Settings and activity

113 results found

1. Forms Reminder Email

   18 votes

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   1 comment  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Bethany Preble supported this idea  ·  Jan 24, 2026

2. when I go to a client in the system I should be able to send them forms and charts. having to book a new appointment is tedious

   17 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Bethany Preble supported this idea  ·  Jan 24, 2026

3. ability to have automated post treatment instructions sent at the time of checkout so paients can review them after they leave.

   49 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Bethany Preble supported this idea  ·  Jan 24, 2026

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

   266 votes

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   9 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Bethany Preble supported this idea  ·  Jan 24, 2026

5. Post Care Instructions

   579 votes

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   Waitlisted  ·  24 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Bethany Preble supported this idea  ·  Jan 24, 2026

6. There should be a streamlined option to merge multiple forms into a single form without requiring users to recreate or re-enter existing inf

   5 votes

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   0 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Bethany Preble shared this idea  ·  Jan 24, 2026

7. Allow clients to import their own forms so they don't have to re-type and create entire new forms.

   3 votes

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   0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Bethany Preble supported this idea  ·  Jan 24, 2026

8. Assigning forms to services

   13 votes

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   1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Bethany Preble supported this idea  ·  Jan 24, 2026

9. provide users the ability to click through to a transaction from a report

   4 votes

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   1 comment  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Bethany Preble shared this idea  ·  Jan 12, 2026

10. Duplicate Client Report

    170 votes

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    Waitlisted  ·  8 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Bethany Preble supported this idea  ·  Jan 12, 2026

11. Placing a transaction on hold

    3 votes

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    Bethany Preble supported this idea  ·  Jan 12, 2026

12. A way to click a future day without having to scroll through all the weeks/months

    11 votes

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    Bethany Preble supported this idea  ·  Jan 12, 2026

13. Make calendar click through to patient charts

    3 votes

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    Bethany Preble supported this idea  ·  Jan 12, 2026

14. editing a close transaction

    11 votes

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    1 comment  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Bethany Preble supported this idea  ·  Jan 12, 2026

15. Create New Client Through Message Screen

    8 votes

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    Bethany Preble supported this idea  ·  Jan 12, 2026

16. Per Transaction Option When Creating Offers (Discounts)

    20 votes

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    Bethany Preble supported this idea  ·  Jan 12, 2026

17. Change cancellation emails to be from the business name, NOT Boulevard!!

    6 votes

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    Bethany Preble supported this idea  ·  Dec 23, 2025

18. provide a detailed list, log or trail of all appointments that have been booked, canceled, or rescheduled. Admins need to have an overview.

    12 votes

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    Bethany Preble supported this idea  ·  Dec 23, 2025

19. allow locations to unsubscribe from booking/cancellation notifications if they choose

    5 votes

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    Bethany Preble supported this idea  ·  Dec 23, 2025

20. Ability to charge an appointment cancellation fee without it counting towards 'Appointment Count' in Reports.

    17 votes

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    1 comment  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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    Bethany Preble supported this idea  ·  Dec 23, 2025