All Collections
Getting Started
Tips & Tricks
Daily Opening & Closing Procedures
Daily Opening & Closing Procedures

Recommended daily opening and closing procedures with the Boulevard dashboard.

Will Patterson avatar
Written by Will Patterson
Updated over a week ago

Opening Procedures

  1. Log in - Use the Chrome browser and log in to Use your email address and your previously set password. For any password issues, you can use the "Forgot Password?" option.

  2. Clock in - Click the small clock icon at the top right of your screen. Then if your name appears in the list, click "Clock in" in the row containing your name. If your name is not in the list, click "New Timecard", find your name in the dropdown list, then "Create Timecard".

  3. Boulevard Duo Setup - Turn on your Boulevard Duo by using the power button located on the left-hand side of the card reader. Check out Boulevard Duo in Support Center for additional articles on using the Boulevard Duo device and app.

Closing Procedures

  1. Close out all appointments - Ensure that all appointments on the current day are checked out or canceled/rescheduled. Use the Front Desk view to easily verify that all appointments are showing in the Completed column. If not, please check out or cancel all appointments in other columns.

  2. Close any open orders - Head to Sales > Orders then filter by "Open Orders" to view any open orders. Please close out any open orders or delete them (in the case of a price check, etc).

  3. Close the Register - Do any Register pay-outs and count the drawer. All cash sales will be automatically added to the register. At the end of the day, please do any 'pay-outs' for cash deposits, then count the drawer. If you have a drawer reserve amount set, include that reserve amount in the count when counting the drawer.

  4. Clock out - Make sure all time cards are fully clocked out. When there are no longer any active/open shifts, no purple numbers on the time clock icon will show.

Did this answer your question?