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. Then selecting "client late canceled" or "client no-showed" as the cancelation reason. The last step is to complete the checkout process with a card on file (P.S The cancelation fee should already be set up through BOH)
How would we make a membership shareable?
In the product creation window under the manage gear icon, select make this subscription Shareable, then in the client profile access subscription details under the products tab and there will be an area to type in other client names to be able to share that membership
How can we enable memberships and packages to be in the self-booking overlay for clients to purchase online?
After the product has been created we would enable online sales with in the manage location product-specific settings.
What are two add-on features we currently offer?
Forms/Charts, Marketing Suite, Messages, Medspa Add-On, QuickBooks
What is the current time frame from sign to launch for most businesses?
4 weeks
How would we change the service provider on a scheduled appointment before we complete the checkout process?
Edit the appointment detail by either clicking edit appointment on the details page or by selecting the edit drop-down option in the checkout window and changing the service provider to the correct staff member.
What happens when we deactivate an employee profile?
It will remove any scheduled clients on the staff members' schedule and will automatically remove them from all aspects of the platform.
If a client responds a non-affirmative reply to an appointment confirmation text where does that message go (with and without a dedicated business phone number)
With messages, it would go to the messages tab. Without messages, the business receives an email regarding the non-affirmative response to the confirmation text, then Boulevard alerts the customer to reach out to the business directly.
What are the 4 different price points/packages Boulevard offers?
Essentials
Premier
Prestige
Enterprise
How long does the Onboarding Specialist work with the account after the launch?
Until activation
How would we see when an appointment was canceled or rescheduled?
By selecting the appointment and editing the appointment, looking in the canceled appointment log, or checking the client profile and viewing the history tab.
Where can a business see the credit card fees that are being taken out by Boulevard ?
In the sales summary report in Classic reports and in the payment processing tab in the Manage Gear Icon
What are the hours for customer support (Help chat)?
6am to 6pm PT, Monday to Saturday
Email: support@blvd.co
What devices are 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 the OS and AE handle these?
Pricing generally always goes back to the AE that sold them even post launch
How would we refund an order/purchase?
Go into sales tab and find order then start refund process by hitting the blue backwards arrow
What stats are available in the professional app under the performance tab?
Prebooked Percentage, Total Appointments, Sales (Service, Product, and Gratuity), Total Clients, and Utilization Rate
What year was Boulevard founded?
2016
Do customer's have to pay to get access to Boulevard Academy?
No, it is complimentary to every customer from 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, we would have 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 icon tab in the memberships table
Who are the founders of Boulevard?
Matt D. and Sean S.
Do we offer a referral program for our current customers to refer other businesses to us?
Yes!
Do we migrate historical reporting (for supported migrations)?
No, we never support historical reporting migration (meaning reporting in Boulevard is only accurate from launch date)