# Boulevard Support Center

> Hi {{first\_name|fallback:"there"}}, how can we help you today?

## Getting Started

- [Staff Account Privacy Rights Request](https://support.boulevard.io/en/articles/8814605-staff-account-privacy-rights-request.md)
- [Historical Client Files: Export and Import Guide](https://support.boulevard.io/en/articles/11584912-historical-client-files-export-and-import-guide.md): Share how to properly format exported client files with your previous service provider.
- [Getting Started: Payment Setup](https://support.boulevard.io/en/articles/5941336-getting-started-payment-setup.md): To set up a business on Boulevard, the business must follow the necessary steps to activate the account and get started.
- [Understanding Your Boulevard Bill](https://support.boulevard.io/en/articles/15521146-understanding-your-boulevard-bill.md): Your 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 Billing](https://support.boulevard.io/en/articles/5941323-updating-your-credit-card-for-boulevard-billing.md): Learn how to access and update the credit card and billing address for your Boulevard subscription, and where to find your invoice history.
- [Hardware Recommendations & Testing](https://support.boulevard.io/en/articles/6047189-hardware-recommendations-testing.md): Boulevard recommended compatible hardware to support your business and utilize the system based on your business needs.
- [Installing the Self-Booking Overlay: Shopify](https://support.boulevard.io/en/articles/6550636-installing-the-self-booking-overlay-shopify.md): Learn how to install the Boulevard Self-Booking Overlay.
- [Business Logo and Banner Placement](https://support.boulevard.io/en/articles/6560905-business-logo-and-banner-placement.md): Learn how to upload your business logo image.
- [Enabling and Disabling Online Booking](https://support.boulevard.io/en/articles/5941347-enabling-and-disabling-online-booking.md): Businesses can enable and disable online booking for providers and services.
- [Installing the Self-Booking Overlay: Wix](https://support.boulevard.io/en/articles/5941322-installing-the-self-booking-overlay-wix.md): To allow customers to book appointments online, a booking button or tab must first be added to the website.
- [Installing the Self-Booking Overlay: Squarespace](https://support.boulevard.io/en/articles/5941329-installing-the-self-booking-overlay-squarespace.md): To allow customers to book appointments online, a booking button or tab must first be added to the website.
- [Installing the Self-Booking Overlay: WordPress](https://support.boulevard.io/en/articles/5941343-installing-the-self-booking-overlay-wordpress.md): To allow customers to book appointments online, a booking button or tab must first be added to the website.
- [Cancellation Policies and Fees](https://support.boulevard.io/en/articles/5941349-cancellation-policies-and-fees.md): Boulevard has a standard, built-in Cancellation Policy, but you can customize the fee and policy for your business.
- [Location Hours](https://support.boulevard.io/en/articles/7898267-location-hours.md): Businesses can input hours for the days your location is open so clients know when they can contact you.
- [Installing the Self-Booking Overlay: Square](https://support.boulevard.io/en/articles/7993280-installing-the-self-booking-overlay-square.md): To allow customers to book appointments online, a booking button or tab must first be added to the website.
- [Installing the Self-Booking Overlay: Weebly](https://support.boulevard.io/en/articles/8269822-installing-the-self-booking-overlay-weebly.md)
- [Linking a Bank Account](https://support.boulevard.io/en/articles/11036642-linking-a-bank-account.md): Add or change bank account details for your business
- [Checklist: Adding Additional Locations to Your Dashboard](https://support.boulevard.io/en/articles/11326035-checklist-adding-additional-locations-to-your-dashboard.md): Use this guided checklist to stay organized and on track through every stage of the process.
- [Phrases](https://support.boulevard.io/en/articles/11699500-phrases.md): Set up reusable phrases to simplify notes and align staff communication.
- [Location Organizer](https://support.boulevard.io/en/articles/12601326-location-organizer.md): Tag locations or organize them into groups for easier oversight into specific areas of your business
- [Pre-Launch Email Template \[Staff\]](https://support.boulevard.io/en/articles/5941339-pre-launch-email-template-staff.md): This article provides an email template to easily inform staff of an upcoming launch with Boulevard.
- [Payroll](https://support.boulevard.io/en/articles/5941315-payroll.md): This article review the several integrated features Boulevard provides to assist with processing payroll.
- [Forgotten Password](https://support.boulevard.io/en/articles/5941345-forgotten-password.md): Use this article for tips on recovering a forgotten password from the login screen.
- [Staff Communication Preferences](https://support.boulevard.io/en/articles/5941348-staff-communication-preferences.md): This article details how managers and users can control how staff members who perform services are notified by appointment activity.
- [Launch Day: Common FAQs](https://support.boulevard.io/en/articles/5941316-launch-day-common-faqs.md): Common questions and answers in preparing for your Boulevard Launch Day
- [General FAQs](https://support.boulevard.io/en/articles/5941334-general-faqs.md): General questions and answers about the Boulevard dashboard.
- [Credit Card Security](https://support.boulevard.io/en/articles/5941318-credit-card-security.md): Boulevard follows PCI DSS regulations and takes extra precautions to ensure credit card security.
- [Multilocation business support](https://support.boulevard.io/en/articles/11682178-multilocation-business-support.md): Boulevard can support multiple locations, franchises, or single locations in the US
- [PCI Compliance and Credit Card Collection](https://support.boulevard.io/en/articles/10492164-pci-compliance-and-credit-card-collection.md)
- [Protected Health Information \(PHI\) Security Requirements](https://support.boulevard.io/en/articles/8550292-protected-health-information-phi-security-requirements.md): Keep your client health data safe and compliant.
- [Payment Processing Errors FAQ](https://support.boulevard.io/en/articles/11594870-payment-processing-errors-faq.md): This article will guide you through the steps to review and update your merchant details.
- [Daily Opening & Closing Procedures](https://support.boulevard.io/en/articles/5941317-daily-opening-closing-procedures.md): Recommended daily opening and closing procedures with the Boulevard dashboard.
- [Login Troubleshooting](https://support.boulevard.io/en/articles/7919735-login-troubleshooting.md): Troubleshooting tips for users experiencing login issues.
- [How to Submit a Feature Idea to Boulevard](https://support.boulevard.io/en/articles/5941326-how-to-submit-a-feature-idea-to-boulevard.md): Boulevard's Submit a Feature Idea Hub lets users share ideas for features they would like to see in Boulevard.
- [Keyboard Shortcuts](https://support.boulevard.io/en/articles/5941333-keyboard-shortcuts.md): Keyboard shortcuts for helpful navigation when using the Boulevard dashboard.

## Merchant Information

- [Address Verification Services \(AVS\) & BLVD](https://support.boulevard.io/en/articles/6472139-address-verification-services-avs-blvd.md)
- [Merchant Accounts: 1099-K and Tax FAQ](https://support.boulevard.io/en/articles/8780711-merchant-accounts-1099-k-and-tax-faq.md): Q&A regarding 1099's for merchant accounts
- [Submitting Merchant Details](https://support.boulevard.io/en/articles/5941325-submitting-merchant-details.md): To provision business and staff payout accounts, Boulevard requires you to submit merchant details.
- [Multi-Merchant Accounts](https://support.boulevard.io/en/articles/5941324-multi-merchant-accounts.md): This article provides an overview of how multi-merchant accounts work in the Boulevard dashboard.
- [Payment Processing Overview](https://support.boulevard.io/en/articles/6128829-payment-processing-overview.md): This article provides a walk-through of how to navigate your Payment Processing tab within Boulevard.
- [Payouts, Fees, and Merchant Activity](https://support.boulevard.io/en/articles/5941482-payouts-fees-and-merchant-activity.md)
- [Merchant Accounts: FAQ](https://support.boulevard.io/en/articles/6178809-merchant-accounts-faq.md): Frequently asked questions and answers for Merchant Accounts.
- [PCI DDS Compliance](https://support.boulevard.io/en/articles/5941555-pci-dds-compliance.md): Everything you need to know about PCI DSS compliance and how it impacts your business.
- [Boulevard Credit Card Prohibited Activities](https://support.boulevard.io/en/articles/5941556-boulevard-credit-card-prohibited-activities.md): Prohibited activities from credit card processing on Boulevard.

## Boulevard Dashboard

- [Calendar Settings](https://support.boulevard.io/en/articles/9845474-calendar-settings.md): Overview of how to set time intervals, appointment color usage, and start/end times.
- [Client Referral Program](https://support.boulevard.io/en/articles/9844780-client-referral-program.md)
- [Adding New Staff](https://support.boulevard.io/en/articles/5941423-adding-new-staff.md): Steps on how to add new staff to the Boulevard dashboard.
- [Staff Roles](https://support.boulevard.io/en/articles/5941382-staff-roles.md): Steps on how to create staff roles
- [Granular permission groups](https://support.boulevard.io/en/articles/11662777-granular-permission-groups.md): Details on how to create, assign, and manage Permission groups \(formerly, Privilege groups\)
- [Commission and Compensation](https://support.boulevard.io/en/articles/5941415-commission-and-compensation.md): Steps on how to add, edit and manage commission and compensation.
- [Schedule: Publishing and Editing Staff Shifts](https://support.boulevard.io/en/articles/5941438-schedule-publishing-and-editing-staff-shifts.md): How to publish and edit staff schedules.
- [Time Clock and Timecards](https://support.boulevard.io/en/articles/5941378-time-clock-and-timecards.md): Tracking the hours staff work
- [Logging Out, Suspending, and Deactivating Users](https://support.boulevard.io/en/articles/5941450-logging-out-suspending-and-deactivating-users.md): How to log out, suspend or deactivate users in the Boulevard dashboard.
- [Automatic Staff Logout](https://support.boulevard.io/en/articles/9347071-automatic-staff-logout.md): Overview of how to automatically log out staff after inactivity.
- [Commission Swap](https://support.boulevard.io/en/articles/9861681-commission-swap.md): Steps on how to move commission from one provider to another.
- [Default Roles & Permission Groups](https://support.boulevard.io/en/articles/13382959-default-roles-permission-groups.md): A guide to the default permission groups
- [Permissions FAQs](https://support.boulevard.io/en/articles/13383847-permissions-faqs.md): Common questions about permissions, permission groups, and access management in Boulevard.
- [Client Notes](https://support.boulevard.io/en/articles/5941455-client-notes.md): How to add or delete client notes in the client profile.
- [Client Accommodations](https://support.boulevard.io/en/articles/5941448-client-accommodations.md): How to add, view and remove client accommodations.
- [Account Credit: Adjustments](https://support.boulevard.io/en/articles/5978297-account-credit-adjustments.md): How to manually add or remove account credit balances right from a client's profile.
- [Managing Credit Card Details](https://support.boulevard.io/en/articles/5941462-managing-credit-card-details.md): How to manage credit card details in the client profile.
- [Merging Client Profiles](https://support.boulevard.io/en/articles/5941428-merging-client-profiles.md): Steps on how to merge duplicate client profiles.
- [Scheduling Alerts](https://support.boulevard.io/en/articles/5941470-scheduling-alerts.md): Steps on how to create and manage scheduling alerts or booking memos in the client profile.
- [Blocking a Client](https://support.boulevard.io/en/articles/5941418-blocking-a-client.md): Steps on how to block a client from booking appointments online.
- [Appointment Ratings](https://support.boulevard.io/en/articles/5941390-appointment-ratings.md): How to enable and view client appointment ratings.
- [Referral Sources](https://support.boulevard.io/en/articles/5941402-referral-sources.md): How to create, assign and review client referral sources.
- [Photo Gallery](https://support.boulevard.io/en/articles/8944888-photo-gallery.md): Overview of how to access and manage the photo gallery feature.
- [Clients & Audiences](https://support.boulevard.io/en/articles/9077071-clients-audiences.md): How to use the client & audience tab
- [Clients Tab | New Experience](https://support.boulevard.io/en/articles/9077125-clients-tab-new-experience.md)
- [What happened to social links in Client Profile?](https://support.boulevard.io/en/articles/10743469-what-happened-to-social-links-in-client-profile.md)
- [Client Profile: File uploader](https://support.boulevard.io/en/articles/11583407-client-profile-file-uploader.md): If you are a medspa with our advanced charting add-on, you can upload loose documents to individual client profiles
- [Decline reasons for membership renewal attempts](https://support.boulevard.io/en/articles/12292492-decline-reasons-for-membership-renewal-attempts.md): See what each decline reason means for membership renewal attempts and what action your business can take to resolve it.
- [Client Profile: Wallet Overview](https://support.boulevard.io/en/articles/12737024-client-profile-wallet-overview.md): The Wallet tab brings every client payment detail together so your team can manage payments quickly and confidently.
- [Introducing Wallet: See what’s new](https://support.boulevard.io/en/articles/12524838-introducing-wallet-see-what-s-new.md): Wallet offers a cleaner, more organized way to view and manage all client payment methods in one place.
- [Client Profiles](https://support.boulevard.io/en/articles/5941460-client-profiles.md): Overview of details included in the client profiles
- [Transferring Account Credit Between Clients](https://support.boulevard.io/en/articles/12902126-transferring-account-credit-between-clients.md): Learn how staff can move available credits from one client profile to another.
- [Services and Categories](https://support.boulevard.io/en/articles/5941383-services-and-categories.md): Steps on how to create and manage services and service categories.
- [Add-On Services](https://support.boulevard.io/en/articles/6584601-add-on-services.md): Steps on how to create and manage add-on services.
- [Service Modifiers](https://support.boulevard.io/en/articles/5941408-service-modifiers.md): Steps on how to set up and manage service modifiers.
- [Service Timing Options](https://support.boulevard.io/en/articles/5941395-service-timing-options.md): Overview of service timing options including duration, processing time, finishing time and transition time.
- [Advanced Service Customization](https://support.boulevard.io/en/articles/5941407-advanced-service-customization.md): Options for advanced service customizations.
- [Advanced Service Customization: Staff Level](https://support.boulevard.io/en/articles/7981471-advanced-service-customization-staff-level.md): Steps on how to apply advanced service customizations from the staff level.
- [Service Scheduling Order](https://support.boulevard.io/en/articles/8923519-service-scheduling-order.md): How to set scheduling order for appointments booked using the self-booking overlay or staff in the dashboard.
- [Restricting Appointment Availability](https://support.boulevard.io/en/articles/5941449-restricting-appointment-availability.md): Details on how to restrict appointment availability in the self-booking overlay.
- [Prepaid Product Units](https://support.boulevard.io/en/articles/10055190-prepaid-product-units.md)
- [Using the Front Desk View](https://support.boulevard.io/en/articles/5941360-using-the-front-desk-view.md): Details on how to use the front desk view in the Boulevard dashboard.
- [Group Booking](https://support.boulevard.io/en/articles/7922463-group-booking.md): How to schedule and reschedule group appointments.
- [Rescheduling Appointments](https://support.boulevard.io/en/articles/6950738-rescheduling-appointments.md): Steps on how to reschedule appointments.
- [Appointment Preview Window](https://support.boulevard.io/en/articles/5941373-appointment-preview-window.md): Details on how to access the appointment preview window.
- [Time Blocks](https://support.boulevard.io/en/articles/5941379-time-blocks.md): Steps on how to create and manage time blocks.
- [Scheduling Rules](https://support.boulevard.io/en/articles/5941362-scheduling-rules.md): Details on minimum and maximum lead time for online booking.
- [Tags](https://support.boulevard.io/en/articles/5941367-tags.md): Steps on how to create and add tags to appointments, orders and client profiles.
- [Canceling Appointments](https://support.boulevard.io/en/articles/5941385-canceling-appointments.md): Steps on how to cancel appointments and track client appointment history.
- [Merging Multiple Appointments](https://support.boulevard.io/en/articles/5941404-merging-multiple-appointments.md): Steps on how to merge 2 or more service appointments scheduled on the same day.
- [Cancelled Appointments List](https://support.boulevard.io/en/articles/5941422-cancelled-appointments-list.md): Details on how to use the cancelled appointments list.
- [Waitlist](https://support.boulevard.io/en/articles/5941433-waitlist.md): Steps on how to enable the online booking waitlist and manage the waitlist from the dashboard.
- [Appointment Status Icons](https://support.boulevard.io/en/articles/5941417-appointment-status-icons.md): Overview of appointment status icons and how to add appointment color tags.
- [Updating Tickets](https://support.boulevard.io/en/articles/5941437-updating-tickets.md): How to update tickets to show changes in services, prices, products and durations.
- [Verifying Payments](https://support.boulevard.io/en/articles/5941372-verifying-payments.md): How to view and verify orders and payments.
- [Add and Edit Services at Checkout](https://support.boulevard.io/en/articles/10414719-add-and-edit-services-at-checkout.md): You can now add services in the checkout window
- [Adding New Appointments](https://support.boulevard.io/en/articles/5941381-adding-new-appointments.md): How to create new appointments in the Boulevard dashboard.
- [Requested Appointments](https://support.boulevard.io/en/articles/5941413-requested-appointments.md): Overview of how to mark a staff member as requested.
- [Using the Calendar View](https://support.boulevard.io/en/articles/5941397-using-the-calendar-view.md): Overview of how to use the calendar view.
- [Recurring \(Standing\) Appointments](https://support.boulevard.io/en/articles/5941424-recurring-standing-appointments.md): Steps on how to create and manage recurring appointments.
- [Prebooking Appointments](https://support.boulevard.io/en/articles/5941405-prebooking-appointments.md): How to prebook appointments.
- [Resource Scheduling](https://support.boulevard.io/en/articles/5941355-resource-scheduling.md): Details on how to create and manage resources.
- [Global Search Bar](https://support.boulevard.io/en/articles/5941429-global-search-bar.md): Overview of how to use the global search bar feature to quickly search for clients.
- [Offers](https://support.boulevard.io/en/articles/5941388-offers.md): How to create, apply and manage offers.
- [Discounts](https://support.boulevard.io/en/articles/5941425-discounts.md)
- [Discount Reasons](https://support.boulevard.io/en/articles/5941352-discount-reasons.md)
- [Loyalty Program App: Earning Points, Redeeming Points & Reporting](https://support.boulevard.io/en/articles/5941351-loyalty-program-app-earning-points-redeeming-points-reporting.md)
- [Partial Payments](https://support.boulevard.io/en/articles/5941430-partial-payments.md): How to create and apply partial payments.
- [Verifying Refunds](https://support.boulevard.io/en/articles/5941412-verifying-refunds.md): How verify refunds and details for orders.
- [Issuing Refunds](https://support.boulevard.io/en/articles/5941439-issuing-refunds.md): Steps on how to complete a full or partial refund for an order.
- [New! Memberships & Packages: See What's New or Changing](https://support.boulevard.io/en/articles/10015795-new-memberships-packages-see-what-s-new-or-changing.md): This article outlines new features and upcoming changes to Memberships & Packages.
- [Memberships: Creating a Membership Plan](https://support.boulevard.io/en/articles/10012451-memberships-creating-a-membership-plan.md): Steps on how to build membership plans.
- [Selling Membership Plans In-Store & Online](https://support.boulevard.io/en/articles/10015460-selling-membership-plans-in-store-online.md)
- [Membership: Best Practices](https://support.boulevard.io/en/articles/10226801-membership-best-practices.md): A strategic guide to building, pricing, and managing membership programs that turn clients into long-term regulars.
- [Memberships: Managing Billing](https://support.boulevard.io/en/articles/8619158-memberships-managing-billing.md)
- [Updating Memberships](https://support.boulevard.io/en/articles/8864471-updating-memberships.md): Details on how to update existing memberships in the dashboard.
- [Membership settings](https://support.boulevard.io/en/articles/11101465-membership-settings.md): Settings that apply to all of your memberships at the business-level.
- [Membership Tracking and Reports](https://support.boulevard.io/en/articles/8940637-membership-tracking-and-reports.md): Reports and resources used to track memberships within the dashboard.
- [Memberships Report](https://support.boulevard.io/en/articles/10012065-memberships-report.md)
- [Membership Cancellations Report](https://support.boulevard.io/en/articles/10012209-membership-cancellations-report.md)
- [Memberships Summary Report](https://support.boulevard.io/en/articles/10012406-memberships-summary-report.md)
- [Membership Sales Report](https://support.boulevard.io/en/articles/10012164-membership-sales-report.md)
- [Membership Staff Retention Report](https://support.boulevard.io/en/articles/10012256-membership-staff-retention-report.md)
- [Membership Commission Summary](https://support.boulevard.io/en/articles/10008762-membership-commission-summary.md)
- [Membership Sales Summary](https://support.boulevard.io/en/articles/10034504-membership-sales-summary.md)
- [Packages](https://support.boulevard.io/en/articles/10015766-packages.md)
- [Package Sales Report](https://support.boulevard.io/en/articles/10012191-package-sales-report.md)
- [Package Commission Summary](https://support.boulevard.io/en/articles/10008759-package-commission-summary.md)
- [Packages: Selling In-Store & Online](https://support.boulevard.io/en/articles/10548885-packages-selling-in-store-online.md)
- [Latest updates to support upcoming FTC regulation: click-to-cancel](https://support.boulevard.io/en/articles/10906424-latest-updates-to-support-upcoming-ftc-regulation-click-to-cancel.md): Everything you need to stay compliant with the FTC’s new click-to-cancel rule.
- [Memberships: Client Profile](https://support.boulevard.io/en/articles/10015361-memberships-client-profile.md)
- [Selling and Redeeming a Membership or Package In-Store on the Same Day](https://support.boulevard.io/en/articles/12901962-selling-and-redeeming-a-membership-or-package-in-store-on-the-same-day.md): Learn how staff can sell a membership or package in person and redeem its credits during the same visit.
- [Packages: Best Practices](https://support.boulevard.io/en/articles/15117321-packages-best-practices.md): A strategic guide to designing, selling, and managing packages that drive revenue and delight clients.
- [Forms: Add Notes to Forms](https://support.boulevard.io/en/articles/6326021-forms-add-notes-to-forms.md): How to add, edit or delete notes in forms.
- [Forms: Submitting, Printing, Saving, Sending, and Deleting](https://support.boulevard.io/en/articles/5941366-forms-submitting-printing-saving-sending-and-deleting.md)
- [Forms and Charts: Building Forms and Charts](https://support.boulevard.io/en/articles/6989798-forms-and-charts-building-forms-and-charts.md): Steps on how to create forms and charts.
- [Forms and Charts in the Client Profile](https://support.boulevard.io/en/articles/7971799-forms-and-charts-in-the-client-profile.md): How to access and view forms in the client profile.
- [Forms and Charts: Connected Fields](https://support.boulevard.io/en/articles/8258319-forms-and-charts-connected-fields.md): Link forms and charts to update the client profile
- [Forms and Charts: Photo Upload](https://support.boulevard.io/en/articles/8461332-forms-and-charts-photo-upload.md): Details on how to manage and use the photo upload feature in forms and charts.
- [Forms and Charts: Photo Markup](https://support.boulevard.io/en/articles/8496145-forms-and-charts-photo-markup.md): Details 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 Charts](https://support.boulevard.io/en/articles/8681202-sign-off-on-completed-forms-and-charts.md): Overview of how to enable and use the sign off feature for forms and charts.
- [Forms and Charts: Copy Previous Chart](https://support.boulevard.io/en/articles/11157720-forms-and-charts-copy-previous-chart.md): How to speed up charting by copying the previous chart
- [Forms & Charts: Best Practices](https://support.boulevard.io/en/articles/15118687-forms-charts-best-practices.md): A 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?](https://support.boulevard.io/en/articles/15715237-new-what-s-changing-with-sign-off.md): New view for forms & charts, and new sign-off workflows.
- [Messages](https://support.boulevard.io/en/articles/5941436-messages.md): Overview of Boulevard's Messages functionality.
- [Messages: Phone Number Set Up](https://support.boulevard.io/en/articles/7217020-messages-phone-number-set-up.md): Details on how to setup a phone number for Boulevard's Messages.
- [TCR & Creating a Business Phone Number](https://support.boulevard.io/en/articles/8296041-tcr-creating-a-business-phone-number.md)
- [TCR Registration Checklist](https://support.boulevard.io/en/articles/8319345-tcr-registration-checklist.md): Review the TCR registration process and requirements to ensure the TCR registration process is as quick and seamless as possible.
- [Caller ID](https://support.boulevard.io/en/articles/5941354-caller-id.md): Overview of Caller ID features.
- [Text Messaging Compliance and Regulations](https://support.boulevard.io/en/articles/8114066-text-messaging-compliance-and-regulations.md): Overview of federal text messaging compliance and regulations.
- [Messages Tab: New experience](https://support.boulevard.io/en/articles/8983355-messages-tab-new-experience.md)
- [Message Delivery Errors](https://support.boulevard.io/en/articles/9341002-message-delivery-errors.md)
- [Adding New Products](https://support.boulevard.io/en/articles/5941357-adding-new-products.md): Steps on how to add a new product in the dashboard.
- [Managing Vouchers](https://support.boulevard.io/en/articles/5941364-managing-vouchers.md): Details on how to manage vouchers in the dashboard.
- [Products and Inventory](https://support.boulevard.io/en/articles/5941416-products-and-inventory.md): Steps on how to add, edit, adjust, and view products in the dashboard.
- [Adjusting Inventory Quantities](https://support.boulevard.io/en/articles/5941380-adjusting-inventory-quantities.md): How to adjust and manage inventory quantities.
- [Receiving Inventory and Adjusting Stock](https://support.boulevard.io/en/articles/5941356-receiving-inventory-and-adjusting-stock.md): Details on how to adjust product quantities after receiving stock.
- [Purchase Orders](https://support.boulevard.io/en/articles/5941371-purchase-orders.md): Details on how to create and manage purchase orders.
- [Suppliers](https://support.boulevard.io/en/articles/5941370-suppliers.md): Details on how to create and manage suppliers.
- [Tracking and charging for products used during services](https://support.boulevard.io/en/articles/5941350-tracking-and-charging-for-products-used-during-services.md): Details around tracking and charging for products used during services.
- [Product Returns and Exchanges](https://support.boulevard.io/en/articles/5941403-product-returns-and-exchanges.md): How to process product returns and exchanges.
- [Product Categories](https://support.boulevard.io/en/articles/7974573-product-categories.md): How to create and manage product categories.
- [Vouchers as Payments: Before and After](https://support.boulevard.io/en/articles/9693255-vouchers-as-payments-before-and-after.md): Comparing affected features before and after the change to voucher payments.
- [Custom Payment Types](https://support.boulevard.io/en/articles/5941387-custom-payment-types.md): How to create and manage custom payment types.
- [Pre-Payments and Deposits](https://support.boulevard.io/en/articles/5941467-pre-payments-and-deposits.md): Details on how to enable, create and manage pre-payments and deposits.
- [Account Credit](https://support.boulevard.io/en/articles/5941435-account-credit.md): Details on how to enable, create, apply and manage account credit.
- [Appointment Checkout](https://support.boulevard.io/en/articles/5941386-appointment-checkout.md): Steps on how to complete appointment checkout.
- [Group Checkout](https://support.boulevard.io/en/articles/5941426-group-checkout.md): How to complete a group appointment checkout.
- [Retail Only Orders](https://support.boulevard.io/en/articles/5941464-retail-only-orders.md): Learn how to process an individual transaction for retail or product sales.
- [Trade Transactions](https://support.boulevard.io/en/articles/5941453-trade-transactions.md): How to address appointments and services that are being performed for trade.
- [Orders and Closeout](https://support.boulevard.io/en/articles/5941474-orders-and-closeout.md): How to view and manage orders.
- [Voiding Orders](https://support.boulevard.io/en/articles/5941479-voiding-orders.md): Steps on how to void an order.
- [Receipt Notes](https://support.boulevard.io/en/articles/5941459-receipt-notes.md): How to add and edit receipt notes.
- [Cash Register: General Use](https://support.boulevard.io/en/articles/5941486-cash-register-general-use.md): Overview of the cash register feature and general use.
- [Gift Cards: Selling, Applying, and Refunding](https://support.boulevard.io/en/articles/5941414-gift-cards-selling-applying-and-refunding.md): How to sell, apply and refund gift cards.
- [Gift Cards: Adjustments & Deactivating](https://support.boulevard.io/en/articles/5941419-gift-cards-adjustments-deactivating.md): How to adjust and deactivate gift cards.
- [Gift Card Production FAQ](https://support.boulevard.io/en/articles/5941490-gift-card-production-faq.md): Common questions and answers about physical gift card production.
- [Receipts: Sending, Printing, and Saving](https://support.boulevard.io/en/articles/5941488-receipts-sending-printing-and-saving.md)
- [Refund FAQs](https://support.boulevard.io/en/articles/5941475-refund-faqs.md)
- [Printing Tickets](https://support.boulevard.io/en/articles/5941393-printing-tickets.md): Steps on how to print out a physical ticket with appointment information.
- [Gratuity Only Orders](https://support.boulevard.io/en/articles/12860771-gratuity-only-orders.md): Learn how to process an individual transaction for staff member gratuity.
- [IP Restriction and Approved Network Ranges](https://support.boulevard.io/en/articles/5941358-ip-restriction-and-approved-network-ranges.md): Overview of how to set IP restrictions and add network ranges in Security.
- [Two-step verification: Setup and FAQ](https://support.boulevard.io/en/articles/11826313-two-step-verification-setup-and-faq.md): Protect your business and client data with more secure staff login
- [Audit Log FAQ](https://support.boulevard.io/en/articles/15061025-audit-log-faq.md): Frequently asked questions about Audit Log
- [Set up an authenticator app for two-step verification](https://support.boulevard.io/en/articles/16404994-set-up-an-authenticator-app-for-two-step-verification.md): A step-by-step guide to getting verification codes from an app instead of a text message
- [Client Notifications](https://support.boulevard.io/en/articles/8447955-client-notifications.md): Overview of client notifications available through the manage location settings.
- [Client Notification Email Themes](https://support.boulevard.io/en/articles/13179657-client-notification-email-themes.md): Adjust the look of your transactional emails to match your brand
- [Appointment Booking Confirmations](https://support.boulevard.io/en/articles/8447995-appointment-booking-confirmations.md)
- [Basic 2 Day Reminder Notifications](https://support.boulevard.io/en/articles/8545175-basic-2-day-reminder-notifications.md): Overview of basic 2-day reminder notifications including details on how to customize.
- [Appointment Reminder Notifications](https://support.boulevard.io/en/articles/8448164-appointment-reminder-notifications.md): Details on how to create and manage appointment reminder notifications.
- [Booking confirmation texts | FAQ](https://support.boulevard.io/en/articles/8447942-booking-confirmation-texts-faq.md): Overview of how to enable and manage booking confirmation texts.
- [Same-day reminder texts | Setup & FAQ](https://support.boulevard.io/en/articles/8387223-same-day-reminder-texts-setup-faq.md)
- [Order receipts](https://support.boulevard.io/en/articles/10157467-order-receipts.md): Setting up and managing text and email order receipts
- [Rating requests](https://support.boulevard.io/en/articles/10207593-rating-requests.md): Enabling and managing appointment ratings.
- [After-hours response texts](https://support.boulevard.io/en/articles/10911321-after-hours-response-texts.md)
- [Client Instructions](https://support.boulevard.io/en/articles/8447983-client-instructions.md): Details on how to create and manage client instructions.
- [HIPAA-Safe email setting](https://support.boulevard.io/en/articles/13179686-hipaa-safe-email-setting.md): Hide PHI from client notification emails for HIPAA compliance
- [Client Communications: Best Practices](https://support.boulevard.io/en/articles/15118477-client-communications-best-practices.md): A practical guide to building a client communication strategy that reduces no-shows, increases rebooking, and keeps clients coming back.

## Boulevard Duo 

- [Boulevard Duo Limited Warranty](https://support.boulevard.io/en/articles/7985194-boulevard-duo-limited-warranty.md): The Boulevard Duo Limited Warranty.
- [Boulevard Duo: Checkout](https://support.boulevard.io/en/articles/7913586-boulevard-duo-checkout.md)
- [Boulevard Duo: Updating Firmware & Configuration](https://support.boulevard.io/en/articles/8550350-boulevard-duo-updating-firmware-configuration.md)
- [Boulevard Duo Setup Instructions](https://support.boulevard.io/en/articles/8923538-boulevard-duo-setup-instructions.md): Use this guide to set up and troubleshoot your Boulevard Duo card reader and connect it to your iPad and Boulevard dashboard.
- [Boulevard Duo App: Collect Gratuity](https://support.boulevard.io/en/articles/7913613-boulevard-duo-app-collect-gratuity.md)
- [Boulevard Duo: Setting Up a Duo App without a Duo Card Reader](https://support.boulevard.io/en/articles/7910602-boulevard-duo-setting-up-a-duo-app-without-a-duo-card-reader.md): How to setup the Duo App without a Duo card reader.
- [Boulevard Duo App: Overview](https://support.boulevard.io/en/articles/7910533-boulevard-duo-app-overview.md)
- [Boulevard Duo App: Check-In, Walk-In, Forms](https://support.boulevard.io/en/articles/7910484-boulevard-duo-app-check-in-walk-in-forms.md): Overview of how to use the Boulevard Duo App for check-in, walk-in and forms.
- [Updating the Duo App](https://support.boulevard.io/en/articles/10073287-updating-the-duo-app.md): How to ensure your Duo App is on the latest version
- [Boulevard Duo: Troubleshooting Tips](https://support.boulevard.io/en/articles/6225690-boulevard-duo-troubleshooting-tips.md): Common troubleshooting tips for the Boulevard Duo device.
- [Boulevard Duo: Introduction](https://support.boulevard.io/en/articles/5941542-boulevard-duo-introduction.md): Overview of Duo hardware and software requirements.
- [Boulevard Duo: Gift Card Functionality](https://support.boulevard.io/en/articles/6523363-boulevard-duo-gift-card-functionality.md): Details on how to sell and apply a gift card with the Boulevard Duo.

## Reports

- [Getting Started with Boulevard Reporting](https://support.boulevard.io/en/articles/9612933-getting-started-with-boulevard-reporting.md): How-to use Boulevard reports
- [Reports](https://support.boulevard.io/en/articles/5941353-reports.md): Overview of Boulevard's Reports including how to create and organize folders, add reports to a folder and report terms.
- [Report Index](https://support.boulevard.io/en/articles/9438032-report-index.md): Outlines all available reports, definitions, and helpful callouts providing you with key information and helpful tips for each report.
- [Reports Data Glossary](https://support.boulevard.io/en/articles/5941389-reports-data-glossary.md): Definitions of Boulevard's report data included in reports.
- [Reports: Column Grouping](https://support.boulevard.io/en/articles/7893864-reports-column-grouping.md): Details on the removal of report column grouping.
- [Report Drilldown](https://support.boulevard.io/en/articles/8314082-report-drilldown.md): Overview of reports with the data drilldown feature.
- [Customizing Reports](https://support.boulevard.io/en/articles/8496420-customizing-reports.md): Overview of customization features available for Boulevard's reports.
- [Managing Your Reports: Search, Organize, and Delete](https://support.boulevard.io/en/articles/11930954-managing-your-reports-search-organize-and-delete.md): Everything you need to know about keeping your reports clean and organized.
- [Reports: Commonly Used Reports](https://support.boulevard.io/en/articles/7920691-reports-commonly-used-reports.md): Steps on how to customize the Detailed Line Item report to identify top sellers and top brands.
- [Reporting: Best Practices \(All Verticals\)](https://support.boulevard.io/en/articles/10275345-reporting-best-practices-all-verticals.md): A guide to the most common report customizations for beauty and wellness businesses.
- [Medspa Reporting: Best Practices](https://support.boulevard.io/en/articles/12543346-medspa-reporting-best-practices.md): A guide to the most common Medspa report customizations
- [Usage-Based Pricing and Prepaid Units Reporting Guide](https://support.boulevard.io/en/articles/8558592-usage-based-pricing-and-prepaid-units-reporting-guide.md): Overview of reports for usage-based pricing and prepaid units.
- [Understanding Reporting Discrepancies](https://support.boulevard.io/en/articles/14140387-understanding-reporting-discrepancies.md): Learn more about why Boulevard reports may not always match, when that’s expected, and how to review and resolve discrepancies.
- [Daily Summary Report](https://support.boulevard.io/en/articles/9180693-daily-summary-report.md): Overview of the daily summary report metrics and customization options.
- [Product Sales Report](https://support.boulevard.io/en/articles/9180683-product-sales-report.md): Overview of the product sales report metrics and customization options.
- [Service Sales Report](https://support.boulevard.io/en/articles/9180726-service-sales-report.md): Overview of the service sales report metrics and customization options.
- [Detailed Line Item Report](https://support.boulevard.io/en/articles/9504426-detailed-line-item-report.md): The detailed line item report itemizes every transaction or entry over a specific period.
- [Sales by Supplier Report](https://support.boulevard.io/en/articles/9613418-sales-by-supplier-report.md): Detailed breakdown of sales by supplier which provides product supplier metrics including sales, sales tax, and average sales per order.
- [Discounts & Offers Report](https://support.boulevard.io/en/articles/9613427-discounts-offers-report.md): Overview of discounts & offers report metrics and customization options including by discount ID.
- [Discount Sales Report](https://support.boulevard.io/en/articles/9613432-discount-sales-report.md): Breakdown of the discount sales report which provides a summary of discount sales grouped by staff.
- [Time Clock Summary Report](https://support.boulevard.io/en/articles/9613439-time-clock-summary-report.md): Default metrics and customization options including how to track by staff name & date or staff name & reason.
- [Register Closeout Summary Report](https://support.boulevard.io/en/articles/9617277-register-closeout-summary-report.md): The register closeout summary report provides a summary of daily register closeout activities.
- [Payments & Refunds Report](https://support.boulevard.io/en/articles/9504505-payments-refunds-report.md): The payments and refunds report tracks all transactions involving payments and refunds over a specific period.
- [Staff Performance Report](https://support.boulevard.io/en/articles/8060009-staff-performance-report.md): Overview of metrics included in the Staff Performance report and how to customize by service and product.
- [Staff Performance by Day of Week Report](https://support.boulevard.io/en/articles/9620865-staff-performance-by-day-of-week-report.md): The staff performance by day of week report provides detailed performance metrics by staff member by day of week.
- [Sales Breakdown Report](https://support.boulevard.io/en/articles/9598478-sales-breakdown-report.md): The Sales Breakdown report provides sales performance by staff member and role giving you valuable insights into individual performance.
- [Service Sales by Staff Report](https://support.boulevard.io/en/articles/9599003-service-sales-by-staff-report.md): Breakdown of service sales by staff report metrics and customization options.
- [Product Sales by Staff Report](https://support.boulevard.io/en/articles/9604282-product-sales-by-staff-report.md): The product sales by staff report provides detailed product sales by staff member.
- [Operator Activity Report](https://support.boulevard.io/en/articles/9623779-operator-activity-report.md): The operator activity report provides detailed performance metrics by operator.
- [Client Sales Report](https://support.boulevard.io/en/articles/9623808-client-sales-report.md): The client sales report provides detailed metrics of client sales by products and services.
- [Referral Sources Report](https://support.boulevard.io/en/articles/8426537-referral-sources-report.md): Detailed breakdown of Referral Sources report
- [Referral Sources by Client Report](https://support.boulevard.io/en/articles/9627383-referral-sources-by-client-report.md): The referral sources by client report provides performance metrics by referral source and client name.
- [Subscriptions Report](https://support.boulevard.io/en/articles/9627397-subscriptions-report.md): The subscriptions report provides a view of all membership subscriptions and their status.
- [Gift Card Liabilities Report](https://support.boulevard.io/en/articles/9613448-gift-card-liabilities-report.md): Overview of the Gift Card Liabilities report which provides you with a detailed list of all unused gift card balances.
- [Gift Card Redemptions Report](https://support.boulevard.io/en/articles/9627413-gift-card-redemptions-report.md): The gift card redemptions report provides a summary of used gift card balances.
- [Voucher Redemptions Report](https://support.boulevard.io/en/articles/9613472-voucher-redemptions-report.md): The voucher redemptions report provides metrics for membership, package, or reward vouchers redeemed by clients.
- [Account Balances Report](https://support.boulevard.io/en/articles/9613479-account-balances-report.md): The Account Balances report is a point-in-time report that provides stored balances on clients accounts.
- [Location Retention Report](https://support.boulevard.io/en/articles/9222555-location-retention-report.md): Overview of the location retention report metrics and use cases.
- [Staff Retention Report](https://support.boulevard.io/en/articles/9222581-staff-retention-report.md): Overview of the staff retention report metrics and use cases.
- [Client Referrals Report](https://support.boulevard.io/en/articles/9627440-client-referrals-report.md): The client referrals report provides a summary of client referrals by date, primary client, and gross sales.
- [Referral Program Leaderboard Report](https://support.boulevard.io/en/articles/9994603-referral-program-leaderboard-report.md): Monitor your client referral program
- [Outstanding Voucher Liability Report](https://support.boulevard.io/en/articles/9504493-outstanding-voucher-liability-report.md): The outstanding voucher liability report provides a summary of all issued vouchers that have not yet been redeemed
- [Detailed Voucher Activity Report](https://support.boulevard.io/en/articles/9504549-detailed-voucher-activity-report.md): The detailed voucher activity report tracks all actions related to vouchers that change liability over a specific period.
- [Voucher Liability Summary Report](https://support.boulevard.io/en/articles/9504471-voucher-liability-summary-report.md): The voucher liability summary report is an overview of changes in liabilities over a period of time.
- [Inventory On-Hand Report](https://support.boulevard.io/en/articles/9604449-inventory-on-hand-report.md): The Inventory On-Hand report provides a current catalog of products at each location.
- [Inventory Adjustments Report](https://support.boulevard.io/en/articles/9605047-inventory-adjustments-report.md): The inventory adjustments report provides metrics detailing changes in product quantities and shrinkage.
- [Marketing Campaign Performance Report](https://support.boulevard.io/en/articles/9627467-marketing-campaign-performance-report.md): The marketing campaign performance report provides performance metrics of marketing campaigns by location.
- [Marketing Generated Appointments Report](https://support.boulevard.io/en/articles/9627481-marketing-generated-appointments-report.md): This report provides a summary of clients that booked appointments after receiving a marketing communication.
- [Membership Scheduled Cancellation Report](https://support.boulevard.io/en/articles/11386702-membership-scheduled-cancellation-report.md): Focused report that only shows memberships in the scheduled cancellation status.
- [Past Due Memberships Report](https://support.boulevard.io/en/articles/12588999-past-due-memberships-report.md): The Past Due Memberships Report helps you keep track of memberships with overdue or failed payments
- [Account Credit Activity Report](https://support.boulevard.io/en/articles/12149582-account-credit-activity-report.md): This report expands on the credit activity shown in an individual client’s Wallet by surfacing the same information across your entire business.
- [Summaries: Master List](https://support.boulevard.io/en/articles/5941434-summaries-master-list.md): Master list of available summaries
- [Summary: Access and Sharing](https://support.boulevard.io/en/articles/5941512-summary-access-and-sharing.md): How to access and share summaries.
- [Daily Summary](https://support.boulevard.io/en/articles/5941509-daily-summary.md): Overview of Boulevard's daily summary.
- [Sales Summary](https://support.boulevard.io/en/articles/5941511-sales-summary.md): Overview of Boulevard's Sales Summary.
- [Detailed Line Item Summary](https://support.boulevard.io/en/articles/5941491-detailed-line-item-summary.md): Overview of Boulevard's Detailed Line Item summary.
- [Product Sales Summary](https://support.boulevard.io/en/articles/5941493-product-sales-summary.md): The Product Sales summary details by specific product name the sales of each product over a specific time frame.
- [Payments & Refunds Summary](https://support.boulevard.io/en/articles/5941461-payments-refunds-summary.md): Overview of Boulevard's Payments & Refunds summary.
- [Sales Breakdown Summary](https://support.boulevard.io/en/articles/5941489-sales-breakdown-summary.md): Overview of Boulevard's Sales Breakdown summary.
- [Register Closeout Summary](https://support.boulevard.io/en/articles/5941465-register-closeout-summary.md): Overview of Boulevard's Register Closeout Summary which includes cash register activity at the time of closeout.
- [Net Revenue by Day Summary](https://support.boulevard.io/en/articles/5941499-net-revenue-by-day-summary.md): Overview of the Net Revenue by Day Summary which provides sales and revenue totals.
- [Net Revenue by Staff Summary](https://support.boulevard.io/en/articles/5941501-net-revenue-by-staff-summary.md): Details on Boulevard's Net Revenue by Staff summary which includes sales and revenue totals by staff member.
- [Operator Activity Summary](https://support.boulevard.io/en/articles/5941507-operator-activity-summary.md): Details on the Operator Activity Summary which lists anyone who opened or closed an order during a selected timeframe.
- [Service Sales by Staff Summary](https://support.boulevard.io/en/articles/5941457-service-sales-by-staff-summary.md): Details on the Service Sales by Staff Summary which includes hours scheduled, service count, service revenue, and more!
- [Service Sales by Category Summary](https://support.boulevard.io/en/articles/5941503-service-sales-by-category-summary.md): Details on the Service Sales by Category Summary which includes a breakdown by service category for a date range.
- [Product Sales by Staff Summary](https://support.boulevard.io/en/articles/5941496-product-sales-by-staff-summary.md): Overview of the Product Sales by Staff Summary.
- [Product Sales by Category Summary](https://support.boulevard.io/en/articles/5941495-product-sales-by-category-summary.md): Details of the Product Sales by Category Summary which lists product sales grouped by product category.
- [Product Sales by Brand Summary](https://support.boulevard.io/en/articles/5941494-product-sales-by-brand-summary.md): Overview of the Product Sales by Brand Summary which lists product sales grouped by brand.
- [Commission Summary](https://support.boulevard.io/en/articles/5941497-commission-summary.md): The Commission Summary lists by the individual service provider the take-home pay or 'Commission' across a designated time range.
- [Staff Performance Summary](https://support.boulevard.io/en/articles/5941504-staff-performance-summary.md): Overview of Boulevard's Staff Performance Summary.
- [Service Commission Summary](https://support.boulevard.io/en/articles/5941483-service-commission-summary.md): The Service Commission Summary lists by individual service provider the take-home pay or 'Commission' across a designated time range.
- [Product Commission Summary](https://support.boulevard.io/en/articles/5941481-product-commission-summary.md): The Product Commission Summary lists by individual service provider the take-home pay or 'Commission' across a designated time range.
- [Tip Commission Summary](https://support.boulevard.io/en/articles/5941480-tip-commission-summary.md): The Tip Commission Summary lists by individual service provider the take-home pay or 'Commission' across a designated time range.
- [Product Quantity Adjustments Summary](https://support.boulevard.io/en/articles/5941492-product-quantity-adjustments-summary.md): Details on the Product Quantity Adjustments Summary which includes a detailed log of product quantity changes within a date range.
- [Inventory On-Hand Summary](https://support.boulevard.io/en/articles/5941506-inventory-on-hand-summary.md): Overview of the Inventory On-Hand Summary which shows product, brand, quantity, and more!
- [Voucher Redemptions Summary](https://support.boulevard.io/en/articles/5941410-voucher-redemptions-summary.md): Details on the Voucher Redemptions Summary which shows all redeemed voucher dates organized by client.
- [Time Clock Summary](https://support.boulevard.io/en/articles/5941398-time-clock-summary.md): Overview of the Time Clock Summary which lists by service provider the total hours worked across a date range.
- [Staff Schedule Summary](https://support.boulevard.io/en/articles/5941485-staff-schedule-summary.md): Overview of the Staff Schedule Summary which lists appointments grouped by the service provider within a date range.
- [Booked Forecast by Day Summary](https://support.boulevard.io/en/articles/5941477-booked-forecast-by-day-summary.md): Details on the Booked Forecast by Day Summary which includes all current and future appointments by date.
- [Booked Forecast by Staff Summary](https://support.boulevard.io/en/articles/5941472-booked-forecast-by-staff-summary.md): Details on the Booked Forecast by Staff Summary which shows current and future appointments by staff member.
- [Appointment Metrics Summary](https://support.boulevard.io/en/articles/5941508-appointment-metrics-summary.md): Overview of the Appointment Metrics Summary which includes hours scheduled, hours booked, and more!
- [Business Service Charges](https://support.boulevard.io/en/articles/5941510-business-service-charges.md): Overview of how to add business service charges to services.
- [Client Accounts Liability Summary](https://support.boulevard.io/en/articles/5941420-client-accounts-liability-summary.md): Overview of the Client Accounts Liability Summary which shows all outstanding credits organized by client.
- [Client Visit Frequency Summary](https://support.boulevard.io/en/articles/5941445-client-visit-frequency-summary.md): Details on the Client Visit Frequency Summary which details the unique appointments per client within a date range.
- [Summary Deprecation](https://support.boulevard.io/en/articles/9617341-summary-deprecation.md): We’ve outlined what summaries \(classic reports\) are moving and how you can recreate the same \(beta\) report using our customizable templates.

## Advice & Troubleshooting

- [Help Chat | Customer Support](https://support.boulevard.io/en/articles/10335883-help-chat-customer-support.md): Learn how to connect with Boulevard Customer Support.
- [Know Your Customer Best Practices](https://support.boulevard.io/en/articles/10347402-know-your-customer-best-practices.md)

## Medspa

- [Medspa Training Checklist](https://support.boulevard.io/en/articles/9586002-medspa-training-checklist.md): Top resources for medspas using Boulevard
- [Product Tracking](https://support.boulevard.io/en/articles/10723276-product-tracking.md): Overview of how to set up and track products used in services

## ePrescribe

- [ePrescribe Demos](https://support.boulevard.io/en/articles/14855995-eprescribe-demos.md): This article provides interactive walkthroughs for the ePrescribe setup and prescription management process.
- [Getting started with ePrescribe](https://support.boulevard.io/en/articles/13773728-getting-started-with-eprescribe.md): Intitial set up of locations, prescribers, and assistants in ePrescribe
- [Manage ePrescribe Locations & Staff](https://support.boulevard.io/en/articles/14152005-manage-eprescribe-locations-staff.md): How to adjust locations and staff members that have access to ePrescribe
- [Manage Patient Prescriptions in ePrescribe](https://support.boulevard.io/en/articles/14152011-manage-patient-prescriptions-in-eprescribe.md): Prescriber & Assistant instructions for adding new prescriptions or managing existing prescriptions
- [ePrescribe: Tracking client medication and allergies](https://support.boulevard.io/en/articles/14489548-eprescribe-tracking-client-medication-and-allergies.md): How to ensure allergy and medication history are considered when prescribing new medications in ScriptSure
- [ePrescribe FAQs](https://support.boulevard.io/en/articles/14556542-eprescribe-faqs.md): Frequently asked questions about ePrescribe, powered by ScriptSure
- [ePrescribe pricing](https://support.boulevard.io/en/articles/13773754-eprescribe-pricing.md): Per user pricing for Prescribers and Assistants in ePrescribe
- [ePrescribe ScriptSure Migration](https://support.boulevard.io/en/articles/15197785-eprescribe-scriptsure-migration.md): What to expect from the migration process

## Boulevard Professional \(iOS & Android apps\)

- [Professional App](https://support.boulevard.io/en/articles/9180930-professional-app.md): Managing your day in Boulevard's mobile companion app for service providers
- [What’s New with the Professional App Booking Experience](https://support.boulevard.io/en/articles/10222218-what-s-new-with-the-professional-app-booking-experience.md): Recent updates to enhance the mobile booking experience through the Boulevard Professional app
- [Professional App Checkout](https://support.boulevard.io/en/articles/5941513-professional-app-checkout.md): How to complete a check out on mobile or tablet using Boulevard's Professional App.
- [Forms and Charts in the Professional App](https://support.boulevard.io/en/articles/8038055-forms-and-charts-in-the-professional-app.md): How to view and manage forms and charts on mobile and tablet in the Professional App
- [Staff Performance in the Professional App](https://support.boulevard.io/en/articles/5941514-staff-performance-in-the-professional-app.md): Overview of staff performance metrics visible in the mobile Professional App.

## Client Self-Booking

- [Client Portal](https://support.boulevard.io/en/articles/8648439-client-portal.md): Overview of client portal settings and navigation.
- [The Client Booking Experience](https://support.boulevard.io/en/articles/5941525-the-client-booking-experience.md): Overview of the client booking experience using the self-booking overlay.
- [Precision Scheduling™](https://support.boulevard.io/en/articles/6110033-precision-scheduling.md): Overview of how Boulevard's Precision Scheduling™ feature works
- [ADA Compliance](https://support.boulevard.io/en/articles/6417374-ada-compliance.md): Details on Boulevards Self-Booking Overlay ADA compliance.
- [Online Booking Account](https://support.boulevard.io/en/articles/6950782-online-booking-account.md): Details on the process for clients in creating an online booking account.
- [Gratuity Settings](https://support.boulevard.io/en/articles/5941528-gratuity-settings.md): Steps on how to enable gratuity settings in the self-booking overlay.
- [Self-Booking: Link to Specific Items or Categories](https://support.boulevard.io/en/articles/5941527-self-booking-link-to-specific-items-or-categories.md): Overview of how to create and add links to your self-booking overlay.
- [Precision Scheduling™ - Making Adjustments](https://support.boulevard.io/en/articles/11776503-precision-scheduling-making-adjustments.md): An overview of how Boulevard’s Precision Scheduling™ feature delivers customizable flexibility.

## Boulevard Marketing

- [Text and Marketing Usage Rates](https://support.boulevard.io/en/articles/7042507-text-and-marketing-usage-rates.md): Text and Marketing usage overview and rates.
- [Blast campaign settings for multi-location businesses: Overview & Setup](https://support.boulevard.io/en/articles/15811613-blast-campaign-settings-for-multi-location-businesses-overview-setup.md): Overview of Boulevard's marketing access for blast campaigns and how primary location is calculated for your clients.
- [Text & Email Blasts: Overview](https://support.boulevard.io/en/articles/10087720-text-email-blasts-overview.md): Send one-time texts and emails to clients to boost bookings
- [Text & Email Blasts: Creating an Audience](https://support.boulevard.io/en/articles/10087732-text-email-blasts-creating-an-audience.md): Create filtered client lists for effective text and email blast campaigns
- [Text Blasts: Campaign Setup](https://support.boulevard.io/en/articles/9232437-text-blasts-campaign-setup.md): Learn how to create and manage text blast marketing campaigns
- [Text Blasts: Campaign Ideas](https://support.boulevard.io/en/articles/12634244-text-blasts-campaign-ideas.md): Explore text marketing campaign examples to boost your bookings
- [Text Blasts: Best Practices](https://support.boulevard.io/en/articles/9672150-text-blasts-best-practices.md): Text marketing tips to maximize performance and minimize issues
- [Text Blasts: Image & GIF Best Practices](https://support.boulevard.io/en/articles/9861346-text-blasts-image-gif-best-practices.md): Review MMS Text Blast best practices and FAQs
- [Text Blasts: Reporting](https://support.boulevard.io/en/articles/10087828-text-blasts-reporting.md): Track your text blast campaign performance and usage
- [Text Blasts: FAQ](https://support.boulevard.io/en/articles/9391745-text-blasts-faq.md): Explore popular questions about creating text blasts.
- [Email Blasts: Campaign Setup](https://support.boulevard.io/en/articles/10088521-email-blasts-campaign-setup.md): Overview of email blast campaign setup and customization
- [Email Blasts: Edit a Template](https://support.boulevard.io/en/articles/10088699-email-blasts-edit-a-template.md): Discover how to customize the content, look, and feel of your emails
- [Email Blasts: Reporting](https://support.boulevard.io/en/articles/10088718-email-blasts-reporting.md): View and manage email blast performance through reporting.
- [Automated Campaigns: Overview & Setup](https://support.boulevard.io/en/articles/10068551-automated-campaigns-overview-setup.md): Overview of Boulevard's Automated Campaigns. How to set up automated campaigns.
- [Automated Campaigns: Reporting](https://support.boulevard.io/en/articles/10089813-automated-campaigns-reporting.md): Overview of automated campaigns reporting. How to track campaign performance in the dashboard.
- [Automated Campaigns: Writing Effective Content](https://support.boulevard.io/en/articles/13710138-automated-campaigns-writing-effective-content.md)
- [Automated Campaigns: FAQ](https://support.boulevard.io/en/articles/6249878-automated-campaigns-faq.md): Common questions and answers on Marketing Suite Automated Campaigns.
- [Marketing Opt-In Preferences](https://support.boulevard.io/en/articles/6592791-marketing-opt-in-preferences.md): Overview of Boulevard's Marketing Suite client opt-in preferences.
- [Marketing Consent FAQ](https://support.boulevard.io/en/articles/6574083-marketing-consent-faq.md): Common questions and answers on marketing client consent.
- [Marketing Consent Import](https://support.boulevard.io/en/articles/9892885-marketing-consent-import.md)

## Getting Clients to Book Online

- [Post-Launch Email Template \[Clients\]](https://support.boulevard.io/en/articles/5941533-post-launch-email-template-clients.md): A recommended email template to help you easily inform clients of your new launch with Boulevard.
- [Sharing Your Booking Link](https://support.boulevard.io/en/articles/5941534-sharing-your-booking-link.md): Overview of how to share your booking link, shorten your URL or make a shortcut to your URL.
- [Social Media and Review Sites](https://support.boulevard.io/en/articles/5941536-social-media-and-review-sites.md): Steps on how to share your Boulevard booking link through social media and review sites.

## Boulevard Add-ons and Integrations

- [QuickBooks Online Integration Troubleshooting](https://support.boulevard.io/en/articles/8940697-quickbooks-online-integration-troubleshooting.md): Tips on how to troubleshoot common errors with the QuickBooks Online integration.
- [Medspa Add-On](https://support.boulevard.io/en/articles/9084775-medspa-add-on.md)
- [Snowflake Data Share](https://support.boulevard.io/en/articles/11498228-snowflake-data-share.md): Fresh direct access to your data for faster, more accurate insights
- [API Requests: Developer Support Portal](https://support.boulevard.io/en/articles/6577513-api-requests-developer-support-portal.md): Overview of Boulevard's Developer Support Portal for Enterprise customers.
- [Shopify Integration](https://support.boulevard.io/en/articles/5941544-shopify-integration.md): Details on how to install and manage Boulevard's Shopify integration app.
- [Connect Custom and Public Apps to Boulevard](https://support.boulevard.io/en/articles/6265963-connect-custom-and-public-apps-to-boulevard.md): Overview of how to connect custom and public apps to Boulevard.
- [Reserve with Google Integration](https://support.boulevard.io/en/articles/6790178-reserve-with-google-integration.md): Add a Book Online button to your Google Business Profile so clients can easily get to your Boulevard self-booking.
- [Facebook & Instagram Book Now App](https://support.boulevard.io/en/articles/5941546-facebook-instagram-book-now-app.md): Steps on how to install and setup the Facebook and Instagram Book Now app.
- [Zapier Integration](https://support.boulevard.io/en/articles/5941545-zapier-integration.md): Overview of how to use Boulevard's Zapier integration to build automation within your dashboard.
- [OPERA Integration](https://support.boulevard.io/en/articles/6156460-opera-integration.md): Overview of Boulevard's OPERA integration.
- [Green Circle Salons App](https://support.boulevard.io/en/articles/5941548-green-circle-salons-app.md): Details on how to install and use Boulevard's Green Circle Salons app.
- [Loyalty Program App: Setup & Management](https://support.boulevard.io/en/articles/5941547-loyalty-program-app-setup-management.md): Details on how to setup and manage the Loyalty Program app.
- [Personal Calendar Syncing](https://support.boulevard.io/en/articles/5941554-personal-calendar-syncing.md): Steps on how to sync a personal calendar with Boulevard and sync the Boulevard calendar with an external calendar.
- [Vish x Boulevard](https://support.boulevard.io/en/articles/7880772-vish-x-boulevard.md): Overview of the Boulevard x Vish integration.
- [Boulevard Integrations](https://support.boulevard.io/en/articles/7880786-boulevard-integrations.md): Overview of Boulevard supported integrations which allow you to connect your tools with the Boulevard dashboard.
- [QuickBooks Online Integration Setup](https://support.boulevard.io/en/articles/6793204-quickbooks-online-integration-setup.md): Details on how to purchase, install, setup, and manage the QuickBooks Online integration.
- [Accrual-Based Accounting vs. Cash-Based Accounting](https://support.boulevard.io/en/articles/8871902-accrual-based-accounting-vs-cash-based-accounting.md)
- [Event Tracking: Meta Pixel](https://support.boulevard.io/en/articles/11326887-event-tracking-meta-pixel.md): Get more visibility into how well your digital ads perform
- [Event Tracking: Google Analytics \(GA4\)](https://support.boulevard.io/en/articles/11326791-event-tracking-google-analytics-ga4.md): Get more visibility into how well your digital ads perform

## Boulevard Offset

- [Boulevard Offset](https://support.boulevard.io/en/articles/7235793-boulevard-offset.md): A surcharge program that allows you to share the cost of credit card processing with your clients.
- [Boulevard Offset: Practical Compliance Guide \(State by State\)](https://support.boulevard.io/en/articles/9043969-boulevard-offset-practical-compliance-guide-state-by-state.md)

## Dispute Resolution Center

- [Chargebacks and Disputes Overview](https://support.boulevard.io/en/articles/7885416-chargebacks-and-disputes-overview.md)
- [Chargeback and Dispute FAQs](https://support.boulevard.io/en/articles/7885487-chargeback-and-dispute-faqs.md)
- [Responding to Disputes](https://support.boulevard.io/en/articles/9010604-responding-to-disputes.md)
- [Common Dispute Reasons](https://support.boulevard.io/en/articles/9011910-common-dispute-reasons.md): Common dispute reasons and recommendations on how to address and respond disputes.
- [Recommendations for Setting a Cancellation Policy](https://support.boulevard.io/en/articles/9011916-recommendations-for-setting-a-cancellation-policy.md)
- [Gift Card Fraud | What to Know](https://support.boulevard.io/en/articles/9011920-gift-card-fraud-what-to-know.md)
- [Arbitration in Dispute Cases](https://support.boulevard.io/en/articles/9267205-arbitration-in-dispute-cases.md): Explanation of how Pre-Arbitration/Arbitration works for dispute cases.
- [Crafting a Rebuttal Letter](https://support.boulevard.io/en/articles/11395443-crafting-a-rebuttal-letter.md)
- [Template: Cancelled Recurring Transaction](https://support.boulevard.io/en/articles/14659575-template-cancelled-recurring-transaction.md): Use this template to craft a professional response when disputing a cancelled recurring transaction chargeback.
- [Template: Other Fraud - Card Absent](https://support.boulevard.io/en/articles/14659752-template-other-fraud-card-absent.md): Use this template to craft a professional response when disputing other fraud and card-absent transaction chargebacks.
- [Template: Cancelled Merchandise/Services](https://support.boulevard.io/en/articles/14659780-template-cancelled-merchandise-services.md): Use this template to craft a professional response when disputing a cancelled merchandise/services chargeback.
- [Template: Merchandise/Service Not Received](https://support.boulevard.io/en/articles/14659821-template-merchandise-service-not-received.md): Use this template to craft a professional response when disputing merchandise or service not received chargeback.
- [Template: No Cardholder Authorization](https://support.boulevard.io/en/articles/14659845-template-no-cardholder-authorization.md): Use this template to craft a professional response when disputing a no cardholder authorization chargeback.

## Onboarding

- [Partnering with your Boulevard Onboarding Specialist](https://support.boulevard.io/en/articles/8797012-partnering-with-your-boulevard-onboarding-specialist.md): Detailed outline of how to partner with your Onboarding Specialist during the onboarding process.

## Boulevard Capital

- [Boulevard Capital FAQ](https://support.boulevard.io/en/articles/8959042-boulevard-capital-faq.md): Frequently asked Boulevard Capital questions and answers.

## Boulevard Academy Link & Learn

- [Boulevard Academy Link & Learn](https://support.boulevard.io/en/articles/8285020-boulevard-academy-link-learn.md): View the Boulevard Education Team's Link & Learn sessions, where we provide real-time training on the topics you want to cover.
- [Navigating Boulevard Academy](https://support.boulevard.io/en/articles/5941590-navigating-boulevard-academy.md): Boulevard Academy offers on-demand training by staff role and advanced training options to fit your teams training preference.

## Boulevard's Customer Referral Program

- [Boulevard’s Customer Referral Program](https://support.boulevard.io/en/articles/12895499-boulevard-s-customer-referral-program.md)

## Buy Now, Pay Later

- [Buy Now, Pay Later \(BNPL\) Client FAQs](https://support.boulevard.io/en/articles/15769068-buy-now-pay-later-bnpl-client-faqs.md): Interested in using Buy Now, Pay Later to pay for your purchase? Here’s what you need to know about how this flexible payment option works, what to expect, and how it can help you manage the cost ...
- [Buy Now, Pay Later: Talking Points for Providers & Front Desk](https://support.boulevard.io/en/articles/15709723-buy-now-pay-later-talking-points-for-providers-front-desk.md): This article shares suggestions for providers and front desk staff to bring up BNPL naturally, answer common client questions, and help clients feel comfortable exploring flexible payment options t...
- [Using Buy Now, Pay Later at Checkout](https://support.boulevard.io/en/articles/15773352-using-buy-now-pay-later-at-checkout.md): Learn how to accept Buy Now, Pay Later payments with Affirm and Klarna, including setup, checkout, refunds, payouts, and reporting.
- [Admin guide: Buy Now, Pay Later](https://support.boulevard.io/en/articles/15465272-admin-guide-buy-now-pay-later.md): Buy Now, Pay Later helps businesses increase access to higher-value services and products by giving clients a more flexible way to pay over time.
- [How to market Buy Now, Pay Later at your business](https://support.boulevard.io/en/articles/16302041-how-to-market-buy-now-pay-later-at-your-business.md)

## AI Receptionist Beta

- [AI Receptionist Overview](https://support.boulevard.io/en/articles/16105086-ai-receptionist-overview.md): How Boulevard's AI Receptionist, Beau, can help cover your phones
- [AI Receptionist Beta Pricing](https://support.boulevard.io/en/articles/16102622-ai-receptionist-beta-pricing.md): Pricing, billing, and promotional rates for the AI Receptionist Beta.
- [AI Receptionist — Setting Up AI Receptionist](https://support.boulevard.io/en/articles/16105111-ai-receptionist-setting-up-ai-receptionist.md)
- [Pausing AI Receptionist](https://support.boulevard.io/en/articles/16192728-pausing-ai-receptionist.md): Turning off AI Receptionist for your location
- [AI Receptionist — Frequently Asked Questions](https://support.boulevard.io/en/articles/16105159-ai-receptionist-frequently-asked-questions.md): Frequently asked questions about AI Receptionist features, billing, and setup