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):

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 }}