72 results found
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Allow secondary phone numbers and email addresses for clients
We end up with lots of clients with two profiles. Often times they end up with a second profile because they used a secondary email or phone number to book online. Having an option to match all of these to one profile would help prevent the continued creation of these redundant profiles
1 vote -
Pop-Up Alerts for Critical Patient Notes
It would be really helpful if sticky notes or chart alerts could pop up automatically when opening a patient profile or appointment.
For example, if a patient has an important note like “Allergic to numbing cream”, “Patient frequently passes out" or “Red flag patient”, it would be ideal for that information to appear immediately rather than relying solely on tags or digging into the patient record.
Tags are great for categorization, but pop-up notes would ensure that urgent or safety-related information is seen right away by anyone working with that patient.
4 votes -
Reminder
Can you create something on a client profile where we can set reminders to reach out to the client in 3 mons 6 mons etc. to follow up. Something that will pop up the day we set it for to reminder us to reach out. It would be really helpful.
7 votes -
It would be very helpful to have a patient demographic screen in the App
It would be great to have a place in the app where all of the patient's data was visible in one place, including Name, DOB (and current calculated age), address, contact information. It's in the desktop version, but not the app.
1 vote -
2 votes
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Reducing duplicates by requiring both email and phone number
Reducing duplicates by requiring both email and phone number for online booking. People use different email addresses (work email or personal) to book online. If a person uses an email address that's not been used before it will create a new client ID. Online booking should require both email and phone number, this way the phone number would still match an account in the database and not create a new client ID.
1 vote -
No phone number for check in
We have several clients whose minor children come in for appointments, and we need a way to check them in without using a phone number. We're currently using their parent's number, but then the parent's appointment reminders get confused
2 votes -
Allow for us to keep a reference photo attached to peoples profiles
We have 100’s of costumers who come in with reference photos and it would be incredibly beneficial to be able to keep a log of these reference photos on their profile
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.
4 votes -
Pro App: View loyalty points via client profile
Loyalty points are visible in the client profile via the dashboard but not on the Pro App. Most employees use the app so they should show the same info.
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.
5 votes -
allow us to import entire client lists from existing reports
I have client list data reports from Botox day that I would like to import. There currently doesn't look like there's an option to do so unless I add each client one by one. I want to be able to text and email blast that report of clients.
2 votes -
Create a way to delete vouchers in groups rather individually.
When a client has several expired vouchers on their account it is difficult to toggle through the account without a delay. It would be easier if I could delete large groups of expired vouchers at one time. At this point I am only able to delete it on at a time.
2 votes -
hello , i think it would be a good idea to have a way to tag multiple customers at the same time instead of individually adding a tag
Since we are a spa care there are customers that have memberships and some don't . we add tags to set them apart from the regular clients . but when tagging we have to enter the number of a client individually and tag them . i think it would be a cool idea if there were something in the system to filter and add all the clients at the same time and add all the same tag.
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 -
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
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