7704 results found
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Filters for Calendar view such as "show new clients" "show unconfirmed appts" "show unrequested appts"...
..."show appointments booked more than [custom] hours ago" "show appts with no phone number" "show appts with no email" "show appts that have not prepaid" "show appts that have future booking" "show appts that were booked by [staff member]"
Super useful for managers to be aware of things and not manually sift through visual data.
More advanced filters that would require limited about of machine learning would be:
"show appts with no show likeliness w/ [reason]" [reason]:no showed before; usually confirms
"show appts that should be booked at a different time in order to optimize revenue generation w/ [reason]" [reason]:…9 votes -
Require clients to prepay and add gratuity or have a self checkout for clients
When clients book online they don't always add gratuity, so we still need to check them out when they are through. It should be required for them to add gratuity or they can click no gratuity but note that they will have to leave it in cash or not at all. We are trying to be hands free and it has been impossible. They should also be an option to tip assistants when they are booking. If this can't be done, we would love a checkout station for clients where they do not need assistance to checkout. I've asked about…
9 votes -
Advanced Resource Reporting
Appreciate the current metrics available, but would like to have stronger insights into usage -- what services is the resource predominantly used for. Can see appointment and service count, but not service sales dollars per resource
9 votes -
Separate reporting for Comped services/way to give commission to comped services
Currently checking out comped services as OTHER so the staff still receive their commission in reports, but creates a book keeping nightmare to separate from service sales/sales summary
9 votes -
Better Flow for Register Count and Pay Out
Count drawer - 2 steps and creates 2 "logs" in the history for count drawer and then payout. they always do these 2 steps simultaneously and it's confusing
9 votes -
Freeze top row and first column in reporting
It is difficult to look at reports when there are a lot of rows of providers and lots of columns. It would be nice if the top row and the first column were frozen so you can navigate reports on the website instead of having to download to excel.
9 votes -
Option to sign up for the waitlist through online booking without selecting a time
Rather than provide timeslots for clients to add to the waitlist, it would be useful to have them simply sign up or have to call the business to be added to the list
9 votes -
Vouchers should not be redeemable from "Payment Methods" tab
Also there is no viewable log of this nor is there an undo. This action causes staff to accidentally "delete" vouchers leading to issues with no possible way to undo without workaround nor a way to audit the mistake.
Payment method tab should show "delete" instead of redeem.History of client should show history of this type of redemption or delete.
At current there is no way to see this action.
Causes salons to essentially rip off service providers without intending to do so.
Also without it being logged, no way to refer to database to understand when client came…
9 votes -
Customizable report for management of stylist
Would love to have a report/folder of all stylist information including late cancelations, adjustment services, complaints, poor yelp reviews and ability to upload documents to a stylist account so all information is on one system!
9 votes -
Have the ability to have client's update their account details from iPad
Have the ability to show the client account details on the iPad during the checkout process so we can ask if their account info (phone number & email are up to date) and have the ability to add their email for marketing purposes.
9 votes -
Fix the misinformation message to clients who are adding themselves to waitlist
When a client adds themselves to the waitlist, the message says that their card will be charged. This is not true it just asks for a credit card to hold the appointment. We have a lot of very confused clients regarding this message who think they are due a refund.
9 votes -
"Last Changed By" Records for Internal Settings
We have multiple people who have access to change service, product and staff settings. It's nice to see which user last changed a record and when so that we can follow up with the person. I have no idea who is making changes to our services and have no way of knowing to address it with them. Here is a picture of what we had in Millennium:
9 votes -
Report that shows all times a price was adjusted, by whom, how much, when, and for what service; with whom.
Many purposes, but mostly to find mistakes, secondly to catch problems, thirdly to find where more training is needed, fourthly to realize what must be slipping through the cracks
9 votes -
We need a column on the client lists that shows their upcoming appointments: date & type of appointment.
There needs to be a column under the CLIENT LIST that shows the client's upcoming appointment. It needs to show the date of the next appointment (MOST IMPORTANT) and also the type of appointment. This will help with winback campaigns and with reaching out to overdue clients.
It would also be very beneficial to be able to have the option to exclude anyone from the list that already has an appointment on the books when looking at the 1-3 month, 3-6 month and 6+ month lists.
Please update this asap. It would be so, so helpful!
9 votes -
For the waiting list Parameters would be helpful to select times and days client is available...
...plus to view notes on list without having to go into & to see next to client name their tags. This is necessary in order to contact clients more quickly and for dates & times that work for them. Seeing client tags next to their name will also be informative for us internally so we reach out to particular clients first.
9 votes -
Under Manage --> Schedule - Make the dates at the top static so when scrolling through employees, the dates are still visible at the top
So we aren't guessing as to the date for employees that are below the scroll
9 votes -
promotion reporting
Need a very specific report that they can look at daily to check all of the apply special codes/promo codes that were used. Right now they can easily open this type of report within Booker to see a breakdown of each code, how many times it was use and the dollar amount that was discounted. When they click on each individual special it will open to a breakdown of all the clients that used that specific promo. If they wanted to dig further they could then look at the specific client and it would open up their invoice.
This helps…9 votes -
Staff to staff messaging
Our business recently moved from an EHR system to Boulevard. In our previous system, staff could send internal messages directly within a patient’s chart to share updates, concerns, or important information about that client.
Right now, Boulevard’s Messages feature is designed for client communication, so there isn’t a built-in way for staff to message each other inside a client profile. This makes it harder to keep patient-related communication organized and tied to the correct record.
A feature that allows staff-to-staff messaging attached to a client profile would help our team collaborate more efficiently and keep all patient communication in one…
8 votes -
Price drop down list
There needs to be a drop down menu for pricing on services on the main scheduling page for pricing reference.
8 votes -
8 votes
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