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  1. Alert for Completed Intake Forms

    117 votes

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    15 comments  ·  General  ·  Admin →
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    Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! Today we released a related feature: the schedule view.


    Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!

    Amanda Whiteing supported this idea  · 
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    Amanda Whiteing commented  · 

    We need to be able to see who has/hasnt signed forms, and be able to print from that page as well.

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    Amanda Whiteing commented  · 

    We need a pop up note for clients to complete forms if they havent done so before check in. We have no way to view these without searching high and low in their profile.

  2. Hourly pay rate

    51 votes

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    Waitlisted  ·  10 comments  ·  General  ·  Admin →
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    Amanda Whiteing commented  · 

    There should be a payroll report for hourly employees too. It should outline how much product they sold, how many regular hours, how many OT hours, etc.