Settings and activity

19 results found

1. Create more than 1000 characters for dot phrases for charting

   13 votes

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   3 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Oct 10, 2025

2. Medical Director Forms Sign Off

   35 votes

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   2 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Oct 10, 2025

3. Consent Forms

   26 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Oct 10, 2025

4. Auto-populate name and DOB

   90 votes

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   5 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Oct 10, 2025

5. E-Scripts

   106 votes

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   Waitlisted  ·  12 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

6. form/ chart upload without an appointment

   108 votes

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   Waitlisted  ·  15 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

7. Highlight no-shows in red in patient history

   519 votes

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   Waitlisted  ·  3 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

8. Date of birth enhancements to forms and booking

   357 votes

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   Waitlisted  ·  18 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Jun 20, 2024

9. client notifications specific to the service they booked.

   280 votes

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   Waitlisted  ·  33 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Lauren Grandinetti supported this idea  ·  Feb 15, 2024

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

    8 votes

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

11. Loyalty Program customization

    122 votes

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    Waitlisted  ·  24 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Sep 20, 2023

12. Prebook Symbol

    5 votes

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

13. being able to view client prebook report numbers

    5 votes

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

14. Ratings

    352 votes

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    Waitlisted  ·  12 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

15. Enhanced staff performance reports

    353 votes

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

16. Reporting for admins and owners on mobile

    407 votes

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    Scheduled  ·  16 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

17. Late cancel/no show email

    755 votes

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    Waitlisted  ·  7 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Lauren Grandinetti supported this idea  ·  Aug 18, 2023

18. Account credit - Notify recipient

    6 votes

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

19. Allow clients to manage memberships themselves

    27 votes

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    5 comments  ·  Ideas Hub  ·  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. 

    An error occurred while saving the comment
    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