FOH
What is the best way to charge a cancellation or no-show fee?
By clicking into the appointment and selecting the red X in the bottom left corner of the appointment detail page. "Client late canceled" or "client no-showed" as are the only two cancellation reasons that allow you to charge a fee.
How would we make a membership shareable?
Navigate to Membership Plans and toggle on sharing. Sharing is only available for voucher memberships.
How can we enable memberships and packages to be sold online in the self-booking overlay?
Navigate to Membership Plans and enable online sales.
Name two features we currently offer at an extra fee.
Forms/Charts
Messages
Marketing Suite
QuickBooks
Medspa Add-On (HIPPA + Charting)
What is the current time frame from sign to launch for businesses?
4-6 weeks
How would you change the service provider on a scheduled appointment before completing the checkout process?
Edit the appointment details, by either clicking edit appointment on the details popup or by selecting the edit dropdown option in the checkout window and changing the service provider to the correct staff member.
What happens when we deactivate an employee profile?
Any scheduled appointments are removed or hidden from the calendar and the staff is removed from all aspects of the platform.
If a client responds with a non-affirmative reply to an appointment reminder text where does that message go? (with and without Messages)
With Messages, it sends to the messages tab. Without Messages, the business would get an email with the non-affirmative response.
What are the 4 different price subscriptions Boulevard offers?
Essentials
Premier
Prestige
Enterprise
How long does the Onboarding Specialist work with the account after the launch?
Until activation
How would you track when an appointment was canceled or rescheduled?
By selecting edit from the appointment preview window or using the Canceled appointments list.
Where can a business see the credit card fees that are being assessed by Boulevard?
In the sales summary or in payment processing > Merchant details.
What are the hours for customer support (Help chat)?
6am to 6pm PT, Monday to Saturday
Email: support@blvd.co
What hardware is required to process payments with Boulevard?
Computer/Laptop, Duo, and an Ipad
If a business has questions about pricing or fees in the onboarding process should they be passed to the OS or AE?
AE
How would we refund an order/purchase?
Sales tab > find order and start refund process by select start refund or clicking the blue arrow
What stats are available for staff to view in the Professional App?
Prebooked Percentage, Total Appointments, Sales (Service, Product, and Gratuity), Total Clients, and Utilization Rate
What year was Boulevard founded?
2016
Do customers pay to get access to Boulevard Academy?
No, it is complimentary to every customer for the moment they sign!
Where can we find the systems that we have supported migrations from?
Data Migration Google Sheets!
If we schedule the wrong client for a service, how would we input the correct client?
There is no way to edit the client, you need to cancel that appointment and then schedule for the correct client.
Where can we see all of our current memberships and the status of those subscriptions?
Sales > Memberships
Who are the founders of Boulevard?
Matt D. and Sean S.
Do we offer a referral program for clients to refer other clients to the business?
Yes! Client Referral Program
Do we migrate historical reporting?
No, we never support historical reporting migration (meaning reporting in Boulevard is only accurate from launch date)