June was a busy month with the team working hard to offer preferred pronouns for both your clients and staff, improvements to the waitlist, vouchers for multiple services, and even more. Read on to learn about everything new in Boulevard this month!
Set preferred pronouns for both clients and staff
In honor of Pride Month, Boulevard is officially making it easier to acknowledge and respect both your clients’ and your staff’s preferred pronouns! This new feature will help you create a more inclusive environment for all. With this feature enabled, when a client books an appointment online they’ll now be able to set how they identify themselves by choosing He/Him, She/Her, They/Them, Other, or Prefer not to say. This info is automatically stored in their client profile and visible to staff wherever their name is displayed.
Your staff can also set their preferred pronouns in their Settings. This will be displayed next to their name in the calendar selection so employees can always address their peers correctly.
Enable preferred pronouns for online booking in your Manage Location settings.
Stay in the know when clients add themselves to the waitlist
Never miss a new addition to your waitlist. A new notification alert will display on your Dashboard when a client joins the waitlist, making it easier to find ways to accommodate them.
We’ve also made it easier for clients to join the waitlist from the self-booking widget, even when their preferred appointment is not available. They now have an option to choose "Anytime of day" instead of a specific timeframe as well.
Read more about enabling the online booking waitlist here.
Gain more flexibility with vouchers for multiple services
Before, you could only create vouchers for one specific service. Now, you have the flexibility to create both memberships and packages with vouchers that can be redeemed for multiple types of services. For example, you can now create a package with a voucher for either two manicures, two pedicures, or one of each. Because everyone likes options.
Create multi-service vouchers in the same way you create vouchers today by navigating to the Products tab of your Manage Business settings.
Customize how employees' names appear to clients
You can now choose how employee names appear to clients within your self-booking widget, confirmation emails, receipts, and the Reception App! In the Business Details tab of your Manage Business settings, you can choose to display staff names as "First and Last Name", "First and Last Initial", or simply "First Name".
You can even set an "Alias Name," which would appear in client-facing communications instead. Note that this is different from the employee's "Internal Display Name," which only applies to the Calendar view of the Dashboard.
Drive clients to specific services or categories in the self-booking widget
Your website is custom to your business’ specific services and brand. To give you more flexibility in how clients book with you online, the self-booking widget now supports linking into specific areas of the booking widget! This means you can now use unique links to drive clients directly to specific categories or services in the self-booking widget, so they can easily get their appointment on the books.
If you’re interested in using this feature, email firstname.lastname@example.org with a list of locations and menu items/categories you’d like to create unique links for.
Easily manage merchant accounts
Seeing every merchant account ever created at your business is unnecessary most of the time. That’s why you can now filter by "Active" merchant accounts in the Payment Processing tab to make it easier to manage!
Get more powerful reporting at your fingertips
This month, you’ll notice several new data measures across different Beta Reports. Read below for some of the highlights:
More granular breakdown in all sales reports - New columns include breakouts by sales types (gross, net, refunds, staff sales reassignments, and counts) and by category (services, retail products, packages, memberships, gift cards, and gratuity).
Better understand employee’s hours - You can now add “Staff Role” as a column in the Timeclock Summary report
See which employees are requested most - Add the Requested Appointment % column to calculate the number of requested appointments divided by the total appointments in a given date range
See payment processing fees across all locations - Transaction Fees & Settlement Dates are now available in the Payments & Refunds Report so you no longer have to download a CSV from the Payment Processing tab for each location separately!
To read more about all data available in Beta Reports, check out the Beta Reports Data Glossary.