Hi {formtext: name=your name},
I enjoyed meeting with you today, and I look forward to our first working session on Date and Time of WS1.
Here's the link to today's meeting recording: ________________
Below you will find a list of action items. Most of the items below should be completed before our next call. If not, we may need to reschedule. We want to stay on track and launch on time.
Important Dates to Remember:
- Scheduled Launch Date:
- Billing Begins:
Access Your Dashboard
- Accept the invitation from support@joinblvd.com.
- Once accepted, please log in to your Boulevard Dashboard. Google Chrome is the recommended browser, and I encourage you to bookmark this page for easy access.
- Once logged into your Boulevard Dashboard, look for the yellow bar at the top of the page and select 'Continue Setup'.
- Completing this step enables you to process payments through Boulevard.
- Link to our support article for more details.
- Send over your admin-level credentials before our next call. This allows us to begin the transfer of your data into your Boulevard Dashboard. The sooner, the better!
- 2 Factor Authentication - If possible, please turn off the 2FA Verification so our team can run the migration. If this is not possible, we can schedule a time to ensure that the code can be sent over to our team.
- Review the attached one-sheet to understand what will and won't transfer over.
- Order your Duo CardReader from our Boulevard storefront. Use the promo code FREEDUOJAN2026 at checkout to receive your Duo at no cost.
- You will also need: A full-size iPad running OS 15 or higher, AND a desktop or laptop computer for daily operations
- Review the TCR Checklist and update your website as needed.
- Begin working through the tasks currently available to you in GuideCX.
- I'll continue releasing more tasks as we move forward to keep the process on track.
If you have any questions before our next call, send me a note on GuideCX using the @ symbol. I am here to help!