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1. Form Sending

   When a client books with my business for the first time, I need them to receive our new client form. I currently have the form setting configured to send with the first appointment. However, if the client has visited any other business that uses Boulevard, the system recognizes them as an existing Boulevard client and does not attach the form, even though they are new to my business. This is becoming more common as Boulevard grows in popularity.

   Can the system treat “new client” status on a business level, not across all Boulevard users, so that every client who is new to my business automatically receives the form on their first appointment with us.

   When a client books with my business for the first time, I need them to receive our new client form. I currently have the form setting configured to send with the first appointment. However, if the client has visited any other business that uses Boulevard, the system recognizes them as an existing Boulevard client and does not attach the form, even though they are new to my business. This is becoming more common as Boulevard grows in popularity.

   Can the system treat “new client” status on a business level, not across all Boulevard users, so that every client who is… more

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   0 comments  ·  Forms & Charts  ·  Delete…  ·  Admin →
   Won't do  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

   This is already how the feature is designed to work. Please reach out to help chat if you are seeing otherwise.