Getting Started
Initial business setup and preparing for launch
By Operations and 3 others4 authors43 articles
- Getting Started: Payment SetupTo set up a business on Boulevard, the business must follow the necessary steps to activate the account and get started.
- Understanding Your Boulevard BillYour Boulevard invoice is broken down into several categories. This article walks through each one so you know exactly what to expect.
- Updating Your Credit Card for Boulevard BillingLearn how to access and update the credit card and billing address for your Boulevard subscription, and where to find your invoice history.
- Hardware Recommendations & TestingBoulevard recommended compatible hardware to support your business and utilize the system based on your business needs.
- Installing the Self-Booking Overlay: ShopifyLearn how to install the Boulevard Self-Booking Overlay.
- Business Logo and Banner PlacementLearn how to upload your business logo image.
- Enabling and Disabling Online BookingBusinesses can enable and disable online booking for providers and services.
- Installing the Self-Booking Overlay: WixTo allow customers to book appointments online, a booking button or tab must first be added to the website.
- Installing the Self-Booking Overlay: SquarespaceTo allow customers to book appointments online, a booking button or tab must first be added to the website.
- Installing the Self-Booking Overlay: WordPressTo allow customers to book appointments online, a booking button or tab must first be added to the website.
- Cancellation Policies and FeesBoulevard has a standard, built-in Cancellation Policy, but you can customize the fee and policy for your business.
- Location HoursBusinesses can input hours for the days your location is open so clients know when they can contact you.
- Installing the Self-Booking Overlay: SquareTo allow customers to book appointments online, a booking button or tab must first be added to the website.
- Installing the Self-Booking Overlay: Weebly
- Linking a Bank AccountAdd or change bank account details for your business
- Checklist: Adding Additional Locations to Your DashboardUse this guided checklist to stay organized and on track through every stage of the process.
- PhrasesSet up reusable phrases to simplify notes and align staff communication.
- Location OrganizerTag locations or organize them into groups for easier oversight into specific areas of your business
- Logging into BoulevardThis article covers how to log into your Boulevard account and dashboard — whether or not two-step verification is turned on for your business.
- Login TroubleshootingTroubleshooting tips for users experiencing login issues.
- Two-step verification: Admin setupProtect your business and client data with more secure staff login
- Two-step verification: What is an authenticator app?A step-by-step guide to getting verification codes from an app instead of a text message
- Session duration and automatic logoutWhy Boulevard signs your staff out, and how to adjust the settings for your business
- IP Restriction and Approved Network RangesOverview of how to set IP restrictions and add network ranges in Security.
- Audit Log FAQFrequently asked questions about Audit Log
- Updates to Session Duration and Two-Step Verification: FAQsFrequently asked questions around new staff login security measures
- Pre-Launch Email Template [Staff]This article provides an email template to easily inform staff of an upcoming launch with Boulevard.
- PayrollThis article review the several integrated features Boulevard provides to assist with processing payroll.
- Forgotten PasswordUse this article for tips on recovering a forgotten password from the login screen.
- Staff Communication PreferencesThis article details how managers and users can control how staff members who perform services are notified by appointment activity.
- Launch Day: Common FAQsCommon questions and answers in preparing for your Boulevard Launch Day
- General FAQsGeneral questions and answers about the Boulevard dashboard.
- Credit Card SecurityBoulevard follows PCI DSS regulations and takes extra precautions to ensure credit card security.
- Multilocation business supportBoulevard can support multiple locations, franchises, or single locations in the US
- PCI Compliance and Credit Card Collection
- Protected Health Information (PHI) Security RequirementsKeep your client health data safe and compliant.
- Payment Processing Errors FAQThis article will guide you through the steps to review and update your merchant details.
- Daily Opening & Closing ProceduresRecommended daily opening and closing procedures with the Boulevard dashboard.
- How to Submit a Feature Idea to BoulevardBoulevard's Submit a Feature Idea Hub lets users share ideas for features they would like to see in Boulevard.
- Keyboard ShortcutsKeyboard shortcuts for helpful navigation when using the Boulevard dashboard.
- Exporting & Backing Up Your Data from BoulevardLearn more about what Dashboard data you can export, where to find it, and how - from core account data to business reporting analytics.