7156 results found
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Show resume date for paused or cancellation scheduled memberships in Reports
Reports for memberships should include a date for when a Paused or Cancellation Scheduled membership is set to resume and become active again. This enables the business to be able to more accurately report on their future active memberships and track churn more correctly.
1 vote -
1 vote
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Adding a Frequency Report, and be able to filter that report via Client Profile Tags
Hi there -
Discussed yesterday on 11/5/25 - that our practice does not have a the Client Visit Frequency Report Available in our Reporting. We also need to be able to filter clients through tags added to their Client Profile (NOT the appointment itself) to be able to track different plans of care needed for that type of patient.For example, when a patient has a tag that states "Rehab", we need a report that will generate for that type of patient only (but can filter through multiple tags) and show how many visits per week they are coming in,…
1 vote -
Payment Plans
It would be great if clients were able to purchase packages through boulevard and split their payment over 2, 3 or 4 month installments. Only current option is to create a membership plan and schedule a cancellation
10 votes -
Assign Text Messages to Staff
It would be very helpful to assign text messages to staff members. Staff will start a conversation and it's helpful if a response comes in while they are with a patient to assign to them and alert them it's needing their attention.
3 votes -
Targeted booking within Boulevard for stylist that are building a clientele.
Having the ability to push more new clients to book with specific stylists on Boulevard, you could implement a targeted booking within the software based on percentages to increase a specific stylist's new clientele.
2 votes -
Make messages available on the app
It would be helpful if we could access messages on the app so we can communicate with customers without having to login to the website. This way patients can contact us swiftly and we can enhance patient care.
11 votes -
1 vote
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adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full numner of appointments daily
1 vote -
adding a full count per day of services or appointments for each day at the bottom so we know how to adequately schedule staff and rooms
make it to where we can see full number of appointments daily
1 vote -
Packages-Vouchers and Perks are not necessary!
PLEASE change packages so that you do not have to add an additional incentive as in a perk or voucher to the already discounted package! You can not SAVE a created package unless you add a perk or voucher. Please address ASAP and thank you!
1 vote -
Membership Cancellation Alert in Client Profile
Overview:
Introduce a visual alert on a customer’s profile when they have canceled their membership, similar to the existing "Past Due" badge. This would help frontline staff quickly identify a client’s membership status at a glance.Proposed Functionality:
A "Membership Cancelled" badge or alert appears prominently in the customer profile when their membership is no longer active due to cancellation.
Functions similarly to the "Past Due" alert that already exists, drawing attention without needing to click into deeper membership details.
Use Case / Value:
Helps reception, providers, and managers stay informed without digging through account history.
Enables smoother conversations and…
5 votes -
allow clients to have automatic payments be set up for memberships or packages outside of an appointment.
Would like to be able to sell something to patients outside of an appointment. Can you somehow disconnect the idea that all forms, invoices, etc must be connected to an appointment? It would be more beneficial and business friendly if we were allowed to truly function in the capacity any back office would. Not all services or items that need to be completed are always in relation to an appointment when it comes to primary care which is the way the majority of weight management operates.
1 vote -
Closed charts
We need a way to see if patient charts have been closed. First a quick “lock open or closed” on the front desk page to see if charts are open/closed as well as a report showing open charts. This is super important for proper chart compliance.
1 vote -
change day of message verbiage
Since we have our cancellation policy set to 24hrs before any penalties, clients recieve the following message the day-of: "Free cancellation or modification before Mon, Nov 3, 2025 at 5:00pm CST. After that, changes will result in a charge of 50% of your appointment total."
The above statement does not account for the fact that it is already the day of the appointment. Thus, it confuses the clients as the deadline date to cancel and/or modify their appointment has already passed. This could be rectified in one of two ways:
- Change the base verbiage to "Any modification or cancellation at…
1 vote -
Add forms via API based on client profile details (age)
There are required consent forms for underage clients, so it would be very beneficial and reduce potential errors to be able to manually add a form to an appointment via the API if the client's age is under 18. Otherwise, it must be manually added upon checkin or checked ahead of time by a Hello Sugar employee to send out, which could be missed.
2 votes -
split bank account
I want to be able to apply a percentage of daily credit card sales to a separate business checking account. This should be managed under the bank account details under the account info section.
2 votes -
Provide the ability to a quick click direct link to client transactions within commission reporting.
We need the ability to directly link each commission line item to its corresponding transaction or client record. Providing this level of traceability would streamline the transaction verification process, reduce time spent reconciling payroll, and minimize the risk of commission errors.
1 vote -
there should be an option to not take out business charge for total commission and not just vouch
there should be an option to not take out business charge for total commission and not just voucher
1 vote -
More robust Medical History (with ICD10 codes), Medications, Allergies, and Drug interaction checker.
Need to have Medical history with ICD10 codes, Medication with Interaction checker, and Escribe. Especially since most Med Spas prescribe medication for hormones, weight loss etc. It is actually critically needed.
6 votes
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