46 results found
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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.
2 votes -
1 vote
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Automatics Deposit tags when the client has any type of credit in their account
Deposit tags automatically show up when there is any type of credit/gift card in client’s account.
1 vote -
1 vote
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Adding a Frequency Report, and be able to filter that report via Client Profile Tags
Hi there -
Discussed yesterday on 11/5/25 - that our practice does not have a the Client Visit Frequency Report Available in our Reporting. We also need to be able to filter clients through tags added to their Client Profile (NOT the appointment itself) to be able to track different plans of care needed for that type of patient.For example, when a patient has a tag that states "Rehab", we need a report that will generate for that type of patient only (but can filter through multiple tags) and show how many visits per week they are coming in,…
1 vote -
1 vote
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Client Profile
Clients should be required to enter in all information, such as date of birth and home address at the time of booking their first appointment. A complete profile is essential, especially for marketing purposes.
1 vote -
Filter for clients who had an appointment, but did not purchase a membership or package
Ability to filter for this client segment so a business can retarget these clients to purchase a package or membership; this will also help determine the success of their new client offers.
2 votes -
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.
2 votes -
Client Vouchers/Packages on Professional App
It would be great for client vouchers and packages that they have remaining on their account to show up on their appointment and profile on the Boulevard Professional App. Our medical staff uses the ipads for charts and in appointments, but this info isn't available to see on the professional app for them to see. We can only see this info via the website
2 votes -
1 vote
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product units on account need to have a expiration
when clients pre-purchase Botox Units to have the option to set an expiration date/void the units instead of contacting Boulevard team to remove them for you.
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
1 vote -
show client history as soon as you tap their name and who their service provider was.
employees should be able to see quickly and easily if they have serviced that particular client. currently the mobile app forces you to select each appointment that the client has had to see who serviced them. their main client profile page should immediately show appointment details beause that is the reason we are clicking on the clients profile the most- to view history. it should show say the date of their appointment, the type of appointment, and who it was with so that employees know if they are new to servicing them or if they are a repeat or return…
2 votes -
Ability to remove the Accomodation Feature
We don't want the Accommodation Feature available and would like to have the option to disable it.
2 votes -
CSV of pts on date range for provider
being able to download a css of people scheduled on a certain persons schedule in the past or future for a range of dates with their contact info
1 vote -
mark up
Feature Request: Toggle On/Off for Image Mark-Ups
Enable the ability to toggle image mark-ups (annotations such as Botox units, injection sites, treatment notes, etc.) on and off when displaying before-and-after photos.
Currently, when patients view before-and-after images, the photos often contain visible mark-ups showing treatment notes, units, or injection sites. While useful for clinical or internal purposes, these mark-ups distract patients and take away from the emotional impact of the transformation. Patients want to see a clean, side-by-side comparison of results without overlays interfering with their perception of beauty and outcome.
Add a toggle function (e.g., “Show Mark-Ups / Hide…
1 vote -
Include recently deactivated staff in client filter
I just went to make a list of clients who recently saw a staff member who left last week so I could reach out to some of them for retention purposes. I was slightly surprised (but not overly surprised) that only active staff members are listed in the filter options.
It continues to frustrate me that previous staff members are completely erased from the history of the business when they are deactivated. Just because they aren't an active employee doesn't mean that they didn't perform services, have days on the schedule, and see guests.
PLEASE keep deactivated staff members available…
1 vote -
show notes on waiting list
It would be helpful is the notes on the waiting list were visible without opening the specific wait-list entry. It creates a lot of extra steps (and time) when trying to fill a spot (before it gets filled online, or by another employee)
1 vote -
same day filtering for audiences
We manually create our own google review request each day (because the review request on boulevard makes it more difficult for us to attain google reviews) but we have to create a new audience every day because there is currently not a filter that shows clients who had appointments today - can we add that as a filter?
1 vote
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