Your Boulevard Onboarding Specialist is your project manager, consultant, and educator while you move into your new platform.
Your Onboarding Specialist will:
Collaborate with our Sales team to ensure Boulevard is the right fit for your business before you sign on
Familiarize you with the platform and the setup process
Meet with you on a regular basis to keep your launch on track and answer all your questions
Provide educational materials on using Boulevard in a compliant manner
Guide and advise you as you configure Boulevard for your unique business needs
If you are migrating data from a prior platform:
Coordinate with our engineering team to schedule and facilitate the migration
Work with you to validate the migrated data
Educate you on the ways Boulevard differs from your previous platform in the storage and maintenance of your data
Facilitate your training journey through Boulevard Academy to ensure you and your team are confident users when you launch
We also need your help! No one knows your business like you do, so we need your brainpower to do this right. On average, our customers spend about 15 hours over the course of 3 or 4 weeks to complete onboarding.
You or your in-house Boulevard champion will:
Submit your merchant application to enable payment processing
Order necessary hardware
Complete Boulevard Academy training and ensure your key team members do the same
Set up your dashboard to meet your unique business needs, with the advice and support of your Onboarding Specialist
If you are migrating data from a prior platform:
Clean up your old records before the migration to ensure a strong start in your new platform
Review data after migration to ensure accuracy and partner with your Onboarding Specialist to identify and correct any errors
Install online booking (we’ll give you everything you need to do this)
With Boulevard, you’ve got a partner who’s in it to help you win it. We’re going to be by your side from day 1 to give you a fresh, productive start. Over the next couple of weeks, you’ll be working with your onboarding specialist to set up your service menu, staff accounts, and business settings. We’re so excited to have you join the Boulevard team and we can’t wait to see what you accomplish with us!