Settings and activity
10 results found
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2 votes
Jason Imholte
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29 votes
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Jason Imholte
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3 votes
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Jason Imholte
commented
Need a specific privilege group setting on who can create client accommodations as well as time stamps or reports that log the changes made.
Jason Imholte
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11 votes
Jason Imholte
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64 votes
Jason Imholte
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Jason Imholte
commented
A messenger bot that actively scans the schedule searching for inefficiencies in the timing of appointments.
1.) Give the bot info on how your appointment timing works. (i.e. a 30 minute takes up three 15 minute spaces or a 60 minute occupies five.)
2.) Bot determines which appointments to move in order to increase room for additional appointments
3.) The bot engages with the client over sms asking to move up or down
4.) The appointment is moved and confirmation is sent
We use online booking exclusively and sometimes the schedule becomes fragmented and productivity is lost. This is why we actively manage the schedule a week out. It's a very menial and repetitive task that provides a lot of value!
I would definitely expect to pay extra for this add-on.
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34 votes
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Jason Imholte
commented
I suggest that receipts are automatically sent to clients that are enrolled in products that are set for recurring billing.
I have a "monthly plan" that charges once a month for a voucher. A few clients want their receipts for bookkeeping purposes and I really don't want to have to manually send them receipts once a month. Our monthly plan members are growing. This should be automatic.
Jason Imholte
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153 votes
Jason Imholte
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407 votes
Jason Imholte
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11 votes
Jason Imholte
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Jason Imholte
commented
A simple information box that we, as the business, can customize in order to provide very simple instructions for how to use Boulevard. VERY BASIC FYI sort of stuff.
Clients are not observant at all. They don't read the fine print at the end of the checkout screen, where it says your card will be temporarily charged for a authorization in order to schedule. We get A TON of time wasting calls from clients asking the same questions over and over again: 1.) I have a gift card and I want to book without being charged 2.) I have a package credit and I want to schedule but won't the system charge me? 3.) When does the intro offer discount get applied? Didn't I just pay full price?
To summarize, instructions need to be at the beginning of the widget. Before the client selects individual/group/gift card make there be a window that the client views with the business instructions, maybe even a thank you for their interest, here is some info you may find helpful....and they have to click an "ok" box before proceeding.
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251 votes
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Jason Imholte
commented
I agree, massively important for client retention.
Jason Imholte
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Jason Imholte
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Would like to be able for clients to click on staff during online booking and be taken to their staff profile or bio.