7446 results found
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service deposits
We need the ability to charge a booking fee/service deposit NOT just online but in person booking and over the phone appointment bookings.
2 votes -
Ability to adding Credit Card on the Professional App.
I’d like the ability to add a client’s credit card information in the Professional app, similar to the Wallet tab on the dashboard. Since I’m not always at the front desk or the front desk is busy checking a client out, having this feature in the app would enable me to streamline appointment booking.
2 votes -
Pop-Up Alerts for Critical Patient Notes
It would be really helpful if sticky notes or chart alerts could pop up automatically when opening a patient profile or appointment.
For example, if a patient has an important note like “Allergic to numbing cream”, “Patient frequently passes out" or “Red flag patient”, it would be ideal for that information to appear immediately rather than relying solely on tags or digging into the patient record.
Tags are great for categorization, but pop-up notes would ensure that urgent or safety-related information is seen right away by anyone working with that patient.
4 votes -
make shift objectives/todos somewhere where the employee will see it before they clock in or out
make shift objectives/todos somewhere where the employee will see it before they clock in or out
6 votes -
Reminder
Can you create something on a client profile where we can set reminders to reach out to the client in 3 mons 6 mons etc. to follow up. Something that will pop up the day we set it for to reminder us to reach out. It would be really helpful.
7 votes -
Properly support consumable products (product usage)
This is a ticket that compiles everything to support consumable products from how it's setup and managed, how it's sold, and how it's tracked to differentiate it from retail products and back bar consumption.
Many services require multiple products to be used, so allowing for more than one product to be used per service would allow for better inventory tracking
240 votes -
It would be very helpful to have a patient demographic screen in the App
It would be great to have a place in the app where all of the patient's data was visible in one place, including Name, DOB (and current calculated age), address, contact information. It's in the desktop version, but not the app.
1 vote -
Request new clients to complete their profile so they are opted in for text marketing.
When a new client calls to schedule and a profile is created for them, it automatically opts them out of text marketing. There should be an option for the appointment to be "set" but the client has to complete the rest of their profile. Leaving them opted in for messages in the beginning.
2 votes -
text
Ability to text on Boulevard without creating an entire client profile for that phone #
2 votes -
Clickable Reports (Click for more detail)
When you are looking at, for example, a summary report for sales, and it says there were 14 transactions, if you click on 14, it will open up the data behind that number so you can look at the actual line by line 14 transactions that made up that data.
2 votes -
Allow patients the ability to upload their prior labs to charts in Boulevard
We would like our patients to be able to upload their prior labs/records into their charts in boulevard so we can have them saved and reviewed before appointments
7 votes -
Tell us the gift card balance at check out
Tell us the gift card balance at check out. Or have an area where we can scan their gift card and it show what is left!
9 votes -
Add a table option to chart
Add a table or chart option for charts so I can see what i did every time i pelleted a patient or what dose of GLP1 was given each month vs having to look back at every note for this information. Easier to navigate note.
4 votes -
Chronological report under service commission
Please update the Service Commission report so that summaries are pulled based on the time of check out / time of payment. This will ensure the report is displayed in true chronological order, reflecting when transactions are actually completed.
1 vote -
Adding "Mark Active" to Dekstop Version
The desktop version is missing the “Mark Active” status option. Please add it so the order is Mark as Confirmation, Mark Arrived, Mark Active, then Check Out.
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 -
2 votes
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Give clients a tip option when paying with a gift card
When a gift card is greater than or equal to the cost of their service it bypasses the tip option when you checkout the ticket. There should be the ability to ask them if they want to add a gratuity on their credit card or even the remaining balance of the gift card. There is already an option to manually add the tip, but asking the client what they want to leave is generally poor customer service.
26 votes -
ability to send forms not attached to an appointment
I think other people have suggested similar things but I have not found this specific one. We seriously need to be able to send forms even if a client does not have a scheduled appointment. There have been several occasions where this has come up. Our current issue is needing to send insurance verification forms for our biller to access BEFORE a client schedules an appointment. This has serious financial implications for both our business and our clients. Having to create a specific service and schedule it on our calendar just to send a form is messy and frankly I…
15 votes -
Add payment method filter to detailed line item report
Add a filter for payment method to more reports including detailed line item so that we don't have to cross reference two reports to subtract account credits from income
1 vote
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