Lessons

Need to learn something quickly? Check out our Lessons to find quick clips and short videos covering all the basics. Whether it’s rescheduling appointments or managing reports, we’ve got you covered.

Front of House

Forms
2:20

Photo Markup

Mark up client photos or a pre-set diagram to indicate treatment points.
Forms
1.50

Photo Upload

Capture photos before treatment or have your clients add their inspiration photos to an intake form with photo upload.
Creating Appointments
4:51

Client Experience: Booking

Make it fast and simple for clients to book appointments with Boulevard's self-booking overlay.
Point of Sale
3:47

Boulevard Offset

Share the cost of credit card processing with your clients so you can keep more of what you make
Boulevard Duo
2:46

Device Setup

Finally, a card reader as beautiful as your brand.
Products and Inventory
1:49

Product Returns & Exchanges

Easily handle product returns and exchanges.
Boulevard Duo
2:05

Gratuity

Make tipping less awkward with our Duo app.
Boulevard Duo
1:01

Checkout

Say goodbye to clunky card swipers and hello to smooth transactions.
Boulevard Duo
1:37

Check-In, Walk-In, Forms

Handle appointment check-in, walk-in, and forms so the pampering can commence.
Add-Ons
1:08

Checking Out with a Voucher

A membership feature that keeps them coming back for more.
Add-Ons
1:44

Booking

Make it easy for clients and staff to schedule appointments.
Gift Cards
3:04

Adjustments & Deactivating

Adjust and manage gift cards quickly with Boulevard.
Point of Sale
1:23

Receipts: Sending, Receiving, Printing

Send, receive and print transaction receipts for each transaction.
Point of Sale
0:28

Printing Tickets

Print physical tickets with appointment details.
Gift Cards
4:35

Selling, Applying, Refunding

Sell, apply and refund gift cards all through the dashboard.
Point of Sale
0:35

Receipt Notes

Add receipt notes to add a personal touch to transactions.
Point of Sale
2:51

Cash Register General Use

Consider payments covered with your all-in-one payments platform.
Point of Sale
1:21

Voiding Orders

Make a mistake, no need to fear - we got you!
Point of Sale
2:51

Refunding Orders

Refund orders and make processing and tracking a breeze.
Point of Sale
0:29

Creating an Order Note

Save important order details using order notes.
Point of Sale
0:55

Commission Swap

Easily track and manage staff commission with Boulevard.
Point of Sale
1:55

Orders & Closeout

Ensure accurage reporting and proper charging of all customers by closing out the register.
Point of Sale
1:01

Group Checkout

Get that money and retain those clients.
Point of Sale
0:53

Retail Only Orders

Retail therapy when your clients need it.
Point of Sale
2:37

Appointment Checkout

Deliver a better client experience with seamless transactions.
Point of Sale
3:49

Prepaid Units

Presell units of a product that can be redeemed immediately or a later date.
Point of Sale
1:16

Partial Payments

Apply partial payment types to keep transactions smooth and seamless.
Memberships & Packages
1:11

Redeeming Vouchers

Redeem membership and package vouchers for services and reward those loyal clients.
Messages
1:21

Caller ID

See which client is calling before you pick up the phone with Caller ID.
Messages
2:51

Overview

Stay fully connected with Contact Center.
Forms
1:45

Adding Notes

Whether it's a client intake form or an internal staff form, staff can add notes to completed forms.
Forms
2:17

Submitting, Printing, Saving

Quickly submit, save and print receipts.
Creating Appointments
0:40

Walk-In Appointments

Boulevard makes it easy to handle walk-ins so you can make your clients feel at home.
Creating Appointments
4:28

Usage Based Appointments

Create usage based appointments for services that charge based on the amount of product used.
Creating Appointments
1:04

Global Search Bar

Quickly search for your clients using the global search bar feature.
Creating Appointments
1:53

Resource Scheduling

A hassle-free way to make sure that rooms and resources are available when you need them.
Creating Appointments
1:01

Prebooking Appointments

Keep your clients coming back by prebooking appointments.
Creating Appointments
1:29

Recurring Appointments

Keep the schedule on repeat with recurring appointments.
Creating Appointments
2:00

Using Calendar View

Customize your view with color-coding, personal and business blocks, and more!
Creating Appointments
1:04

Requested Appointments

Let clients get the service provider they want with requested appointments.
Creating Appointments
0:52

Adding New Appointments

Let Boulevard's make it easy for you and your staff to navigate schedules each day.
Managing Appointments
2:00

Updating Tickets

Update tickets to make changes to services, prices, products, and durations.
Managing Appointments
1:14

Appointment Status Icons

Easily see every appointment stage with appointment status icons.
Managing Appointments
2:16

Waitlist

Review and manage the waitlist, before the day starts.
Managing Appointments
1:36

Canceling Appointments

Life happens and sometimes appointments are missed.
Managing Appointments
2:22

Merging Multiple Appointments

Merge multiple appointments when clients have 2 or more services on the same day.
Managing Appointments
2:58

Rescheduling Appointments

Things change, we get it. Reschedule appointmnets to make your schedule work for you.
Managing Appointments
0:52

Cancelled Appointments List

Manage cancelled appointments with the cancelled appointments list.
Managing Appointments
1:55

Tags

Add a personal touch by adding emoji tags to highlight client attributes.
Managing Appointments
0:56

Appointment Preview Window

Use appointment preview to help you prepare for your clients.
Managing Appointments
1:48

Time Blocks

We give you the flexibility to customize scheduling all according to your needs.
Managing Appointments
1:36

Using Front Desk View

Every appointment stage. On one screen.
Managing Clients
1:13

Client Notes

Easily create client notes to create a personalize touch everytime.
Managing Clients
0:55

Scheduling Alerts

Set scheduling alerts so your team can customize every appointment.
Managing Clients
0:29

Product Recommendations

Accomplish more, struggle less with product recommendations.
Managing Clients
1:01

Blocking Clients

Save important client details to help you track ongoing history.
Managing Clients
1:29

Managing Credit Card Details

Manage client credit card details as needed.
Managing Clients
1:29

Client Accommodations

Customize appointments to add a personal touch for your clients.
Managing Clients
2:58

Client Profiles

Customize appointments to include info on past visits, previous purchases, and more!
Managing Staff
2:44

Time Clock and Timecards

Let's vow to make the machine learning do the work so you can put away the timesheets.

Professional App

Professional App
5:39

Professional App

A one-stop shop for your calendar, client communication, arrival alerts and more!

Client Portal

Client Portal
3:53

Settings & Navigation

Maximize engagement with minimal maintenance.

Back of House

Client Notifications
4:18

Reminder Notifications

No-shows have met their match with appointment reminders.
Client Notifications
3:11

Booking Confirmations

Have them at “hello” with booking confirmations.
Client Notifications
3:09

Client Notifications

Where text automation meets human conversation.
Forms
1:45

Connected Fields

Learn how to connect form and chart components to fields automatically updating client profiles.
Messages
4:53

Phone Number Setup

Deliver a premium client communication experience starting with a dedicated location phone number.
Integrations
2:44

Facebook & Instagram Book Now

Allow clients to book appointments easily from your Facebook and Instagram pages.
Products and Inventory
1:40

Adding New Products

Create and manage your products
Products and Inventory
1:56

Products & Inventory

No more inventory headaches.
Products and Inventory
1:09

Suppliers

Create and manage suppliers to easily create purchase orders.
Products and Inventory
2:01

Purchase Orders

Easily handle purchase orders to keep your business in stock.
Reports
5:17

Classic Reports

Analyze your performance with the most powerful reporting feature out there.
Reports
11:47

Beta Reports

Analyze performance with the most powerful reporting.
Reports
2:53

Reports Overview

Analyze your performance and get the insight you need with reports.
Add-Ons
5:42

Configuration

Add-on services help you increase your per-client spend for each appointment.
Marketing Suite
0:38

Campaign Summary

Simplify your email strategy and meet your marketing BFF.
Marketing Suite
1:06

Launching & Managing Campaigns

Keep your clients engaged, boost bookings, and drive retention.
Marketing Suite
1:13

Editing an Email Template

Stand out in your clients inbox by customizing the design of your email campaign.
Marketing Suite
0:54

Setting Up One Time Blast Campaigns

Share important announcements, news, promotions and more!
Marketing Suite
0:53

Setting Up Automated Campaigns

We take the guesswork out of marketing automation and do the heavy lifting for you.
Integrations
1:57

Green Circle Salon Integration

Green Circle Salons helps you stay green, build revenue & save money.
Integrations
2:19

Loyalty Program App: Earning Points, Redeeming, & Reporting

Client retention can be tough. That's why loyal clients deserve special treatment.
Integrations
2:37

Loyalty Program App: Setup & Management

Increase client retention by rewarding your clients for different purchases.
Marketing Suite
2:49

Overview & Campaign Types

Simplify your email marketing strategy with beautifully branded email marketing campaigns.
Merchant Setup
1:27

Bank Deposits (Transfers)

All-in-one payments platform all housed under one roof.
Merchant Setup
0:55

Merchant Activity & CC Fees

Everyone gets paid with multi-merchant accounts.
Merchant Setup
3:37

Submitting Merchant Details

Independent contractors? Renters? No problem.
Point of Sale
1:20

Account Credit

Streamline your workflow and offer more ways to pay with account credit.
Point of Sale
2:20

Pre-Payment & Deposits

Reduce cancellations and no-shows with booking deposits.
Point of Sale
1:55

Custom Payment Types

Use custom payment types to elevate your payments experience.
Forms
3:05

Building Forms & Charts

Clear the clipboard and take the work out of paperwork with Forms.
Memberships & Packages
3:41

Managing Billing

Pause or cancel subscription memberships at anytime.
Memberships & Packages
1:42

Managing Vouchers

Loyal clients deserve the most convenient options.
Memberships & Packages
3:35

Membership Report

Drill down your data and get more visibility with reports.
Memberships & Packages
4:52

Creating, Selling, Viewing

Build loyalty with memberships to keep your clients coming back.
Price Modifications
1:06

Discount Reasons

Keep track of discounts with discount reasons.
Price Modifications
1:01

Verifying Refunds

Verfiy refund details after the refund has been issued for orders.
Price Modifications
0:59

Discounts

Easily add discounts at the time of checkout.
Price Modifications
3:15

Offers

Let clients get the best possible discounts with offers.
Managing Staff
2:17

Adding New Employees

Deliver a stress-free experience for you and your staff.
Managing Appointments
0:56

Verifying Payments

Verify client payments through the orders section under the sales tab.
Managing Appointments
2:30

Restricting Appointment Availability

Make the calendar work for you by restricting appointment availability as you need to.
Managing Appointments
2:37

Booking & Reminder Messages

Keep your clients informed with booking and reminder emails and messages.
Managing Appointments
0:50

Client Instructions

Keep your clients informed by adding client instructions to booking and reminder emails.
Managing Appointments
1:01

Scheduling Rules

Create scheduling rules to keep your calendar in order.
Managing Services
3:38

Usage Based Services

Charge for products used during service with usage based services.
Managing Services
3:37

Advanced Service Customization

Expect more with customized services to make every visit flawless.
Managing Services
2:21

Service Timing Options

Customize service timing options for each service.
Managing Services
3:44

Services & Categories

Keep your services organized with service categories.
Managing Clients
0:59

Referral Sources

Keep yourself in the know and track referral sources.
Managing Clients
0:56

Appointment Ratings

Make it easy for your clients to share their joy with appointment ratings.
Managing Clients
4:12

Clients & Audiences

Easily access your client list through the clients tab to filter and export. Manage your clients and create custom client audiences.
Managing Clients
1:23

Merging Client Profiles

Easily manage duplicate accounts by merging multiople client profiles.
Managing Clients
0:47

Account Credit Adjustments

Easily adjust account credits and keep your clients happy.
Managing Staff
2:50

Removing and Deactivating Users

Remove and deactivate users to keep your staff up to date.
Managing Staff
1:39

Pay Rates and Commission

Customize pay rates and commission settings so everyone gets paid.
Managing Staff
2:48

Publishing and Editing Shifts

Let the system help you easily publish and edit your staff schedule.
Managing Staff
1:28

Privilege Groups

Even more control over what your staff can access with privilege groups.
Managing Staff
0:50

Staff Roles

Customize staff roles to identify who does and does not perform services at your business.
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