How to Automate Boulevard
In a Boulevard medspa, pre-built campaigns, auto-renewing memberships and Beau, the AI Receptionist, take care of clients. The rest sits outside it: the Allē dashboard, which Boulevard does not connect to, and automated report exports, which need the Enterprise tier's API. An agent like WebRun covers both from a browser.
Boulevard holds the calendar, charts and memberships of a medspa
Boulevard, written BLVD in its own web address, runs the bookings, payments and client records of salons, spas, barbershops and medspas, the kind of business where the booking and the checkout are meant to feel as considered as the treatment.
In a medspa it holds nearly everything. Patients book online or through the Book Now buttons on Instagram and Facebook, and their consent forms and waivers are attached to their profiles. Injectors chart in Boulevard's HIPAA-compliant forms, marking injection sites and treatment points on photos, and send the chart to the medical director for sign-off. Memberships renew monthly or yearly on their own, and payment goes through the Boulevard Duo, whose top slides off so a patient can pay away from the front desk.
A high-end salon uses the same system without the charts, for colour, cuts, memberships and retail, and a group with several locations reads its reports from the same Boulevard dashboard.
A medspa checkout runs across Boulevard and the Allē dashboard
Patients who belong to Allē, Allergan Aesthetics' loyalty programme, or to Galderma's ASPIRE expect points for a toxin or filler treatment, depending on whose product was used, so for them checkout does not end in Boulevard. Allē gives the practice its own dashboard, reached through Allergan's Advantage site, where the front desk registers the patient and redeems points or a promotion in a second tab while the patient waits.
On a busy injectables day the desk misses some of it. A new patient leaves unregistered, or a promotion the patient saw on their phone never comes off the bill, and it comes up weeks later as an awkward call. Patients also ask at the desk how many points they have, and the answer is in the other tab.
Mondays bring a second job for the owner: downloading the same few Boulevard reports as CSV files and pasting them into the group's own spreadsheet, so last week sits beside the weeks before it.
Boulevard's open API is kept for the Enterprise tier
Boulevard's five pre-built marketing campaigns, Fill Slow Days and Rescue Lost Clients among them, text and email the clients most likely to book without anyone pressing send. Memberships renew on their own, and when a renewal is declined Boulevard tries the card up to four times over five days and alerts both the business and the client. Beau, the AI Receptionist, answers the business's number around the clock, texts a booking link to a caller who is ready, and passes anything else to staff with a summary.
QuickBooks Online receives each day's sales and settlement data, and Shopify syncs products and gift cards with Boulevard's point of sale. On the Premier, Prestige and Enterprise tiers, a Zapier app sends Boulevard's appointment and client events to other tools without code.
Past that, the route is Boulevard's open APIs, which are for the Enterprise tier only. Boulevard's reports help article describes downloading a report or emailing it as a CSV file, one report at a time, and the Zapier app has no report trigger at all. Allē is not among the integrations Boulevard lists, so its dashboard stays a separate login at the desk.
The day's toxin and filler visits line up against the Allē dashboard
One email to the front desk manager after close could match the day's toxin and filler checkouts in Boulevard against the Allē dashboard, patient by patient, and name each mismatch: the patient never registered in Allē, the visit with no points, the promotion that should have come off the bill.
The owner could have last week's figures from each location's Boulevard reports in the group's spreadsheet every Monday, in the same columns and the same order, the job Boulevard's open APIs do for a business on the Enterprise tier.
Next week's patients who qualify for an Allē promotion that is live now could be flagged in that evening email, so the desk takes the offer off at checkout. Before a Boulevard campaign mentions a manufacturer offer, its end date in Allē goes next to the draft, and no text promises an offer that ended on Friday.
A permission group keeps the agent's Boulevard login away from charts
Boulevard assigns every staff member a permission group, and the owner can build one that sees appointments and checkout records but not forms, charts or clinical details. WebRun is an AI agent that works a real Chrome browser, signed in as you. Through a login in that group, it keeps Boulevard's checkout screen and the Allē dashboard open together for the evening check, and opens each location's reports page on Monday.
In Allē it registers no patient and redeems no points or promotions, so a patient's balance changes only when the front desk acts at checkout.
For the rest of the practice, this page has medspa review requests, no-show follow-ups, membership renewals and birthday offers, each drafted for the team to approve, and salon reports on no-shows and chair utilization.
Questions people ask
Does Boulevard connect to Allē or ASPIRE?
Not through any integration Boulevard lists today. Allergan gives practices an Allē dashboard, reached through its Advantage site, for registering patients and redeeming points and promotions at checkout, and Galderma runs ASPIRE on its own sites, so both stay outside Boulevard.
Can reports be pulled automatically below the Enterprise tier?
Yes, by reading them. Boulevard's open APIs are for the Enterprise tier, and its Zapier app, on Premier and Prestige, passes appointments, clients and orders rather than reports. Every tier can see its reports on the dashboard, and that is where the agent copies the weekly figures from.
Can we keep it out of charts and clinical notes?
Yes. Boulevard's permission groups control who sees forms, charts and clinical details, so the agent's login can be limited to appointments and checkout records. None of these jobs needs a chart or a photo.
Our salon group has no medspa. What is left?
The Monday reports, without the Allē check. A salon group gets each location's Boulevard figures copied into its own sheet every week, and the workflows on this page cover salon no-shows and chair utilization.
Sources
- Boulevard open API States that Boulevard's open APIs, which connect it to other tools and systems, are available for the Enterprise tier only.
- Boulevard integrations Lists Boulevard's integrations, among them QuickBooks Online syncing each day's sales and settlement data, Shopify syncing products and gift cards, Instagram and Facebook Book Now, and Zapier, with no manufacturer loyalty program among them.
- Zapier integration | Boulevard Support Center The Zapier integration requires a Premier, Prestige or Enterprise subscription.
- Boulevard integrations on Zapier Boulevard's Zapier triggers and actions cover appointments, clients, orders and tags; none exports a report.
- Reports | Boulevard Support Center Reports can be downloaded as a CSV or Excel file, or sent with Email as CSV to a staff member.
- Automated Campaigns: Overview & Setup | Boulevard Support Center Five pre-built campaigns, including Fill Slow Days, Rescue Lost Clients and Birthday Message, that text and email the clients most likely to book.
- Memberships: Managing Billing | Boulevard Support Center A declined renewal is retried automatically up to four attempts, and both the business and the client are notified when a renewal fails.
- Meet Beau: AI Receptionist Beau answers the business's number around the clock, sends a booking link to callers ready to book and hands other calls to staff.
- Granular permission groups | Boulevard Support Center Permission groups control access to client data, clinical details, forms and charts, and reports, and are assigned to each staff member's profile.
- Boulevard launches Advanced Charting Boulevard's announcement of 24 October 2023: photo markup of injection sites and treatment points, before-and-after comparison, and charts submitted to medical directors for sign-off.
- Practice resources | Allergan Aesthetics Allergan Aesthetics' provider page describing the Allē dashboard practices use at checkout, from consumer registration to redeeming points and promotions, reached through the Advantage platform.
6 ready-made Boulevard workflows
Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.
Want one of these running on your own Boulevard?
Show WebRun the process once and it will run it on schedule, in your own private browser environment.


