202 results found
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Client Portal (catch-all idea)
Catch-all idea for a client-facing portal. To help the product team prioritize the functionality you need, vote for more specific ideas like:
-Clients view past and upcoming appointments
-Clients can add or update payment method on file
-Clients can manage their own memberships
-Clients can see gift card balances496 votesHey Folks!
We love to see your input on how our product can better meet your needs. We’re excited to share that as of Thursday last week, all Boulevard customers can link a client portal login experience directly from their own website, and clients can also access client portal from self-booking. Once logged in, clients will see all of their past appointments and can manage upcoming appointments. To learn more, check out the changelog post.
While the client portal idea is being marked as “complete” today, we’re not done.
We’ve already received a lot of feedback on what other functionality you’d like to see for your clients. Please keep it up - we’d love to have you weigh in on some other client portal-related requests to help prioritize our roadmap:
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Immediate Confirmation Texts
our clients would prefer to receive a text immediately after booking rather than an email. An option for both would be great. If someone makes an appointment with us over the phone we prefer to just take their number down rather than have them spell out an email.
446 votes -
Custom appointment confirmations & reminders
In the dashboard, we would like custom fields to add custom copy for text messages and emails and select which method of communication we prefer for reminders and confirmations.
For example, most of our clients utilize SMS vs. emails and we would like to have the option to turn off email communication and utilize only text. In the Manage Business section, we would like to add a Client Communication section so we can have more options for communication. The options should be for both separately ie.
Appointment Confirmations:
- Text Messages
- Emails
- Both
Appointment Reminders:
- Text Messages
- Emails
- Both
Reminder frequency…
440 votesBoulevard's automated confirmation and reminders SMS are able to be customized with additional verbiage, links to forms and appointment details, and cancellation policy. Locations are able to select whether they'd like opted-in clients to receive notifications via sms.
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Agree checkbox for cancellation policy for self-booking
When booking online, have client check a box that attests that they agree to cancellation policy before being able to book.
361 votes -
Ability for clients to Reschedule their appointments
Clients are forced to cancel an appointment without being able to reschedule. This has become an issue, especially with covid, when people are having to call into move their appointments - spending way too long answering phone calls since getting BLVD. Clients don't want to have to pay another deposit when they already have - having a reschedule button they can manage would eliminate this new task I've recently been given.
280 votesClients can now reschedule their own appointments with the new appointment details page.
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249 votes
Each location's cancellation policy may now be included in booking confirmations and appointment reminder texts.
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Retention Reporting
We would like a report that essentially says "of all the clients the barber sees, X% of them come back to them or the shop." A tech world corollary would essentially be customer churn rate. Screenshot of an example from Booker below (the entire screen lists all barbers, only 1 shown here) and raw data is attached. I'm also 99% sure I brought this up during initial sales calls and was told it could be done on Boulevard, both for new clients and existing.
On the data set, it's generated by pulling all clients that came in on the specified…211 votesWe're delighted to share our new and improved retention reporting, including updates to time frames, existing client retention, additional fields, and more. Check out our changelog here.
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201 votes
Hello there! Exciting news! Last week we released our new image markup feature, which allows service providers to mark up diagrams or add photos for markup directly in Boulevard (either on desktop, or via the Professional App). This feature is available for all customers that have Boulevard Forms and Charts! Please check out the support article for more information on how to setup this feature, and enjoy!
-The Boulevard Team
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View completed forms on app
Our aestheticians need to be able to view this paperwork to ensure accuracy of treatment performed as well as client safety. The only way to view this is to login to the web version. It's cumbersome and negates the mobile app for them. Thank you!
158 votesHey Folks! Thank you for your feedback. You’ll be happy to know that as of today, all customers with Forms can access forms from the Boulevard Professional App. With this update, you can now access and update critical client information when you need it most directly from your smartphone or iPad. Just one more way to deliver the best client experience. Check out this article on our support center for more: Forms in the Professional App. We appreciate your ideas and contributions—they help us constantly improve our software. Please let us know how this new feature works out for you.
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154 votes
Hey folks! Thank you for your feedback, always!
As of today, all Boulevard businesses can manually send forms to clients, on demand. Whether you're adding a new form to an appointment on the fly or simply reminding clients of their outstanding forms, you can send a new form reminder from the edit appointment screen on both your dashboard and the Professional app. This will send a new message to the top of the client's inbox with a link to all forms assigned for easy completion. Check out the changelog announcement for more details.
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Banning Customers from Booking
For clients who have been banned from our business for various reasons, the ability to have them not be able to book either by recognizing their email address or IP address.
122 votes -
Populate Client Profile from Intake Forms
It would be amazing if preferred names, preferred pronouns, and birthdays could be input into client profiles attached to appointments after intake forms are filled out.
119 votesHey folks, thank you for taking the time to provide your input! As of today, all Boulevard forms customers can connect Client Profiles to forms and charts. Your Client Profile can be configured so that it updates based on form and chart responses and you can auto-populate charts to save time. As a result, you’ll also be able to report on the data that flows from forms and charts like client age, zip code, and referral source. Check out this support article to learn more.
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Alerts for Past Due Memberships
There should be alerts when membership charges don't process via the bell notifications. It's cumbersome to have to remember to look at past due memberships in the "memberships" section of the gear icon. Time is of the essence for addressing billing issues. Front desk employees often dismiss the open orders where it declined and there's no alert or obvious label on that open order about how it's a membership charge that declined and needs to be addressed.
114 votesWe're proud to share that Membership Billing Alerts are now live! Thank you so much for your feedback and help in making this feature a success. Read more here about our new feature!
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Email Marketing automation
-Email marketing/automation within dashboard
-Win back campaigns, etc.
-Note from client below:
Frederick marketing/email plug-in on Booker is getting us a considerable amount of business that we can't give up at this time. Let us know if and when you guys integrate something similar and we would be happy to review it with you!
113 votes -
Updated Hardware ie. Chip Card Reader
The recommended hardware (card swiper) does not have the chip reader which is what I understand is the latest and safest in credit card technology.
I want to make sure there aren't any gaps in our process that would leave us vulnerable to any potential loss.
Please update hardware list to include chip card reader and/or apple pay.105 votes -
96 votes
It's here! The QuickBooks Online integration is now available for all Premier and Enterprise customers. Head to your Apps & Integrations settings to get started or check out the changelog learn more.
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Instagram Booking
Add the Book button to your Instagram account and let customers schedule appointments with your business online. Customers can book directly from Instagram.
86 votes -
Add Ability to Edit a checked out appointment
If we make a mistake upon checking out a guest, it would be HUGELY helpful to be able to go back and edit the transaction.
64 votes -
SMS Text Cancellation Verbiage
I wish that the SMS text confirmations let clients know they must directly contact the business to cancel. We have clients who just keep replying to the text saying "Cancel" instead of "Yes" and then they think they've cancelled. I wish the text told them to contact us directly.
62 votesBoulevard's new booking confirmation texts allow customers the ability to add custom verbiage as well as cancellation policy details.
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Upload photos on intake forms
Per Glowbar: "We are looking to see if the intake form has a way to upload a photo so that clients can take pictures of their skin at its current state prior to their virtual consult. This would be extremely helpful to our appointments and allows for the best service to our clients."
57 votesHey folks! Thank you for your feedback! Great news - we launched this feature last week to all forms customers, and we've already seen several folks adopt it with style! Now, anyone completing a form can upload an image, or if they're on a mobile device, they can capture the image directly in Boulevard. Check out our changelog announcement to learn more, or head to the support article to get started on setup!
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