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 can stay up to date with your business's news and offers.

As part of this initiative, we’ve created a frictionless way for clients to set their marketing opt-in preferences when creating an appointment through your online self-booking overlay.

Every client booking through the overlay sees a disclaimer labeled “Communications” which lets them know that by booking their appointment, they are agreeing to receive email and text messages for appointment reminders, news, and special offers.

If a client has previously provided consent to receive email or text marketing or has opted out, their previous preferences remain when booking new appointments.

Managing Communication Preferences

Clients can easily opt into or out of their communication preferences from their booking confirmation emails, reminder emails, and within the client portal profile page.

Within your dashboard, you are able to see if a client has chosen their opt-in preferences when viewing their profile. If they have not selected their preferences, you 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 action when opting in to receive text messages, which is why the dashboard only shows “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 need to opt themselves back in via the self-booking overlay, or their online profile.

When creating a new client from the Clients tab, you 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 action when opting in to receive text messages, which is why the dashboard currently only shows “Email” as selectable, when verbally collecting consent from a client.

When you’re creating a new appointment, you are 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 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 privilege that controls the ability to set or edit a client’s marketing opt-in preferences. This privilege is found under the Marketing section, labeled “Set & Edit Marketing Opt-In Preferences”. This privilege is toggled on for all existing Privilege Groups by default.

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

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