Overview
The Boulevard Professional App is available in the Apple App Store for iPhone and Google Play for Android. The app allows service providers to quickly view and edit work schedules and client contact information on the go. Boulevard Professional is designed to compliment, not replace, the main Boulevard desktop version. All changes or additions done on the app will instantly be updated on the main Boulevard dashboard.
Note: The images and instructions below are for the iPhone app, which is very similar to the experience on Android. Images for Android can be found at the end of this article.
Settings
Individual settings are accessed by the settings logo at the bottom right of the screen. Available settings include:
Location - Toggle between locations (if applicable)
Notifications - Enable personal notifications (Email, Text message, and Push notification) for the following:
New online booking
New front desk booking
Client arrival
Client cancellation
Service Menu - Customize individual services
Calendar - Customize how the calendar is displayed, with options including:
Show transition time
Show processing time
Normal view
Larger view
Viewing Appointments
Schedule Viewing: Calendars can be viewed with an Agenda view, One day at a time, or Three days at a time. To toggle between views, and choose which staff schedules to see, tap the 3-line icon in the top left and then tap to select your desired view and staff member(s). Available filters include:
Me - only my appointments
All Staff - all staff at the location
Show All - all staff assigned to that staff role
Editing Appointments
Tap any appointment to open up its specific details
Tap Edit
Tap on whatever you would like to change
Make the change and then tap the back arrow <
Tap Save to lock in the changes
Adding Appointments
To add a new appointment:
Tap and hold on the screen, then click New appointment OR
Click the + icon at the top right, then New appointment
Select the client and enter in the appointment details
Click Save when finished to complete the appointment creation
Adding Time Blockers
Tap and hold on the screen OR click the + icon at the top right of the screen
Click Block time
Add a reason for the time blocker (recommended)
Choose the start date, time, and duration
Click Save to add the time blocker
Editing and Removing Time Blockers
Find and tap the time blocker
Click Edit
Adjust the date, time, or duration and click Save OR
Click Remove Blocked Time to completely delete it
Client Profiles
Within the Boulevard Professional App, you can view and update client contact information, and also easily call, text, or email clients. You can also take a photo and upload it directly into the Client Profile (to add a photo in notes, you must enter text into the text box first before the box will popup to "attach image" to that note). Click the profile icon at the bottom middle of the screen to begin searching for and selecting a client. Important: SMS text messages and emails that are sent through the app will show as being sent from the personal mobile number and personal email of the sender.
Mobile Checkout
Read more about how to check out appointments here.
Android Images
Use of the Boulevard Professional App on Android follows the same general instructions as above. Please reference the images below to show the experience on an Android device.
Staff Performance Metrics:
If given access (via privilege group settings), your employees are able to see an overview of their performance for any given date range by clicking the graph icon at the bottom of the screen.
The totals shown in this area are total, gross, sales (so the numbers are not taking the staff members' commission into account in this data). They can see their total appointments, clients, utilization, prebooked %, and service/product/gratuity sales.
These metrics refresh at the same frequency that beta reports refresh (currently not instant, but every ~2 hours).
If you have any questions or need assistance with the Professional App and its features please reach out to Support via Help Chat or by emailing support@blvd.co!