7891 results found
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Add the ability to hyperlink provider names
We'd like to be able to add these hyperlinks to take clients to photos of the provider's work so they can get a better visual of who will be working on their hair!
1 vote -
Birthday Campaign Email on 1st of Month
Ability to send the Birthday Email for Automated Campaigns on the first of the month for a client's birthday.
6 votes -
Create Series tab in the dashboard for memberships and packages
Create an additional tab under the Manage tab or gear icon labeled Series. Memberships and products will live under this tab rather than living under Products.
8 votes -
client marketing list functionality
Your lists for internal marketing are not sufficient to run basic marketing. I cannot exclude people, or combine lists. Or monitor the frequency of contact.
Please add : exclude clients already booked.
Please add: Do not email if has been emailed in 15, 30, 60 days
Please add: Email client of x employee AND x employee. (currently it it is set as or)16 votes -
Chart sign-off assignable to specific users/user groups
Medical director sign off is its own process, while a lead is a part of escalations in which they also need to be involved and have the ability to review/sign off in those instances. Instead of a single list of charts that need review, being able to split to their respective users based on circumstance would be more beneficial
3 votes -
Factor in Business Charges with commission swap
There was a commission swap between two providers, when the commission was swapped to the second service provider, the Business Charge was not deducted from the total, causing the service provider to be overpaid.
4 votes -
Have payment selection to default to Duo work in the sales tab as well
The option to default to the Duo for card payments is excellent. However, it doesn't stick as the default when starting a new sale in the Sales Tab. It is odd that the behavior isn't consistent throughout the system.
5 votes -
Balance Owed
When a client late cancels or no shows their appointment, our policy is to charge a late fee/no show fee. When they do not have a card on file, we would love if there was a way to have a hold on their account in the amount of the balance they owe. This way they can take care of it themselves when rebooking online or it will pop up when they call.
57 votes -
Open Orders Reporting
Provide reporting on orders that have not yet been closed with cart details (open date, provider name, item name, price)
2 votes -
Limits on how often/how many appointments clients can book
Many services have treatment rules that require the client to wait 4 weeks between appointments, but clients can currently book their appointments whenever. By being able to create rules around how close/far apart specific services can be booked, this will minimize the time needed to review and make sure those rules are being followed, since this impacts the treatment experience.
20 votes -
Send client reminder without request to reconfirm the appointment
The problem with existing appointment reminders in Boulevard right now, is that, they come with a "request to confirm", and if clients forget to confirm, business has to call them as we cannot automatically remove them from the schedule. This creates more burden and manual workload for business, unnecessarily.
All I want is to send the "APPOINTMENT REMINDER" alone! however it is not possible with current set up.
Given that clients are already required to provide their credit card information and agree to pay late cancelation and no show fees, it is implicit that they will be held accountable if…
2 votes -
Auto text clients when earlier appointment opens day of
If we have a cancellation day of or day before and have a huge gap, it would be awesome to have a text go out to the later appointments offering earlier times. They can opt in and move up or indicate they need the original time.
Ex. Hi Client, an earlier time is now available with your stylist today. If you would like to adjust your scheduled time, please choose from the options below. If you'd like to stay at your original time slot, reply "NO"
2 votes -
Commission Rates
We need to be able to set different commission rates on some of our services.
16 votes -
Customizable Online booking view
would love the flexibility to be able to customize the view and steps for booking appointments. Example:
View 1: Select a Professional- Service - Date
View 2: Select a Service- Date- Professional
View 3: Select- Date - Service- Professional
12 votes -
Hourly Rates for Services
Charging hourly rates for services and we need to have the option to indicate "/hour" in the booking widget for clients to clearly understand the number they’re looking at is the provider's hourly rate.
12 votes -
TAGS FOR SERVICES
Adding tags option to services. Basically, a more simple way to keep track of things like ... organic services, services apart of packages, best sellers, etc.
6 votes -
Keep cursor focus on Purchase Order
When adding items to a purchase order by SKU, the cursor focus leaves the product search line after each product is scanned. It would be more helpful if it stayed on that line to scan multiple products in a row without having to click on the line each time.
2 votes -
allow to create more than one message at a time and move between views.
Before the messages was update, you were able to create more than one message at a time and click between 'calendar' and 'front desk' while having the message(s) open. Is there a way to get those features back?
1 vote -
1 vote
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Please open any forms or charts in a new window
Any client forms or charts that are opened should open in a separate window so that receptionists can easily refer to the form & input the data into the client's file and so that service providers can easily and efficiently chart client's appointments. Ever since this feature was updated on Boulevard (where we now have forms open on the same page), productivity and efficiency in form-related tasks has plummeted.
14 votes
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