Front of House
False
Name the four independent blocks of time applied to a service.
Application, Processing Time, Finishing Time, Transition Time
What Client Profile feature allows Service Providers to keep appointment notes?
Client Notes
Name one way to filter orders under the sales section of the platform.
Open/Closed, Order Number, Client Name, CC #, Appointment Tag
What are the 3 things Boulevard searches for when an email is entered during the online booking flow?
existing client profile, social media scrape, client time accommodations
What does a yellow star icon represent on a client profile?
New Client
Name one reason for making an adjustment to product inventory.
Theft, Received Stock, Inventory Re-count, return, loss, damage, usage
Give two examples of Client Accommodations.
Custom Price and Duration Time
How many tickets can be added to a group checkout?
Unlimited
How many weeks does the migration process to Boulevard typically take?
4 weeks on average
Four columns are visible under Front Desk View (Unconfirmed, Confirmed, Arrived, Completed). Businesses can also enable a Walk-In and _____ column.
Active
True or False: The Boulevard platform can support any type of compensation plan.
False
What is the first step in blocking a client from booking appointments through the Booking Widget?
Select "Block" under the client profile. When this is enabled the client will still be able to access the booking widget however time slots will not available.
True or False: Full and Partial refunds can be completed as either a % or dollar amount.
True
What are two features Boulevard customers can add to their subscription for an additional fee?
Contact Center and Forms
When does Boulevard send a booking confirmation?
At the time of booking
If a clients credit card is declined when Boulevard attempts to automatically charge for a monthly membership fee, how many times will the system attempt to charge the client before the membership is classified as Past Due?
3 times
Where under the Client Profile can you add Suggested Products?
Under Products
True or False: Commission swaps are completed under the order section of sales.
True
What is one important difference between classic and beta reports?
refresh time (classic is refreshed instantly and beta is refreshed with a 1-2 hour delay)
What are the two ways operators can book an appointment in Boulevard?
By selecting a time on the calendar OR selecting the New Appointment button.
A location has some staff with low utilization. What Boulevard feature can be used to help fill their books?
Marketing Email Campaign - Fill Your Slow Days
True or False: Service Providers can send images to clients through the Messages feature of Boulevard.
False - Only the client has the ability to send a photo through messages. Service Providers can save the image sent by the client under client notes.
How would a user complete a sale for a product or gift card?
Within the Sales section as a New Sale
If a client purchases pre-paid units, where are the units saved in the client profile?
Payment Methods > Credits