Settings and activity

17 results found

1. E-Scripts

   67 votes

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   Waitlisted  ·  9 comments  ·  General  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

2. form/ chart upload without an appointment

   60 votes

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   Waitlisted  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

3. Highlight no-shows in red in patient history

   191 votes

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   Waitlisted  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

4. Connected fields in forms

   217 votes

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   Waitlisted  ·  10 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

5. Deactivating Staff - Show WHERE the remaining appointments are

   238 votes

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   Waitlisted  ·  7 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

6. Chart template notes

   7 votes

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   Waitlisted  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti shared this idea  ·  Feb 15, 2024

7. Automated Pre and Post care instructions to be sent out with select services

   211 votes

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   Waitlisted  ·  25 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Feb 15, 2024

8. Be able to add forms to the client's chart at ANY time. Not just with booking. We do follow up notes

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Feb 15, 2024

9. Track clients who prebook and award more loyalty points

   27 votes

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   Waitlisted  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Sep 20, 2023

10. Prebook Symbol

    4 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Sep 20, 2023

11. being able to view client prebook report numbers

    4 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Sep 20, 2023

12. Ratings

    295 votes

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    Waitlisted  ·  8 comments  ·  General  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

13. Enhanced staff performance reports

    300 votes

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    Waitlisted  ·  9 comments  ·  General  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

14. Reporting for admins and owners on mobile

    348 votes

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    Waitlisted  ·  13 comments  ·  General  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

15. Late cancel/no show email

    641 votes

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    Waitlisted  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

16. Account credit - Notify recipient

    5 votes

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    Waitlisted  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

17. Allow clients to manage memberships themselves

    24 votes

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

    Hey folks! Exciting update: clients can now view their membership details in the client portal. By navigating to the new memberships page, they can view:

    • Benefits of their membership
    • Their next billing date
    • The option to update their payment method on file
    • Names of people they've shared their membership with (if applicable)

    Check out the changelog to learn more about this update. 

    This launch does not include the ability for clients to pause or cancel memberships on their own, so I won't mark this idea as 100% complete just yet. Be sure to check out the Client Portal support article for a comprehensive outline of all that clients can do in the portal, and how to install it on your website so it's easy for them to find. 

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    Lauren Grandinetti commented  ·  Aug 18, 2023  ·  Edit…  ·  Delete…

    Currently our memberships automatically add an account credit each month. Our customers want to view their membership online through their portal and be able to pause/cancel online. They also want to be able to view their account credit/account balance online without having to call the office.

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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023