132 results found
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Service Providers want to see the guest's full service history in their app; they can only see the last 3 appts or so.
How can you have a guest's full history of services available for the provider to access in their app?
2 votes -
Ability to batch select images that go under "Gallery" for each client.
I had to enter photos under clients gallery individually, that I had taken from another device I use for consultations.
2 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
10 votes -
profile organization colors
we would love more colors to assign to staff profiles to avoid confusion and mistakes!
4 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 -
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
28 votes -
sticky note on clients account
sticky note on clients account-pops up when a client is searched
5 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.
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2 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 -
Report for first time clients per day
Make it easy to identify and report on clients who are scheduled for their first visit in the next day (whole business). Right now, the Clients list filters don’t reliably match ‘upcoming first visit’ for a specific date range, so we have to manually scan the Calendar and look for the star icon next to new clients. A simple filter or report view that combines ‘upcoming appointment date’ + ‘first visit’ would save a lot of time.”
5 votes -
look up patients by emojis
Example: We have patients sign off on using photos for marketing and we add an emoji to their profile so we can quickly see on the schedule. It would be great if we could look up profiles by emojis as well as run reports so we can get a list of just those patients.
2 votes -
bring back Client Frequency! We need to see returning clients at a quick and easy glance as it was before! Too complicated now!
I check client frequency regularly for a variety of reasons. With the new update client frequency was removed and now I have to get creative with reports to view client frequency and quite frankly I can't figure it out. And it's important info I need at my fingertips!
1 vote -
Create a space on client’s “overview” page that always stays pinned to the top area for listing past medical history and current medications
Pinning medication list and PMH to overview page
2 votes -
Linked Profiles: Relationship Tagging & Shared Payment Methods
It would be incredibly helpful to have a way to link or tag patient profiles together to show relationships (e.g., family members, parents/children, spouses).
Additionally, we need the ability to share payment methods between these connected profiles. During checkout, we should be able to:
Automatically see who a client is linked to right on their profile.
Easily charge a connected profile's card on file (e.g., a mother paying for her child's products, or an adult child paying for their parent's treatment).
Select whether to use the current client's card or a linked family member's card on file seamlessly.
2 votes -
Show more details in a client's history for cancelled appointments
Rather than just showing "cancelled" as a blanket term I would like it to show if it was a late cancel, a now show, or cancelled by staff/client. It would help us be able to track clients show rate more accurately and when to potentially intervene on a chronically late guest, or chronic canceller.
3 votes -
Can we add a feature to sort a client's files by name as an option?
I'm sure many practices (like ours!) have imported files to clients' "file" tab from an old system. They are not organized since they were uploaded all on the same day. This makes it incredibly hard to find what you need from their history! Can we add an option to sort files by name? Our files have the date in the title so if we could sort by title it will all be in order! Pretty please!
1 vote -
Bring back the small text box on client profiles.
I LOVE you can now use phrases on client profiles however it did take away the small box to message clients. This is so useful to have. When I pull up a client and can "close" out their profile but keep that small text box option I am able to view the calendar and text appointment times. With the new update where I can only text in the big profile I can see appointment times when I am offering. Love that phrases are in there but taking the small text window box makes it difficult to see everything.
1 vote -
Have the Client Profile show an AI summary of client history
Our staff is finding they have to do a lot of digging with each client before seeing them (for example, we always hear "how many treatments have I done on my brazilian" for laser clients and similar) so they find themselves digging through each previous chart, or to see history of settings etc. would be nice to have some kind of AI summary (Weave users know how it summarizes calls - something similar would be incredible!)
2 votes -
enable phrases inside the patients profile.
enable phrased inside the patients profile.
1 vote
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