8144 results found
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message from the client portal
There should be a Message button in their Client Portal. We all know clients do not always save the text number but if they're in their portal, should be able to message us through that.
8 votes -
Automation
automate new appointment information - we have auto confirmation texts why not simplify the process for us and them. if they call, we should gather first name, last name, phone number. select the time and day they have their appointment and then let them know the appointment is pending on the schedule until they "click the link (that this idea would create lol)" and fill out their credit card information - once that information is filled in the appointment would be officially set - and then theyd get the confirmation text 24 hours ahead as well. its a lot of…
2 votes -
Same Time / Simultaneous Services on the same appointment
We would ultimately like the option or a setting to require services on an appointment to start at the same time.
Our business has services we offer, and we have additional services we would like clients to be able to book / add that would happen at the same time. We currently utilize Service modifiers for this, however modifiers aren't tracked in reporting. Additionally, if a client has a voucher for the service the modifier was added to - it will set the service cost to $0. This results in our needing to add a retail product to the sale…
1 vote -
allow for recurring appointments.
For example, if a client want's to have the same standing appointment each Wednesday at 5pm. That way we don't have to create each appointment individually.
1 vote -
Include a "Charge Fee" option that pops up when a membership is being paused so that we can easily charge a monthly "freeze fee"during pause
We charge a monthly fee for pausing a membership at our spa. It would be amazing if this feature could be built into the membership pause option. Just like when a client late cancels or no-shows the option for "charge fee" pops up - If we could simply click "charge fee" in the pause membership window it would be so much more automated. The member would basically be paying a membership freeze fee every month in place of their regular membership payments, and then when the pause period ends, regular membership payments should resume.
1 vote -
There needs to be a way to view only the unread messages
It takes far too long to figure out where the 60+ messages are at in our thread of clients.
We need something in place to help us be able to quickly view only the unread messages.1 vote -
Add a weeks voucher expiration because we charge memberships every two weeks
Add a weeks voucher expiration because we charge memberships every two weeks
1 vote -
Can we please enlarge the tag icons so we can see them clearly?
Enlarge tag icons so we can see them better.
3 votes -
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
12 votes -
Allow "Daily Summary" Report to run for every date, not just dates with sales
The Daily Summary Report (in the Report section) apparently only shows information for dates that a sale happened. This leads to missing and inaccurate data when looking at a specific staff member who may have had a full day that had no appointments booked. These days don't show in the report, which can lead to inaccurate utilization numbers (Hours scheduled and hours booked).
2 votes -
Product Count by 0.1 or 0.5
It is EXTREMLY important to be able to have accurate inventory for patient documentation and business reports. Having to add a different product for 1/2 syringe doesn't solve the problem because the inventory count will be off. You could add 1/2 syringe and click twice for a whole, but this would cause an extra step in changing the pricing which will be a nightmare for management. The other EMR companies that I have worked for in the past start the count at 0.1 instead of one - should be an easy fix.
2 votes -
Clients should be able to see current appointments on booking page
Clients need to have multiple tabs open to see their current appointments vs. booking a new appointment. Makes it hard to schedule/reschedule around their calendar.
Would like them to live in one space to encourage ease of scheduling.
3 votes -
Suggested Improvements for the Prebooking System
When prebooking an appointment, it would be helpful if, after selecting a time on the calendar, the view remained on the currently selected date rather than automatically jumping back to today’s date. This would streamline the process and reduce unnecessary navigation.
Additionally, it would be great to have a “Book Client Again” button for guests who want to prebook multiple appointments. This feature should automatically suggest or give the option to book the next appointment based on the same interval (e.g., every 4 or 6 weeks) from the last appointment that was booked.
3 votes -
Logo Size
Our "logo" isn't a picture or design, it's the name of the business in fancy writing. In most every case where the square logo is present, we can barely read the words. It would be great if we could customize the size of the logo for different screens. Also, the self-booking overlay image has such a dark shadow over the top that you can barely even see the picture we chose. Please give us the option to change the intensity of that shadow.
4 votes -
send appointment confirmation messages earlier.
Many clients complain that they didn't have enough time to change or cancel their appointment within our cancellation policy once receiving the reminder email. It would be nice to be able to change when that could be sent.
1 vote -
Membership account from client side is very confusing
We have a membership system where the client gets to "bank" dollars as store credit. When they log in, many clients gets confused with monthly benefit account credit shown as what they currently have in their wallet. PLEASE MAKE IT CLEAR THAT THE BENEFITS ARE WHAT THEY RECEIVE every month and NOT WHAT THEY CURRENTLY HAVE. Thank you!
1 vote -
include clients that late reschedule on the cancellation list for the day
When a client reschedules an appointment within the late cancellation window, the client should show up on the cancellation list in addition to patients who have cancelled so that all staff can see who has rescheduled and when they rescheduled to.
3 votes -
3 votes
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Setting to require a product to be ordered in specific quantities
Some products can only be ordered in 3's or 6's. Additionally, suppliers may offer discounts when items are ordered in 12's.
This would be easier to manage if there were the ability to enter a required unit quantity in the product profile which would be used as a rule when creating purchase orders.2 votes -
Vital Signs and BMI calculation for height and weight
We are an IV hydration and wellness center so it would be nice if vital signs were able to be put in automatically. Height and weight with BMI calculation is important because we also do medical weightloss. This is very important to have the BMI calculated for us.
11 votes
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