AETERNA
{{ r.ext }} {{ r.title }} {{ r.cat }} {{ r.updated }}
No matches — try a different keyword or browse the library.
Recent notifications

No recent updates.

{{ userInitials }}
CONFIDENCE
AGES WELL
Sign out

{{ financialFreshnessLabel }}

{{ notificationFocusKind }}

{{ notificationFocusTitle }}

{{ notificationFocusDetail }}

Client follow-ups to check

These clients canceled a follow-up after their first completed visit. Please check that they are happy with their treatment.

{{ r.clientName }}
First visit {{ r.visitDate }} · Canceled follow-up {{ r.cancelledDate }} · {{ r.providerName }}

Schedule trade approval needed

{{ r.employeeName }} requested to trade with you on {{ r.dateLabel }}.
{{ r.shiftDetails }}
{{ r.requestComments }}

Event RSVP Required

ACTION ITEM
{{ r.title }}
{{ r.detail }}
{{ r.statusLabel }}
PROVIDER DASHBOARD

Providers

Select a provider to view their individual performance dashboard.

{{ finError }}

Matching provider accounts with Boulevard…
No active provider profiles yet. Turn on “Provider page” for an employee from the Employees page.
PROVIDER DASHBOARD · DEMO

Dolly Parton

Here is your performance and schedule at a glance.

Sample data · No staff account
SEPTEMBER REVENUE
$31,480
▲ 8% vs. August
REBOOKING TO SAME PROVIDER
60 DAYS
68%
90 DAYS
72%
120 DAYS
76%
180 DAYS
81%
Sample rolling return rates
PREBOOKING
SEPTEMBER
74%
AUGUST
69%
▲ 5 points vs. August
AVERAGE TICKET
$412
Service + retail per completed order
RETAIL / SERVICE
14%
Retail as % of service
PRODUCT SALES MTD
$4,125
▲ 12% same period last year

Monthly goal progress

September revenue · sample data

MONTHLY GOAL
$40,000
79%OF GOAL
REVENUE THIS MONTH
$31,480
Remaining$8,520
Projected month$38,500

Calendar

UPCOMING
Mon, Sep 28Work shift
9:00 AM–5:00 PM
Tue, Sep 29Work shift
10:00 AM–6:00 PM

Announcements

TEAM
No sample announcements.

Provider productivity

Sample Gusto income and hours compared with sample Boulevard sales.

PRODUCTIVITY PERCENTILE
65th
GROSS INCOME
$7,800
NET SALES · YTD
$31,480
INCOME / SALES · YTD
24.8%
REVENUE PER FTE · YTD
$490,000
Demonstration values only; no payroll or Boulevard data connected.

Boulevard performance

Sample provider-specific YTD and quarterly sales. Voucher redemptions are not counted as net revenue.

SAMPLE DATA
YTD Jan–Sep 2026$259,800 net · Expand ▼
NET REVENUE
$259,800
SERVICE REVENUE
$222,400
RETAIL SALES
$37,400
MEMBERSHIPS
$19,500
PACKAGES
$12,800
VOUCHERS REDEEMED
$16,490
1Q Jan–Mar 2026$82,300 net · Expand ▼
NET REVENUE
$82,300
SERVICE REVENUE
$70,200
RETAIL SALES
$12,100
MEMBERSHIPS
$5,900
PACKAGES
$3,800
VOUCHERS REDEEMED
$5,200
2Q Apr–Jun 2026$90,600 net · Expand ▼
NET REVENUE
$90,600
SERVICE REVENUE
$77,400
RETAIL SALES
$13,200
MEMBERSHIPS
$6,700
PACKAGES
$4,200
VOUCHERS REDEEMED
$5,850
3Q Jul–Sep 2026$86,900 net · Expand ▼
NET REVENUE
$86,900
SERVICE REVENUE
$74,800
RETAIL SALES
$12,100
MEMBERSHIPS
$6,900
PACKAGES
$4,800
VOUCHERS REDEEMED
$5,440
4Q Oct–Dec 2026— net · Expand ▼
NET REVENUE
—
SERVICE REVENUE
—
RETAIL SALES
—
MEMBERSHIPS
—
PACKAGES
—
VOUCHERS REDEEMED
—
TIME OFF & TRADES

Request history

Sample approved calendar days and completed trades.

Personal days1
Trades1
Vacation days3
All requests (2)
Vacation · Sep 18 Approved
Shift trade · Aug 14 Approved
MANAGEMENT FEEDBACK
Feedback and reviews (1)
● Patient Feedback · Positive
“Made me feel comfortable and explained every step.”
Sample comment for demonstration.
PROVIDER DASHBOARD

{{ providerHeading }}

Here is your performance and schedule at a glance.

Gusto payroll ↗
{{ providerRevenueMonthLabel }}
{{ providerRevenueMonthValue }}
{{ providerRevenueTrendText }}
REBOOKING TO SAME PROVIDER
60 DAYS
{{ providerRebooking60Value }}
90 DAYS
{{ providerRebooking90Value }}
120 DAYS
{{ providerRebooking120Value }}
180 DAYS
{{ providerRebooking180Value }}
{{ providerRebookingStatus }}
PREBOOKING
{{ providerPrebookingCurrentLabel }}
{{ providerPrebookingCurrentValue }}
{{ providerPrebookingPreviousLabel }}
{{ providerPrebookingPreviousValue }}
{{ providerPrebookingChangeText }}
{{ providerPrebookingStatus }}
AVERAGE TICKET
{{ providerAverageTicketValue }}
{{ providerAverageTicketStatus }}
RETAIL / SERVICE
{{ providerRetailServiceValue }}
Boulevard MTD retail as % of service · refreshed by Financials Sync
PRODUCT SALES MTD
{{ providerProductSalesMtdValue }}
{{ providerProductSalesTrendText }}
{{ providerProductSalesPriorValue }} same period last year

Quarterly commission & daily goal

{{ commissionQuarterLabel }} · Boulevard net sales through {{ commissionDataThrough }}

ESTIMATE · NOT PAYROLL PAID
DAILY SALES GOAL · REMAINING SCHEDULED WORKDAYS
{{ commissionDailyGoalValue }}
{{ commissionDailyStatus }}
CURRENT QUARTER SALES
{{ commissionSalesValue }}
MINIMUM THRESHOLD
{{ commissionThresholdValue }}
EST. QUARTER PAYOUT
{{ commissionPayoutValue }}
FUTURE WORKDAYS
{{ commissionWorkdaysValue }}

The quarter pays 10% of net sales above {{ commissionBaseValue }} once net sales exceed {{ commissionThresholdValue }}. Estimated payout uses synced Boulevard sales and is not a payment recorded in Gusto. {{ commissionAnnualDescription }} {{ commissionAnnualProgress }}

Monthly goal progress

{{ providerGoalMonthLabel }} revenue from Boulevard

MONTHLY GOAL
{{ providerGoalValue }}
{{ providerGoalPercent }} OF GOAL
REVENUE THIS MONTH
{{ providerRevenueMonthValue }}
Remaining{{ providerGoalRemaining }}
Projected month{{ providerGoalProjected }}

Calendar

UPCOMING
{{ item.dateLabel }}{{ item.title }}
{{ item.detail }}
No upcoming work shifts or assigned training.

Announcements

TEAM
No announcements yet.
{{ a.title }}
{{ a.date }} · {{ a.prio }}
{{ a.desc }}

Provider productivity

Compares Gusto pay and hours with Boulevard net sales for the same year-to-date payroll periods. Periods without both records are excluded.

PRODUCTIVITY PERCENTILE
{{ providerProductivityPercentileValue }}
{{ providerProductivityPercentileDetail }}
GROSS PAY EXCL. TIPS · YTD
{{ providerProductivityIncomeValue }}Year-to-date before tax withholding · Gusto
NET SALES
{{ providerProductivitySalesValue }}Boulevard net sales for matched payroll periods
INCOME / SALES
{{ providerProductivityIncomeSalesValue }}Matched YTD gross pay excluding tips ÷ matched YTD net sales
REVENUE PER FTE
{{ providerProductivityRevenueFteValue }}YTD revenue per FTE equivalent
HOURS WORKED
{{ providerProductivityHoursValue }}Year-to-date Gusto payroll
FTE EQUIVALENT
{{ providerProductivityEquivalentFteValue }}Hours ÷ 40-hour weeks in imported payroll periods
PAYCHECK TIPS
{{ providerProductivityTipsValue }}YTD tips, excluded from pay-to-sales ratio
TOTAL COMPENSATION
{{ providerProductivityTotalCompensationValue }}YTD pay + paycheck tips, before taxes
TOTAL COMP / HOUR
{{ providerCompensationPerHourValue }}Includes YTD tips, commission & bonus
Estimated percentile uses a straight line from $51,000 revenue per FTE (25th) to $1,100,000 (75th), with estimates beyond those anchors capped at 0th–100th. All productivity figures use only current-year Gusto payroll periods with an exact matching Boulevard payroll snapshot. Tips are included in total compensation but excluded from the pay-to-sales ratio; payroll taxes are not added.

Boulevard performance

Provider-specific YTD and quarterly sales. Voucher redemptions are service activity and are not counted as net revenue.

REFRESHED BY FINANCIALS SYNC

{{ p.label }}

{{ p.dateRange }}
{{ p.netRevenue }} net{{ p.dataThrough }}
NET REVENUE
{{ p.netRevenue }}
SERVICE REVENUE
{{ p.serviceRevenue }}
RETAIL SALES
{{ p.retailSales }}
MEMBERSHIPS
{{ p.memberships }}
PACKAGES
{{ p.packages }}
VOUCHERS REDEEMED
{{ p.vouchers }}Activity · not revenue
RETAIL AS % OF SERVICE
{{ p.retailService }}
SERVICE SHARE OF NET REVENUE
{{ p.serviceShare }}
REFUNDS
{{ p.refunds }}
TIPS
{{ p.tips }}
TIME OFF & TRADES

Request history

{{ providerTimeOffPeriodLabel }} · Approved requests in the portal. Personal: 2 full days; vacation: 1 Sunday–Saturday week per half-year.

Personal days used{{ providerAllowance.personalUsed }} / 2{{ providerAllowance.personalLeft }} remaining{{ providerAllowance.personalBookedLabel }}
Completed trades · all time{{ providerTimeOffTotals.trades }}
Vacation weeks used{{ providerAllowance.vacationUsed }} / 1{{ providerAllowance.vacationLeft }} remaining{{ providerAllowance.vacationBookedLabel }}
Upcoming trades and coverage owed
{{ balance.label }}

No time-off or trade requests recorded yet.

{{ r.requestType }} · {{ r.dateLabel }}
{{ r.detail }}
Submitted {{ r.submittedLabel }}
{{ r.statusLabel }}
MANAGEMENT FEEDBACK
{{ comment.category }}{{ comment.toneLabel }}{{ comment.dateLabel }} · {{ comment.author }}
Patient survey
{{ comment.patientLookupText }}
Rating: {{ comment.surveyRating }} · Expectations met: {{ comment.surveyExpectations }}
Patient feedback: {{ comment.surveyFollowup }}
{{ comment.displayComment }}
No feedback has been shared yet.
YOUR FEEDBACK

Feedback and reviews

Comments and patient reviews shared with you by management.

MANAGEMENT FEEDBACK
{{ providerFeedbackCount }} shared {{ providerFeedbackCountLabel }}
{{ comment.category }}{{ comment.toneLabel }}{{ comment.dateLabel }} · {{ comment.author }}
Patient survey
{{ comment.patientLookupText }}
Rating: {{ comment.surveyRating }} · Expectations met: {{ comment.surveyExpectations }}
Patient feedback: {{ comment.surveyFollowup }}
{{ comment.displayComment }}
No feedback has been shared yet.

Pop Up Leads

Follow up with new leads by signup date.

{{ leadError }}

Loading leads and checking Boulevard…

Passkey sign in

Add a passkey on this device to sign in with Face ID, Touch ID, or your device PIN next time. Your password still works.

{{ passkeyStatus }}

{{ key.name }} · Added {{ key.date }}
STAFF DASHBOARD

Welcome, {{ staffFirstName }}

Your RSVP requests

{{ r.title }}
{{ r.detail }}

Upcoming events

{{ item.title }}
{{ item.dateLabel }} · {{ item.detail }}
No upcoming events assigned to you.

Your time-off requests

{{ r.requestType }} · {{ r.dateLabel }}
{{ r.statusLabel }}
No requests yet.
{{ comment.category }} · {{ comment.toneLabel }}
{{ comment.dateLabel }} · {{ comment.author }}
Patient survey
{{ comment.patientLookupText }}
Rating: {{ comment.surveyRating }} · Expectations met: {{ comment.surveyExpectations }}
Patient feedback: {{ comment.surveyFollowup }}
{{ comment.displayComment }}
TEAM ANNOUNCEMENTS{{ homeAnnouncementCount }} posted
{{ a.title }}{{ a.date }}
{{ a.desc }}
Aeterna Aesthetics
AETERNA AESTHETICS

{{ heroL1 }}
{{ heroL2 }}

{{ heroSub }}

CONFIDENCE AGES WELL
{{ c.title }}
{{ c.title }}
→

Recent Documents

View All →

No documents have been published yet.

{{ d.icon }} {{ d.title }} v{{ d.version }} Updated {{ d.updated }}

Quick Links

{{ l.icon }} {{ l.label }} ›
Aeterna AestheticsAETERNA
Internal Use Only|People. Education. Excellence.|A Healthier, More Confident You.
CONFIDENCE AGES WELL
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{{ libraryCategoryIcon }}

{{ libraryCategoryTitle }}

{{ libraryCategorySubtitle }}

SUBCATEGORY
{{ g.name }} {{ g.count }}
{{ d.title }}
{{ d.desc }}
{{ d.ext }} {{ d.updated }} ›
{{ d.ext }}
{{ d.title }}
{{ d.cat }} · {{ d.subcat }} · Updated {{ d.updated }}
No documents found
Try a different search or category, or ask an administrator to add it.
← {{ docBackLabel }}
{{ doc.ext }} DOCUMENT PREVIEW
Loading document preview…
{{ previewError }}
{{ previewMedia }}
AETERNA AESTHETICS
{{ doc.title }}
PAGE {{ p.n }} OF {{ docPageCount }}
{{ doc.title }}
AETERNA AESTHETICS
{{ doc.title }}
SLIDE {{ p.n }} OF {{ docPageCount }}
Use Open full document if you prefer a separate viewer.
{{ doc.cat }} · {{ doc.subcat }} {{ doc.status }}

{{ doc.title }}

{{ doc.desc }}

{{ t.label }}
{{ m.k }} {{ m.v }}

Version History

v{{ v.n }}
{{ v.note }}
{{ v.by }} · {{ v.date }}
{{ v.pill }}

Related Resources

{{ d.icon }} {{ d.title }} ›

{{ calendarExportHelp }}

Calendar

TEAM CALENDAR

{{ calSubtitle }}

PRINT SYNC

{{ calWeekTitle }}

{{ item.label }} {{ shift.name }} · {{ shift.sh }} {{ item.label }} No items
{{ calTitle }}
{{ w.d }}
{{ c.n }} {{ i.label }}

{{ dayDetailTitle }}

ON SHIFT
{{ s.initials }} {{ s.name }} {{ s.sh }}
No one scheduled.
EVENTS
{{ e.title }}
{{ e.time }} · {{ e.who }}
{{ e.rep }}
No events this day.
Export your events
Download your portal events for Google or Apple Calendar.
✓ Google Calendar connected Disconnect

Upcoming

{{ u.mon }}
{{ u.day }}
{{ u.title }}
{{ u.time }} · {{ u.who }}
{{ u.rep }}
{{ u.typeLabel }}

Updates

Clinical and operational announcements from the Aeterna team.

No announcements yet.

{{ a.prio }} · {{ a.date }} · Archived
{{ a.title }}
{{ a.desc }}
View document →

Favorites

{{ d.title }} {{ d.cat }} Updated {{ d.updated }}
☆
No favorites yet
Tap the star on any document to keep it here for quick access.

Help & Support

Can't find a document?

Search by keyword or tag first. If a protocol or form is missing or out of date, contact the practice manager and it will be added or updated.

Portal support

For access issues, password resets, or role changes:

joseph.snoke@aeterna-aesthetics.com

Training

Internal training materials, external education platforms, and your certificates.

Policies and protocols to review

Open your assigned documents and record your acknowledgment.

View training documents

Training Materials

No training materials have been published yet.

{{ d.icon }} {{ d.title }} Updated {{ d.updated }}

Training Videos

{{ v.duration }}
{{ v.title }}
Added {{ v.date }}

External Training

Curated by your administrators — opens in a new tab.
{{ l.label }} Password: {{ l.password }} {{ l.host }} ↗

My Certificates

Management maintains your saved training records and credentials on your employee page. Contact management to submit a certificate.
MY REQUIRED TRAININGS
{{ t.training }}
{{ t.countdown }} · due {{ t.expiresF }}
Upload certificate
Submit certificates through management
Administrators can upload PDF, JPG or PNG files on your employee page.
{{ c.name }}
Uploaded {{ c.date }}
Remove
Employee self-service uploads are not available yet. Contact management to view or update your saved records.

Calendar

{{ calTitle }}

Provider hours come from Boulevard. Events and trainings are shared with employees through the portal calendar.

{{ testEmailResult }}

{{ calWeekTitle }}

{{ item.label }} {{ shift.name }} · {{ shift.sh }} {{ item.label }} No items
{{ w.d }}
{{ d.n }}
{{ item.label }}
{{ dayDetailTitle }}
ON SHIFT
{{ shift.name }} · {{ shift.sh }}
No shifts shown.
EVENTS
{{ event.title }} · {{ event.time }}
{{ event.comment }}
No events shown.
{{ evFormTitle }}
TIME {{ evRangeLabel }}
{{ evRangeHint }}
ASSIGN TO
Events in this session
{{ ev.typeLabel }}
{{ ev.title }}
{{ ev.dateF }} · {{ ev.start }} – {{ ev.end }} · {{ ev.who }} · {{ ev.location }}
{{ ev.comment }}
↻ {{ ev.rep }}
Invite responses · {{ ev.rsvpSummary }}
{{ person.name }}{{ person.label }}
No invited attendees recorded.
Delete

Export employee events

CALENDAR EXPORTS
Download employee events as an .ics file to import into Google or Apple Calendar. Exports are snapshots, not automatic syncing. Times use the destination calendar’s local time zone.
{{ g.name }} {{ g.email }}
{{ g.statusLabel }} {{ g.actionLabel }}

Organization

Sidebar categories and folder structure. Employees see these read-only; only administrators can edit here.

Categories (sidebar tabs)
Rename in place, reorder, or delete. Changes apply to the employee sidebar immediately.
{{ c.count }} Delete
Folder structure
Drag a folder onto another to nest it inside. Deleting a folder keeps its documents — they become unfiled, never lost.
⋮⋮ {{ f.count }} + Sub Delete
Drop a folder here to make it top-level

Training Links & Videos

External education platforms and training videos shown on the employee Training page.

Policies and protocols requiring acknowledgment

Upload a PDF, choose staff, and track who has read and acknowledged it.

Manage training acknowledgments
Upload training video
Drag & drop a video, or click to browse
MP4, MOV · up to 200 MB · plays inside the portal
Uploading…{{ tvPct }}%
{{ v.title }}
{{ v.duration }} · Added {{ v.date }}
Remove
Add external link
{{ l.label }}
{{ l.url }}
Password: {{ l.password }}
Remove

Team Management

Feedback & Reviews

Review patient survey responses and manage feedback shared with your team.

Team announcement

Published staff-visible documents only. When email is enabled, the selected file is attached to the staff email.

Employee comments

MANAGEMENT OVERVIEW

Patient survey responses

See visit ratings, expectations, and follow-up requests. Create a private test link before patient emails are enabled.

View survey responses
MANAGEMENT OVERVIEW

Provider feedback overview

Select a provider to review every shared comment. Older comments without a rating appear as Unrated.

No provider profiles available yet.
ProviderPositiveNegativeUnratedTotalLatest
{{ p.positive }}{{ p.negative }}{{ p.unrated }}{{ p.total }}{{ p.latest }}
{{ comment.category }} · {{ comment.toneLabel }}{{ comment.dateLabel }} · {{ comment.author }}
Patient survey
{{ comment.patientLookupText }}
Rating: {{ comment.surveyRating }} · Expectations met: {{ comment.surveyExpectations }}
Patient feedback: {{ comment.surveyFollowup }}
{{ comment.displayComment }}
No feedback recorded for this provider.
Recent comments
{{ comment.employeeName }} · {{ comment.category }} · {{ comment.toneLabel }} · {{ comment.dateLabel }}
{{ comment.comment }}

No comments yet.

Event RSVPs

{{ ev.title }}
{{ ev.dateLabel }} · {{ ev.start }} – {{ ev.end }} · {{ ev.location }}
{{ person.mark }}{{ person.name }}
No events requiring RSVP.

Time-off requests

{{ r.employeeName }} · {{ r.requestType }}
{{ r.dateLabel }} · submitted {{ r.dateSubmittedLabel }}
{{ r.statusLabel }}
Details: {{ r.otherLabel }}
Trade employee/dates: {{ r.tradeLabel }}
Trade employee approval: {{ r.tradeApprovalLabel }}
Employee reason: {{ r.tradeReasonLabel }}
Shift hours: {{ r.shiftHoursLabel }}
Trade partner comments: {{ r.partnerCommentsLabel }}
Clients needing moved: {{ r.clientsMovedLabel }}
Client details: {{ r.clientDatesLabel }}
Submitter comments: {{ r.commentsLabel }}
Management
{{ adminTimeOffEmptyLabel }}

Time-off tracker

{{ providerTimeOffPeriodLabel }} · 2 personal days and 1 Sunday–Saturday vacation week per employee. Remaining excludes approved upcoming bookings; trades do not use either allowance.

EmployeePersonal usedPersonal leftTrades (all time)Vacation weeks usedVacation weeks left
{{ r.name }}{{ r.personal }}{{ r.personalLeft }}{{ r.trades }}{{ r.vacation }}{{ r.vacationLeft }}

No employees or approved requests yet.

Training Compliance

{{ notifyLabel }}
EMPLOYEETRAININGCOMPLETEDDEADLINECOUNTDOWNSTATUSREMINDERS SENTACTIONS

View saved training records and expiration dates on each employee page. This summary is not connected to those records yet.

{{ r.emp }} {{ r.training }} {{ r.completedF }} {{ r.countdown }} {{ r.status }} {{ p.label }} Ping now Mark complete

Needs Review

{{ d.title }} Review due

Recent Activity

No activity recorded in this session.

{{ a.user }} {{ a.action }} {{ a.resource }}
{{ a.time }}

Financials

{{ finSubtitle }}

{{ finError }}

Boulevard API
{{ finConnectionLabel }}
Import complete Boulevard reports

Use this when Boulevard API exports are delayed. Select Detailed Sales and Voucher Redemptions CSVs for January 1 through today in the current year, and January 1 through December 31 in the prior year. Validation checks completed provider quarters before importing.

{{ finCsvPreviewLabel }}

Gusto payroll report
{{ finGustoStatusLabel }}
Run Gusto’s Payroll Journal report for the needed payroll dates, then download CSV. Include employee name or email, pay-period start and end dates, gross pay, paycheck tips (zero if none), and total hours.
{{ c.label }}
{{ c.value }}
{{ c.detail }}

{{ finMtdHeading }}

Month-to-date net sales through the same calendar day. Voucher redemptions are excluded from net revenue and shown separately as service activity.

CATEGORY{{ finCurrentYear }}{{ finPriorYear }}CHANGE%
{{ r.label }}{{ r.current }}{{ r.prior }}{{ r.change }}{{ r.percent }}

{{ finYtdHeading }}

January 1 through the same calendar-day cutoff in both years. Voucher redemptions are excluded from net revenue and shown separately as service activity.

CATEGORY{{ finCurrentYear }}{{ finPriorYear }}CHANGE%
{{ r.label }}{{ r.current }}{{ r.prior }}{{ r.change }}{{ r.percent }}
No synchronized Boulevard financial data yet. Once the API credentials and reporting sync are configured, daily and quarterly totals will appear here.

Provider net sales by quarter

Q1: Jan–Mar · Q2: Apr–Jun · Q3: Jul–Sep · Q4: Oct–Dec. Revenue categories and net total exclude voucher redemptions; the VOUCHERS column tracks redeemed service value separately.

PROVIDERQUARTERSERVICESPRODUCTSMEMBERSHIPSPACKAGESGIFT CARDSVOUCHERS*NET TOTAL
{{ r.provider }}{{ r.period }}{{ r.services }}{{ r.products }}{{ r.memberships }}{{ r.packages }}{{ r.giftCards }}{{ r.vouchers }}{{ r.net }}
Provider quarterly data is awaiting synchronization.

Provider year-to-date net sales

Each provider’s January 1 through same-date revenue excludes voucher redemptions; redeemed service value is shown separately.

PROVIDERYEARSERVICESPRODUCTSMEMBERSHIPSPACKAGESGIFT CARDSVOUCHERS*NET TOTAL
{{ r.provider }}{{ r.period }}{{ r.services }}{{ r.products }}{{ r.memberships }}{{ r.packages }}{{ r.giftCards }}{{ r.vouchers }}{{ r.net }}
Provider year-to-date data is awaiting synchronization.

Dashboard visibility

Choose exactly which financial data each employee can see. Administrators always retain full access.

EMPLOYEETOTAL FINANCIALSPROVIDER FINANCIALSLINKED BOULEVARD PROVIDER
{{ u.name }}
{{ u.email }}

Documents

{{ selCount }} selected Clear
TITLECATEGORYSTATUSVERUPDATEDACTIONS
{{ d.check }}
{{ d.title }}
{{ d.cat }} {{ d.status }} v{{ d.version }} {{ d.updated }} Preview Move {{ d.pubLabel }} Archive Delete

{{ profileName }}

{{ profileSummary }}

{{ employeeError }}

Available while this employee is ready to invite. Saving does not send an email.
{{ profileTrainingCount }} completed trainings
{{ profileCredentialCount }} credentials
{{ profileDueCount }} expired or expiring within 30 days

Add training or credential

{{ recordFileName }}

PDF, JPG, or PNG up to 2 MB. Completion date is required for training. Credentials are recorded by management; uploading a license does not verify it with the issuing board.

Training & credential history

No saved records yet. Add the employee's first training or credential above.

{{ r.title }}{{ r.status }}

{{ r.details }}

{{ r.notes }}

Open secure document (link expires in 60 seconds)

Employees

{{ employeeError }}

Deactivation preserves the employee record and disables portal access. Reactivate restores access.

New employee
You can set up their employee and provider pages before sending an email. When ready, use Send signup email on their row. Role can be changed anytime.
NAMEEMAILROLEPROVIDER PAGELAST LOGINSTATUS
{{ e.initials }} {{ e.email }} {{ e.lastLogin }} {{ e.status }}

Announcements

New announcement
Published staff-visible documents only. When email is enabled, the selected file is attached to the staff email.
{{ a.title }}
{{ a.desc }}
{{ a.prio }} · {{ a.date }} · {{ a.dashboardStatus }}
Delete

Homepage

Save photos below to update the employee homepage. Other text and layout controls remain session-only.

Homepage photos

Choose a JPG, PNG or WebP (up to 15 MB). Large photos are resized for the website. Preview your selection, then save it. Wide photos work best; the homepage crops them to fill each frame.

{{ photoError }}

{{ photoStatus }}

{{ p.label }}

{{ p.label }} preview

Choose a photo for this area.

{{ p.name }} · not saved yet

Hero
Quick Links
Remove
Recent Documents (featured)
Order shown on the employee homepage.
{{ f.title }} Remove

Audit Log

{{ a.time }} {{ a.user }} {{ a.action }} {{ a.resource }}

Settings

{{ s.k }}
{{ s.hint }}
{{ s.v }}

Move document

{{ moveTitle }}

Upload Documents

{{ upFileLabel }}
Drag files here or click to select · up to 50 files · 200 MB each
Each document will use its own filename as the title. The description, document area, and subcategory below apply to the entire batch.
{{ uploadProgressLabel }}{{ upPct }}%

Request Time Off (RTO)

Vacation is one full Sunday–Saturday week; submit the entire block together.

Set the hours each person will cover. Leave times blank for a full shift.

Your requests
{{ r.requestType }} · {{ r.dateLabel }}
{{ r.detail }}
{{ r.statusLabel }}
{{ toast }}