108 results found
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Payment Method Option for ALL Reports
Allow all reports, especially COMMISSION & SALE reports to be filtered by Payment Method.
1 vote -
Report locked down so providers can ONLY see their own commissions reports
Commission reports are wide open for everyone to see, this needs to be locked down by user account so they can only see their own reports. The App reporting is only a summary, we need detail! Provider A should not be able to see Provider B and C's commisssions.
1 vote -
Online Sales Report
SKINNEY MedSpa would like to isolate online sales, and remove them from location reporting.
1 vote -
reports filter
Currently services, staff, clients - all report filtering options will only populate a given service, staff, client if that person/thing falls into the selected timeframe. For example when running a package sales report, we cannot filter by all 5 of our chosen packages unless we have sold all 5 in that timeframe. We want the filters to be static so that we can select the services we want to see even if they haven't been sold in that timeframe.
1 vote -
Add "appointments scheduled" to the operator activity report
A metric to track how many appointments were scheduled (created) during the date range would be very helpful to know how productive the front desk was. It can be used to show a growth in front desk productivity in getting clients to rebook.
6 votes -
Adjust the booking flow to require a designation of REQUEST vs NON-REQUEST.
Adjust the booking flow to require a designation of REQUEST vs NON-REQUEST. Currently not required to book the appointment and it's easily overlooked in the booking process. This is an important KPI that we are missing accurate data on because of this flawed process.
1 vote -
1 vote
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1 vote
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Ability to view reports by members and non-members
Members should be properly categorized in Blvd in a way that allows for us to filter client lists and reports by membership status. This should include automated membership tags. EX: Attach a tag to a membership that will apply to a client when it's actively on their profile
2 votes -
Allow Memberships and Recurring Membership Charges to Be Assigned to a Provider
Boulevard does not allow memberships (including recurring membership renewal charges) to be assigned to a specific provider. This prevents accurate provider production tracking and reporting.
Membership charges are processed through the membership billing system and apply directly to the business, but there is no way to attribute those charges to an individual provider.
Requested Enhancement
Add the ability to assign a provider to a membership so that both:
• the initial membership purchase, and
• all recurring membership renewal charges
Functional Requirements
1. Provider Assignment Field
• Add a required or optional provider attribution field on each membership record.
•…1 vote -
reports
It would be really helpful to have an option to pull a report listing all current packages with pricing and voucher details. Like a quick reference "master copy" for staff to refer to for pricing. I have staff that are part time and sometimes need to look up pricing (especially on items we don't sell a ton of).
We can do this with services, but not the packages our services are in. It doesn't make sense not to have that option.
4 votes -
filter clients (in the client tab) by if and when they've purchased gift cards
So we can send targeted emails to people who've purchased gift cards in the past
2 votes -
Report to show the correct income for the month
I would like a report that shows invoiced and paid services and products including taxes for the month. Currently, it does not let me filter out credits that have not been applied to services which shows incorrect income
1 vote -
1 vote
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Payment Methods to providers
PLEASE PLEASE PLEASE tie payment methods to providers. I would like to be able to dissect how providers are being compensated to get commissioned properly.
1 vote -
Enable new clients as a filter in the report for each service providers retention
As a salon owner, the staff retention report should have an option to filter new clients per service provider. This would allow us to more accurately track how many new clients, versus existing clients, are returning to the salon.
4 votes -
Report that tells us hours already reserved in the future
Essentially we sell time! It is super important for us to be able to plan and budget knowing how many hours have already been reserved in an upcoming time period versus how many hours are available. This information is critical for us to track our growth and plan for the upcoming month with budgeting as a team based salon!
3 votes -
Export custom reports without having to save first
currently when exporting a beta report you have to save to keep your customizations to exporting. It should export as is without having to save.
2 votes -
packages reports
When Pulling up the Products Sales Report, Packages are Included. If they are a retail Package I can understand but Service Packages do not belong in this report. Yes, we can exclude each one but not the entire category which is time consuming and clunky, which leads to errors.
1 vote -
We would like a report that shows client conversion rates for consultations
We would like a report that shows client conversion rates from consultation appointments
1 vote
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