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Boulevard Duo: Checkout
Boulevard Duo: Checkout
Training BLVD avatar
Written by Training BLVD
Updated this week

Overview

Once you have linked the Boulevard Duo app with your Boulevard dashboard and paired the Boulevard Duo by following the instructions on Boulevard Duo: Device Setup, you are ready to check clients out. The checkout flow adds two screens that better communicate order details to your clients. To get started, make sure to update the Duo iPad app to Version 1.285.303 or later.

Checkout

  1. At the bottom of the checkout window, you see the linked iPad for the Boulevard Duo app preselected (or can click to select it).

  2. Charge the card with the Boulevard Duo by selecting the green charge button.

  3. Once you select the method of payment in the Boulevard Dashboard, the client sees a “Review Visit” screen with an itemized breakdown of their purchase.

  4. Next, the client is prompted to swipe, dip, or tap a credit or debit card. If you have Boulevard Offset enabled, the client sees a disclaimer for the credit fee that is applied to the total.

  5. After the card form of payment has been collected, the client can select their desired gratuity for their service provider(s).

6. Next a screen including product and service subtotals along with the selected gratuity, taxes, and any applicable fees. The client sees a full order total at the bottom, and the “Confirm” button finalizes payment.

7. If "prompt client with receipt" is toggled on in your Manage Location > Hardware settings, the client will then see a receipt selection screen where they can choose how they'd like to get their receipt. If it is not toggled on, they will skip straight to the screen indicating their payment has been successful.

If your location has enabled "text" Order receipts in Client Notifications, both email and text receipt options will appear in this step.

If your location does not have "text" for order receipts enabled in Client notifications, the client will only see the email receipt option in this step.

8. Once client selects their preferred receipt method, they will be prompted to confirm their phone number or email address. Marketing consent opt-in language is populated beneath the "Send receipt" button, so when client confirms their contact information and clicks Send receipt, they will be opted in to text or email marketing communications from their business. If client sends a text receipt, they will be opted in to text marketing. If a client sends an email receipt, they will be opted in to email marketing if they are not already.

9. After the receipt is sent (if you've enabled this step in your checkout flow), the client will see a final screen confirming their successful payment.

NOTE: Duo is only able to process gift cards that are tied to the dashboard. This does not include prepaid gift cards like Amex/Visa/MC.

Duo Payment Methods

Boulevard Duo can process various forms of payment, including credit (Visa, Mastercard, Discover), and debit cards, Apple Pay, and Google Pay. It also supports secure EMV transactions and allows clients to discreetly add gratuity through the app. However, for cash transactions, businesses will need to use a different solution.

HSA/FSA Payment Methods

HSA/FSA transactions must be processed using the correct Merchant Category Code. This code can be reviewed and approved by Boulevard during the onboarding process. The Merchant Category Code can be added and/or updated post-launch if your business is adding qualifying products and/or services. It is the responsibility of the business to ensure only HSA/FSA approved products and services are being processed. For help, reach out to support@blvd.co.

DUO Progress Stepper

For clients who pay via card, the checkout flow enables additional fees and adds transparency for your staff. Following the “Review Order” screen, clients tap, insert, or swipe their card. After tendering payment, clients are asked to select gratuity and view and accept their completed order from the “Confirm Total” screen. We’re introducing a progress stepper to the staff-facing dashboard checkout window so you can see the client’s progress, and so you can guide clients and answer questions along the way.

Enabling and Disabling ‘Review Order’ and ‘Confirm Total’

Create the checkout experience that works best for your clients and staff. You can customize the screens presented to your clients within the Duo checkout flow.

Enable or disable the “Review Order” and “Confirm Total” screens in the Boulevard Dashboard from your Manage location settings.

  1. Navigate to Manage Location > Hardware.

  2. Select Settings.

  3. By default, “Review Order” and “Confirm Total” are enabled. These screens exist to enhance transparency and trust with your clients. To hide these screens, you can disable one or both to create a faster experience.

If both screens are disabled, the client is prompted to insert payment and select their preferred gratuity amount (as defined in your settings), after which payment is finalized and the order is closed. If you use Boulevard Offset, a disclaimer for the credit fee displays when the client is prompted to insert their card.

NOTES:

  • International Zip Code Verification: If a client provides a foreign postal code associated with their card, just enter it as they indicate. We'll 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. If the client's country (such as the UAE) does not have postal codes, just enter "0" in the field.

  • No more signatures? Credit card companies no longer require EMV-compliant merchants to collect signatures. As long as the Duo is being used to collect payment, no need to worry about signatures!

For more information on enabling gratuity and prompting for gratuity from the Boulevard Duo app, check out Boulevard Duo App: Collecting Gratuity.

Enabling and Disabling Receipt selection step in Duo checkout

Create the checkout experience that works best for your clients and staff. You can customize the screens presented to your clients within the Duo checkout flow.

  • An optional setting allows you to show a receipt selection step, which lets clients select their preferred receipt method while collecting their marketing opt-in, so you can expand your addressable marketing audience within Boulevard.

  • In Manage Location > Hardware settings, you can customize whether the receipt selection step is shown by enabling or disabling the "Prompt client for receipt" toggle.

To turn on the receipt selection step in Duo checkout flow:

  1. Navigate to Manage Location > Hardware.

  2. Select Settings.

  3. Toggle on or off "Prompt client for receipt".

When turned on, this receipt selection step will appear after the client has paid, and is the final step before the final successful payment confirmation screen.

This setting controls whether the receipt selection step is shown to the client at checkout. In this step, they can choose to get their receipt via email or text.

If your location has enabled text receipts in Client Notifications > Order receipts, both text receipt and email receipt options will appear. If your location does not have text receipts enabled, only the email receipt option will appear in this step.

The client is then prompted to confirm their phone number or email address (depending on which receipt method they selected). Legal marketing consent language is built in to this step, so when a client clicks "Send receipt", they are opted in to text or email marketing from your location.

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