Settings and activity

46 results found

1. Set CHARTS to expire after certain period

   12 votes

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   Waitlisted  ·  1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Dec 30, 2025

2. Require a consultation/good faith exam prior to completing booking the actual service appointment.

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   0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Dec 30, 2025

3. expiring charts

   4 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Katie Swerland shared this idea  ·  Dec 8, 2025

4. Incomplete charts & forms

   29 votes

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   2 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Dec 8, 2025

5. Be able to adjust account credit, product credit, etc, manually instead of reaching out to support to do this.

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   Katie Swerland commented  ·  Oct 23, 2025  ·  Edit…  ·  Delete…

   this is critical. we should have ability to remove, adjust or add product credit to a patients account just like we do with the account credit or the vouchers.

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   Katie Swerland supported this idea  ·  Oct 23, 2025

6. be able to transfer product credit into account credit

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   0 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Oct 23, 2025

7. Pull information from profile for intake form

   7 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Sep 23, 2025

8. Camera Grid & Alignment Templates for Consistent Photos

   14 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Sep 23, 2025

9. Create more than 1000 characters for dot phrases for charting

   20 votes

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   4 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Katie Swerland supported this idea  ·  Sep 23, 2025
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   Katie Swerland commented  ·  Sep 19, 2025  ·  Edit…  ·  Delete…

   as a medical office we use the same wording for alot of our charting but need to edit patient specific portions of the text. we use the placeholder when making our chart notes but would like it to be editable once were in the actual note using it. as it is set up right now it is an all or nothing text.

   i know we could use the "commonly used" phrases you just started but there is a max of 1000 characters which isnt long enough for us.

   overall it would be nice to have the placeholder be editable.

   thanks!!!

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10. Name, DOB and the date should auto-populate.

    132 votes

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    9 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Sep 23, 2025

11. duo app "Don't have an appointment? tap here"

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    0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Edit…  ·  Delete…  ·  Admin →
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    Katie Swerland shared this idea  ·  Sep 23, 2025

12. Allow $0 checkouts without using the duo

    9 votes

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    0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Sep 23, 2025

13. Upload Multiple Photos to patient gallery

    121 votes

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    9 comments  ·  Ideas Hub » Other  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Sep 22, 2025

14. Pre and Post Treatment Forms

    137 votes

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    Katie Swerland supported this idea  ·  Sep 22, 2025

15. Send a secure link to add credit card info from their client profile

    184 votes

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    13 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Sep 22, 2025

16. We should be able to answer/respond to text messages through the blvd app

    291 votes

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    Katie Swerland supported this idea  ·  Sep 22, 2025

17. Invoices!!!

    711 votes

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    Katie Swerland supported this idea  ·  Sep 22, 2025

18. Shorten appointments after checked out

    5 votes

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    Katie Swerland supported this idea  ·  Sep 15, 2025

19. have an icon on the calendar page signaling that there are forms that need to be filled out

    93 votes

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    4 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Sep 15, 2025

20. Consent Forms

    28 votes

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    0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Katie Swerland supported this idea  ·  Sep 15, 2025