145 results found
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financing options
Integrate financing options like Cherry or Affirm. Also would be nice to be able to create a financial plan and patient be able to pay on monthly.
3 votes -
When a customer has a credit on their acct, it would be great if that credit was more visible.
A credit on an account should be in red so that the person checking them out see's it easily.
7 votes -
Dispute AI
Implement AI to help automate responses to disputes by compiling evidence, removing the manual work required today to submit all necessary documentation.
4 votes -
Past Sales orders should show discount type
It would be nice to see why an item was discounted (what discount was used) under past sales orders.
8 votes -
tips
please allow tipping to be customizable. Id like to turn tipping off at the Duo, but allow tips to be manually entered if a client wants to tip. Or have tipping turned off for some services and on for others. I don't like our weight loss and HRT clients being asked to tip
5 votes -
Returns should show in the cient history. Currently There is no way to see a reurn other than the actulal ticket.
Returns should be shown on the client product screen. How do we know if the client returns something, I don't want to keep recommending a product they didn't like.
4 votes -
When checking out with cash- have the amount of cash back to give to client shown.
It would speed up the checkout process if a client pays in cash- to be able to enter the amount of cash given to you and have the system show you the cash back to give to the client.
4 votes -
Card Decline Notification for Memberships
There's no notification that a client's card was declined when ran for their monthly membership, just flags their chart. So if you don't go looking for it, you'll never know their payment wasn't processed. If it notified us, we could reach out to the client sooner to update their card information.
5 votes -
Adding packages, products or vouchers to the patients account with out having to process a sale.
Having the ability to add Packages, Products, Vouchers, Memberships and Gift Cards in the patients profile with out having to process it as a new sale. If a patient is given a free service for future use or wins a give away (something to this extent) it would be nice to be able to go to the patients profile and just add these items to their account. Right now it just shows if they have purchased a package. I believe we can remove these items but we cant "add" anything.
3 votes -
create new client on the iPad
Allow new client creation/sales to be conducted on iPad.
When selling at community events, we have to bring a laptop, an iPad and the Duo. Each device needs to then have a hotspot and to be fully charged for the event. Why not let us create a new client/sale on the iPad AND use the iPad to checkout? It would eliminate the need for 3 devices.2 votes -
Product units should be able to be shared or transferred between clients
We allow patients to split 100 units of botox they "bank." Please allow for product units to be transferred between clients. thank you
3 votes -
display offset fee for all
Currently if a client has a card on file they see the 3% offset fee right away and if they do not have a card on file it doesnt' display until they use their card and then have to confirm. This is not a good look and we would prefer if the fee displayed for everyone and then if it's a debit card where they are not charged the fee it would just drop off.
3 votes -
being able to label account credits so the staff can know what each part is for
To improve clarity and transparency for both staff and clients, each account credit in Boulevard (or any POS/accounting system) should be clearly labeled with a specific purpose or category. This ensures that all team members understand exactly what the credit was issued for, how it can be applied, and any limitations tied to it.
Key Details & Implementation Guidelines:
Purpose Labeling
Each credit should include a short title or label (e.g., Treatment Credit – Laser Hair Removal, Product Return Credit, Referral Bonus Credit, Event Raffle Credit, Membership Perk Credit).
Labels should be standardized so that all staff use the same…
4 votes -
Receive a notification when products are sold via the booking overlay
To have a notification sent to the business when retail products are sold via the booking overlay. So that the staff can prepare the item sold.
3 votes -
price list
be able to see a master price list and staff pricing
2 votes -
Client Invoice Or Receipt Printing Options
when clients want a copy of all previous payments, they come to us, and the onyl option we have for that is to print off every receipt and fax it to them. emailing receipts is not always the best option for the client. a way to bulk print or see bulk payments would be great.
3 votes -
Giftcards!
The giftcard should go on the account of the patient that the giftcard is purchased for. Or at least need to be able to transfer the giftcard to the right persons account.
2 votes -
Have an icon for services that are part of a package
Have a little box or some icon on appointments that indicates that service is part of a package. This way it will be easy to see from the schedule screen.
2 votes -
Ability to track an upsells of services or products
Ability to easily decipher an upsold add-on/service VS a performed Add-on/Service.
2 votes -
Gift card add on options
An option to upgrade (add on a product) at gift card checkout. Sell a gift card online and allow a pop up to add on "gratiuty/tip" on the gift card.
4 votes
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