7470 results found
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"Needs Review" Filter by Name of Form/Chart and Date Range to simplify approvals
Add a filter for Name of Form/Chart when reviewing and approving.
This will allow for a Medical Director or Admin to narrow their search down to just the necessary form/charts that they need to pay attention to. OR have a setting for "Approval by Medical Director" "Approval by Admin" "Approval by Front Desk" so when the appropriate person is approving forms and charts they only see the ones that pertain to them.
In addition to the name filter, allowing us to select a date range vs clicking through days will also reduce unneccessary work on those who are in highest…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A "Membership Cancelled" badge or alert appears prominently in the customer profile when their membership is no longer active due to cancellation.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…
7 votes -
Send Consents without Appointment
Sometimes we need to send patients consents without them needing an appointment like membership consents or photo releases etc, however, there is no way to send consents to fill out without an upcoming appointment.
4 votes -
Memberships/ Beauty Bank $$$ should be automatically added to account credit
Membership $$$ amount should be automatically added to account credit each month. It would eliminate human error and keep memberships (beauty banks) up to date at all times.
4 votes -
Upload photos in messaging feature
We're not able to upload photos when messaging clients. We send photos of the hair extensions they need to purchase for their upcoming appointments.
4 votes -
add a pop-up alert with any critical info when opening a patients chart
Add a pop-up alert to charts detailing critical information that providers need to know. Right now any critical info is getting buried in the Allergies, which still requires the provider go look for that information, or put as a scheduling alert which is only seen by the front desk staff and not providers. Risk for error this way is high. For patient safety, there should be a pop-up alert or even a way to pin important info to the top of the chart where it is very obvious for anyone looking at it
2 votes -
Enable a way to exclude an item from gaining points in the loyalty program. Some items are very small margin of profit .
Have a box to check when setting up a new product that exempts it from the loyalty program. Items such as Blow Dryers and Curling Irons have little margin and shouldn't be given points.
2 votes -
censor form
I want the ability to either censor sections of forms or some forms so that my staff can access the forms I want them to see without accessing private client information.
1 vote -
form access
Enable setting access restrictions on certain fields on forms for different privileged groups to protect client personal information.
1 vote -
Business cost based on units used rather than a flat rate per service.
Add the ability to set a business cost for a service that is dependent on product usage to be $x per unit rather than a flat rate per service. For example, botox is $12 a unit and the business cost is $6 per unit but right now that $6 can only be set as a flat rate so regardless if it's 1 unit or 20 units the business cost stays a $6. This makes the commission payout now a manual process because you have to account for the business cost.
15 votes -
Automate notifying a provider when you upload a file to a patient profile
Send a text automatically to a provider when a file is uploaded to a patient's portal
2 votes -
Payment history in the clients profile vs "sales"
It would be nice to see all of a client payment history/ orders in their client profile vs. having to search by name in the sales tab.
3 votes -
Membership balance!!
Patients really should be able to see their balance. Number one complaint we receive from patients, almost on the daily.
3 votes -
Language Translation Option
Clients should have the ability to translate the english versions of our forms, notes and online services/scheduling to their language. The language barrier is a major hurdle. This could not only benefit each boulevard user but could also benefit boulevard as a whole.
3 votes -
Users ability to see all locations without being assigned to them.
Currently, only an Admin can see all locations without actually being assigned to any of them. Therefore, they don't need to be listed in Manage > Staff.
Non-admins currently do need to be assigned. Businesses with a remote CX team then have to assign them to all locations, but can be confusing for franchise owners who have a new location and over two dozen staff assigned to it when they don't actually work AT that location.
It would be great to activate a user to have permissions to see all locations while NOT being an admin.1 vote -
Addition of date selector in the API report exporter for Discounts and Offers report
Currently, the Discounts & Offers report exporter has a limit of 1,000,000 rows. For larger sets of data, some rows will be missed entirely creating gaps. Having the ability to select a specific date range would reduce the overall size of the report and allow full exporting.
1 vote -
Ability for business admin to reset 2FA for a single staff member or update the staff's phone number.
This would allow users with Business Manager/Admin permissions to reset a staff member's two-factor authentication and allow them to update their phone number without needing to disable 2FA business-wide.
1 vote -
appointment history time stamp
Add time stamps to appointment history. ie: what time the previous appointments were scheduled for.
5 votes -
add on RETAIL products to go with a service
where you can put add on products WITH a service so you can still track the inventory but help everyone remember to offer to patients. also lets patients see more of what you have if you are looking to book online
right now you can do it by making it an add on SERVICE but then you dont track inventory!
17 votes -
virtual gift cards should have tap
When a client gets a virtual gift card it would be cool if there was integration with the duo - so they could tap to use the virtual gift card if we dont have scanners in the store
1 vote
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