72 results found
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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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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 -
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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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
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