311 results found
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allow an option for clients to have to fill out forms once a year instead of just first visit or every visit
some forms we would like to have clients update yearly. it would be nice if the system automatically did this as an option in the form settings
165 votesHey there! Thank you for your feedback! Exciting news: we just launched the ability to set expiration dates on one-time forms. That means that you can have clients resubmit forms any number of years or months after the first submission. Check out the changelog post to learn more. Enjoy!
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Forms: Additional parameters on when to send
Currently there's only 2 options when to send forms, on the first appointment or every appointment. If there was a way to also add more time ranges. This would be good since we are a medspa and having all the clients sign new consent forms would be important.
If we can perhaps add "First appointment + On the first of the year" or something like that!
112 votesHey there! Exciting news: we just launched the ability to set expiration dates on one-time forms. That means that you can have clients submit the form on their first applicable visit and any number of years or months after the first submission. Check out the changelog post to learn more!
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Deactivating Staff - Show WHERE the remaining appointments are
When DEACTIVATING STAFF, it will show that the staff member has an upcoming appointment, and that continuing to deactivate will not cancel the appointment, but may hide it.
PLEASE make it so that we can find WHERE this appointment is. Dates. Times. Etc. It's crazy to look around and still not find it. Sometimes it several months into the future.
329 votes -
Assigning Staff Services
There needs to be an easier way to assign services to a new staff member. Clicking each service then going to "staff" and then toggling their name on is such a waste of time.
From the staff member's page you should be able to click into "services" and easily toggle services on and off, not click "customize" then click "assignable" then click "save" ... there is way too much clicking going on. For such a new platform, this work flow is so outdated. I came from Booker which is such an old platform and their workflow is much easier.
41 votes -
Dot Phrases
For Auto-populating info in charts
73 votesThank you for your feedback. You’ll be happy to know that we recently completed work on Phrases. With this update, you can now use a slash to insert shorthand phrases for faster notetaking. Check out this article in our support center for information on how to set up: https://support.boulevard.io/en/articles/11699500-phrases
We appreciate your ideas and contributions—they help us constantly improve our software. Please let us know how this new feature works out for you.
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Allow a form to populate for all clients/patients every January
Currently there are two options for forms to populate
-every appointment or
-once per patient/client
I believe it would be beneficial to have a third option where a certain form would be auto assigned to all clients or clients that get a specific service to be required to complete a form yearly- assigned in January6 votesHey there! Exciting news: we just launched the ability to set expiration dates on one-time forms. That means that you can have clients submit the form on their first visit and any number of years or months after the first submission. Check out the changelog post to learn more!
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be able to delete in progress forms
Sometimes forms get addedd accidentally and saved as a draft during treatment...but it ends up being a duplicate or wrong form...and there is currently no way to delete that. Might I suggest that you make CERtain USER TYPES/admins be able to delete these. the archive option is only available when the mandatory info is completed...which is annoying AND integrates a form into the patient chart that is extra and erroneous since you just have to put babble in the mandatory spots.
3 votesThanks for your feedback and great news! we've added the ability to delete an in-progress form or chart for users with the Advanced Forms privilege.
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3 votes
You can now find the client phone number and email address on all membership and subscription reports for each customer outreach to your members.
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being able to manually add vouchers
Manually adding vouchers to a client's chart. Example: giving a client a free session, we should be able to add the voucher to the account without going through check out and zeroing out the balance.
5 votes -
Photo tab & compare photos (before and after)
Have a feature to compare before and after photos. Possibly have a photo storing feature where all photos can be seen, instead of going to individual form
53 votesHey folks! Thanks so much for your product feedback! We've recently had TWO launches that cover this request. First, we released the new gallery in the client profile, where you can see all of a clients photos in one place, organized by date. Then, last week, we launched photo comparison, which allows you to select any two photos from a client's gallery to show them their transformation over time. To learn more about photo gallery, be sure to check out the support article!
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create credit card icon to see whos confirmed from calendar screen
an icon on the apt indicating which patients have confirmed -
1 vote -
Rearrange Therapists order in the calendar view
We'd like the ability to drag and drop the order of how therapists are viewed in the calendar. Ideally we'd like to be able to put all the estheticians together followed by the massage therapists and nail techs. Right now it seems to be random as to how they appear in the calendar view.
We'd also like the ability to bulk uncheck the resources show on the calendar. Right now we have to click or unclick each resource individually and then it goes back to the beginning list so we have to scroll down to where we left off. Super…
1 vote -
Zoom in on photos in Prof App
The ability to zoom in on photos within the professional app
19 votesThanks for your feedback! Closing out this idea since this launched in April! https://changelog.joinblvd.com/zoom-and-pan-when-viewing-photos-in-gallery-comparison-and-forms-313442
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Create a way to add a paper version of the intake form to a client profile
There are times where we have clients fill out the intake form on paper instead of on the iPad for various reasons. It would be beneficial to have an option where you can import that intake form to the client profile.
2 votes -
Create a way to add a paper version of an intake form into a client profile.
There are times where we have clients fill out a paper intake form rather than online due to various reasons. It would be beneficial to have an option to add that intake form into their client profile on Boulevard.
1 vote -
If a service provider is no longer active in Boulevard- Appointment visibility
If a service provider is no longer active in Boulevard, please de-activate the provider listed, but still allow the appointments to be visible! Currently, the appointments disappear with the provider, however, clients are still receiving confirmation texts and emails for the previous appointments. This prevents us from contacting the clients proactively to avoid service disruptions or client dissatisfaction.
1 voteCheck out the update here!
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vouchers on receipts
Have the ability to hide the value of voucher from the receipt or display the service price. This is confusing for clients and they are left thinking they paid that amount.
8 votesThe client receipt shows the service list price crossed out with $0 owing.
https://support.boulevard.io/en/articles/9693255-vouchers-as-payments-before-and-after#h_cc190fc479
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When people reschedule an appointment online the system should text and email a new confimration
When a client reschedules online they should receive a new confirmation text/email so they know their appointment change was successful! Clients are left confused if they don't receive a new confirmation letting them know they changed their appointment.
3 votes -
One-Time Text Messages
The client would like to be able to send mass text blast to their clients.
839 votes -
We should be able to have packages and series in services and not products.
Series and packages should be under services and not products. Clients should be able to purchase online and be able to book services in a package one service after another with different therapists.
4 votes
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