172 results found
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Offer code report for future appointments
Offer code report for future appointments to show what offer codes are being applied to appointments booked.
8 votes -
Reports with Actual Patient Names and Service Names, NOT ID
Please create an Appointment Report with actual patient names, service names, rather than patient ID and service ID. (Information without actual name is pretty much useless. )
Aesthetic Record has this report called "Booking History" that shows all the bookings, rescheduling, and cancellation in one report, that was very useful for our operation. We don't miss their platform at all, but I think that something like that on Boulevard would be very, very helpful. Thank you for your consideration.
3 votes -
Subscription report is incorrect/incomplete
When you run a subscription report, any client that has more than one subscription will show up blank. This defeats the purpose of the report because you then have to look at each client individually to determine their status.
As an example, if a client has previously canceled a membership, but started a new one, their status on the Subscription report will be blank.
1 vote -
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
3 votes -
report on which credit card processing has been sent to your bank account with date of post and which ones are pending.
We need to be able to go in and understand which days will be posted in the future and which ones have already posted in to business account.
4 votes -
Log of reschedules by service provider
a report I can pull with appointments that were assigned to 1 person for a particular day, even if they were later cancelled or moved to another provider? We are trying to find the impacts of a particular provider with excessive absences.
1 vote -
Custom Reports for Payroll with Payments
A custom report option that allows us to see the necessary information when inputting payroll, with the form of payment included in the report.
What the client purchases:
Service, Product, tax, gratuity, gift card sale, wholesale purchase.
Form of Payment:
Card, check, cash, venmo, barter, etc.Currently, we need to run multiple reports or double-check the calendar. Many more steps than are necessary.
2 votes -
Traveler tickets that can be batch printed at beginning of each day
We urgently need the ability to batch-print complete Guest Traveler / Work Tickets for the entire day. Each ticket must contain full service history with pricing paid for at least the last five visits, all retail purchases, the current day’s appointment details, client notes, formula history populated from Vish, birthday and appointment notes, who booked the appointment, and a dedicated space to write down take-home recommendations along with the guest’s next-visit service plan and ideal timing. We are a multi-provider salon model where each guest may interact with several associates, specialists, and stylists in one visit, and everyone needs a…
3 votes -
Have a report showing how many appointments were booked by operators
Operator activity summary and report do not show appointments that were booked by each operator. This would be very helpful to see how much booking each person is creating.
2 votes -
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 -
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.
5 votes -
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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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 -
Marketing performance reporting for one-time blast emails and SMS
Better reporting for OTB, especially conversion to booked/completed appointments (similar to how automated campaigns are reported).
2 votes -
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
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