To ensure a smooth and successful launch of your newest location, please complete the checklist below as soon as you receive access to your new location. If you need help or have questions, contact our support team for assistance. They will guide you through the initial steps and triage your request to ensure you have the right resources and support throughout the process.
Priority
Tasks | Notes & Resources |
Add or verify the location address, including zip code of the new business. | Manage>Details>Location Address |
Add Payment Method for billing purposes. | |
Submit a new merchant account. | Merchant Set Up *Upon approval, please add a contact email for updates in the event of a payment dispute. Approval takes 2-3 business days. |
Create Booking Line | Create your Booking Line *Important
Note: Final approval is managed by an independent reputation authority The Campaign Registry (TCR), and may take up to two weeks. When registration is complete, you’ll be notified in the dashboard when you’re ready to start texting. The sooner you submit, the better! |
Order your Duo | |
Navigate to the Manage tab > Details > ensure location booking is unchecked (disabled) for your new location until you are ready to go live |
General Setup
LOCATION DETAILS
Check/update location address and contact info (e.g., email, website, phone number)
Enter Location Hours
Enter Receipt Notes
Enter Social Accounts
Enter Tax Rates
Review Gift Cards & Account Credits and Location Features
CLIENT NOTIFICATIONS
Reference the support article around Client Notifications, click here
Edit Client Instructions
FORMS AND CHARTING
Reference the support article around building forms, click here
Build out any forms/charts as desired
Ensure forms/charts settings are complete, including location and services associated
PRODUCTS
Reference the support article around Products and Inventory, click here
Go through all products: check pricing, brand, category, and setup.
Make sure all products are enabled at your new location from Manage > Products tab
Add product inventory at your new location via Manage > Products
Update any location-specific pricing for products
If applicable, update any item-specific tax rates
MEMBERSHIPS & PACKAGES
Reference the support articles around Memberships & Packages, click here
Go through all memberships and packages: check pricing, setup, and locations
Make sure all Memberships & Packages are enabled from Gear Icon > Membership Plans or Gear Icon > Packages
If applicable, update any item-specific tax rates
SERVICES
Make sure Services and Categories are ordered correctly - more info can be found here
Confirm that your stylists are “assigned” and “bookable” to the appropriate services (Manage > Services > Staff) at your new location
EMPLOYEES
Add New Employees: Gear icon > New Employee
Comb through the “Employees” section and make sure there aren't any duplicate email addresses.
Duplicate services and permissions from existing staff profiles, if applicable
Verify that all employees are assigned to the correct locations.
Gear icon > Employees > Find and click the employee name > Scroll to the bottom until you see “Assigned Locations”
Enable the communication preferences for each staff member
Gear icon > Employees > Click on the employee name > Communication
COMPENSATION
Please enter your staff’s compensation rates within the staff profiles and add tiers if needed.
SCHEDULE HOURS
Schedule staff hours - Manage > Schedule
LOCATION LOGO
Ensure a logo is added in the Manage > Location tab; 200 x 200 JPEG
BOULEVARD OFFSET
Share the cost of credit card processing with your clients. Read more about Boulevard Offset
To opt into Boulevard Offset: Gear icon > Business Details > Boulevard Offset
MARKETING SUITE
Reference the support article around Automated Campaigns to ensure the new location is added, click here
QUICKBOOKS ONLINE INTEGRATION (*if applicable)
Reference the support article around QuickBooks Online, click here
Map the new location to the QuickBooks Online location
Open the QuickBooks Online Integration: Gear Icon > Apps & Integrations > Configure
Go to Locations -> New Mapping
Need assistance? Our Support Team is here to help. Reach out via email at support@blvd.co or connect with us through Help Chat located in your dashboard.