119 results found
-
21 votes
-
Having a connection between parent and child profiles
Ability to link a parent's client profile to a child's client profile and have children's appointments appear in the parent's client portal and in the History tab of their profile.
18 votes -
Client ID number
With the lack or internal notes/messages, sending requests outside the dashboard (ex: via email) would need a searchable account ID to remain HIPPA-compliant
19 votes -
Delete Old Clients
Delete clients that no longer live in your state/expressed they no longer want your services to ensure you are only reaching out to real customers
21 votes -
A way to capture leads that click to "book now" and start the booking process but do not complete it
It would be great to be able to capture warm leads that do not complete the booking process.
13 votes -
Streamlining Client Profiles
We have so many duplicate clients that are registering as "new" because they book online with a different email but same phone number. There needs to be a way the system recognizes the duplicate phone number and alert that this client already exists
5 votes -
10 votes
-
Pronunciation field for client names
Add a pronunciation field for client names
10 votes -
profile photos
It would be awesome to see a patient's headshot/profile photo in the Overview section of their Client Profile for easy recognition by our team members at check-in and by providers during appointments.
4 votes -
DOB in client profile on app
Right now you cannot see the clients DOB in their profile when using the professional app. This makes it challenging to work from your phone and call in prescriptions etc. for clients when all important info can't be viewed from the app.
4 votes -
Bring Back Direct Client Texting for Stylists Without Inbox Access
Hi! I wanted to submit a request regarding the recent messaging update.
Before the update, stylists and assistants could go directly into a client’s profile and click the messaging icon to text that client from their personal phone. This allowed them to communicate with their own clients without having access to the salon’s general front desk messaging inbox.
With the new update, that messaging icon is gone and there is now only a call option. The only way for staff to send messages through the Professional App is to give them Messages: View & Send access, which also gives them…
2 votes -
We would love to add a photo of the client to their profile
We would love to add a picture of the client to their profile
3 votes -
Phrase category for Profile notes
We should be able to utilize phrases for the client note section under the client profile. It would be helpful and more streamlined for communication between providers regarding shared clients.
2 votes -
middle initial
Ability to add middle initials to account. We have many clients that have the same exact name (crazy, right), and having a way to list a middle initial to differentiate these clients would make check in much more swift.
6 votes -
There needs to be a way to enroll a client in text notifications even if the office makes the appt by sending a separate consent for texts
Text enrollment even when office makes appt
9 votes -
name pronounciation
a place to leave client information regarding their name - sounder client notes on their profile maybe having an additional tab similar to the like allergies/medications and having a spot for name pronunciations or adding a tag to hover over someones name that can be edited to reflect a preferred nickname or pronunciation as right now the best spot is in the alert section but that can get crowded fast
2 votes -
Need renewal date for Good Faith Exams on client profile.
For clients needing an annual Good Faith Exam. Need the previous exam date on the client profile page, instead of having to go back through chart/form history to determine when last good faith exam was completed.
2 votes -
Expired Card Report/ Client Filter
We need a way to easily identify clients who have an expired card on file without having to open each individual client profile.
It would be extremely helpful to have either:
A client filter for expired cards
A report/export showing clients with expired cards
The ability to filter by card expiration date (expired, expiring soon, etc.)This would save our team a significant amount of time, especially when we have a large client database. We need to be able to identify clients with expired cards so we can proactively ask them to update their payment information before their upcoming appointments.
…
2 votes -
Checking receipts in profile history being able to get back to purchase history without starting over
When I'm searching through a patient's payment history and going into an order I want to be able to get directly back to that clients order history...but once you open an order you can't go back and need to start over by searching for the client again. Would save a ton of time when searching through an individual's orders for something
27 votes -
We need to be able to sort files as we upload them
We are uploading charts from our old system as files into Boulevard, and I have painstakingly remaned them all to be in date order. Doesn't matter - Boulevard does not allow them to be sorted by title or date once uploaded. This would be a very helpful feature, especially when a provider needs to reference a chart from our old system!
2 votes
- Don't see your idea?