BLVD Integration Benefits & Automation:
Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency
Automate Google review collection after appointments
Automate post-appointment follow-up
Automate patient retention campaigns for specific treatment & service types
Collect data for better patient/client segmentation
Automated birthday campaigns
Platform Connection Requirements:
Zapier, if not Enterprise (99% of cases) - MUST SIGN UP FOR A PAID ACCOUNT
Calculate tasks needed by average # of appointments per month x 8
Example: Client has 200 appointments per month, they would need Zapier plan with 1,600 tasks to power the integration.
Instruct client to connect Boulevard app in Zapier
Aesthetix Connect if Enterprise with API access
Current Integration Available:
One-way sync from Boulevard to Aesthetix CRM
New Appointment Created Trigger
Appointment Completed Trigger
Order Paid Trigger (includes all point of sale i.e, memberships, gift cards, services)
Other Integration Options Available (Custom Setup Pricing Upon Request):
Appointment Canceled Trigger
Appointment Rescheduled Trigger
Client Tag Added Trigger
Custom Fields Available:
Custom Field Name | CF Type | CF Custom Value |
BLVD Client ID | TEXT | {{ contact.blvd_client_id }} |
BLVD Service Name | TEXT | {{ contact.blvd_service_name }} |
BLVD Appointment Date | DATE | {{ contact.blvd_appt_date }} |
BLVD Location Name | TEXT | {{ contact.blvd_location_name }} |
BLVD DOB | DATE | {{ contact.blvd_dob }} |
BLVD Last Appointment | DATE | {{ contact.blvd_last_appointment }} |
BLVD Appointment Count | NUMERICAL | {{ contact.blvd_appointment_count }} |