Settings and activity

63 results found

1. Tighten up the Hipaa compliance

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   Scheduled  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Mindy Vickers supported this idea  ·  Nov 15, 2023

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

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   Mindy Vickers supported this idea  ·  Nov 15, 2023

3. Alert for Completed Intake Forms

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   14 comments  ·  General  ·  Delete…  ·  Admin →
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   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  ·  Nov 15, 2023

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

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   Mindy Vickers supported this idea  ·  Nov 15, 2023

5. Automated & integrated form uploads

   6 votes

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   Mindy Vickers supported this idea  ·  Nov 15, 2023

6. Hide Service Provider Name in Confirmation Email

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   Mindy Vickers supported this idea  ·  Nov 15, 2023

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

   17 votes

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   Mindy Vickers supported this idea  ·  Nov 15, 2023

8. Outstanding Forms List

   11 votes

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   Mindy Vickers supported this idea  ·  Nov 15, 2023

9. FORM upgrades

   12 votes

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   Mindy Vickers supported this idea  ·  Nov 15, 2023

10. Read vs unread message filters

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

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

    8 votes

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

12. AutoSave when creating forms and charts

    8 votes

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

13. Send clients forms without needing an appointment

    12 votes

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

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

    18 votes

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

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

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

16. Class and Event Scheduling

    61 votes

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

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

    156 votes

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

18. Calendar identifies first time clients

    8 votes

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    Mindy Vickers supported this idea  ·  Nov 15, 2023

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

    116 votes

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    Waitlisted  ·  18 comments  ·  General  ·  Delete…  ·  Admin →
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    Mindy Vickers supported this idea  ·  Nov 15, 2023

20. Loyalty Points usually have expiration dates, more visibility on posted expiration dates -

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    Mindy Vickers supported this idea  ·  Nov 15, 2023