8399 results found
-
Date of birth needed to make appointment
Please add a Date of Birth field to the initial online booking ‘Book Now’ new-client signup flow. Right now, new clients can only enter name, phone, email, and password during booking, so we have to collect DOB separately afterward. Adding DOB at signup would help us capture complete client info upfront and reduce follow-up steps.
2 votes -
Forecasting/Forward Facing Reports for Inventory, Revenue,
There are a lot of back facing/Past reporting with detail that needs to exist in same format for forward facing/future. To enable forecasting for needed product by each service type, revenue, marketing etc. The current one future report that lumps all services into a number is really useless.
2 votes -
Customize copy in transactional emails
Would like the ability to adjust what transactional emails say (ex. booking confirmations, receipts, etc)
20 votes -
Should be able to put in an hourly rate for compensation for employees in the time clock feature.
Self explanatory in question. You can put in compensation for everything other than what an employees hourly rate is even though they're on the clock. If they're on the clock, most likely they are receiving an hourly wage in addition to commission.
5 votes -
tax setting
Ability to apply a different tax setting for each service category.
1 vote -
Have a "sort by" settings within built categories in the services tab
This would allow each user to sort information under the "Management" > "Services" tab either alphabetically or by manufacturer (ex: HydraFacial) within their categories (ex: enhancements). This would be very helpful to quickly add new items and have them automatically organized for staff.
1 vote -
Card on file notification at time of booking
A reminder to get a card on file for clients that do not currently have one at the time of booking would be great!
4 votes -
Audit Log Event for Client List Searches + Filters
It would be helpful if Audit Logs could show when a staff member searches, filters, or otherwise narrows the Clients list, including the criteria used.
Currently, I can see events such as “Viewed client profile” and “Exported client list,” but there isn't much visibility into what happened between those actions.
For example, if a staff member filtered the client list by a specific provider, appointment history, location, tag, or other criteria and then began viewing individual profiles, the Audit Log would only show the individual profiles being viewed. There is no way to tell whether those clients were found individually…
1 vote -
Ability to Export Audit Log Data
It would be really helpful to have the option to export Audit Log results into a CSV or Excel file, similar to other reports in Boulevard.
While investigating unusual account activity, I needed to review hundreds of Audit Log events from a specific staff member. Since there was no export option, I had to manually screenshot dozens of pages of results in order to document and analyze the activity.
Being able to export the filtered results would make it much easier to review larger amounts of activity, identify patterns, compare data, and maintain documentation when investigating potential security or client…
1 vote -
Show the original value paid for product units
Please have product units show the original value paid similar to vouchers. (In both wallet and checkout)
At our practice we pay providers a commission on Injectable Services performed however they get a percentage based on the cost paid by the patient, not always the full cost value.
We allow our patients to pre-pay for injectable product units on sale to store in their wallet for later use.
When they come in to redeem their treatment we would like the checkout to reflect the original valued paid for those units (while also not interfering with their correct dollar amount due…1 vote -
Updated Consent forms should not auto-assign to past appointments that are already completed.
When we publishing changes to existing consent forms for future use, Boulevard automatically reassigns the updated form to previous appointments that are already completed and checked out.
This shows as forms not completed for those past appointments (going back days and months) and makes it difficult for management to properly if past consents and records were properly completed.
Please only apply the newly published consent to future appointments or give us the option to apply it only to appointments that are not yet checked out.1 vote -
Reschedule Zero Time Appts with Drag & Drop
Currently, when rescheduling an appointment by dragging it on the calendar the zero time services remain allocated to the original provider. These should be rescheduled along with the main service.
1 vote -
prompt for deposit
If deposits are turned on for a specific service and staff books an appointment for that service through the dashboard they should be prompted to collect a deposit before completing the booking.
1 vote -
Suggest we have the capability to turn off showing pricing to customers in online booking, in an easier more streamlined way.
Suggest we have the capability to turn off showing pricing to customers in online booking, in an easier more streamlined way.
2 votes -
UTC Timestamps as an option instead of just Date only
Bring UTC timestamp to the new reports. Just having the date with no time in local time zone is troublesome when running analytics on ad performance. There was an option in some legacy custom reports for Created At (UTC), but that is gone in the new reporting.
1 vote -
Bring back the small text box on client profiles.
I LOVE you can now use phrases on client profiles however it did take away the small box to message clients. This is so useful to have. When I pull up a client and can "close" out their profile but keep that small text box option I am able to view the calendar and text appointment times. With the new update where I can only text in the big profile I can see appointment times when I am offering. Love that phrases are in there but taking the small text window box makes it difficult to see everything.
1 vote -
PPU-based packages for online purchase
We are unable to create and sell PPU based packages online. We want to do fixed units for botox at a set price and the units be tracked under credit. We can't do this at the moment
1 vote -
Have the Client Profile show an AI summary of client history
Our staff is finding they have to do a lot of digging with each client before seeing them (for example, we always hear "how many treatments have I done on my brazilian" for laser clients and similar) so they find themselves digging through each previous chart, or to see history of settings etc. would be nice to have some kind of AI summary (Weave users know how it summarizes calls - something similar would be incredible!)
2 votes -
A report with: service, list price, and subtotal
also sorted in chronological order with staff name
4 votes -
unconfirmed appointments until an intake form is submitted
As a private studio owner with a strict vetting and intake process, I need the ability to keep new client appointments in an unconfirmed/pending status until a required intake form has been submitted.
Currently, clients receive a confirmed booking notification immediately upon scheduling, which removes any urgency to complete required intake forms. This creates significant operational issues including last minute cancellations, wasted appointment slots, and policy violations.
What I am requesting:
-New client appointments remain in a pending status until intake form is completed
-Client receives a pending notification stating their appointment is not confirmed until the form is submitted…4 votes
- Don't see your idea?