Boulevard Dashboard
General feature use of the Boulevard Dashboard (web-version)
By Marie and 5 others6 authors159 articles
- Adding New StaffSteps on how to add new staff to the Boulevard dashboard.
- Staff RolesSteps on how to create staff roles
- Granular permission groupsDetails on how to create, assign, and manage Permission groups (formerly, 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.
- Commission SwapSteps on how to move commission from one provider to another.
- Default Roles & Permission GroupsA guide to the default permission groups
- Permissions FAQsCommon questions about permissions, permission groups, and access management in Boulevard.
- 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
- Transferring Account Credit Between ClientsLearn how staff can move available credits from one client profile to another.
- 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 PlanSteps on how to build membership plans.
- Selling Membership Plans In-Store & Online
- Membership: Best PracticesA strategic guide to building, pricing, and managing membership programs that turn clients into long-term regulars.
- 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
- Selling and Redeeming a Membership or Package In-Store on the Same DayLearn how staff can sell a membership or package in person and redeem its credits during the same visit.
- Packages: Best PracticesA strategic guide to designing, selling, and managing packages that drive revenue and delight clients.
- Forms: Add Notes to FormsHow to add, edit or delete notes in 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
- Forms & Charts: Best PracticesA practical guide to structuring forms and charts that reduce administrative work, improve documentation consistency, and support a better client experience.
- New: What's changing with Sign-off?New view for forms & charts, and new sign-off workflows.
- 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 OrdersLearn how to process an individual transaction for retail or product sales.
- 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.
- Gratuity Only OrdersLearn how to process an individual transaction for staff member gratuity.
- IP Restriction and Approved Network RangesOverview of how to set IP restrictions and add network ranges in Security.
- Two-step verification: Setup and FAQProtect your business and client data with more secure staff login
- Audit Log FAQFrequently asked questions about Audit Log
- Set up an authenticator app for two-step verificationA 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
- Updates to Session Duration and Two-Step Verification: FAQsFrequently asked questions around new staff login security measures
- Client NotificationsOverview of client notifications available through the manage location settings.
- Client Notification Email ThemesAdjust the look of your transactional emails to match your brand
- Appointment Booking Confirmations
- Basic 2 Day Reminder NotificationsOverview of basic 2-day reminder notifications including details on how to customize.
- 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
- Order receiptsSetting up and managing text and email order receipts
- Rating requestsEnabling and managing appointment ratings.
- After-hours response texts
- Client InstructionsDetails on how to create and manage client instructions.
- HIPAA-Safe email settingHide PHI from client notification emails for HIPAA compliance
- Client Communications: Best PracticesA practical guide to building a client communication strategy that reduces no-shows, increases rebooking, and keeps clients coming back.