7705 results found
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Set an invoice to charge on a certain day
If a patient is paying in the future or owes for a package, etc., it would be nice to be able to schedule an invoiced date in the future.
6 votes -
Allow clients to be able to modify their card on file
It would be super helpful for clients to be able to modify their card on file. Unfortunately as it stands now they have to call our office (which isn't always open) and since we operate virtually it's incredibly inconvenient for patients and staff.
6 votes -
View a client's open orders via client profile
A custom laser package sale may not happen upon their in-person consultation. The client may leave with a quote sheet and decide to complete their purchase at a later date. In this case, it would be great to be able to revisit that open order from their profile when they call back to avoid needing to search for it via the Sales tab
6 votes -
ongoing injectable and laser tables in treatment records note
Have an ongoing injectables table record and laser record, that is documented but then it automatically pulls forward to the newest injectable and new laser record. So, when opening the new treatment record, you can scroll down and see the ongoing history of the treatment dates and details in the same document (units of botox, laser settings etc) without toggling back and forth and in and out of multiple records to find out the last time a patient did a specific treatment, or what the settings were in past treaments etc.
If instead it is all together in that one…
6 votes -
email creates duplicate accounts
PLEASE allow checking in & setting up appointments with PHONE # ONLY. Emails constantly create duplicate accounts when a client miskeys or has multiple email accounts. Oh and almost NO ONE even uses EMAIL anymore.
6 votes -
CRM Tool
A reportable field that our team could fill in with the next outreach date, a drop-down of why we need to reach out (rebook, membership, customer service are the general drop-downs that come to mind).
Report on clients without a future appointment scheduled including name, home studio, last appointment date, type of service, dates of last outbound message sent and last inbound message received through Boulevard
6 votes -
Notification to Owner of all new bookings
Meevo had the capability to set up custom notifications where I as the owner could get an email or a text for every new booking. I loved it as it always kept me aware of how we are doing on bookings. I know theres a notification bell on the dashboard but that only shows online bookings. I would like to see all bookings- via reception etc
6 votes -
Export Marketing Status from Client List
Export Marketing Status from Client List
6 votes -
Bulk editing on orders under sales tab
Orders will be opened by accident and then left, when reviewing to see if it was an error or if the client owes the company, we have to go one by one and the sysytem refeshes so then we have go back to our place
very time consuming and a waste of time.
Just tried to close out all order but this is impossible
I should be able to review the order and the account, return to sales and check it off, once i am done reveiwing a couple of client then I delete them together6 votes -
6 votes
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New Payroll report that include all services commissions, Tips and retail commissions
I would like if we could have one report that inludes all the commissions from services and retail plus gratuities. Right now we just have the summary report which does not have any details. We have to send many report to each technician instead of one.
6 votes -
Customized text reminders WITHOUT two-way texting.
I'd like to be able to customize the booking/reminder text messages that clients receive WITHOUT having to opt-in to two-way texting.
6 votes -
We should be able to add a form to an existing appointment and manually send it without resending the forms reminder
The forms section of an appointment would be a perfect place to add it. Click the 3 dots on the side, and instead of just the print/new tab/delete add a "send reminder" button. We have run into multiple instances where someone will fill out 2 of the 4 forms, or we need one more that is specific and cannot send just one form reminder, we have to resend the whole thing.
6 votes -
Duplicate and set different parameters for Automated Campaigns
Duplicate and set different parameters for Automated Campaigns.
Currently I can only run 1 reminder to book automated campaigns with a variable date parameter.
I would prefer to have two different ones, one to be automated to send 7 days after an appointment, and another to be automated to send 14 days after an appointment.
Also the ability to rename the automated campaign. Currently I cannot customize the name and its hard to keep track if it is used for something else.
6 votes -
service menu navigation and pricing visibility
it would be extremely useful and time saving to be able to navigate through the service menu on the management side using arrows to switch between individual services when they are opened for editing. it is extremely redundant to have to close the service only to open the very next make to make an edit and then exit out of that one and then open the next one to make an edit, etc.
It would also be super handy to have the prices shown on the service list without having to open each individual service. And then also to be…
6 votes -
6 votes
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Client gallery image modification
You guys should add more options after an image is uploaded to edit the image. We do a lot of before and afters and sometimes the photos need to be zoomed in and modified a bit to look correct before we can compare two images side by side.
6 votes -
Client data import
I would like the ability to import data in bulk for my clients. For example, I use an external forms application called JotForm. We have collected birthdays and addresses on these forms for the past several years. When we migrated from Square to Boulevard, that data did not come over from our clients because it was not in Square, rather the JotForms so now I would have to go into almost 1500 records one by one and update them, that is silly.
6 votes -
Conditional logic on forms
There should be a way to have other fields open when you select a specific answer. For example, there is a question about whether this is there first time visiting the clinic, if they answer yes then they would get additional questions provided versus someone who has chosen no and already answered more of the client intake questions. There are many use cases for having this functionality.
6 votes -
Charts & Forms Conditional Elements
Some elements in form/charts need follow up questions, they only need to show if the first part is used. It's bulky to have them all show even if it's not relevant.
Examples:
Question 1: checkbox A is selected -> show follow-up Question B
or
Element 2 photo has markup -> require Question C.6 votes
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