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Client Notifications

Overview of client notifications available through the manage location settings.

Written by Operations

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. The following permissions are required for users to manage communication preferences:

  • Business Setup > Business Settings > Manage location details

  • Business Setup > Client Experience > Manage client notification settings

A dedicated phone number is required to set up notification texts for your location, and usage rates apply. Client notifications sent via text will count towards usage rates.

Appointment notifications

Select Appointments to set up or customize your client's automated email and text notifications.

Note: If Buy Now, Pay Later is enabled on your account, confirmation and reminder notifications for eligible appointments will automatically include a BNPL pre-qualification link for Affirm and Klarna.

Notification Type

Description

Customization Options

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.

  • Include or hide service prices in email

  • Include links that your clients can use to manage their appointment, complete required forms and view your cancellation policy.

  • Add additional text to the default message (Note: Default messaging cannot be changed or removed).

(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.

  • Assign how many days before the appointment reminders are sent: 1-5 days (Note: The default time reminders are sent (2pm local time) cannot be adjusted)

(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 from 1-5 days before the appointment.

  • Determine if Confirmed clients receive a reminder

  • Assign how many days before the appointment reminders are sent: 1-5 days (Note: The default time reminders are sent (2pm local time) cannot be adjusted)

  • Include links that your clients can use to manage their appointment, complete required forms and view your cancellation policy.

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.

  • Assign what time reminder is sent.

  • Include links that your clients can use to manage their appointment, complete required forms and view your cancellation policy.

  • Add additional text to the default message (Note: Default messaging cannot be changed or removed).

(email & text)

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

  • Add a receipt note as additional to the default message (Note: Default messaging cannot be changed or removed).

  • Include links that your clients can use to make another appointment or rate their completed appointments.

(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.

  • Determine how long after check out rating is sent: 1 hour - 1 week

Auto-response texts (after-hours)

Select Auto-responses to set up automated after-hours texts. These are sent as responses when clients send texts 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

Select Client Instructions to add custom messaging in your booking confirmation email, 2-day appointment reminder email, and the client-facing appointment details page.

A customized message included in booking confirmation and reminder emails. You can also include your business phone number in the Client Instructions field, which will appear in booking confirmation 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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