7163 results found
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Unlock Charts
Have certain staff have the ability to unlock submitted charts.
13 votes -
expiration forms
We need the ability to have certain forms expire. For example, a medical history form should be updated at minimum once a year.
13 votes -
Customize Rating Reviews
Peoples time is valuable and the inability to either sync reviews with Google or customize the link is a missed opportunity to have reviews seen!
13 votes -
Print Ticket
Detailed Print Ticket with DATE of appointment with client contact information and the ability to print out the day's appointment tickets.
13 votes -
select time on calendar with resources
Whenever you hit select time on calendar, resources are not being applied. It would be great if it still pulled resources when booking that way. It should also notify you if you are overlapping resources to confirm if you want to do that.
13 votes -
Easily View Prices in System - Allow CSV export of all Services, Packages and Retail Products
It is crucial to easily view pricing in the system and export a CSV of all services, packages, and retail products for checking and updating prices easily and efficiently.
13 votes -
Notification for blocked patients when booking.
When a patient is blocked from booking, give a warning when business is booking the appointment. As of right now it just says that the chosen provider cannot preform this service instead of saying that the patient is blocked when their name is typed in.
13 votes -
Scrollable view of available dates and times in online booking
When clients are booking on the widget allow them to scroll through days and see available providers for each day rather than selecting a provider and then a day.
13 votes -
Detailed Order history
In history, it should just show the entire details of the order to avoid the constant back and forth when wanting to see more details. Or at least have Order history and APPT history separately
13 votes -
Better product reports with unit costs
There needs to be the ability to see Product Sales with unit cost on same report. This would reflect the bottom line in order to calculate our net revenue. Currently you have Gross product sales and Net product sales. But net is only net of any discounts, not net of the cost of the product. So really you need an option for columns with gross product sales, discounts applied, cost of products sold and finally, net product revenue. This is the information as a business owner i need to see to compare profit margins etc.
It would also be helpful…
13 votes -
Add the ability to bulk add time blocks for all staff members at once.
This would be really useful for instances when we're having a company meeting and need to ensure the provider's are blocked from booking so they are able to attend.
13 votes -
Reformat the print option for charts & have an option to email a PDF version to the client. We use 'treatment plans' as a chart where we
Reformat the 'print' view for charts as in its current state it's essentially unusable. Also add an option to email a PDF version to the client. We use 'treatment plans' as a chart where we document the client's goals and the treatments they should be getting, along with pricing and notes. We give this to them to take home, and we need a copy for staff. We created this as a digital chart, but want a way to share it with the client that looks professional!
13 votes -
create a mobile app for manager view showing sales
Need capability to be Able to see daily sales summary via mobile app
13 votes -
Add credit card in New Appointment tab
It would be very helpful if we add credit card option directly from the New Appointment tab.
13 votes -
Back button in client history...
Back button in client history that takes you back to the clients main profile instead of completely out of their profile completely.
13 votes -
Please open any forms or charts in a new window
Any client forms or charts that are opened should open in a separate window so that receptionists can easily refer to the form & input the data into the client's file and so that service providers can easily and efficiently chart client's appointments. Ever since this feature was updated on Boulevard (where we now have forms open on the same page), productivity and efficiency in form-related tasks has plummeted.
13 votes -
Add customized note/ popup on Booking Widget
The business would like the ability to put a note or an alert that can be customized on the booking widget. It could be located in the top right or left hand corner of the widget.
13 votes -
Easier to delete or hide expired offer codes
Our offer code list gets out of hand very quickly because all offer codes ever created are listed there and not sorted in any easy-to-follow way. We need to be able to make better sense of these codes and easily delete or hide ones that are no longer in use.
13 votes -
Custom KPI Reports
Ability to create in-depth reporting for KPIs & setting own KPI benchmarks (ex. client referrals, productivity, retention, reviews, % of booking as a business viewable all in 1 report)
13 votes -
Text Message Capabilities
The business would like to be able to send a clickable link through the message center.
13 votes
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