337 results found
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BUY NOW PAY LATER
I'd like to offer Affirm, Afterpay, Klarna, or similar for clients making larger purchases.
302 votes -
Medical Director Forms Sign Off
The current workflow for Medical Director chart review and sign-off in Boulevard is difficult to navigate and can be time-consuming. At the moment, there is no clear way to:
• Easily see which client charts still need to be completed by staff
• Identify which charts are pending Medical Director review and signature
• Track which charts have already been signed offAdditionally, there is no automatic notification sent to the Medical Director when charts are ready for review and signature, which can lead to delays and confusion.
Suggested improvements:
1. Automatic Notifications: Send an automatic alert directly to the Medical Director when charts…145 votesHey folks! Thanks for taking the time to provide your input. Great news - we’ve completed this upgrade and it should be active in your dashboard! Now, you can head to Clients > Forms & Charts to review all the forms and charts pending review per location. Check out this article on our support center for more: https://support.boulevard.io/en/articles/15715237-new-what-s-changing-with-sign-off. We’re grateful for your ideas and contributions—they help us constantly improve our software.
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Preview transactional emails that go out to customers
We would like to be able to view all of the automated emails that go out for booking confirmation, cancellations, receipts, etc and be able to customize those to our brand and business. Currently there is no way in boulevard to even see what is in the content of those emails.
31 votesHey everyone! Thanks so much for your feedback. We appreciate your input to ensure Boulevard meets your needs. Yesterday, we finalized roll out of our new Transactional Email Theme Editor which allows you to customize the appearance of all emails that Boulevard sends on your behalf. In the same window, you can now preview how all of those emails appear for your clients. Check out the changelog post here to learn more. We look forward to hearing how it goes! Best, Team Boulevard!
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Separate permissions for viewing all appointments and viewing all client history
Separate permissions so that employees can view all client appointment history without viewing all appointments on the calendar
4 votesThank you for your feedback! We released this feature back in June - please checkout this changelog to learn more! https://headwayapp.co/boulevard-changelog/new-permissions-for-client-appointment-history-catalog-editing-allow-finer-tuned-control-341034
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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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medical directors batch signing
in most medical emr systems medical directors have a option to do a batch signing where they can sign 15 compleated charts at one time this would help with flow
18 votesHey there! Thank you for your feedback on how Boulevard can better meet your needs. I wanted to make sure you saw that we recently released several improvements to the sign-off workflow including bulk signing, and a fast new review queue where Medical directors can quickly move through charts for review. Check out this support article to learn more! https://support.boulevard.io/en/articles/15715237-new-what-s-changing-with-sign-off
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forms that need review
Is there a way to have a list of all charts that need review or forms rather than checking day by day...this gets tedious and does not tell me if there is a form i missed for review as the medical director. 215-266-2903 is my direct line for questions or concerns
4 votesHey there! Thank you for your feedback on how Boulevard can better meet the needs of your business! We wanted to make sure you saw the updated sign-off workflows we just released - you can check out more here: https://support.boulevard.io/en/articles/15715237-new-what-s-changing-with-sign-off
Happy reviewing!
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abilty to add more than on "add on" service at a time in the service set up
have the ability to select more than one "add on" Service at a time to the service set up. Individually selecting add ons is time
consuming and leaves room for error24 votes -
Ability for Staff to view Client Service History (regardless of Provider) but have the Calendar only show their own appointments
Customer would like the ability to configure permissions that would grant Staff to only see their Calendar/Schedule of upcoming appointments but still be able to see a Client's full history of appointments, regardless of who performed the services.
Currently there is a Permission for Appointments > Everyone's > Summary/Detail. If this is enabled, Staff will be able to view a Client's History of services regardless of which Staff performed that service. However, this also applies to the Calendar/Schedule of upcoming providers and Staff then has a lot of noise to wade through when they just want to see what their…
2 votesHey folks! Thank you, as always for your feedback! We released this feature in June, check out this changelog if you missed it! https://headwayapp.co/boulevard-changelog/new-permissions-for-client-appointment-history-catalog-editing-allow-finer-tuned-control-341034
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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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Stop having pop ups over the dashboard for marketing
I dismissed the pop up about text blasts. But it still flashes on the screen EVERY time I open Boulevard. It is rather annoying to see.
I am confused as to why we don't have pop ups to announce critical changes to the software, but we can show marketing pop ups for weeks.
It seems like the past month has had some active pop up that is flashing before disappearing. Is this the new normal, or will they eventually go away?
Also, we pay a ton of money to Boulevard, please stop sending me so many marketing emails and pop…
1 vote -
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 -
Streamline MD signoff process
In its current state, it appears that the medical director must individually click on each date to determine if there are charts requiring review or sign-off. This workflow presents a challenge. Platforms like Aesthetic Record streamline this process by enabling providers to directly send completed charts to the medical director for review, simplifying their responsibilities. Requiring the medical director to manually review each day’s records adds unnecessary complexity, particularly given the demanding schedules of both the providers and the medical director.
To address this inefficiency, could a new feature or link be implemented that allows providers to send the providers…
32 votesHey folks, thank you for your feedback! In case you missed it, we recently released the a new review workflow for sign-off where staff can head to Clients > Forms & Charts to see a list of all forms and charts that need attention, regardless of the appointment date. They can also select multiple charts/forms for approval and mark them as complete without sign-off. Check out this support article to learn more about What's changing with sign-off! https://support.boulevard.io/en/articles/15715237-new-what-s-changing-with-sign-off
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E-Scripts
Need E-scripts
151 votesThanks for your feedback everyone! We launched ePrescribe in April 2026. https://www.joinblvd.com/features/prescriptions
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Vouchers on new wallet
The new wallet feature for vouchers is confusing to staff. When looking at it if there is two services in one package you cannot easily see those details like you could before. you have to click to edit the package to see what is in there.
2 votes -
higher amount gift cards! having a max of $500 does NOT work for us! pls help
the business owner should be able to choose the limits to sell for gift cards most med spas $500 is not even close to ideal. i would like our limit set at $10,000.00
2 votesConnected with TAM and SAM to confirm a limit increase was requested and approved! This was taken care of
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Marketing Audience for Memberships
To be able to create an audience for the marketing suite for clients who have a membership.
4 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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