8508 results found
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Client demographic reports
To improve overall organizational performance and quality we believe it is important to be able to generate reports on client demographic variables collected throughout the intake process. These include things like (gender or racial identity). Additionally it would be helpful to be able to run reports for fields that are contained in forms. Or at a minimum, be able to review summary reports of forms to support data cleaning activities, accuracy, completeness, timeliness, etc. To summarize, the request is to build out the ability to run more nuanced client reports that help us to better understand client demographic variables, which…
8 votes -
Create an auto populate feature for charts and forms
Currently, if you were to print a chart/form.. it does not print the clients name or any of their information. In order to have this information included, it has to be manually entered. Create a feature that will auto populate information such as name, date of birth, date of service, etc.
8 votes -
Add a character count on messages
Since we are charged for multiple segments if the message is over 160 characters, there should be a character count on the messages so we can be aware of how many of our allotted messages we are using at a time.
8 votes -
Daily summary report
Would love to receive an email at the end of the day with a daily summary without having to go into boulevard reports and filter out. A report that states all sales for the day, total appointments, any refunds and any other general important metrics. Other softwares like square do this and it was always a helpful way to review each day quickly.
8 votes -
have a block history tab showing when a block is created, moved, or deleted with time stamps
have a block history tab that shows what staff member created, moved, edited, or deleted a block (specifically recurring blocks) like you can see with appointments
8 votes -
allow text conversations to be pinned to the top of messaging
it can be hard to manage a sea of text messages, sometimes there are clients/staff we want to keep an eye on and pin to the top of the messaging page :)
8 votes -
Cancellation alert verbiage
" it is too "SOON" to cancel online is confusing and they would like it to say " it's too LATE to cancel online". thanks
8 votes -
Enable Membership Transfers so Clients can pay for other Clients' membership charges
In the event someone else wants to pay for another person's membership. It could be transferred to the client's account without saving the membership holder's card info on the client account.
8 votes -
A weekly service report that shows individual providers sales by day.
I need a report that shows me individual providers and their service totals by day for the entire week.
8 votes -
8 votes
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Wrap text in manually placed blocks
It would be nice to apply text wrapping to schedule blocks so you can read longer messages without having to click on them
8 votes -
It would be helpful if the email marketing area had the ability to store uploaded images.
It would be helpful if the email marketing area had the ability to store uploaded images. It is time consuming to have to upload artwork each time.
8 votes -
Haircut add-on for colour services with specific staff only
Offering a haircut as an add-on service for dualist stylist that prioritize colour service. This would allow clients to choose their stylist that may not be available for a stand-alone service maximizing utilization.
8 votes -
Service modifers customizable by location. It is logical that a service’s modifiers’ duration, price, availability could differ
Examples:
Perms, want to keep it so that client history across locations show the same service, but the modifiers may be different by location and pricing also is highly different for locations.
Currently they have to be the same for all locations
8 votes -
Duration of appointment in email confirmation
Please add the length of a client's appointment to their email confirmation, where they can already see the start time. Adding an end time would be helpful so they aren't surprised at how long the service will take!
8 votes -
8 votes
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All messaged through the contact center, go into the inbox
The ability to turn off the feature within the contact center that sends automated texts to the closed inbox. When a staff member is messaging a client and a reminder is sent, the whole message is closed automatically. It can be difficult to keep track of messages that were closed in mid conversation.
8 votes -
Highlight Employee Vacation on Schedule
Highlight Employee Vacation on Schedule.
I need the ability to mark what days employees have requested off on the schedule so I know I have approved their time off. In addition it would be great to have sick days or holidays. Color-coding would be ideal for each indication so that when I look at the schedule, I know where everyone was that day.
8 votes -
Having the option of the emailed receipt on the customers check out screen so they can decide yes or no to that.
Within the checking out of the client they get all the way through and then we have to ask, would you like a copy of your receipt through email. A customer suggested they be able to say yes or no to this on the ipads
8 votes -
Better (or complete) add-on indications and visibility in app
Appointments with a time extension or add-on are not displayed correctly in the app. You have to click on the appointment to see all the extensions and add-ons. This is a problem because it's easy to miss something that needs time to prepare or set up before an appointment. As an example, we have hot salt stones that need to be turned on at least 45 minutes before an appointment or they won't be hot enough.
8 votes
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