Settings and activity

216 results found

1. Loyalty program tiers

   7 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

2. Flag charts that have not yet been completed by providers

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   Rick Vencill supported this idea  ·  Aug 30, 2023

3. Automated notification to fill out new consent forms every 12 months

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   Rick Vencill supported this idea  ·  Aug 30, 2023

4. Calendar identifies first time clients

   8 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

5. Lifetime Gross Value column available in more beta reports

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   Rick Vencill supported this idea  ·  Aug 30, 2023

6. Create Series tab in the dashboard for memberships and packages

   7 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

7. Alert for Clients with Past Due Balance

   48 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

8. FIX THE AUTO REMINDER SYSTEM

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   Rick Vencill supported this idea  ·  Aug 30, 2023

9. Allow clients to manage memberships themselves

   22 votes

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   Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

   Hey Folks! Happy Friday! Want to be sure you saw that clients can now see their voucher balances in the client portal. We've designed it so clients can check on the redeemable services and the expiration date to drive urgency to book another appointment. Check out the changelog post to learn more! :) 

   Rick Vencill supported this idea  ·  Aug 30, 2023

10. Have there be a way to check past receipts.

    4 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

11. Expanded Reports

    2 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

12. tracking appointments

    2 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

13. Membership cancellation

    5 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

14. Marketing database

    6 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

15. Add the option to send a form or a chart to the client after the appointment? To share treatment plan progress

    5 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

16. service modifiers on wait list

    4 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

17. Tighten up the Hipaa compliance

    9 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

18. Real time system updates for inventory

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    Rick Vencill supported this idea  ·  Aug 30, 2023

19. Ability to organize products

    7 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

20. Customize Automated Campaigns Audience Parameters

    10 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023