61 results found
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Search tab for clients scheduled for future services under service name
It would be helpful to be able to search for any clients who are scheduled for future appointments for specific services/treatments.
1 vote -
New Clients and Booking on Iphone
When adding new clients to boulevard using the ios app, on our phone...we are unable to add a credit card to keep on file like we can using the website. Would love to have this be an option when booking an appointment. There isn't even a way to add it after the appointment is made from the app on our phone. Very limited access. If this can't be done there should be way to have a confirmation email sent to those clients to confirm their personal info along with adding their credit card like they would if they booked online…
5 votes -
Add client's last visit to the overview tab in the client profile pop up.
Have a new line named "Client Last Visit" between "Scheduled Appointments" and "Scheduling Alert".
1 vote -
Client Profile Critical Info (Medications, Allergies, Cautions) Easily Viewed and Edited
After Entering their Allergies and Medications their client profile, Medications and Allergies should be more importantly displayed AND be able to be editied by provider or in the portal by the client.
I know I change my supplements all the time, a lot of our clients do the same. It would be nice to have a mediations list and history of edits to look at when evaluating their health and skin.
Allergies need to be taken more seriously than a small tab in the notes section. They are easily overlooked right now. I would love to see them with their…1 vote -
Price Estimates and Quotes
generate in-office price estimates during client consultations. Clients should be able to leave with a clear, written estimate of their potential service costs—emailed directly to them and saved in their client profile.
This feature would:
Improve transparency and build trust with clients.
Streamline consultations by giving providers a professional, standardized way to present pricing.
Reduce confusion or disputes later by having estimates documented and attached to the client record.
This is not just a convenience—it’s a critical client experience and retention tool that keeps your platform competitive.
3 votes -
merge all multiple clients at once
The database should be able to identify all multiple names/phones numbers in a report and then merge the duplicates.
4 votes -
Ability to delete client data from within the dashboard
Businesses need the ability to purge a client's data from their records to comply with with data privacy requests.
2 votes -
ADD MORE THAN ONE PICTURE OUT OF TIME ON GALLERY
self explanatory i take many before and after pictures different angles and i have to add them one by one it is not convenient
2 votes -
Allow copying an email address from the iOS app
The iOS app shows client email addresses, and has a handy "email" button that will create an email in the iOS mail app. But, if you use another app for company email you have to screenshot the client page, then use text recognition to copy their email address to paste it into the email app (you can't copy it from the iOS email app for some reason, you can see it, and select it, but can't copy it). Or you have to try to manually type their email, which isn't always the easiest combination of letters and numbers.
You can…
1 vote -
Ability to delete clients, especially ones that have opted out.
We need to have the ability to delete clients in our client list, especially clients that have opted out.
3 votes -
being able to link clients to their spouses and children
It would be great if we could link profiles together as married or children. When children come in we give them their own profile no matter the age so if we could link them to the mom i feel like that would be easier.
2 votes -
Newest formula at the top of the list not the bottom in the client info
When pulling up client formulas via app or desktop - having the newest added formula first would be more efficient. Also, adding the actual date added to them rather than just the (I.e. 1 month ago, 3 month ago). Helps keep things organized
1 vote -
Fraud Prevention Alerts
We have a client who has been banned from all stores but keeps making new client profiles with different names (usually the same phone or email). Would like an option to set up email notifications or alerts if suspected spam / fraud accounts matching certain criteria are created and try to book. IE you could set an alert for the client name, email, phone, etc, if it's added into a new account & booking.
1 vote -
make it possible to filter client notes
it would be great if we could filter the client notes section to see notes only from front desk staff or notes left only by service providers
1 vote -
List open sales under clients profile
List open sales under clients profile so we arent having to go back and forth from the sales tab to the clients profile
2 votes -
Display Membership Status on Calendar Appointments
We would love the ability to quickly see which clients are members directly from the appointment calendar.
Right now, there’s no visual indicator that differentiates members from non-members when viewing the schedule. Having this would help our front desk and providers:
Personalize service and care
Ensure members receive their correct benefits
Support upsells, retention conversations, and consistent guest experience
Reduce time clicking into each client profile to check status
Suggested Improvements:
A small badge or icon (e.g., “M” or “Member”) on the appointment block
Or a color highlight/label option specifically for members
Or the ability to toggle “Show Membership Status”…1 vote -
Require phone number or email when booking an appointment on behalf of a client
Ability to require client email address and/or phone number when manually creating a new client profile (to help with minimizing duplicate profiles)
1 vote -
Organized Galleries: Folders for Every Appointment
Finding the right treatment photos shouldn’t feel like searching for a needle in a haystack especially for patients with multiple visits and dozens of images. By allowing creation of folders within the gallery, photos can be grouped by appointment or treatment type. This not only keeps the gallery uncluttered but also makes retrieving specific images fast, intuitive, and stress-free. For busy clinics and detailed treatment histories, this is a must-have for efficiency and clarity.
3 votes -
Unlinking New Patients Discounts and Referred By Patients Credits
Rather than always giving new patients something for being referred, the referrer should get their credit separately without having to give something to new patients. That might not effectively work if you're not always doing a campaign for new patients to always give them 15% off all the time. They should be allowed to be turned on and off individually instead of being on together
2 votes -
1 vote
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