General feature use of the Boulevard Dashboard (web-version)
By Will and 2 others3 authors99 articles
Adding New EmployeesSteps on how to add new employees to the Boulevard dashboard.
Staff RolesSteps on how to create staff roles
Privilege GroupsSteps on how to create, assign and manage privilege groups.
Pay Rates and CommissionSteps on how to add, edit and manage pay rates and commission.
Schedule: Publishing and Editing Staff ShiftsHow to publish and edit staff shifts.
Time Clock and Timecards
Logging Out, Removing, and Deactivating UsersHow to log out, remove or deactivate users in the Boulevard dashboard.
Client ProfilesOverview of details included in the client profiles.
Client NotesHow to add or delete client notes in the client profile.
Client AccommodationsHow to add, view and remove client accommodations.
Account Credit: AdjustmentsHow to manually add or remove account credit balances right from a client's profile.
Managing Credit Card DetailsHow to manage credit card details in the client profile.
Merging Client ProfilesSteps on how to merge duplicate client profiles.
Scheduling AlertsSteps on how to create and manage scheduling alerts in the client profile.
Client List Filtering and ExportHow to filter and export client lists.
Blocking a ClientSteps on how to block a client from booking appointments online.
Appointment RatingsHow to enable and view client appointment ratings.
Referral SourcesHow to create, assign and review client referral sources.
Services and CategoriesSteps on how to create and manage services and service categories.
Add-On ServicesSteps on how to create and manage add-on services.
Service ModifiersSteps on how to setup and manage service modifiers.
Service Timing OptionsOverview of service timing options including duration, processing time, finishing time and transition time.
Advanced Service CustomizationOptions for advanced service customizations.
Advanced Service Customization: Staff LevelSteps on how to apply advanced service customizations from the staff level.
Using the Front Desk ViewDetails on how to use the front desk view in the Boulevard dashboard.
Group BookingHow to schedule and reschedule group appointments.
Rescheduling AppointmentsSteps on how to reschedule appointments.
Appointment Preview WindowDetails on how to access the appointment preview window.
Time BlocksSteps on how to create and manage time blocks.
Scheduling RulesDetails on minimum and maximum lead time for online booking.
TagsSteps on how to create and add tags to appointments, orders and client profiles.
Canceling AppointmentsSteps on how to cancel appointments and track client appointment history.
Merging Multiple AppointmentsSteps on how to merge 2 or more service appointments scheduled on the same day.
Cancelled Appointments ListDetails on how to use the cancelled appointments list.
Restricting Appointment AvailabilityDetails on how to restrict appointment availability in the self-booking overlay.
WaitlistSteps on how to enable the online booking waitlist and manage the waitlist from the dashboard.
Appointment Status IconsOverview of appointment status icons and how to add appointment color tags.
Updating TicketsHow to update tickets to show changes in services, prices, products and durations.
Verifying PaymentsHow to view and verify orders and payments.
Adding New AppointmentsHow to create new appointments in the Boulevard dashboard.
Requested AppointmentsOverview of how to mark a staff member as requested.
Using the Calendar ViewOverview of how to use the calendar view.
Recurring (Standing) AppointmentsSteps on how to create and manage recurring appointments.
Prebooking AppointmentsHow to prebook appointments.
Resource SchedulingDetails on how to create and manage resources.
Global Search BarOverview of how to use the global search bar feature to quickly search for clients.
OffersHow to create, apply and manage offers.
Loyalty Program App: Earning Points, Redeeming Points & Reporting
Partial PaymentsHow to create and apply partial payments.
Verifying RefundsHow verify refunds and details for orders.
Issuing RefundsSteps on how to complete a full or partial refund for an order.
Forms: Add Notes to FormsHow to add, edit or delete notes in forms.
Forms: Example FormsExamples of Forms.
Forms: Submitting, Printing, Saving, and Sending
Forms: Building Forms and ChartsSteps on how to create forms and charts.
Forms in the Client ProfileHow to access and view forms in the client profile.
Forms and Charts in the Professional AppHow to view and manage forms and charts in the Professional App.
Forms and Charts: Connected FieldsDetails on how to set up and link connected fields to forms and charts.
Contact CenterOverview of Boulevard's Contact Center functionality.
Contact Center: Phone Number SetupDetails on how to setup a phone number for Boulevard's Contact Center.
TCR & Creating a Business Phone Number
TCR Registration ChecklistReview the TCR checklist to ensure the TCR registration process is as quick and seamless as possible.
Same-day reminder texts | Setup & FAQ
Caller ID for Contact CenterOverview of Contact Center Caller ID features.
Text Messaging Compliance and RegulationsOverview of federal text messaging compliance and regulations.
Adding New ProductsSteps on how to add new products in the dashboard.
Managing VouchersDetails on how to manage vouchers in the dashboard.
Products and InventorySteps on how to add, edit, adjust, and view products in the dashboard.
Adjusting Inventory QuantitiesHow to adjust and manage inventory quantities.
Receiving Inventory and Adjusting StockDetails on how to adjust product quantities after receiving stock.
Purchase OrdersDetails on how to create and manage purchase orders.
SuppliersDetails on how to create and manage suppliers.
Usage-Based PricingDetails around using usage-based pricing in the Boulevard dashboard.
Product Returns and ExchangesHow to process product returns and exchanges.
Product CategoriesHow to create and manage product categories.
Custom Payment TypesHow to create and manage custom payment types.
Pre-Payments and DepositsDetails on how to enable, create and manage pre-payments and deposits.
Account CreditDetails on how to enable, create, apply and manage account credit.
Appointment CheckoutSteps on how to complete appointment checkout.
Group CheckoutHow to complete a group appointment checkout.
Retail-Only OrdersHow to complete a retail-only order.
PackagesHow to create, sell and manage voucher packages.
Trade TransactionsHow to address appointments and services that are being performed for trade.
Orders and CloseoutHow to view and manage orders.
Voiding OrdersSteps on how to void an order.
Receipt NotesHow to add and edit receipt notes.
Cash Register: General UseOverview of the cash register feature and general use.
Gift Cards: Selling, Applying, and RefundingHow to sell, apply and refund gift cards.
Gift Cards: Adjustments & DeactivatingHow to adjust and deactivate gift cards.
Gift Card Production FAQCommon questions and answers about physical gift card production.
Receipts: Sending, Printing, and Saving
Printing TicketsSteps on how to print out a physical ticket with appointment information.