8421 results found
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Calendar Block Enhancements
The ability to easily drag blocked time up or down on the calendar, along with color-coding blocked time, would greatly improve scheduling clarity and daily workflow management.
26 votes -
Remove the Gift Card Scam Awareness message
The new Gift Card Scam Awareness message is hurting customer trust and reducing gift card sales. The placement and wording make it seem like there is something unsafe about purchasing from our business.
The wording says gift cards "cannot be used for payments," while our gift cards are literally purchased to be used as payment for services.
Not cool.
5 votes -
payment link
Service Payment Links & Prepaid Service Checkout
Overview
Allow businesses to generate and send a payment link to a client for a specific service, package, membership add-on, or custom bundle of services, enabling clients to pre-pay before their appointment.Use Cases
A client wants to purchase a single treatment before scheduling.
A provider recommends a treatment plan during a consultation and wants to send a payment link afterward.
A client wants to prepay for a package of services.
Front desk staff need a simple way to collect payment from clients who are not physically present.
Clinics want to secure commitment…10 votes -
Forced Advertisement for Affirm and Klarna
If a business is not participating with Affirm or Klarna as a payment option, this SHOULD NOT be advertised in client notifications. It is confusing to clients if they believe this is a new payment option for them but the business is not offering it.
10 votes -
Change adding the products back to the way it was
Seems like we are working harder now then smarter to enter and manage products. Whatever the change is, it makes us now toggle on tax, an added step, and then also makes us go to a completely different place to adjust quantities. Seems like double the work then we were doing last week with this same system.
8 votes -
Unread texts stay at the top of message list
Unread messages stay at the top of the message list. When marketing texts go out, we lose all our current conversations in the message list. With thousands of marketing texts going out, we have to scroll back all the way to find the unread messages from current conversations.
45 votes -
no show
If a patient no shows or cancels same day or within the time frame of the cancellation policy, it should show no showed in their appointment history instead of cancelled so we can differentiate between the two.
15 votes -
Alert for products hitting quantity on hand
we need an alert for products that hit our minimum on hand !
6 votes -
Price drop down list
There needs to be a drop down menu for pricing on services on the main scheduling page for pricing reference.
18 votes -
Ability to sort or filter clients by “date created”
Ability to sort or filter clients by “date created”
Right now there isn’t a way to sort or filter clients by the date they were entered into the system. This makes it difficult to quickly identify new leads or recently added clients, especially those who haven’t booked their first appointment yet. A sort or filter by client creation date would help our team track and follow up with new leads more efficiently.
5 votes -
Not all providers are eligable for tipping. An option to turn tipping on and off for individual providers would be very helpful.
Not all providers are eligable for tipping. An option to turn tipping on and off for individual providers would be very helpful.
7 votes -
A way to capture leads that click to "book now" and start the booking process but do not complete it
It would be great to be able to capture warm leads that do not complete the booking process.
17 votes -
Toggle tipping on/off per service or providers
Have an option for tips to not be an option for some services. "Tippable services" so when we are checking people out it wont ask on services that do not allow tips.
424 votes -
Intake Forms/ Paperwork
Feature Request: Annual Paperwork Review and Attestation Option
I would love to see Boulevard add an optional setting that allows businesses to streamline the annual renewal of client paperwork while still maintaining expiration requirements and supporting compliance.
Currently, clients may be required to completely refill out paperwork once it expires, even when little or no information has changed. This can create frustration for clients and has resulted in frequent complaints about having to repeatedly complete the same forms year after year.
It would be extremely helpful to have a setting that allows paperwork to continue expiring after one year, but…
6 votes -
Annual Alert/Reminder for Good Faith Exam (GFE) Renewal
Annual Alert/Reminder for Good Faith Exam (GFE) Renewal
Summary:
Add an automated reminder system that alerts providers and/or staff when a patient's Good Faith Exam (GFE) is due for annual renewal.Problem:
Currently, there is no way within Boulevard to track or receive notifications for when a patient's GFE is approaching its annual renewal date. As medical providers, we're required to clear patients annually before continuing certain treatments and to update their health information. Without a built-in reminder, this tracking has to be done manually (or not at all), which creates compliance risk and makes it easy for charts to…7 votes -
Sales Tax Collected Report
A comprehensive report which shows Product, Service, Membership, and Package sales where it is totaled. Basically, the following reports combined in to one:
- "Service Sales by Category"
- "Membership Sales"
- "Package Sales"
- "Product Sales"This would allow a breakdown of each category and a grand total - for reporting purposes to the state when paying sales tax.
Played with the Detailed line item report - but it is lacking (doesn't total, doesn't show all sales tax collected, doesn't show all necessary categories)
6 votes -
Upcoming card expiration alert
Alert to notify a business when a client has a card on file with an upcoming expiration date to prompt collecting an updated payment method.
52 votes -
Follow up email after bookings for 'after care' instructions
It would be so nice after certain appointments are complete if there was an automatic form that could send with aftercare instructions for the client!
9 votes -
Keep Cancellations on visual schedule
be able to keep canceled appointments on schedule but be greyed out/crossed out so new appointments can book. Just so there is better visual representation of what happened that day and so it does not disappear off the schedule
8 votes -
Staff Notifications for Rescheduled Appointments
Service Providers should receive text notifications that their clients have rescheduled or that front desk has rescheduled a client. They do not receive anything except new bookings and cancellations.
9 votes
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