Settings and activity

1163 results found

1. Option to Delete Client

   9 votes

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   Ben Stevens commented  ·  May 14, 2025  ·  Edit…  ·  Delete…

   This would be helpful as we brought in several years of clients, some of whom have never even had an appointment since we transitioned to Boulevard. So now they are just dead weight. Even a way to "archive" them so they don't show up in our current client list would be helpful.

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   Ben Stevens supported this idea  ·  May 14, 2025

2. Quick book links where we can send a an appointment time slot to patients to fill out.

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   Ben Stevens supported this idea  ·  May 14, 2025

3. Error Box for Unbookable Time

   3 votes

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   Ben Stevens supported this idea  ·  May 14, 2025

4. Customizable post-appointment text message to warn about replying "STOP"

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   Ben Stevens supported this idea  ·  May 14, 2025

5. Memberships Have Additional Booking Hours as Perk

   4 votes

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   Ben Stevens supported this idea  ·  May 14, 2025

6. Ability to send a text with a link to our intake form

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   Ben Stevens supported this idea  ·  May 14, 2025

7. Refund order should show whether commission was clawed back or not

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   Ben Stevens shared this idea  ·  May 7, 2025

8. Include timeclock hours on staff performance

   3 votes

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   Ben Stevens commented  ·  May 7, 2025  ·  Edit…  ·  Delete…

   A full featured Payroll report would be a great addition to include commissions, payroll, and a column for adjustments. This would make payroll much easier for everyone!

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   Ben Stevens supported this idea  ·  May 7, 2025

9. Clients rescheduling appointments

   29 votes

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   Ben Stevens supported this idea  ·  May 7, 2025

10. Set forms to expire. For example, a medical history form should be updated at minimum once a year.

    12 votes

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    Ben Stevens supported this idea  ·  May 7, 2025

11. expiration forms

    13 votes

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    Ben Stevens supported this idea  ·  May 7, 2025

12. Alert when closing screens without saving

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    Ben Stevens shared this idea  ·  May 1, 2025

13. Messages new client flow improvement

    2 votes

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    Ben Stevens supported this idea  ·  May 1, 2025

14. Send a secure link to add credit card info from their client profile

    244 votes

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    16 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ben Stevens supported this idea  ·  Apr 29, 2025

15. Invoices!!!

    779 votes

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    In Progress  ·  104 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Ben Stevens commented  ·  Apr 29, 2025  ·  Edit…  ·  Delete…

    Something like the express booking from MangoMint would be so cool - texts client with a link to add card on file/pay deposit. Automatically cancels the booking if they don't complete it in time.

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    Ben Stevens supported this idea  ·  Dec 7, 2024

16. built out the app to make it effective

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    Ben Stevens supported this idea  ·  Apr 29, 2025

17. Permission: Modify membership sharing

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    Ben Stevens supported this idea  ·  Apr 29, 2025

18. Privilege Group settings to allow staff to view and edit client data but not delete

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    Ben Stevens supported this idea  ·  Apr 22, 2025

19. Being able to start a new chart without having to create an appointment for the client.

    6 votes

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    Ben Stevens supported this idea  ·  Apr 22, 2025

20. Future Revenue Forecast Report

    4 votes

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    Ben Stevens supported this idea  ·  Apr 17, 2025