Settings and activity
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24 votes
Hey folks! Exciting update: clients can now view their membership details in the client portal. By navigating to the new memberships page, they can view:
- Benefits of their membership
- Their next billing date
- The option to update their payment method on file
- Names of people they've shared their membership with (if applicable)
Check out the changelog to learn more about this update.
This launch does not include the ability for clients to pause or cancel memberships on their own, so I won't mark this idea as 100% complete just yet. Be sure to check out the Client Portal support article for a comprehensive outline of all that clients can do in the portal, and how to install it on your website so it's easy for them to find.
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Savannah Madrid
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6 votesSavannah Madrid
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62 votesSavannah Madrid
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Empowering clients to manage their memberships directly through the Boulevard client portal would be a major step forward in improving both client satisfaction and operational efficiency. Currently, the manual process of pausing or canceling memberships creates extra work for our team and delays the client experience. Allowing clients to handle these actions themselves would streamline the process, reduce back-and-forth communication, and provide a more modern and user-friendly experience.
Including features like a prompt to pause before canceling, along with a feedback form, would also give businesses valuable insights into client preferences and reasons for cancellations. This not only helps retain more clients but also ensures that Boulevard stays ahead as a forward-thinking platform that prioritizes client autonomy and seamless business operations. It’s a win-win for everyone involved!