Add date ranges to downloads
Add date ranges to the default names for downloaded reports. The old Summaries used to do this and it is so helpful to have that information right in the file name.
It also helps when you need to run the same report for different time periods to not end up with report.csv, report(1).csv, report(2).csv and then try to remember which is which.
1 vote -
Tentatively Block Schedule When Admin is Booking, so Online Clients Cannot Steal the Spot
Tentatively Block Schedule When Admin is Booking, so Online Clients Cannot Steal the Spot.
When I am speaking to a client via phone, an online booking client can steal the spot/I have to regroup with client via phone.
1 vote -
Date of Birth Visibility
Working in Aesthetics and Wellness, D.O.B should be visible in every aspect of Boulevard. We should be able to see D.O.B. when viewing both Calendar and Front Desk tabs. Such a small change would make so much of a difference in accessibility and ease.
1 vote -
API to see currently assigned staff by service line item in order.
Currently, APIs can only show initially assigned staff on an appointment. This means that staff swapped at checkout or swapped on an order cannot be seen in our APIs
1 vote -
ALERT CLIENTS WHEN CREDITS WILL EXPIRE
We need to be able to have clients view when their credits/vouchers expire on their end and possibly if they can receive an email/text 30 days in advance when it is going to expire. We have 6 or 12 month exp periods and that is a LONG time. I think it is also inconvenient to have the client put it in their calendar too themselves when our system should automatically notify them.
1 vote -
Allow freezing columns in reports
For the new reporting system (in beta) - allow freezing the first column(s) of the report when scrolling to the side on larger reports. Similar functionality exists in Excel and is super helpful.
1 vote -
Additional Status Options under the History tab in the client profile
Additional status options to choose from under the History tab within the client profile.
1 vote -
Allow customization of membership cancellation email wording Description
Right now, when a membership is canceled, the client receives an automatic email that includes the effective cancellation date, but the wording of that email cannot be edited.
This creates confusion for businesses that enforce a cancellation notice period (for example, a 15‑day policy). If a client cancels shortly before the billing date, the email still confirms the cancellation date without explaining the notice rule, which can lead to misunderstandings about billing.
It would be very helpful if businesses could customize the wording of this email to clearly explain their cancellation notice policy and how billing may still apply depending…1 vote -
Report for Service Prices by Location
This would be a report that can show the location-level price overrides for all services at a business.
1 vote -
Add descriptions for bank account charges related to chargebacks
This would be helpful for identifying which debits in a bank account relate to a chargeback and whether the debit is the original chargeback or the final outcome when a bank finds in favor of the client.
1 vote -
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
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