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Settings and activity

61 results found

  1. Tighten up the Hipaa compliance

    14 votes
    Scheduled  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  2. Make an additional Forms/Charts Section for Treatment Protocols and SOP's that staff could pull up with an appt and also separately

    4 votes
    Waitlisted  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  3. Alert for Completed Intake Forms

    119 votes
    15 comments  ·  General  ·  Admin →
    How important is this to you?
    Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! Today we released a related feature: the schedule view.


    Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!

    Mindy Vickers supported this idea  · 

  4. allow us to set a different paying client than guest receiving appt

    10 votes
    Waitlisted  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  5. Automated & integrated form uploads

    6 votes
    Waitlisted  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  6. Hide Service Provider Name in Confirmation Email

    4 votes
    Waitlisted  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  7. Allow location manager to disable email notifications of appointment cancellation

    18 votes
    Waitlisted  ·  1 comment  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  8. Outstanding Forms List

    14 votes
    Waitlisted  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  9. FORM upgrades

    12 votes
    Waitlisted  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  10. Read vs unread message filters

    18 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  11. New Marketing Campaign: For Clients Whose Vouchers/Credit is Set to Expire Soon

    14 votes
    Waitlisted  ·  1 comment  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  12. AutoSave when creating forms and charts

    18 votes
    Waitlisted  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

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

    41 votes
    Waitlisted  ·  15 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  14. when people pay a deposit, it should show and deduct it during checkout

    18 votes
    0 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  15. Remove employee access but keeping their past clients on books

    13 votes
    Waitlisted  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  16. Class and Event Scheduling

    70 votes
    Waitlisted  ·  11 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  17. Have an Alert flashes when Client does NOT have a credit card on file

    175 votes
    Waitlisted  ·  2 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  18. Calendar identifies first time clients

    11 votes
    0 comments  ·  General  ·  Admin →
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    Mindy Vickers supported this idea  · 

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

    241 votes
    Waitlisted  ·  27 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 

  20. Loyalty Points: Cap + Expiration

    20 votes
    3 comments  ·  General  ·  Admin →
    How important is this to you?
    Mindy Vickers supported this idea  · 
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