Settings and activity

18 results found

1. Client Portal Account Credit

   232 votes

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   Waitlisted  ·  27 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Cheri Chavez supported this idea  ·  May 20, 2026

2. Medical Director Forms Sign Off

   133 votes

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   In Progress  ·  19 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Cheri Chavez supported this idea  ·  May 12, 2026

3. Price Check

   231 votes

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   9 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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   Cheri Chavez supported this idea  ·  May 12, 2026

4. Spell check

   9 votes

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   0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Cheri Chavez supported this idea  ·  Mar 28, 2026

5. Superbill send out for insurance reimbursment

   15 votes

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   Waitlisted  ·  4 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Cheri Chavez commented  ·  Mar 20, 2026  ·  Edit…  ·  Delete…

   This is needed. I had this available with my last platform and my clients loved it!! When using FSA/HSA, clients sometimes need an itemized bill with CPT codes and procedures done so they can get reimbursed. This would be amazing to have this added to be able to provide my clients this information.

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   Cheri Chavez supported this idea  ·  Mar 20, 2026

6. Invoices!!!

   819 votes

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   Waitlisted  ·  106 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Cheri Chavez commented  ·  Mar 20, 2026  ·  Edit…  ·  Delete…

   Would love this option for those who call in and want to secure an appointment who cannot get to their credit cards (maybe while driving or at work, etc) or if doing a mobile service for clients. Sending a link to their phone would be conveinant as a payment option.

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   Cheri Chavez supported this idea  ·  Dec 23, 2025
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   Cheri Chavez commented  ·  Dec 23, 2025  ·  Edit…  ·  Delete…

   It would be amazing to be able to email or text a link to customers who call on the phone to make an appointment to secure their spot (less chances of cancellation) in addition, this would be nice for house calls as sometimes we service clients at home as part of our mobile services. Thank you

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

   273 votes

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   17 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Cheri Chavez supported this idea  ·  Mar 20, 2026

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

   204 votes

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   7 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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   Cheri Chavez supported this idea  ·  Mar 20, 2026

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

   244 votes

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   11 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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   Cheri Chavez supported this idea  ·  Mar 20, 2026

10. Ability to turn tip setting off for specific services

    193 votes

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    Waitlisted  ·  13 comments  ·  Ideas Hub » Business details and settings  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Mar 20, 2026

11. Post Care Instructions

    405 votes

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    Waitlisted  ·  18 comments  ·  Ideas Hub » Forms & Charts  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Mar 20, 2026

12. Reviews should be first for google reviews, and second for boulevard.

    445 votes

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    41 comments  ·  Ideas Hub » Marketing and Messaging  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Mar 20, 2026

13. More visibility and flexibility when viewing and redeeming vouchers at checkout

    394 votes

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    In Progress  ·  59 comments  ·  Ideas Hub » Point of sale / Register / Checkout / Orders  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Mar 20, 2026

14. Credit card link

    215 votes

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    6 comments  ·  Ideas Hub » Appointment management  ·  Delete…  ·  Admin →
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    Cheri Chavez commented  ·  Mar 20, 2026  ·  Edit…  ·  Delete…

    Would love this option for those who call in and want to secure an appointment who cannot get to their credit cards (maybe while driving or at work, etc) or if doing a mobile service for clients. Sending a link to their phone would be conveinant as a payment option.

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    Cheri Chavez supported this idea  ·  Mar 20, 2026

15. Form Direct Link

    70 votes

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    Waitlisted  ·  6 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Mar 20, 2026

16. Message clients through the mobile app

    308 votes

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    Waitlisted  ·  56 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Jan 27, 2026

17. Enable likes on client messages

    5 votes

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    Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Jan 27, 2026

18. notifications when client leaves appointment message

    8 votes

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    Waitlisted  ·  0 comments  ·  Ideas Hub  ·  Delete…  ·  Admin →
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    Cheri Chavez supported this idea  ·  Jan 27, 2026