8399 results found

1. Customer-facing support ticket portal

   WHAT IT IS:
   A service portal (ServiceNow / Jira Service Management style) where corporate can view all open support tickets across all locations in one view.

   USE CASE:
   A clinic manager in Texas submits a support case. Corporate IT wants to see it, track status, see who at Boulevard is working it, and know the resolution timeline, without relying solely on SAM/TAM follow-up. Today, their answer from Nextech is "call support and hope", where they can call four times and get four different answers with no case continuity. For a multi-brand, multi-location org, ticket visibility is how corporate holds vendors accountable to SLAs.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti). Requested by: Eric

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Support / Enterprise

   VERBATIM QUOTES (call timestamps):
   (44:18, Eric) Do you guys have a portal? Like where we can review our cases and can we assign access to it in the same way we're talking about with like for a multi location clinic, can we assign that same level and have that same like control and granularity on permissions and access?
   (44:43, Eric) Like a service portal essentially. Service Now, forget the other ones, Salesforce... something where we can go to and say it's a source of truth of all of our open tickets across all of our locations on Boulevard.
   (45:15, Eric) How would a multi location clinic like ourselves be able to track support cases that a clinic manager in like Ohio submits? How would we know that?

   GONG CALL:
   https://us-9385.app.gong.io/call?id=3961894578907927385

   RELATED / POSSIBLE DUPLICATES:
   Same ask as Chapter Aesthetics (internal ticket management / shared portal with TAG). Consider merging into one idea.

   NOTES / INTERNAL CONTEXT:
   Internal SAM/TAM discussion (7/24) raised concerns about customers having broad ticket visibility; today franchisor visibility only happens if the franchisee includes them on the ticket email.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1784916107248819

   WHAT IT IS:
   A service portal (ServiceNow / Jira Service Management style) where corporate can view all open support tickets across all locations in one view.

   USE CASE:
   A clinic manager in Texas submits a support case. Corporate IT wants to see it, track status, see who at Boulevard is working it, and know the resolution timeline, without relying solely on SAM/TAM follow-up. Today, their answer from Nextech is "call support and hope", where they can call four times and get four different answers with no case continuity. For a multi-brand, multi-location org, ticket visibility is how corporate holds vendors… more

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2. Staff utilization at a glance on the calendar

   WHAT IT IS:
   Utilization (booked hours / available hours) shown as a permanent, always-on fixture directly on the calendar: a percentage next to each provider/resource name plus a practice-level rollup for the day, updating dynamically as appointments move on and off the book. Needed at clinic and individual-provider level, historical and forward-looking.

   USE CASE:
   Managers treat the calendar as their scheduling and labor-management tool. Seeing utilization live on the book (not in a report) lets them read the shape of the day (e.g., fully booked morning, empty afternoon) and decide where to add or cut shifts, which provider to book a client with, and when they're turning patients away.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti). Requested by: Jeff Peel (COO)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Calendar / Reporting

   VERBATIM QUOTES (call timestamps):
   (50:30) "One thing for like the utilization is gonna be really important for us. I know I think both zenoti and Decoda offer that... I need to be able to look at a provider and have a clean utilization calculation and then be able to also see kind of the same thing over time... both at a clinic level and at an individual provider level. Because that informs what we do with marketing, how we think about labor management. So having to go run reports for that is not as intuitive as having it just built into kind of main view."
   (59:03 / 1:00:14) "If you go to the calendar at the top under the team member name or the resource name, it would give you a percent utilized... Then somewhere on the screen, it would say like a roll up for the practice... it's a permanent fixture... it updates. And as every appointment moves on or off your book, it updates."
   (58:16) "I'm like 100 percent utilized in the morning and we haven't added a shift yet? I can't see that in a report, I can only see that visually looking at a calendar."

   GONG CALL:
   https://us-9385.app.gong.io/call?id=3961894578907927385

   STATUS / LINKS:
   Related Jira idea (similar ask from Sugared + Bronzed, more info surfaced on calendar): RIRB-286 Bookability-Aware Calendar Availability (status: Parking lot). https://blvd.atlassian.net/browse/RIRB-286

   NOTES / INTERNAL CONTEXT:
   Competitors offering this today: Zenoti, Decoda. Claire Gordon posted Zenoti competitive screenshot 7/27 (redesigned appointment book, April 2025).
   Product (Brita Seltzer, 7/22): connect with Bhargav Ram Channa Reddy on the AI Analytics work he's scoping; a lot of the insights/outcomes overlap.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-22: https://blvd.slack.com/archives/C0BHUAATRC6/p1784760112720789

   WHAT IT IS:
   Utilization (booked hours / available hours) shown as a permanent, always-on fixture directly on the calendar: a percentage next to each provider/resource name plus a practice-level rollup for the day, updating dynamically as appointments move on and off the book. Needed at clinic and individual-provider level, historical and forward-looking.

   USE CASE:
   Managers treat the calendar as their scheduling and labor-management tool. Seeing utilization live on the book (not in a report) lets them read the shape of the day (e.g., fully booked morning, empty afternoon) and decide where to add or cut shifts, which provider to book… more

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3. Locking / visual flag for rebooked appointments

   WHAT IT IS:
   A visual indicator on the calendar that marks which completed appointments were rebooked (and, by absence, which weren't), so a manager can glance at a day's schedule and see rebooking status without opening each appointment or running a report.

   USE CASE:
   Staff lock/tag an appointment every time they rebook a patient at checkout. Managers scan the day's calendar to spot who did and didn't rebook, then coach providers on missed rebooking opportunities. Today this is only visible by pulling a rebooked report, not at a glance on the book.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti). Requested by: Jeff Peel (COO); Jeff

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Calendar

   VERBATIM QUOTES (call timestamps):
   (52:48, Jeff) "In a past life, I used Zenoti and they had a lock feature that when you locked an appointment, it put a black box around it. We taught our team to do that every time they rebooked a patient. And so we could look at a schedule for the day and be like, why didn't this person rebook? Why didn't that person immediately go and start coaching on it? So that would just be helpful if there's a way."
   (50:30 / 52:33, Jeff Peel) "Is there a way to visually see that someone's rebooked a future appointment? ... I can't look at a calendar for a day and say like X number of people have rebooked?"

   GONG CALL:
   https://us-9385.app.gong.io/call?id=3961894578907927385

   NOTES / INTERNAL CONTEXT:
   Competitor offering this today: Zenoti (black-box lock feature). Gong link points to the call at ~51 min per the post.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-22: https://blvd.slack.com/archives/C0BHUAATRC6/p1784760112720789

   WHAT IT IS:
   A visual indicator on the calendar that marks which completed appointments were rebooked (and, by absence, which weren't), so a manager can glance at a day's schedule and see rebooking status without opening each appointment or running a report.

   USE CASE:
   Staff lock/tag an appointment every time they rebook a patient at checkout. Managers scan the day's calendar to spot who did and didn't rebook, then coach providers on missed rebooking opportunities. Today this is only visible by pulling a rebooked report, not at a glance on the book.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech… more

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4. Multi-brand management

   WHAT IT IS:
   Ability to manage multiple brands in one account.

   USE CASE:
   Raised by Alpha Aesthetics (32 locations, multi-brand org).

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Enterprise / Multi-location

   STATUS / LINKS:
   Not on roadmap today. RnD idea deck slide 3: https://docs.google.com/presentation/d/12l6IDCaH5sbsR4cv2irjvgh-vtfWRysQkAtemcv-hgM/edit?slide=id.g3f2c0c862cc_0_192

   NOTES / INTERNAL CONTEXT:
   Post gives no use case detail beyond the title.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-17: https://blvd.slack.com/archives/C0BHUAATRC6/p1784313292858429

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5. One-transaction package purchase and redemption

   WHAT IT IS:
   Ability to purchase and redeem a package in a single transaction.

   USE CASE:
   Raised by Alpha Aesthetics.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Point of sale / Packages

   STATUS / LINKS:
   Iceboxed / Backlog. Jira RIRB-287: https://blvd.atlassian.net/jira/polaris/projects/RIRB/ideas/view/10025340?selectedIssue=RIRB-287 (presented to Reactor 6/26/26). Internal thread: https://blvd.slack.com/archives/C0B8PBRAG00/p1784230437335019

   NOTES / INTERNAL CONTEXT:
   Post gives no use case detail beyond the title.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-17: https://blvd.slack.com/archives/C0BHUAATRC6/p1784313292858429

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6. HIPAA-compliant messaging (secure messaging)

   WHAT IT IS:
   HIPAA-compliant secure messaging.

   USE CASE:
   Alpha currently uses a secure messaging tool through Nextech and would like a similar experience in BLVD, or at least not have to get another tool to enable messaging for their nurses.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Messages

   STATUS / LINKS:
   Work in Progress as of 7/17 post. Jira: http://blvd.atlassian.net/browse/INIT-496 (designs started July, due date Sept 30).
   Product update (Richie Krauss, 7/20): committed on the roadmap, but might not be delivered until end of Q3; up to GTM when it can be shared. Product would like to understand the prospect's expectations before building.

   NOTES / INTERNAL CONTEXT:
   Status may have changed since posting; verify before importing.
   Claire Gordon (7/20): Alpha is in the demo phase and she doesn't want secure messaging to become a central focus of the sales process; she will weave in messaging discovery on existing calls rather than set up a dedicated conversation.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-17: https://blvd.slack.com/archives/C0BHUAATRC6/p1784313292858429

   WHAT IT IS:
   HIPAA-compliant secure messaging.

   USE CASE:
   Alpha currently uses a secure messaging tool through Nextech and would like a similar experience in BLVD, or at least not have to get another tool to enable messaging for their nurses.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Messages

   STATUS / LINKS:
   Work in Progress as of 7/17 post. Jira: http://blvd.atlassian.net/browse/INIT-496 (designs started July, due date Sept 30).
   Product update (Richie Krauss, 7/20): committed on the roadmap, but might not be delivered until end of Q3; up… more

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7. SSO support for Entra ID (SSO vendor expansion)

   WHAT IT IS:
   Support for Entra ID as an SSO provider.

   USE CASE:
   Alpha needs Entra ID. Zenoti and Vagaro support it today.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Security / SSO

   STATUS / LINKS:
   Not on roadmap today; added to RnD idea deck (slide 5): https://docs.google.com/presentation/d/12l6IDCaH5sbsR4cv2irjvgh-vtfWRysQkAtemcv-hgM/edit?slide=id.g3f2c0c862cc_0_81
   Product update (Brita Seltzer, 7/20): SSO is owned by Shared Services (previous PM moved to CXP). No current plans to expand SSO vendors, but Q4 planning is underway; she asked whether this is on the priority list with a business case. Tiffany added it to the RnD formatted slides (slide 5) on 7/21. (The earlier note that Mik Lernout had pinged Jess for roadmap status was struck through in the original post.)

   RELATED / POSSIBLE DUPLICATES:
   Same ask as Chapter Aesthetics (SSO for Entra ID). Consider merging into one idea. Internal thread: https://blvd.slack.com/archives/C0B8PBRAG00/p1784149321694589

   NOTES / INTERNAL CONTEXT:
   Competitors offering this: Zenoti, Vagaro.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-07-17: https://blvd.slack.com/archives/C0BHUAATRC6/p1784313292858429

   WHAT IT IS:
   Support for Entra ID as an SSO provider.

   USE CASE:
   Alpha needs Entra ID. Zenoti and Vagaro support it today.

   PROSPECT:
   Alpha Aesthetics - 32 locations; on Nextech (also evaluating Zenoti)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1aV1ULXu2EBqid76a9FxPhPQj3gU_7rzHlGVzZjUH5jU/edit?tab=t.0 (prospect Slack channel: #prospect-alphaaestheticspartners)

   PRODUCT AREA (suggested):
   Security / SSO

   STATUS / LINKS:
   Not on roadmap today; added to RnD idea deck (slide 5): https://docs.google.com/presentation/d/12l6IDCaH5sbsR4cv2irjvgh-vtfWRysQkAtemcv-hgM/edit?slide=id.g3f2c0c862cc_0_81
   Product update (Brita Seltzer, 7/20): SSO is owned by Shared Services (previous PM moved to CXP). No current plans to expand SSO vendors, but Q4 planning is underway; she asked whether this is on the priority list with… more

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8. Integrated call center with automatic guest profile pop-up

   WHAT IT IS:
   A native call center tool that automatically opens the caller's guest profile and history when a call comes in.

   USE CASE:
   They're receptionless, so a remote support team fields all calls. They kept Zenoti's integrated call center after dropping Zenoti's AI receptionist.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Communications / Calls

   VERBATIM QUOTES (call timestamps):
   (34:32) "Because we're receptionless. We have a call center. So we have a team that works remotely to field all the calls and support the customer… we kept their integrated call center function because everything is linked. So as soon as a call comes in, the entire guest profile and history is right in front of our support person and it's super easy to navigate."

   GONG CALL (8/26):
   https://us-9385.app.gong.io/call?id=8889534966785019514

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   A native call center tool that automatically opens the caller's guest profile and history when a call comes in.

   USE CASE:
   They're receptionless, so a remote support team fields all calls. They kept Zenoti's integrated call center after dropping Zenoti's AI receptionist.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Communications / Calls

   VERBATIM QUOTES (call timestamps):
   (34:32) "Because we're receptionless. We have a call center. So we have a team that works remotely to field all the calls and support the… more

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9. Discount stacking controls (promos vs. membership benefits)

   WHAT IT IS:
   Rules for whether a promo stacks with a membership discount, or which one wins. Today, all applicable offers, membership discounts, and manual discounts stack to give the client the best price. There's no setting to make an offer exclusive or non-stackable.

   USE CASE:
   Self Care Stash members get 15% off everything. When a sale is smaller than 15%, the member discount should win. When a sale is bigger (e.g., 50% off), the member discount shouldn't stack on top.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Janice (Controller)

   PROSPECT BRIEF:
   https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

   PRODUCT AREA (suggested):
   Point of sale / Discounts & memberships

   VERBATIM QUOTES (call timestamps):
   (54:52) "Right now our SCS members get 15 percent off of everything. If we are offering products on sale. Is there a way to prevent that discount stacking with the discount we're offering on the products?"
   (55:52) "Let's say we're offering 10 percent off of something products. OK? But their benefit is 15. I would want their benefit to take precedence. However if we're offering like half off of select products, I don't want them to be able to stack another 15 percent onto that 50?"

   GONG CALL (9/3):
   https://us-9385.app.gong.io/call?id=2306093469085225206

   NOTES / INTERNAL CONTEXT:
   Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

   SOURCE:
   Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

   WHAT IT IS:
   Rules for whether a promo stacks with a membership discount, or which one wins. Today, all applicable offers, membership discounts, and manual discounts stack to give the client the best price. There's no setting to make an offer exclusive or non-stackable.

   USE CASE:
   Self Care Stash members get 15% off everything. When a sale is smaller than 15%, the member discount should win. When a sale is bigger (e.g., 50% off), the member discount shouldn't stack on top.

   PROSPECT:
   The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Janice (Controller)

   PROSPECT BRIEF:… more

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10. Auto-applied percentage-based fee (community fee)

    WHAT IT IS:
    A location-level fee calculated as a percentage of the pre-tax service/product sale and auto-applied to every ticket. BLVD supports only flat fixed fees today.

    USE CASE:
    Their Bridge Park location must collect a city community fee on every transaction. Members also need to be able to cover that fee with banked funds.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President); Janice (Controller)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Point of sale / Checkout

    VERBATIM QUOTES (call timestamps):
    (21:42, Meg) "Our bridge park location has a community fee that the city applies to all transactions."
    (22:42, Meg) "Granted. It's 23 cents or 17 cents. But every day there's members coming in of every month of every year. So it does add up."
    (24:11 & 24:53, Janice) "It's a percentage of the sale… It does not apply to tax. So it's just the service sale and, or product sale."

    GONG CALL (9/3):
    https://us-9385.app.gong.io/call?id=2306093469085225206

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    A location-level fee calculated as a percentage of the pre-tax service/product sale and auto-applied to every ticket. BLVD supports only flat fixed fees today.

    USE CASE:
    Their Bridge Park location must collect a city community fee on every transaction. Members also need to be able to cover that fee with banked funds.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Meg (President); Janice (Controller)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Point of sale / Checkout

    VERBATIM QUOTES (call timestamps):
    (21:42, Meg) "Our bridge park location has a community fee that… more

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11. Mark messages as unread

    WHAT IT IS:
    Let staff mark a two-way client message thread as unread after opening it.

    USE CASE:
    Location teams handle 1:1 client messaging and need to flag threads that still need follow-up.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Messages

    VERBATIM QUOTES (call timestamps):
    (35:45) "Are you able to mark messages as unread like after you read them?"

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    STATUS / LINKS:
    Already surfaced to R&D per Tiffany.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    Let staff mark a two-way client message thread as unread after opening it.

    USE CASE:
    Location teams handle 1:1 client messaging and need to flag threads that still need follow-up.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Messages

    VERBATIM QUOTES (call timestamps):
    (35:45) "Are you able to mark messages as unread like after you read them?"

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    STATUS / LINKS:
    Already surfaced to R&D per Tiffany.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to… more

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12. Branded (white-labeled) customer booking mobile app

    WHAT IT IS:
    A white-labeled, brand-owned client app for booking. Zenoti offers this today, and BLVD can only get there through the API with a third-party dev.

    USE CASE:
    They run a white-labeled Zenoti app today and consider it a major requirement.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Client booking / Mobile

    VERBATIM QUOTES (call timestamps):
    (58:15) "Does boulevard have a customer booking mobile app? So like we have a white listed app via zenoti. Is that something boulevard does too?"
    (59:28) "…that is a big aspect of it."

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    NOTES / INTERNAL CONTEXT:
    Competitor offering this today: Zenoti.
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    A white-labeled, brand-owned client app for booking. Zenoti offers this today, and BLVD can only get there through the API with a third-party dev.

    USE CASE:
    They run a white-labeled Zenoti app today and consider it a major requirement.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Client booking / Mobile

    VERBATIM QUOTES (call timestamps):
    (58:15) "Does boulevard have a customer booking mobile app? So like we have a white listed app via zenoti. Is that something boulevard does too?"
    (59:28) "…that… more

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13. Welcome flow for new profiles (pre-booking leads)

    WHAT IT IS:
    An automated welcome flow that fires when a new client profile is created, including profiles created outside the booking flow. Today BLVD only creates a profile once a booking is completed.

    USE CASE:
    Website visitors opt in to email/SMS through a form, and Zapier creates the profile in Zenoti. Those net-new leads then get a brand story welcome email before they've ever booked.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (45:34) "Opportunity to me is at least the way we define it is like a brand net new guest who hasn't booked. So like they should get like a welcome email and like that kind of automation."
    (47:12) "We have an integration that someone can opt in to our email and SMS, without making a profile. And if they do that, we create that profile in zenoti."
    (48:01) "I mean, we have a welcome email that gives like brand story. So… that would be something we'd need to solve for."

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    RELATED / POSSIBLE DUPLICATES:
    Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    An automated welcome flow that fires when a new client profile is created, including profiles created outside the booking flow. Today BLVD only creates a profile once a booking is completed.

    USE CASE:
    Website visitors opt in to email/SMS through a form, and Zapier creates the profile in Zenoti. Those net-new leads then get a brand story welcome email before they've ever booked.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (45:34) "Opportunity to me is… more

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14. Abandoned cart follow-up (booking, membership, gift card)

    WHAT IT IS:
    Automatically retarget guests who start a booking, membership purchase, or gift card purchase but don't finish checkout.

    USE CASE:
    Send a follow-up within about 4-8 hours to recover the sale.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (44:55) "Do you guys have a like abandoned cart feature? Like if someone like starts a booking but doesn't finish it."
    (48:09) "If someone like goes through the booking or even membership purchase or gift card purchase, and doesn't hit purchase if they can be retargeted… yeah, you know, within four to eight hours or whatever."

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    STATUS / LINKS:
    We told them there is a high likelihood that our lead management pilot could cover this.

    RELATED / POSSIBLE DUPLICATES:
    +1 from Chapter Aesthetics (Aug 19 call): https://docs.google.com/document/d/1pVt5pETENFmy0BNeRdgKx6DXI2KQHGHR-1tu555qWoU/edit?disco=AAACHjas3nI
    Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    Automatically retarget guests who start a booking, membership purchase, or gift card purchase but don't finish checkout.

    USE CASE:
    Send a follow-up within about 4-8 hours to recover the sale.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (44:55) "Do you guys have a like abandoned cart feature? Like if someone like starts a booking but doesn't finish it."
    (48:09) "If someone like goes through the booking or even membership purchase or gift card purchase, and… more

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15. Membership and gift card upsell campaigns + editable automated campaign audiences

    WHAT IT IS:
    One-click automated campaigns for membership upsells and gift card sales, and more control over who each automated campaign targets. Today we don't support memberships or gift cards in our Automated or Blast campaigns.

    USE CASE:
    Automate membership and gift card upsells, and tune or widen automated campaign audiences.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (16:28) "Like for example, if we wanted like rescue loss clients, can we edit? Like who is in that target segment?"
    (17:58) "Just understanding… how much optimization… opportunity we have with those automated campaigns? Like if we notice something isn't working, how can we further define the target segment or expand the target segment? … And then I noticed you don't have membership upsell, or gift card automations."

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    RELATED / POSSIBLE DUPLICATES:
    Related: W Nail Bar asks 1, 2.
    Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    One-click automated campaigns for membership upsells and gift card sales, and more control over who each automated campaign targets. Today we don't support memberships or gift cards in our Automated or Blast campaigns.

    USE CASE:
    Automate membership and gift card upsells, and tune or widen automated campaign audiences.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (16:28) "Like for example, if we wanted like rescue loss clients, can we edit? Like who is in that target… more

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16. Gift card purchase history as an audience filter

    WHAT IT IS:
    Filter audiences by past gift card purchases. Purchase-history filters today only cover appointment status / details, services and products.

    USE CASE:
    Retarget past gift card buyers for seasonal pushes like the holidays.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (20:31) "I don't see anything that has to do with like gift cards? Is that an option?"
    (20:53) "Well, like for the holidays, for example, if we want to retarget people we know have purchased gift cards in the past."

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    RELATED / POSSIBLE DUPLICATES:
    Related: W Nail Bar asks 1, 3.
    Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    Filter audiences by past gift card purchases. Purchase-history filters today only cover appointment status / details, services and products.

    USE CASE:
    Retarget past gift card buyers for seasonal pushes like the holidays.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing)

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (20:31) "I don't see anything that has to do with like gift cards? Is that an option?"
    (20:53) "Well, like for the holidays, for example, if we want to retarget people we know have purchased gift… more

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17. Spend-based audience filters for blast campaigns

    WHAT IT IS:
    Filter blast campaign audiences by client spend (service + product), both above a set amount and within a date range.

    USE CASE:
    Find and target their high-value guests. Today we can only offer tags as a workaround, not a spend range.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing); Meg

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (22:51) "I mean, it's a very helpful demographic of knowing who our high value guests are, just in general, for any type of marketing, people who are spending the most are people we want to know about."
    (23:25) Asked if they'd filter by amount spent or by timeframe, Ali said "Both" and Meg added "depending on what we're using it for."

    GONG CALL (9/23):
    https://us-9385.app.gong.io/call?id=4315568283827419995

    RELATED / POSSIBLE DUPLICATES:
    Related: W Nail Bar asks 2 and 3 (audience filters). Product (Richie Krauss, 9/24): starting discovery on marketing automations and revamping the Audience object and filters.

    NOTES / INTERNAL CONTEXT:
    Open question in Slack thread (Mike Raab to Claire Gordon, 9/24): are any of these blockers, or nice-to-haves since it would replace their marketing platform? Not answered in the channel.

    SOURCE:
    Posted by Tiffany Messenger in #voiceoftheprospect-strategic on 2026-09-24: https://blvd.slack.com/archives/C0BHUAATRC6/p1790284260409179

    WHAT IT IS:
    Filter blast campaign audiences by client spend (service + product), both above a set amount and within a date range.

    USE CASE:
    Find and target their high-value guests. Today we can only offer tags as a workaround, not a spend range.

    PROSPECT:
    The W Nail Bar - 11 locations; on Zenoti (former BLVD customer). Requested by: Ali (Marketing); Meg

    PROSPECT BRIEF:
    https://docs.google.com/document/d/1oHGm6CK-cLw_P-YpIPKa-tRwFAuEdZqrOBnJi3tmP28/edit?tab=t.0

    PRODUCT AREA (suggested):
    Marketing Suite

    VERBATIM QUOTES (call timestamps):
    (22:51) "I mean, it's a very helpful demographic of knowing who our high value guests are, just in general, for any type of marketing, people who… more

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18. Allow universal end dates for memberships

    Businesses that run annual memberships need a universal end date (e.g., December 31) for all members and a way to bulk void or auto-void unused vouchers at the end of the term.

    Customer use case: An aesthetics business runs a membership program of roughly 2,000 members that all renew on a calendar-year cycle. Today, a membership’s end date can only be based on its issue date and expiration settings, and members aren’t re-enrolled automatically. Each year, the business has to resell a $0 membership to every client and manually void leftover vouchers one by one. The workaround is client tags to track members, which still leaves all of this work manual, and they’ve told us it doesn’t fit how they operate.

    Requested capabilities:

    Set a universal end date for a membership plan
    Automatically re-enroll members into the next term when the end date occurs
    Bulk void vouchers when memberships end, or an auto-void setting

    Businesses that run annual memberships need a universal end date (e.g., December 31) for all members and a way to bulk void or auto-void unused vouchers at the end of the term.

    Customer use case: An aesthetics business runs a membership program of roughly 2,000 members that all renew on a calendar-year cycle. Today, a membership’s end date can only be based on its issue date and expiration settings, and members aren’t re-enrolled automatically. Each year, the business has to resell a $0 membership to every client and manually void leftover vouchers one by one. The workaround is client tags… more

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    0 comments  ·  Point of sale / Register / Checkout / Orders  ·  Edit…  ·  Delete…  ·  Admin →
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19. confirmation text

    We need to have a direct quote of "Please confirm your appointment." Too many clients are not doing this, and when asked why, they state that the reminder sounds more geared towards rescheduling and canceling

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    0 comments  ·  Appointment management  ·  Edit…  ·  Delete…  ·  Admin →
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