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Settings and activity

3 results found

  1. Custom Automated Email Campaigns

    226 votes
    Waitlisted  ·  20 comments  ·  General  ·  Admin →
    How important is this to you?
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    Jaclyn Wenaas commented  · 

    Looking for a more automated system that will send out reminders after specific services

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    Jaclyn Wenaas commented  · 

    we would like to start sending out emails to clients on a recurring basis. Ideally, we would like a follow-up email sent to recent clients about 3 days after their service.

  2. Custom Automated Text Messages

    206 votes
    Waitlisted  ·  34 comments  ·  General  ·  Admin →
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    Jaclyn Wenaas commented  · 

    work with third party email or text platform to schedule automated texts or emails after a client visits. Or if we haven't seen a client in x days, it sends a "we miss you" type email

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    Jaclyn Wenaas commented  · 

    create a way to schedule automated texts or emails after a client visits. Or if we haven't seen a client in x amount of days, have a way to send a "we miss you" type email.

  3. Alert for Completed Intake Forms

    119 votes
    15 comments  ·  General  ·  Admin →
    How important is this to you?
    Waitlisted  ·  AdminJulia Egan (Product Marketing Manager, Boulevard) responded

    Hey folks! Today we released a related feature: the schedule view.


    Accessible from either the Front Desk or Calendar views, you can select "Schedule" to view a list of any day's appointments and filter that list by the form's status. This will make it easier to see when staff or clients complete a form or chart, or who still has items outstanding. Learn more here, and we hope you enjoy!

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    Jaclyn Wenaas commented  · 

    Having a list of completed forms to easier search forms for clients without having to go into client profiles.