172 results found
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Allow "Daily Summary" Report to run for every date, not just dates with sales
The Daily Summary Report (in the Report section) apparently only shows information for dates that a sale happened. This leads to missing and inaccurate data when looking at a specific staff member who may have had a full day that had no appointments booked. These days don't show in the report, which can lead to inaccurate utilization numbers (Hours scheduled and hours booked).
2 votes -
Allow voucher values to be set in memberships
Our memberships are based around account credit so they can be used for any service. They also get one free add-on monthly. For example: a gold membership cost $85 and the client gets $100 in store credit plus one free $15 add-on. BLVD is assigning the value of the voucher as $85 and changes the price of the add-on to $85 when redeemed. Making the voucher amount editable would improve the client experience (receipts are confusing) and accounting on the backend.
1 vote -
Include appointment date on Sales > Orders > Purchase sidebar
On the Sales > Order > Purchase detail page, include a sidebar callout for the appointment date. This information is already attached through the hyperlink, but would like to see this without an additional dialog box. Allowing to filter by date on the Sales > Orders page would be an added bonus.
Sometimes appointments are closed out at a later date for various reasons, and this would be helpful when having to investigate issues where this is the case.
1 vote -
Have a "booked forecast by staff" report in the report section (not just summaries)
The booked forecast by staff report is super helpful for providers to see what their next few weeks look like, but they aren't able to see it without seeing all of the summaries. Please either make it individually shareable, or create the report in the report tab so we can have it sharable to them.
1 vote -
Add a notes section to inventory so we can see why they made the change
It would be great to add an area to put notes when doing inventory, to state why something is a loss or where it is being transferred.
2 votes -
New client count in future booked appointments by provider
We have a booked forecast by staff summary which is used to track appointment volume by provider at each location, but it's also important to know how many of those appointments are for new clients. this helps understand the distribution for the following week/month.
1 vote -
I would love for it to be easy to see how many scheduled appointments for the week and month and be able to see for each employee as well.
I would love for it to be easy to see how many scheduled appointments for the week and month and be able to see for each employee as well.
1 vote -
working out commision split after taxes and fees
dont want to pay all the credit card fees and taxes from my portion of the commision split. with square i was able to calculate stylists commission after the fees are taken out
2 votes -
retail cost
The deatiled line item report is an incredible report but I'm wondering if there is anyway to add a column that notes the retail products Cost to company?
2 votes -
Show resume date for paused or cancellation scheduled memberships in Reports
Reports for memberships should include a date for when a Paused or Cancellation Scheduled membership is set to resume and become active again. This enables the business to be able to more accurately report on their future active memberships and track churn more correctly.
1 vote -
Provide the ability to a quick click direct link to client transactions within commission reporting.
We need the ability to directly link each commission line item to its corresponding transaction or client record. Providing this level of traceability would streamline the transaction verification process, reduce time spent reconciling payroll, and minimize the risk of commission errors.
1 vote -
Report for Vouchers by Expiration Date (including expired)
We need an easy way to identify and reactivate clients with vouchers that have recently expired or are expiring soon. Right now, the only option is to do Excel surgery, which takes over half an hour and still doesn’t give me a reliable list of clients. This process is incredibly frustrating for me and for our staff who do reminder calls and texts. The current reports do not show vouchers which are in an expired state at the moment in which I draw the report.
While I can make a report of Outstanding Voucher Liabilities and change the date…
2 votes -
Next membership billing date
We used to be able to see the next billing date, not just the most recent update and start date. It's extremely helpful to be able to forecast cash flow and doing away with this field limits that ability.
1 vote -
Add a 'Net Service Count' column to Service Sales reports
The column 'Net Service Count' would simply be the sum of the existing columns 'Service Count' minus 'Service Refunds Count'
1 vote -
Combine Sales and Payment Reporting
Combine Sales and Payment Reporting.
Need to see clients who have purchased units and did not treat same day
Additionally, needs additional filters for Payment Methods on Commission Reporting to exclude certain payment methods.
1 vote -
create a report that allows you to pull information from forms, example if they checked off using photos for marketing, or to find out zip
create a report that allows you to pull information from forms, example if they checked off using photos for marketing, or to find out zip codes to see where clients are coming from, or if they select certain concerns there have to pull reports by who is concerned with what to send targeted emails
1 vote -
Organize and Filter Reports
Ability to organize Reports more efficiently and filter by date and/or name (alphabetically)
2 votes -
Create Reporting for Appointments booked today for a future visit with new client filtering as well as Staff / Client booked filtering.
It is imperative to have data on New Clients who have just booked an appointment. We have huge marketing ad spends and that data needs to be at our finger tips. I have no way to verify that my marketing is driving the customers in aside from manually clicking every appointment and viewing customer profiles, with 30-40 appointments a day this is not a possibility. This is a must fix.
1 vote -
1 vote
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Please allow us to sort Reports alphabetically (by report name) and please FIX the the 'sort by date updated' which is broken
Please allow us to sort Reports alphabetically (by report name) and please FIX the the 'sort by date updated' which is broken
There is ONE way to sort, by "Last Updated" and it's broken
Please fix this2 votes
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