October has been a busy month! You now decide where leads go when you delete a box, Calendly is now its own channel, and Dentally practices get a warning before leaving any appointment reasons unmapped.
We’ve also added channel alerts and Conversion Cards in your Snapshot Report, so it’s easier to keep an eye on your channels and conversions.
And we’re opening up three new features in beta:
Round Robin
A practice legal footer for your emails
Dentally for Australia
Let's dive into what's new! 👇
When you delete a box that has leads in it, a pop-up now asks where those leads should go:
Move them to the Bin, or
Move them to another box and choose which stage each lead lands in. Stages with the same name are matched for you, so you only need to sort the rest.
You can also choose whether automations run when leads arrive in their new stage. Leave it on and automations run as usual, or turn it off to move leads without sending any messages. The same option is now available when you move leads in bulk.
You can now connect Calendly straight to Boxly. Every booking comes into Boxly automatically, so your team can see who has booked, when, and where they came from, without switching between systems.
No duplicate leads: if the person is already a lead, the booking is added to their existing conversation.
See the appointment at a glance: the patient's next Calendly appointment shows on their lead card.
Know where bookings come from: Boxly picks up which ad or campaign the booking came from.
Move leads to the right stage automatically: link a Calendly event to a milestone, and when an existing lead books that event, they move to the matching stage in their box.
🎥 Watch how Calendly bookings come straight into Boxly:
Boxly now asks for confirmation before a channel is turned off or deleted. If either happens, all admins receive an email showing which channel was affected, who made the change and when.
Spot a channel that was switched off by mistake before any enquiries are missed.
🎥 Watch what happens when a channel is turned off:
The Conversion Cards from your Leads by Milestone Report can now appear in your daily, weekly or monthly Snapshot Report, so you can see how leads move from one milestone to the next without logging in.
✅ Go to Reports → Snapshot Report → Settings
✅ In the Report Configuration tab, toggle on Milestone Conversion Cards
✅ Click Save Changes
🎥 Watch how to switch them on:
If a Dentally appointment reason isn’t mapped to a Box in Boxly, leads with that reason can be skipped. Boxly now stops you from leaving your reason mapping half-finished.
If you try to leave your Dentally Reasons settings with a reason that hasn’t been mapped, a Finish mapping your reasons pop-up appears. You can:
Go back and map: return to the reason and choose its Box and stage, or
Leave and remove: remove the unmapped reason from your list and leave.
🎥 Watch how the warning works
Also new for Dentally practices: when you link a lead to an existing Dentally patient, each patient’s practice location now shows in the search results, so you always pick the right person.
Be one of the first to try these new features. They’re available on request, so just email our support team at [email protected] and we’ll switch them on for you.
Round Robin shares new leads fairly across your team, automatically. Each new lead goes to the available team member who has received the fewest leads from Round Robin, so no one gets overloaded and every enquiry is picked up quickly.
🎥 Watch Round Robin walkthrough:
Add your practice's legal details to the bottom of every email you send to patients, automatically. The footer is added to replies (including replies from the Boxly mobile app), automations and broadcasts.
If you have more than one practice, any new practice you add gets the same footer, so every email stays compliant. You can read more about it here.
Australian practices using Dentally can now connect their Dentally account to Boxly.
A few more updates that make Boxly easier to use every day:
Cleaner lead history: “Viewed lead” entries are now hidden by default. To see them again, untick Hide viewed activity in the Lead History filter.
🎥 Watch how to show viewed activity again
Always create a new lead from the API channel: turn this on in your API channel settings and every enquiry creates a new lead instead of joining an existing conversation.
🎥 Watch how to switch it on
Call patients back in one click: if your phone provider has set up one-click calling with Boxly, you’ll see a Call button in the patient’s conversation instead of Log Call. Click it and your own phone system opens, ready to call the patient back.
👉 See how one-click calling works
See when a campaign email wasn’t sent: if a contact has unsubscribed, the lead card now shows Unsubscribed next to the campaign email instead of a delivered tick.
Confirm before turning off an automation: Boxly now warns you before a live automation is switched off and explains that any messages already scheduled will be cancelled.
Choose which website’s leads go to each Google account: practices with more than one website can now add their websites in the new Domains tab of their Google Ads or Google Analytics settings, so each account only gets its own website’s leads.
Fewer “New” tags on hidden leads: Dentally, CareStack and VoiceStack leads that are hidden from Things To Do no longer get the “New” tag when new activity comes in.
That’s everything new for October! Every update is built to save your team time and help you turn more enquiries into patients.
Have a question about any of these updates? Contact us at [email protected] and we’ll be happy to help.
