Settings and activity

43 results found

1. Separating out Memberships from Product List

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   Laura Selby supported this idea  ·  Jan 31, 2024

2. Memberships can paid for via alternate methods

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   Laura Selby supported this idea  ·  Jan 31, 2024

3. Memberships - Agreement Forms

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   Laura Selby supported this idea  ·  Jan 31, 2024

4. Allow clients to manage memberships themselves

   25 votes

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   5 comments  ·  General  ·  Delete…  ·  Admin →
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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. 

   Laura Selby supported this idea  ·  Jan 31, 2024

5. Provide Report or Filter for Marketing Opt-In Preferences

   34 votes

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   Waitlisted  ·  6 comments  ·  General  ·  Delete…  ·  Admin →
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   Laura Selby supported this idea  ·  Nov 24, 2023

6. Buy one get one free offer codes

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   Laura Selby supported this idea  ·  Nov 19, 2023

7. Custom Templates for Online Gift Certificates.

   53 votes

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   Laura Selby supported this idea  ·  Nov 13, 2023

8. Text Message Templates

   74 votes

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   Laura Selby supported this idea  ·  Nov 13, 2023

9. Ability to import custom email templates into the marketing suite

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   Laura Selby supported this idea  ·  Nov 13, 2023

10. Custom Automated Email Campaigns

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    Laura Selby supported this idea  ·  Nov 13, 2023

11. create a setting to make it possible to set individual discounts to be commissionable or not commissionable.

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    Laura Selby shared this idea  ·  Nov 7, 2023

12. Percentage based business charges

    22 votes

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    Laura Selby supported this idea  ·  Nov 6, 2023

13. Add a daily repeat option for appointments

    7 votes

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    Laura Selby supported this idea  ·  Nov 6, 2023

14. View Mobile App in Landscape mode (horizontal)

    49 votes

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    Laura Selby supported this idea  ·  Nov 1, 2023

15. 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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    Laura Selby shared this idea  ·  Nov 1, 2023

16. Multiple Products Per Service for Usage-Based Pricing

    43 votes

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    Laura Selby supported this idea  ·  Oct 31, 2023

17. Product cost to service

    6 votes

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    Laura Selby supported this idea  ·  Oct 31, 2023

18. Name and DOB autopopulate for forms

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    Laura Selby shared this idea  ·  Oct 27, 2023

19. Forms Auto Fill

    23 votes

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    Laura Selby supported this idea  ·  Oct 27, 2023

20. Offer Code Conditions

    94 votes

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    Laura Selby commented  ·  Oct 10, 2023  ·  Edit…  ·  Delete…

    create an option to allow offer codes to be restricted to a certain number of uses, both by individual client and overall. For example, restrict an offer code to only be used one time by each client. Restrict an offer code to be only have a limited amount available - for example it can only be used 50 times and then no one else would be able to redeem the offer online, but staff could override.

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    Laura Selby supported this idea  ·  Oct 10, 2023