We’ve made it easier to understand the statuses on your Marketing Suite campaigns with improved icons!
All campaigns will now be clearly labeled with their current status and new icons - “Active” and “Paused” for Automated Campaigns, and “Scheduled”, “Sending”, “Paused” and “Draft” for One-Time Blasts.
Check out the updated icons below!
As we continue to grow Boulevard’s Marketing Suite functionality, we want to ensure we’re following industry best practices and adhering to relevant laws regarding email and text marketing. With this release, we’ve added the ability to collect clients’ marketing opt-in preferences through the booking widget.
New and returning clients will now be asked to select their marketing opt-in preferences when they create a new appointment. They can choose to be contacted via email, text, or both and they’ll only need to set these preferences once. Their selections will be shown on their client profile in the dashboard and when creating a new appointment. To learn more about this initiative and your ability to update a client’s preferences, check out our support article and FAQ!
We've heard your feedback and are thrilled to announce that Boulevard's add-on services have received a major upgrade. With our new add-ons, you now have the ability to create a service with your desired settings, from service provider or resource assignments to commission specifications, and attach it as an add-on service to a base service.
Our new add-ons can also be associated with package and membership vouchers, usage-based pricing, and are visible in reporting. The add-on must be performed by the same provider as the base service, allowing you to increase per-client spend and enhance your clients' services without causing scheduling headaches.
Add-On Service Only
As part of this exciting new feature, we've introduced a new "Add-On Service Only" toggle within the service menu of your Manage Business settings. When on, this setting ensures that staff or clients can only see the option to book the add-on service when a compatible base service is already selected in the booking flow. This allows you to tap into all of your favorite service functionality without allowing an add-on to be booked by itself.
Zero Minute Duration Add-Ons
Want to offer enhancements to a base service that do not extend its duration? We've got you! If a service is set as "Add-On Service Only," you'll now be able to set the default duration to zero minutes.
Clients can self book add-ons in the booking widget
Clients will now have the ability to book their favorite services with add-ons that incorporate all of the scheduling logic your business may need. Once a client selects their base service and add-on(s), we have updated the booking widget so that it filters the available service provider option to only the providers who are able to perform both the base and selected add-on services.
Old add-ons = "service modifiers"
Our previous version of add-on services are now called "service modifiers." You'll see that any previously created add-ons are included in this section of the "Options" tab for each service. Modifiers will maintain all existing functionality so as not to disrupt your scheduling, however we encourage you to think of modifiers as customizable selections to the base service that may impact the duration or price but are not services themselves. Examples include length of hair for a haircut or preferred aromatherapy scent during a massage.
For more information on setting up Add-On Services in your service menu, please visit our support article in the Knowledge Center: Add-On Services
Additional FYIs:
We’ve enhanced the Marketing Suite email campaign builder, so you now have the ability to add a social media section to your email template.
Best part? It's easy! Once in the email campaign builder, click on “Content” from the right hand menu, look for the "Social" block, then drag and drop it to wherever you'd like it to appear in your email template.
To add links to your chosen socials, click on their corresponding icon, then pop in the respective links for each site. You can even choose the shape and color of the social icons from the “Icon Type” dropdown to make sure they align with your brand's aesthetic.
At Boulevard, we want to ensure you have the control you need over your business, so we've made it easier for account administrators to log out employees if their device is lost or stolen. Navigate to either the Staff or Employees section of your administrator tools, select a staff member, and log them out.
For added security, when you deactivate a user, Boulevard will automatically log them out of all of their sessions. No need to worry about doing that yourself.
Email Preview Text is meant to be a short summary of your message or a call to action that is shown next to your subject line in your client’s inbox. To help make sure you’re enticing your clients to open your emails, we’ve made your Email Preview Text easier to update in our email builder.
Both Automated and One-Time Blast campaigns will include generated, generic Email Preview Text, we but suggest you always make it your own!
To edit, simply click on the Email Preview Text link, found next to the subject line field in the email builder. Add your text, and save.
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Have you ever wanted to print out a form so a client or staff could fill it out on paper? Now you can! We recently added a print button to the preview of your form templates.
On the Forms page of your Manage Business Settings, you can select any form, then select “Preview”. In the preview screen is a new “Print” button, which allows you to print a blank form, or save it as a PDF.
Once a form has been filled out, you can attach a photo or scan of the completed form in the Notes section of the Client Profile to keep all of a client’s information organized.
Note: You will need the privilege setting “Create and Modify Form Template” enabled to Preview your Form Templates.
Checking the send status of your One-Time Blast campaigns in the Marketing Suite just got easier! Now, a One-Time Blast campaign be shown will four status labels: Completed, scheduled, paused and draft.
Completed One-Time Blasts will display the date on which the email campaign was sent, and will be labeled with a blue dot. Once completed, they cannot be relaunched. You can, however, click on the campaign name to see the preview of the email that was sent.
Scheduled One-Time Blasts will display the date on which the campaign is scheduled to send to the selected audience and will be labeled with a green dot.
One-Time Blasts in a paused state will show a grey dot, and display the date on which the campaign was paused, indicating the campaign send was not fully executed to the selected audience. You can click on the campaign name to review the message and schedule it.
One-Time Blasts in a draft state will display a grey dot. Resume your drafted campaign at any time by clicking the campaign name.
We’ve added additional settings to control employee access to client information.
We know that client privacy is critical and you may want to limit which client information should be visible for each staff member. We have added settings so Business Admins can decide which of your staff members can view client notes (including medications and allergies) as well as add/edit notes. In addition, you can now control whether staff members using the Boulevard Professional App will see clients’ last names.
If you have the forms add-on, you can now adjust which staff members can create form templates, view your completed client & internal forms, and who can add/edit a form.
To configure new or existing privilege settings, navigate to Manage Business settings > Privilege Groups in the Boulevard Dashboard.
Note: all privilege group settings apply to the staff member regardless of whether they are using the Boulevard Dashboard on a computer or any of Boulevard’s mobile apps.
Learn more: support article
Did a client make a mistake on an intake form? Want to leave a note for a service provider on their treatment notes? Boulevard now allows users to add a note for each response in a completed client-facing or internal form.
To add a note to a completed form, select the “Add Note” button at the bottom to enter edit mode. Next, select any response to add and save a note. Once you’ve added all your notes, select “Done” to leave edit mode. Whenever someone views the form, they will be able to view, edit, or delete any notes that have been added.
Learn more about this new feature here.
