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Client Notifications

Overview of client notifications available through the manage location settings.

Will Patterson avatar
Written by Will Patterson
Updated over 2 weeks ago

Overview

Client Notifications through Boulevard Messages empower your business to reduce no-shows, engage clients, and keep clients informed through every step of their journey with automated email and text notifications.

The Client Notifications section is found at the location level under Manage > Client Notifications. Only users with the ‘Manage Location’ and ‘Allow viewing and editing client notifications’ privileges can see or edit Client Notifications.

A dedicated phone number is required to set up notification texts for your location, and usage rates apply.

Appointment notifications

In Client Notifications>Appointments, you can set up customizable automated email and text notifications including:

  • Booking confirmation

  • Basic appointment reminder

  • Same-day appointment reminder

  • Order receipt

  • Rating request

Booking confirmation (email & text)

Sent immediately after the appointment is booked by the client or by the business. Can be sent by email and/or text.

Check out the Booking Confirmation FAQ for commonly asked questions and answers.

(email)

Sent at approximately 9 am (PST), 2 days before the appointment day (unless adjusted in your Client Notification settings). Can be sent by email and/or text.

(text)

Sent at approximately 2 pm (PST). Default settings send 2 days before the appointment day if the appointment has not already been confirmed. This can be adjusted in your settings.

Same-day reminders send by text to both confirmed and unconfirmed clients who have an appointment that day. The timing for when same-day reminders are sent is set by the business through the client notifications settings.

Check out the Same Day Reminder FAQ for commonly asked questions and answers.

(email & text)

Order receipts send to clients via text and/or email after a completed purchase.

(email & text)

Rating requests send clients a prompt to complete an appointment review after checkout. Can be sent between 1h and 1wk after appointment checkout.

Auto-response texts (after-hours)

In Client Notifications>Auto-responses, you can set up automated after-hours texts to be sent to clients who text in outside of your location's business hours.

After-hours responses send automatically when clients text your dedicated phone number outside of your location's set business hours. Clients won't receive more than 1 after-hours response in a 12 hour window.

Client instructions

In Client Notifications>Client Instructions, you can set up a custom message to be included in your booking confirmation email, 2-day appointment reminder email, and the client-facing appointment detials page.

A customized message included in booking confirmation and reminder emails.

Other Client Notifications

Cancellation Email

If an appointment is canceled, the client will receive an email notification. When canceling an appointment internally, you have the option to send a cancellation notification. To enable the notification, select the send cancellation notification email to client box.

Failed Membership Payment

Clients are notified when their membership payment hasn’t been processed and are prompted to update the credit card method on file. When a membership payment is declined or fails an automatic notification is emailed to the client prompting the client to update their method of payment. Once the payment method is updated, Boulevard immediately charges for the most recent outstanding fee. If the client has additional outstanding fees, Boulevard will continue to charge one term per day until all terms are up to date.

The email notification is only sent the first time the payment method declines. If the payment fails multiple times it is recommended the business follows up with the client to update their method of payment.

NOTE: The client is only notified 1x when the membership charge declines. Click here for more details on client notifications. Automated notifications are not sent if the client does not have a credit card saved to the client profile.

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