Boulevard Dashboard
General feature use of the Boulevard Dashboard (web-version)
Calendar SettingsOverview of how to set time intervals, appointment color usage, and start/end times.
Client Referral Program
Adding New StaffSteps on how to add new staff to the Boulevard dashboard.
Staff RolesSteps on how to create staff roles
Permission groupsDetails on how to create, assign, and manage Permission groups (formerly, Privilege groups)
Privilege GroupsSteps on how to create, assign and manage privilege groups.
Commission and CompensationSteps on how to add, edit and manage commission and compensation.
Schedule: Publishing and Editing Staff ShiftsHow to publish and edit staff schedules.
Time Clock and TimecardsTracking the hours staff work
Logging Out, Suspending, and Deactivating UsersHow to log out, suspend or deactivate users in the Boulevard dashboard.
Automatic Staff LogoutOverview of how to automatically log out staff after inactivity.
Commission SwapSteps on how to move commission from one provider to another.
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 or booking memos in the client profile.
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.
Photo GalleryOverview of how to access and manage the photo gallery feature.
Clients & AudiencesHow to use the client & audience tab
Clients Tab | New Experience
What happened to social links in Client Profile?
Client Profile: File uploaderIf you are a medspa with our advanced charting add-on, you can upload loose documents to individual client profiles
Decline reasons for membership renewal attemptsSee what each decline reason means for membership renewal attempts and what action your business can take to resolve it.
Client Profile: Wallet OverviewThe Wallet tab brings every client payment detail together so your team can manage payments quickly and confidently.
Introducing Wallet: See what’s newWallet offers a cleaner, more organized way to view and manage all client payment methods in one place.
Client ProfilesOverview of details included in the client profiles.
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 set up 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.
Service Scheduling OrderHow to set scheduling order for appointments booked using the self-booking overlay or staff in the dashboard.
Restricting Appointment AvailabilityDetails on how to restrict appointment availability in the self-booking overlay.
Prepaid Product Units
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.
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.
Add and Edit Services at CheckoutYou can now add services in the checkout window
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.
Discounts
Discount Reasons
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.
New! Memberships & Packages: See What's New or ChangingThis article outlines new features and upcoming changes to Memberships & Packages.
Memberships: Creating a Membership Plan
Selling Membership Plans In-Store & Online
Membership: Best Practices
Memberships: Managing Billing
Updating MembershipsDetails on how to update existing memberships in the dashboard.
Membership settingsSettings that apply to all of your memberships at the business-level.
Membership Tracking and ReportsReports and resources used to track memberships within the dashboard.
Memberships Report
Membership Cancellations Report
Memberships Summary Report
Membership Sales Report
Membership Staff Retention Report
Membership Commission Summary
Membership Sales Summary
Packages
Package Sales Report
Package Commission Summary
Packages: Selling In-Store & Online
Latest updates to support upcoming FTC regulation: click-to-cancelEverything you need to stay compliant with the FTC’s new click-to-cancel rule.
Memberships: Client Profile
Forms: Add Notes to FormsHow to add, edit or delete notes in forms.
Forms: Example FormsExamples of Forms.
Forms: Submitting, Printing, Saving, Sending, and Deleting
Forms and Charts: Building Forms and ChartsSteps on how to create forms and charts.
Forms and Charts in the Client ProfileHow to access and view forms in the client profile.
Forms and Charts: Connected FieldsLink forms and charts to update the client profile
Forms and Charts: Photo UploadDetails on how to manage and use the photo upload feature in forms and charts.
Forms and Charts: Photo MarkupDetails on how to enable and use the photo markup forms and charts feature in Dashboard and the Professional App
Sign Off on Completed Forms and ChartsOverview of how to enable and use the sign off feature for forms and charts.
Forms and Charts: Copy Previous ChartHow to speed up charting by copying the previous chart
MessagesOverview of Boulevard's Messages functionality.
Messages: Phone Number Set UpDetails on how to setup a phone number for Boulevard's Messages.
TCR & Creating a Business Phone Number
TCR Registration ChecklistReview the TCR registration process and requirements to ensure the TCR registration process is as quick and seamless as possible.
Caller IDOverview of Caller ID features.
Text Messaging Compliance and RegulationsOverview of federal text messaging compliance and regulations.
Messages Tab: New experience
Message Delivery Errors
Adding New ProductsSteps on how to add a new product 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.
Tracking and charging for products used during servicesDetails around tracking and charging for products used during services.
Product Returns and ExchangesHow to process product returns and exchanges.
Product CategoriesHow to create and manage product categories.
Vouchers as Payments: Before and AfterComparing affected features before and after the change to voucher payments.
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.
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
Refund FAQs
Printing TicketsSteps on how to print out a physical ticket with appointment information.
Client NotificationsOverview of client notifications available through the manage location settings.
Appointment Booking Confirmations
Client InstructionsDetails on how to create and manage client instructions.
Appointment Reminder NotificationsDetails on how to create and manage appointment reminder notifications.
Booking confirmation texts | FAQOverview of how to enable and manage booking confirmation texts.
Same-day reminder texts | Setup & FAQ
Basic 2 Day Reminder NotificationsOverview of basic 2-day reminder notifications including details on how to customize.
Order receiptsSetting up and managing text and email order receipts
Rating requestsEnabling and managing appointment ratings.
After-hours response texts