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 balances
Lisa Lee
shared this idea
Hey 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:
- Send clients secure link to collect credit card information
- Have a portal for clients to safely enter credit card information when not booking online
- Allow clients to manage memberships themselves
- Allow clients to view completed forms
- Allow clients to see account balances and loyalty points
- Automatic late cancellation charges
Best,
The Boulevard Client Experience Product Team
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Tannya Bautista
commented
Hair Salons, Facial Bars, Blow Dry Bars, Medical Spas, Cryo- Need to have access to client account ( Membership, packages, client history)