Client Profiles provide a complete view of each client’s history with your business. From one place, you can quickly access contact information, appointment history, payment details, notes, and other records that help you deliver great service.
For details on Boulevard's client portal, which provides clients with online access to manage their own appointments and forms, see Client Portal.
Managing Client Profiles
From the Clients tab, you can access the full list of clients for all of your business locations. When a client books online, their profile is created automatically and added to this list so your records stay accurate as your client base grows.
To find an existing client, use the search bar to look them up by name, phone or email address.
To add a new client manually, click Add Client to input their name and contact details.
Important: Client profiles can't be removed or deleted because they are tied to reporting. To ensure a client is no longer contacted by your business, remove the phone number and email from their profile.
Selecting a client's profile allows you to review key details for that individual and perform quick actions using one of the options at the top right:
New Sale to start a new retail or gratuity only transaction
View Orders to view previous transactions
Send a text message or email
Book a new appointment
Block Client to prevent future bookings
Client Profile Tabs
Client profiles use tabs to organize and track a variety of client information. To learn more about the details available in each tab, review the sections below:
Overview
Contact information and personal client details are found within the Overview tab of their profile.
You can review key booking metrics for the client using the table at the top of this tab, including:
Appointments: the total number of appointments they have booked
Show Rate: the percentage of scheduled appointments they have attended
Average Revisit: the number of days between their appointments
Average Revisit Value: the average revenue they generate per visit
These metrics help you understand client loyalty and identify opportunities to improve retention.
Below it, you'll see sections for the client's upcoming appointments, along with any Scheduling Alerts and Client Notes saved to their profile.
Note: Scheduling alerts and client notes are only visible internally to your staff, not clients.
Scroll through the Contact Info sidebar on the right to review personal client details, including:
Name, phone number, email, and preferred pronouns (if enabled)
Referral source or the ability to assign one
Unique referral link for the referral program (if enabled)
Marketing opt-in preferences
Birthdate and age (if enabled)
Home address (international or US), if added
Keeping this information accurate ensures your team can communicate with clients and personalize their experience.
Accommodations
Use the Accommodations tab to review client-specific adjustments your business offers, such as custom pricing or modified service durations. Client accommodations are applied automatically during booking to ensure accuracy and consistency across your team and locations.
To remove an existing accommodation, click the trash can icon.
Messages
Only available for businesses using Messages.
Text communications are stored in the Messages tab of a client's profile. From here, you can start a new text conversation or continue an existing thread to stay connected.
History
The History tab provides a record of a client’s past appointments and transactions.
Appointment History displays details from previous bookings, including services performed and the staff involved. Select any appointment to view its full details, or click the circling arrow icon to quickly rebook the same service.
Order History lists all past sales transactions, including any refunds that were processed. Select an order to open it in the Register, where you can issue refunds or resend receipts as needed.
Wallet
The Wallet tab stores all payment-related items for the client, making it easy to review and manage their available balances. Within this tab, you can access:
Memberships
You can view and manage a client's membership settings, status and billing details within the Memberships tab.
Overview highlights the membership's status, including start date, price and associated business location.
Membership History provides a record of each billing term, including any failed recurring payments.
Billing Info displays the payment method on file and the next scheduled billing date. Select the pencil icon to update the card used for the membership charges.
If the membership's perks are being shared between clients, you'll see those details under Sharing, including which client is the membership owner.
Select Actions and choose from the available options to pause, cancel or modify upcoming billing dates.
Note: Perks and vouchers tied to a client's membership will appear in the Wallet tab.
Packages
The Packages tab allows you to review the client's package purchase history, and details from each package sale, including:
Package name
Order date
Order number, including a link to access the order within your Register
Purchase location
Total number of vouchers issued and remaining
Total value, or the purchase price
Note: Vouchers included in a package will appear in the client's Wallet tab.
Products
The Products tab displays a client’s retail purchase history and allows you to add products you’d like to recommend during future visits.
Once a product is added to a client’s profile, it will appear as a suggested item during checkout, making it easy for your team to recommend or upsell relevant products while completing the client’s appointment.
Forms and Charts
Only available for businesses using Forms & Charts.
The Forms and Charts tab will show all intake forms, consent forms, charts, or other documents tied to that client. You can view, filter, print, or archive these as needed.
If your form or chart includes connected fields, information submitted in those fields will automatically update the corresponding fields in their Client Profile, such as name, birthdate, or address.
Gallery
The Gallery allows you to upload, view, and store images or other visual documentation associated with the client. This is especially useful for maintaining before-and-after photos and keeping visual records of service results over time.
You can add photos directly or review any images submitted through completed forms or charts. Select Compare to open two photos side-by-side in a new window, where you can zoom in and out to help highlight changes and track client progress.
Files
Only available for businesses using Forms & Charts.
The Files tab makes it easy to keep all client documents in one place by allowing your business to upload external or supplemental files that aren’t already stored in Boulevard directly to the client’s profile.
All uploaded files are securely stored and fully HIPAA compliant, allowing you to manage sensitive information with confidence. This helps streamline record-keeping, keep documentation organized, and ensure important files are always accessible.
Note: Files uploaded to client profiles will count toward your storage usage on Boulevard.
Loyalty Program
Only available for businesses using the Loyalty Program app.
When the Loyalty Program is enabled for your business, each client's balance and reward history is tracked in the Loyalty Program tab.
The Summary table at the top shows the client’s current point balance, total points earned since joining the program, and total points redeemed.
Loyalty Points History lists every transaction that impacted the client’s point totals, including how many points were earned or redeemed. Select the > icon next to a transaction’s order date to expand it and view the specific services or products that contributed to the points earned. You can also select the order itself to open it in the Register.
