132 results found
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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”…3 votes -
3 votes
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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.
5 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.
8 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.
4 votes -
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.
2 votes -
Client notes: Renaming tabs and add more for more personalized use
We want to be able to rename the existing client notes tab to be more aligned with our business purposes. We would also like to be able to add more tabs with custom naming conventions to align with our business practices.
1 vote -
Multi level filter in clients tab
Users are trying to filter an email marketing list for a specific service provider to target clients who have seen that provider at least three times.
Currently, when using a filter to a certain staff member and adding a second filter for visit history 3+ the system pulls clients who have visited three times total, regardless of which provider they saw.
t would be helpful to add the ability to filter based on visits with a specific provider only, as the current setup can be misleading and limits targeted marketing.
4 votes -
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 -
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.
4 votes -
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.
5 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.
3 votes -
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 -
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.
6 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.
3 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 -
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 -
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
3 votes
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