7480 results found
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memberships
I am new to creating memberships. So far in my experience it seems that from a client perspective, if I am a member/pay for a membership, I should be able to log in to my portal and have my own menu to book from so there is no confusion on pricing. It seems to cause confusion allowing "non members" to book any service online.
1 vote -
Variable referral program by location
Ability to set up different perks for clients at different locations based on the age of the location/region.
1 vote -
Reports
Reports should update immediately. I'm trying to run a commission report after updating some invoices and the chat told me it can take 2 hours to update the information. That's ridiculous! Updates should be in real time with a refresh
1 vote -
Report update
Reports need to update immediatelym I'm trying to run a commission report after updating some invoices and the chat says it only updates every 2 hours! That's ridiculous
1 vote -
Display Membership Status on Calendar Appointments
We would love the ability to quickly see which clients are members directly from the appointment calendar.
Right now, there’s no visual indicator that differentiates members from non-members when viewing the schedule. Having this would help our front desk and providers:
Personalize service and care
Ensure members receive their correct benefits
Support upsells, retention conversations, and consistent guest experience
Reduce time clicking into each client profile to check status
Suggested Improvements:
A small badge or icon (e.g., “M” or “Member”) on the appointment block
Or a color highlight/label option specifically for members
Or the ability to toggle “Show Membership Status”…1 vote -
Require phone number or email when booking an appointment on behalf of a client
Ability to require client email address and/or phone number when manually creating a new client profile (to help with minimizing duplicate profiles)
1 vote -
Marketing performance reporting for one-time blast emails and SMS
Better reporting for OTB, especially conversion to booked/completed appointments (similar to how automated campaigns are reported).
1 vote -
quote
After a consultation we should be able to email or text a quote to clients
18 votes -
Organized Galleries: Folders for Every Appointment
Finding the right treatment photos shouldn’t feel like searching for a needle in a haystack especially for patients with multiple visits and dozens of images. By allowing creation of folders within the gallery, photos can be grouped by appointment or treatment type. This not only keeps the gallery uncluttered but also makes retrieving specific images fast, intuitive, and stress-free. For busy clinics and detailed treatment histories, this is a must-have for efficiency and clarity.
3 votes -
Have option to export upcoming appointments from Suspended employee
An option to export the upcoming appointments for a suspended employee to csv or excel would be helpful as we sometimes want this report rather than working exclusively through Boulevard.
3 votes -
Ability to allow cash as payment on membership renewals
Because certain states and cities require businesses to allow clients to make cash payments towards recurring memberships, having a way to satisfy a membership renewal is a critical need.
2 votes -
Create a Payroll Report
Create a full Payroll report that includes:
Commission and tips (like current commission summary)
Total hours from time clock report
Bonus points for:
Method of tracking days off in the report (official days off, not just "days not scheduled")
area to add adjustments to pay before downloading the report. (for training, paying for discounted services, etc...)This one report would be almost everything needed to enter into any payroll system with some basic formatting.
8 votes -
scheduling rules per provider
Would like to have the time setting for before an appointment can be booked customizable by provider and not the business
5 votes -
expiring services
we offer services for certain months and want them to auto expire and not be booked outside of certain dates
2 votes -
create a setting to accept appointments
It's helpful to have the option to accept appointments once they're created on the client end. Our previous software had this feature which was extremely helpful with clients booking and us having the ability to accept or decline with an attached message. I'm not sure why this wouldn't already be a feature.
2 votes -
Pre-treatment time that does not block the providers schedule
I would love the ability to create pre-treatment time (e.g., numbing) that is part of the patient’s appointment but does not block the provider’s schedule.
For example:
A patient books Sculptra from 10:00–11:30.
From 10:00–10:30, the patient is numbing in the treatment room, but the injector is not needed yet.
The injector should remain available to see another patient until 10:30, when the injection portion begins.
Right now, if I build numbing into the service duration, the provider is blocked unnecessarily. If I split numbing into a separate service, patients can’t easily book both online in one step.2 votes -
Ability for members to view vouchers remaining on account
Guest are very confused by it appearing that they will be charged the entire fee, when they have vouchers on their account. It would be nice if the verbiage was larger regarding vouchers and also if guest could view how many vouchers they have on their account when they log in.
1 vote -
Membership charge
Sign ups for memberships should be $0, then charged the first of the following month. Not charged the day the client signs up for the membership
1 vote -
Have a designated tab for lab work
We do a lot of medical weight loss and HRT/TRT which require lab work. Right now the only way to upload their bloodwork is to add it in the notes which is very time consuming - downloading the bloodwork, then uploading one file at a time; or by creating a chart then uploading it. The issue with doing it in a chart is sometimes peoples bloodwork is just 2 pages, or 10, or more. If doing it in a chart, you have to guess when building it the average amount of pages and hope no one has longer bloodwork. If…
14 votes -
Improve service provider communication about changes to appointments
Send notifications to service providers when their clients reschedule an appointment online. We, currently, only get notifications if there is the client schedules or cancels an appointment.
3 votes
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