Overview
Client Notifications empower your business to reduce no-shows and engage your clients through every step of their appointment journey through 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 Client Notifications.
Client Notifications
Boulevard offers the following automated client notifications:
Booking confirmation
Basic reminder (2-day)
Same-day reminder
Order receipt
Rating Request
A customized message included in booking confirmation and reminder emails. | |
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 reminder (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. |
Basic 2-day reminder 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 reminder (text) | 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. |
Order receipt (email & text) | Order receipts send to clients via text and/or email after a completed purchase. |
Rating request (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. |
Dedicated phone number required to set up notification texts.
Customizing client notification texts
Booking confirmations, basic 2-day reminders, and same-day reminders can be customized to include:
Additional text (up to 480 characters of custom verbiage appended)
Link for clients to manage their appointment (leading to the appointment details page)
Link for clients to fill outstanding forms (will only send to relevant clients)
Cancellation policy (cancellation policy includes cancellation window and cancellation fee - dollar amount or percentage – specified in your location settings).
Click here for details on how to customize client notification texts.
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.