Overview

As Boulevard continues to grow our Marketing Suite functionality, we’ve added the ability for clients to customize their Marketing Opt-In Preferences to ensure they’re receiving the communications they want from your business.

Booking Widget

As part of this initiative, we’ve added the ability for clients to set their marketing opt-in preferences when creating an appointment through your online booking widget. If a client hasn’t chosen their preferences, they’ll be asked if they want to opt in, and to choose the type of communications they want to receive - Email and text, Email only, or Text only.

Once a client has chosen their preferences, they won’t be asked again, but they can edit their choices from the booking widget by selecting “Edit”.

Client Profile

Within your dashboard, you’ll be able to see if a client has chosen their opt-in preferences when viewing their profile. If they have not selected their preferences, you’ll see a dropdown menu labeled “Marketing Opt-In Preferences''. While speaking with the client, you can ask them if they’d like to opt in - select “Client has opted in” and then choose “Email only” as their preferred communication method.

In adherence with the Telephone Consumer Protection Act, clients need to physically take an action when opting in to receive text messages, which is why the dashboard will currently only show “Email” as selectable, when verbally collecting consent from a client.

If a client has already chosen their marketing communication preferences, on their profile you can see they have opted in, and the type of communication they have chosen - Email and text, Email only, or Text only. When speaking with a client, you can update these preferences if they’d like to change them.

Clients who have chosen either “Email and text” or “Text only” can be changed between “Email only”, “Text only” or “Email and text”. Clients who have chosen “Email only” cannot be updated further.

If a client wants to opt out, you can do that for them, but in the future, they’ll need to opt themselves back in via the booking widget, or their online profile.

Creating a new client

When creating a new client from the Clients tab, you will have the ability to set their marketing opt-in preferences. While speaking with the client, you can ask them if they’d like to opt in - select “Client has opted in” and then choose “Email only” as their preferred communication method.

In adherence with the Telephone Consumer Protection Act, clients need to physically take an action when opting in to receive text messages, which is why the dashboard will currently only show “Email” as selectable, when verbally collecting consent from a client.

Creating a new appointment

When you’re creating a new appointment, you’ll be able to see if a client has chosen their opt-in preferences when viewing the appointment confirmation modal.

If the client has not selected their preferences, you’ll see a dropdown menu labeled “Marketing Opt-In Preferences''. While speaking with the client, you can ask them if they’d like to opt in - select “Client has opted in” and then choose “Email only” as their preferred communication method.

If a client has already chosen their communication preferences, on their profile you can see they have opted in, and the type of communication they have chosen - Email and text, Email only, or Text only. When speaking with a client, you can update these preferences if they’d like to change them.

Clients who have chosen either “Email and text” or “Text only” can be changed between “Email only”, “Text only” or “Email and text”. Clients who have chosen “Email only” cannot be updated further.

Privilege Settings

We have included a new privilege that controls the ability to set or edit a client’s marketing opt-in preferences. This privilege can be found under the Marketing section, labeled “Set & Edit Marketing Opt In Preferences”. This privilege will be toggled on for all existing Privilege Groups by default.

If this privilege is turned off, users will see if a client has chosen their marketing opt-in preferences but will be unable to edit them.

For more information about marketing opt-in consent, check out our FAQ here!

Did this answer your question?