8143 results found
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when I go to a client in the system I should be able to send them forms and charts. having to book a new appointment is tedious
send client forms without having to falsify an appointment. some clients add new services. some forget. it really messes up the calendar and irritates clients and staff. wasted time.
15 votes -
Display calculated age of client in Charts and Forms
Ability to show the calculated age of a client in their Forms and Charts, based on their DOB.
15 votes -
Phrases for Messages in Client Profile and Calendar View
Ability to use Phrases (Messages) feature from the Client Profile and Calendar View, in addition to the Messages tab.
15 votes -
phrases in client profile messages
Hi! I wanted to share some feedback regarding the new Phrases feature. Currently, it seems that we’re unable to use phrases unless we’ve already opened a message thread and sent a message to the client first. This means the feature only works if the client initiates the conversation or if we start with a manual message, only then can we use the phrases.
It would be incredibly helpful if we could use phrases when starting a new message directly from the client's profile, even if there’s no existing thread, or if the previous conversation has been closed. This would make…
15 votes -
Client Reviews
Allow the reviews from clients to be pushed for other platforms, such as Google
15 votes -
Sales filtering and "BACK" button option
When filtering sales transactions by date, if you go into details of transactions, you are currently unable to go back to your filtered list. Whenever a filter is applied, if the "back" button should take you back to your filtered list instead of starting over. Currently, if I want to review each transaction, I have to start over and re-apply the filter every single time.
15 votes -
Payment methods and memberships
The cards that are store in the payment methods should also be an option to use in the membership payment options. If a client changes the card on file and deletes the old card, the membership still charges that card that was deleted from the payment section. When I added the clients new card to the membership payment it also shows up in the payment section as an option to charge. It should go both ways whatever cards in the payment methods should able to be selected without having to retrieve the card number from the client again. I see…
15 votes -
online booking exact dollar amounts instead of percentages.
online booking exact dollar amounts instead of percentages. When we set up online booking deposits, we can only do a percentage. Our business charges exact dollar amounts like $77, $99, etc.
Can we get a feature, where we can do percentage deposit or an exact deposit amount?
15 votes -
Develop a way to create a quote/estimate for clients.
When consulting clients we often recommend treatment plans and product suggestions. We would like to provide the clients with a quote in there treatment plan.
15 votes -
Staff Notifications: Include Internal Appointment Notes
Include internal appointment notes/memos within the Staff Notification email and/or text
15 votes -
Gift Card Liability report
It is vital to be able to show the PURCHASE DATE on the gift card report!! If there is an expiration policy we must be able to locate old cards and notify client their card is about to expire!!! From the accounting side we must be able to pull a valuation report that shows age of gift and balance at a given date or point in time!!
15 votes -
add "reason for change/cancellation" when clients self-cancel or self-reschedule
currently we can only note this if the provider cancels for the client, but we want to know why clients change their appts when they change it on their own
15 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.
15 votes -
pull over the medications and medical history into the good faith exam
pull over the medications and medical history into the good faith exam automatically
15 votes -
Notify staff when an appointment is moved from one staff member to another.
Notify staff when an appointment is moved from one staff member to another. It doesn't make since that this wasn't already thought of and integrated into the program. We had a client moved from one staff member to a different staff members schedule and Boulevard did not notify the new staff member. As a result, the client arrived for their appointment but the therapist was not in the spa because they were unaware an appointment had been moved to their schedule.
15 votes -
Name and DOB autopopulate for forms
Make it possible to add first and last names to client forms and have them auto-populate from their profile so that the form has their name on it if it is printed out. Legally the form still needs to have their name on the form itself, it's not enough that the form lives in their profile.
15 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!
15 votes -
Restrict Gift Cards from Purchasing Other Gift Cards
Restriction at checkout to disallow a gift card to be purchased using an existing gift card. Gift card redemption should only be applicable to services, products, or gratuity
15 votes -
Report that shows client notes & alerts
Report that shows client notes that have been entered in the client profile.
15 votes -
Remote check in/out
Would be extremely helpful if there was a way to offer clients to do a remote check-in and out as they enter and leave the salon. this shouldn't be the primary check-in/out for clients but it would help tremendously since it has been difficult to hire and retain receptionists.
15 votes
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