8138 results found
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Ability to Collect Payment Info for Manually Booked Appointments
Currently, when appointments are booked manually (outside of online booking), there is no way to collect a client’s card on file without contacting them directly.
This creates extra administrative work and delays, and leaves bookings unprotected.
Suggested Solution:
Allow businesses to send clients a secure link via text or email to add a card on file for any appointment, regardless of how it was booked.Impact:
Reduces admin time, improves efficiency, and helps protect against no-shows while creating a smoother client experience.4 votes -
Make having a cc on file required when booking an appointment on the dashboard, and have a checkbox to bypass it.
Have a CC be required for any new client/appointment. Have a button to bypass, but make it something someone booking the appt must actively do. Must also be able to turn off on the back end for certain (existing) clients.
1 vote -
Add additional form/chart note without needing scheduled appointment.
Need option to add additional medical chart note/form to client chart without it being associated to a visit.
1 vote -
Self-scheduling available per location, service, OR provider.
Clients that want to re-book or re-schedule with a specific provider should have the options to select their provider and be given direct access to their schedule. This is particularly helpful for providers that work for multiple locations.
1 vote -
Remove published shifts for all scheduled staff
The ability to edit/remove multiple published shifts for scheduled staff at once. Example: holidays, an unexpected closure.
3 votes -
Phrases for Messages in Client Profile and Calendar View
Ability to use Phrases (Messages) feature from the Client Profile and Calendar View, in addition to the Messages tab.
15 votes -
Toggle option for clients to switch forms from English to spanish
Toggle option for clients to allow English forms to switch to Spanish
5 votes -
Automatic chart lock icon
Currently, you have to click into a chart to see if it is fully completed. This would be two separate icons that indicate if they’re good on completing chart and want “its done/locked”.
2 votes -
Larger view of photos of gallery
This would be to show patients during appointments not before/after, but take a picture and use it to talk treatment options.
2 votes -
Allow only certain clients to book online for specific services
Within the client profile, there should be a setting that allows you to turn on or off online booking for select services. For example, only allowing return clients to be able to book for services meant only for existing clients.
2 votes -
Appointment Creation Report by Day
I’d like a report that shows how many new appointments were created each day.
This should be based on the date the appointment was created/booked, not the date the appointment is scheduled for.
This would help us understand how successful our marketing campaigns are by showing which days actually generate the most new bookings.
For example:
Monday: 25 appointments were created
Tuesday: 32 appointments were created
Wednesday: 18 appointments were createdIt would also be helpful if this could be connected to marketing sources or campaigns, so we can better track which campaigns are bringing in real appointments.
2 votes -
Consent when purchasing a gift card
When a client is purchasing a giftcard, it automatically saves the card on file, Id like for it to be a check box that they understand this , and maybe a link to the policies (cancellation / no show etc) , instead of having to click the privacy policy. This will avoid head aches of clients saying they didn't consent because it was a gift card purchase
2 votes -
service updates
There should be a simple and efficient way to modify or update a service during guest checkout without needing to delete and recreate the entire service entry. Additionally, any changes made should not remove the corresponding block from the calendar view.
17 votes -
We need tabs rather than opening multiple Boulevards in the browser
It would be nice to have tabs for multi-tasking. Thank you
4 votes -
Open Charts
See all incomplete charts (in progress, not started) for a range of dates. For example, all open charts that are not started/in progress for the month of August. And be able to filter then by chart status
1 vote -
Service Report
i ultimately want to have the same reporting as the service commission summary but with both the closed and opened tickets.
the goal is to predict and make sure no payments are missed with both list price and subtotal columns in the report as well
1 vote -
New Reporting - Sales Summary (and Daily Summary) should be latest data, not delayed
The old reporting Summaries were all completely real time. It was helpful to get a quick grasp on how the day was going, etc...
The new reporting is all delayed. I would appreciate even just a couple of the reports to be real time. It is a bit of a regression to not have somewhere in the system to show what the current total collected is.
1 vote -
Assign add-on to a different practitioner than who is performing the base service
Sometimes a client is booked for a service with an esthetician that has an add-on but the add-on needs to be performed by a nurse. It would be helpful to assign the add-on to the nurse so they can see it on their schedule. We have just been adding a time block to hold their time.
5 votes -
There should be far more training.
There should be far more training at the beginning.
2 votes -
New Client Post-Appointment Thank You Email
An email that gets sent to new clients after their first visit.
This email would thank them for choosing our salon with CTA to review and book their next appointment (if not already done). This email should also include their personalized referral link. This email should also include cross-promotions that are offered within the other departments in the salon. (e.g after a color appointment, skin or head spa services)
7 votes
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