Q: A user didn't get an email invite to Boulevard. How do I send that?
Emailed invites to Boulevard contain a unique 'Accept Invitation' link that is coded to the specific user. For this reason, do not forward invites. To resend an invite to Boulevard:
Navigate to the user's Staff Profile
Verify or enter their correct email address
Click the mail icon to the right of their email address
Q: I changed the prices of some services, but none of the existing appointments are showing the updated prices. Why?
Regardless of if the appointments were added by the business, client, or Boulevard, all booked appointments are unaffected by any future change in price or duration. This is done deliberately to preserve details that were previously set or communicated to a client. If service pricing or duration needs to be bulk-updated following a data migration, Boulevard offers a one-time courtesy reset, which resets all current and future appointments to the updated settings. Please contact your Boulevard representative for more information.
Q: When does my business receive deposited funds from sales?
Boulevard deposits funds according to 2 deposit schedules:
Calendar-Day Deposits: 3 bank business days
As-Soon-As-Possible Deposits: 2 bank business days
Please see the Payout Schedule article for more information.
Q: If I duplicate services from an existing user, does that include the customizations?
It doesn't! Duplicating services from an existing user will only add the services, Staff Role, and Privilege Group to the new users profile. You must customize duration and pricing individually.
Q: I forgot to count the register and do pay-ins/outs. What do I do?
Don't worry! Boulevard's register feature is a 'floating' drawer, meaning nothing happens automatically or on a schedule. The register can be counted, and pay-ins/outs can be done, whenever and as often as needed.
Q: How can I set custom commission rates for each provider and the services they perform?
Custom commission can be set within the staff settings. Navigate to the staff profile > services > customize > custom commission percentage. Check out Advanced Service Customizations for more details.
Q: How can I send an email notification to a staff member when we get a new text message in our inbox?
Staff notifications can be set in the staff profile > communication.
Q: How do I add a block to someone’s schedule?
To block out someone's schedule, add a time block for the designated time.
Q: How can I combine appointments at checkout?
Multiple appointments can be merged at the time of booking, after booking (if booked separately, or at checkout. Check out Merging Multiple Appointments for steps on how to merge.
Q: How can I check out a client who is only purchasing a product?
Navigate to the sales tab and initiate a new sale or navigate to the client profile and select the cart icon. Add the product under the products section of the checkout window.
Q: What is the difference between gift cards and account credits?
A gift card is a prepaid card or digital code that holds a specific monetary value and can be used as an alternative for purchases. Account credit refers to a balance of funds applied directly to a client's account under payment methods > credits.
Q: Why aren’t my services showing up for online booking?
Services must first be selected as 'Bookable Online' under the manage location settings > services. If a service is tied to a resource, be sure the resource is added to the schedule.
Q: How can I resend forms to a client?
Yes, from the edit appointment window select the 3 dot menu > resend forms reminder.
Q: How can I attach a product commission rate to an employee?
Navigate to the employee profile > compensation > add pay rate > product commission. Commission & Compensation
Q: How do I close out the register at the end of the day?
The Count Drawer feature is used to total up all remaining funds in the register at the time of closeout or day's end, however, it can be done as many times as desired (i.e. mid-day counts, shift changes, etc.). Steps on how to close drawer.
Q: How can I add a staff photo?
Navigate to the staff profile > photo upload.
Q: How can staff members clock in?
Staff members must clock in from either a desktop or laptop > time clock.