Overview
Checking out an appointment in Boulevard typically happens after the service is completed—ideally the same day or shortly after. Completing checkout is a critical step because it finalizes payment to the service provider, charges the client, and records the appointment in both the client’s history and your business reporting. If you skip or delay this step, payments, records, and reporting can become inaccurate, so it’s important to make checkout part of your regular workflow.
This article covers how to manually check out appointments on the Boulevard Dashboard, without using Boulevard Duo.
If you’re checking out appointments on a phone or tablet, see Professional App Checkout for step-by-step instructions in the Boulevard Professional app.
If you’re using Boulevard Duo payments hardware, refer to Boulevard Duo: Checkout for the appropriate workflow.
General Appointment Checkout
From the calendar, single-click the appointment to be checked out
In the bottom right corner, click Checkout. You may need to click "Mark as Confirmed", "Mark as Arrived", etc. until "Checkout" appears.
Review and make any needed adjustments to the services, prices, and products.
If you wish to Prebook a future appointment, do this now using the buttons on the left.
Apply the payment source(s).
Click Charge.
Add an optional message on the receipt, then click Done.
NOTE: To help reduce fraud and support chargeback cases, billing postal codes are required for transactions when a card is not present or when storing a card on file. If processing a card on file and the provided postal code does not match the one associated with the card, the transaction still processes. Subsequently, you are asked to enter another postal code the next time you use the card on file.
If a client provides a foreign postal code, just enter it as they indicate. We handle any formatting on the back end. Some countries have postal codes with more or fewer digits than your standard 5-digit US zip code, so just enter the number of digits that the client provides. And if the client's country (such as the UAE) does not have postal codes, just enter "0" in the field.
Price Adjustments
From the Checkout window, you can optionally change a price or add products/gratuities. Using the icons to the right of the checkout window, you can Add discount or Edit service to change the price or select add-ons.
Multiple Payment Sources
You can apply several payment sources to a single order. For example, cash can be applied and the remaining balance can be split up across multiple credit cards or an "Other" payment source such as a credit voucher. Cash should be applied first.
Applying Cash
Click the Cash button at the bottom of the window.
Enter the amount of cash applied.
Click Charge Partial and the cash applies to the total.
Applying Credit
Select the card on file.
Add a new card, or specify a different amount to be charged.
Click Charge to finalize the checkout.
Add/Edit/Remove Services at Checkout
Click + Add service under the services in the checkout window.
Select the service you want to add
If applicable, select an add-on or modifier
Select the provider and click save to add the service to the checkout window.
Receipts
You can now select if you'd like the client's receipt to be emailed or texted to them. Boulevard ensures that email receipts are sent promptly and reliably from one of the following email addresses: no-reply@blvd.co, noreply@boulevard.co, or no-reply@boulevard.co.
Click Done to send the receipt, and close the checkout window. Your appointment is now checked out. The color of the appointment fades darker and a small dollar sign icon appears in the top right corner of the window.
Note: Exiting the payment screen without clicking "Done" will prevent the receipt from being sent. You can resend a client's receipt from the Orders tab after checkout has been completed.
Additional information about receipts can be found here:
If clients report not receiving receipts, advise them to check their spam or junk folder and whitelist the sender email addresses.
Delays in email delivery may occur due to recipient email service provider settings or mailbox filtering rules.