Settings and activity

230 results found

1. Review Incoming Calls

   3 votes

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   Rick Vencill commented  ·  Sep 1, 2023  ·  Edit…  ·  Delete…

   Agree, it would be great to be able to click on the phone icon to see all the calls that were received.

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   Rick Vencill supported this idea  ·  Sep 1, 2023

2. Save Caller ID information for Missed Calls from Caller ID Feature

   7 votes

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   Rick Vencill supported this idea  ·  Sep 1, 2023

3. Bulk editing on services, products, inventory

   125 votes

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   Rick Vencill commented  ·  Aug 31, 2023  ·  Edit…  ·  Delete…

   After spending over an hour adding a add-on to all of our services (something that should only take a minute and one-click), this desperately needs to be added.

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   Rick Vencill supported this idea  ·  Aug 31, 2023

4. 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

5. FORM upgrades

   14 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

6. Add New Waitlist in Zapier integration

   6 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

7. Make referral source mandatory

   23 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

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

   45 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

9. Daily Email for Sales Report

   10 votes

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   Rick Vencill supported this idea  ·  Aug 30, 2023

10. Waitlisted Client Prompting

    6 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

11. Loyalty program for members

    10 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

12. Loyalty program tiers

    20 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

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

    43 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

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

    7 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

15. Calendar identifies first time clients

    11 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

16. Lifetime Gross Value column available in more beta reports

    3 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

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

    8 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

18. Alert for Clients with Past Due Balance

    64 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

19. FIX THE AUTO REMINDER SYSTEM

    8 votes

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    Rick Vencill supported this idea  ·  Aug 30, 2023

20. Allow clients to manage memberships themselves

    28 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