7857 results found

1. gratuity prompts don’t show for gift card payments

   Instead of Manual set up for gratuity if a client is using a gift card, Gratuity Prompts should show for gift card payments on the Duo app.

   3 votes

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   0 comments  ·  Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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2. Total units/amount injected addition on Annotatable images

   On annotatable images, I would like a "total amount injected box" that adds together the number of units or volume of substance that has been charted on the image. This function is available on other EMR platforms, so it must be something that could be developed. The value of having that box automatically populate the amount that has been charted, is that it prevents injection volumes form being omitted or forgotten on the treatment image, which keeps inventory and record keeping medically accurate.

   6 votes

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   0 comments  ·  Forms & Charts  ·  Delete…  ·  Admin →
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3. Having the ability to turn off tips for specific employees

   With aesthetic centers, we employ, MDs, APPs, RNs, and LMEs. While tips should never be requested for MDs, it is beneficial for LMEs or RNs to be tipped (APPs if the patient truly wishes to do so, who are not owners of the company). Currently, we are unable to do that and our patients are asked to tip our MD owners (which is in poor taste). When we turned off tips, then our LME would lose out on tips for her services that she provides.

   2 votes

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4. Add "Client Rescheduled" to cancellation tab

   Add the option to select "client rescheduled" when choosing cancellation reasons. Also, when a client does reschedule, it would be great if that was visible in their history.

   3 votes

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   0 comments  ·  Appointment management  ·  Delete…  ·  Admin →
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5. I THINK YOU SHOULD BE ABLE TO CLICK A DRAG APPOINTMENTS OR EXTEND TIMES. AND MOVE APPOINTMENTS TO DIFFERENT DAYS WITH A CLICK AND DRAG.
   2 votes

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   1 comment  ·  Appointment management  ·  Delete…  ·  Admin →
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6. Booking Flow Feedback – Availability Visibility & Cart Issues

   I’m writing with some consistent issues we’re seeing with the booking flow that are creating confusion for our clients and friction in booking.

   Issue 1: Customers can’t easily see availability across a full day
   Right now, clients have to:

   click on a specific time
   see which practitioners are available
   back out and try different times repeatedly

   This makes it very difficult to understand the overall schedule for a given day. What customers actually want is:

   a clear view of all available practitioners for a selected day
   and the times each one is available

   The current flow feels like guessing rather than browsing, and many clients assume we’re fully booked when we are not.

   Issue 2: “First Available” is easily missed
   Many clients don’t notice the “First Available” option and instead select a specific practitioner. This creates problems because:

   they may choose someone who isn’t working that day
   they then see limited or no availability
   and assume we’re booked

   This is leading directly to lost bookings.

   Issue 3: Cart is unclear and hard to manage
   Once a service is added to the cart:

   there is no obvious trash/delete icon
   there is no clear instruction that the cart must be cleared to search new times

   As a result, customers get stuck and don’t understand why they can’t change their selection.

   Overall impact
   These issues are causing:

   customers to abandon bookings
   customers to believe we don’t have availability when we do
   increased front desk support needs

   At the end of the day, the most important function of the platform is to make booking easy and intuitive. Right now, the flow is creating unnecessary friction and confusion.

   What would help most:

   A daily availability view showing all practitioners and their open times
   A more prominent and clearer “First Available” option
   A clearly visible way to edit or remove items from the cart
   Fewer steps required to explore availability

   We’d really appreciate this being considered as a priority improvement. It’s a consistent pain point for both our clients and our team.

   I’m writing with some consistent issues we’re seeing with the booking flow that are creating confusion for our clients and friction in booking.

   Issue 1: Customers can’t easily see availability across a full day
   Right now, clients have to:

   click on a specific time
   see which practitioners are available
   back out and try different times repeatedly

   This makes it very difficult to understand the overall schedule for a given day. What customers actually want is:

   a clear view of all available practitioners for a selected day
   and the times each one is available

   The current flow feels like guessing rather… more

   3 votes

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   0 comments  ·  Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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7. Recurring Appointments

   The ability to create multi-day recurring appointments at once.
   Example: Service @ 10am - Mon, Wed, and Fri.

   2 votes

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   0 comments  ·  Appointment management  ·  Delete…  ·  Admin →
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8. payment link

   Service Payment Links & Prepaid Service Checkout

   Overview
   Allow businesses to generate and send a payment link to a client for a specific service, package, membership add-on, or custom bundle of services, enabling clients to pre-pay before their appointment.

   Use Cases

   A client wants to purchase a single treatment before scheduling.
   A provider recommends a treatment plan during a consultation and wants to send a payment link afterward.
   A client wants to prepay for a package of services.
   Front desk staff need a simple way to collect payment from clients who are not physically present.
   Clinics want to secure commitment for high-ticket services before booking.

   Proposed Functionality

   Create a payment link for:
   Individual services
   Service packages
   Custom bundles of multiple services
   Membership upgrades or add-ons
   Send via SMS or email directly through Boulevard.
   Allow optional expiration dates for links.
   Automatically apply purchased services/package credits to the client's account once payment is completed.
   Track payment status (Sent, Viewed, Paid, Expired).
   Include customizable messaging and branding.

   Benefits

   Increases prepaid revenue.
   Reduces front desk administrative work.
   Improves client convenience.
   Helps secure appointments for high-value services.
   Creates a smoother consultation-to-purchase workflow.
   Eliminates the need for manual invoicing or third-party payment requests.

   Additional Enhancement
   Allow payment links to be generated directly from a treatment plan or consultation recommendation, enabling providers to send a complete recommended treatment package to the client with one click.

   Service Payment Links & Prepaid Service Checkout

   Overview
   Allow businesses to generate and send a payment link to a client for a specific service, package, membership add-on, or custom bundle of services, enabling clients to pre-pay before their appointment.

   Use Cases

   A client wants to purchase a single treatment before scheduling.
   A provider recommends a treatment plan during a consultation and wants to send a payment link afterward.
   A client wants to prepay for a package of services.
   Front desk staff need a simple way to collect payment from clients who are not physically present.
   Clinics want to secure commitment… more

   2 votes

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   0 comments  ·  Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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9. Improve Forms Features

   The current forms software is just not as inclusive as all of the others out there. Not being able to send a form separate from an appointment is very inconvenient. I have membership agreements and package agreements that aren't tied to specific appointments, but need to be filled out and kept in the clients profile. what is the point in having online forms if i have to keep separate forms for these things. it makes me want to cancel my forms subscription and use a seperate application. I should also be able to send a form to a designated ipad instead of having them stand at the front desk filling out information and holding up the line. not everyone can use their phone and some people need assistance with the entire process, so being able to take them to a private area and help them fill out personal information is sometimes needed. these things need to be fixed soon or i don't see any reason to keep this feature.

   The current forms software is just not as inclusive as all of the others out there. Not being able to send a form separate from an appointment is very inconvenient. I have membership agreements and package agreements that aren't tied to specific appointments, but need to be filled out and kept in the clients profile. what is the point in having online forms if i have to keep separate forms for these things. it makes me want to cancel my forms subscription and use a seperate application. I should also be able to send a form to a designated ipad… more

   14 votes

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   1 comment  ·  Forms & Charts  ·  Delete…  ·  Admin →
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10. Hi Boulevard team, I'd like to request a feature that lets providers open availability for only specific services on certain days, rather th

    Hi Boulevard team,
    I'd like to request a feature that lets providers open availability for only specific services on certain days, rather than opening the full menu of services for every block of time we're working.
    Here's my use case. I work in two modes:

    In-person aesthetic days, where I provide injectables and other in-office aesthetic services.
    Telehealth days, where I exclusively provide functional medicine consultations and discovery calls, and cannot offer any aesthetic treatments.

    Right now, when I open availability on a telehealth day, the system allows clients to book any service I offer — including aesthetic treatments I physically can't perform that day. That means I have to either manually cancel/reschedule mismatched bookings or block off services in a way that's clunky and easy for clients to misinterpret.
    What I'd love is the ability to say: "On these dates and time blocks, only these specific services are bookable." So a telehealth Tuesday would only show functional medicine consults and discovery calls in the booking flow, and aesthetic services would simply not appear as options to clients for that day.
    This pattern is already standard in other practice management and EMR systems, and it's actually consistent with logic Boulevard already uses for shared resources — for example, if a single laser device is booked in one room, the system blocks that same time slot in other rooms. The principle is the same here: certain availability windows should only support a subset of services.
    This would meaningfully reduce booking errors and back-and-forth communication for solo practitioners and multi-modality providers like me.
    Happy to share more detail or hop on a call if helpful. Thank you for considering it.

    Hi Boulevard team,
    I'd like to request a feature that lets providers open availability for only specific services on certain days, rather than opening the full menu of services for every block of time we're working.
    Here's my use case. I work in two modes:

    In-person aesthetic days, where I provide injectables and other in-office aesthetic services.
    Telehealth days, where I exclusively provide functional medicine consultations and discovery calls, and cannot offer any aesthetic treatments.

    Right now, when I open availability on a telehealth day, the system allows clients to book any service I offer — including aesthetic treatments I… more

    3 votes

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11. UPDATE BOOKING WIDGET

    I just had another client come in and have to book in person because he couldn't figure out how to get a service out of the cart with the booking widget. People don't know to hit the service to get the button to remove the service. Also, the back arrow on the widget is sooooo small and in an area that people aren't looking. Please make it big and put in a spot where people can see it. PLEASE, please, please... update the booking widget! I would have lost that client if he didn't come in to book his appointment. That is ridiculous!

    I just had another client come in and have to book in person because he couldn't figure out how to get a service out of the cart with the booking widget. People don't know to hit the service to get the button to remove the service. Also, the back arrow on the widget is sooooo small and in an area that people aren't looking. Please make it big and put in a spot where people can see it. PLEASE, please, please... update the booking widget! I would have lost that client if he didn't come in to book his appointment.… more

    4 votes

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    Waitlisted  ·  1 comment  ·  Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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12. gift card discounts

    I would like to be able to give gift card discounts on a set amount. Right now i have a $50 off when purchasing a $150 gift card but in reality people can purchase a $50 gift card and be able to apply the discount.

    35 votes

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    Waitlisted  ·  1 comment  ·  Delete…  ·  Admin →
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13. Auto assign staff to services

    There should be a way to auto-toggle staff as assignable when creating new services. Or assign to specific roles.
    Ex: new Massage service -> toggles all providers within Massage Therapist role.

    6 votes

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14. A quick access customer service phone number that leads to a person

    A quick access customer service phone number that leads to a person, an actual human.

    9 votes

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    1 comment  ·  Business details and settings  ·  Delete…  ·  Admin →
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15. Enhanced and Automated Loyalty Program Features

    It would be ideal if Boulevard supported a loyalty platform or loyalty platform partner that can handle tier logic, automatic upgrades/downgrades, and communication without the need to fully custom-build it via Zapier or scripts.

    The specific limitations that we'd like to see overcome are:

    Tiers not supported: Boulevard’s built-in Loyalty Program is points-based only (earn/redeem). There’s no way to create tiered memberships (e.g., Silver/Gold/Platinum) that upgrade/downgrade based on spend or visit frequency.

    Rolling windows unavailable: Boulevard doesn’t expose “spend in last 12 months” or “visits in last 90 days,” so we can’t calculate rolling thresholds natively.

    Tag management: Zapier can add tags, but can’t remove them, so automated downgrades (e.g., Gold → Silver when spend/visits drop) aren’t possible without manual intervention.

    Messaging constraints: Boulevard can send SMS from the business number, but automated SMS triggered by an external system would come from a different number, which risks confusing clients. Email triggers are possible through integrations like Klaviyo.

    Automation overhead: To run a true tiered system, we’d need external logic (Airtable/Sheets or SaaS) to calculate tiers, then sync status back to Boulevard. That adds cost, complexity, and manual cleanup unless there’s a supported partner solution.

    It would be ideal if Boulevard supported a loyalty platform or loyalty platform partner that can handle tier logic, automatic upgrades/downgrades, and communication without the need to fully custom-build it via Zapier or scripts.

    The specific limitations that we'd like to see overcome are:

    Tiers not supported: Boulevard’s built-in Loyalty Program is points-based only (earn/redeem). There’s no way to create tiered memberships (e.g., Silver/Gold/Platinum) that upgrade/downgrade based on spend or visit frequency.

    Rolling windows unavailable: Boulevard doesn’t expose “spend in last 12 months” or “visits in last 90 days,” so we can’t calculate rolling thresholds natively.

    Tag management: Zapier can… more

    13 votes

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    1 comment  ·  Marketing and Messaging  ·  Delete…  ·  Admin →
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16. Display calculated age of client in Charts and Forms

    Ability to show the calculated age of a client in their Forms and Charts, based on their DOB.

    15 votes

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    0 comments  ·  Forms & Charts  ·  Delete…  ·  Admin →
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17. Hover over the icon to see who is logged in to ensure everyone is using their own profile in a busy office with several users

    We have a busy MedSpa with multiple users. It's imperative that we use our OWN log in. I wish we could just HOVER OVER the silhouette person icon (in top right of the screen) to see WHO is logged in (in case they didn't log out, etc) so that we keep our records accurate. Thank you !!!

    1 vote

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    1 comment  ·  Point of sale / Register / Checkout / Orders  ·  Edit…  ·  Delete…  ·  Admin →
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18. Ability to confirm a credit card has been captured for online bookings.

    We need a way to verify a credit card has been captured for online bookings before the actual appointment.

    2 votes

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    0 comments  ·  Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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19. Notification from Scriptsure when a prescription is in the queue

    Notifications to provider when they have prescriptions that need approval in the queue

    3 votes

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20. phrases - connected fields

    Phrases should be able to pull some client information for direct messaging to enhance the client experience.

    Example:

    Hi {{client_first}}, we wanted to personally check in after your visit yesterday.

    2 votes

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    1 comment  ·  Marketing and Messaging  ·  Delete…  ·  Admin →
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