Settings and activity

218 results found

1. Display bio in staff profile on booking widget for clients to see

   6 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

2. FORM upgrades

   12 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

3. Add New Waitlist in Zapier integration

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   Rick Vencill supported this idea  ·  Aug 30, 2023

4. Make referral source mandatory

   14 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

5. Assign unique forms to clients that can be filled out without an appointment

   37 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

6. Daily Email for Sales Report

   4 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

7. Waitlisted Client Prompting

   3 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

8. Loyalty program for members

   4 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

9. Loyalty program tiers

   8 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

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

    25 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

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

    4 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

12. Calendar identifies first time clients

    10 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

13. Lifetime Gross Value column available in more beta reports

    3 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

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

    8 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

15. Alert for Clients with Past Due Balance

    56 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

16. FIX THE AUTO REMINDER SYSTEM

    7 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

17. Allow clients to manage memberships themselves

    24 votes

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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. 

    Rick Vencill supported this idea  ·  Aug 30, 2023

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

    4 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

19. Expanded Reports

    2 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

20. tracking appointments

    2 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023