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Getting Started

Initial business setup and preparing for launch

5 authors35 articles
Staff Account Privacy Rights Request
Historical Client Files: Export and Import GuideShare how to properly format exported client files with your previous service provider.

Initial Business Setup

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