← Back|🏥 MedMasters EHR Data Guide
Boulevard
B

Boulevard

Modern client management platform for salons and medspas

Easy difficulty5 min📄 CSV
1

Log in to Boulevard Dashboard

Open your browser and go to app.joinblvd.com. Sign in with your owner or administrator email and password. Boulevard uses a dark-themed dashboard — you will see your daily appointments on the calendar view after logging in.

💡

Only Owner and Manager roles have access to the Clients export feature. Front desk and service provider roles cannot export data.

2

Navigate to Clients in the Left Sidebar

On the left side of the screen, find the navigation icons. Look for the "Clients" icon — it shows a person silhouette or a group icon. Click it. This opens the full client database with a search bar at the top and a table listing all clients.

EHR Software
Clients
Dashboard
Calendar
Clients
Sales
Reports
Marketing
Settings
Client Name
Phone
Email
Last Appointment
Total Appointments
Status
Export
Import
New Client
3

Confirm "All Clients" View

Above the client table, check that you are viewing "All Clients" and not a filtered subset. If you see a filter showing "Active Only" or a specific staff member's clients, click the filter and reset it to show all clients. The total count in the top-left of the table should reflect your full client base.

EHR Software
ClientsAll Clients
Client filter — confirm "All Clients" is selected
4

Click "Export" to Download CSV

In the top-right area of the client list, click the "Export" button. Boulevard will immediately generate and download a CSV file to your browser's Downloads folder. There is no field selection dialog — Boulevard includes all client data fields automatically.

EHR Software
Clients
All Clients
Name A-Z
Client Name
Phone
Email
Last Appointment
Total Apts
Status
Export
New Client
💡

If the Export button is not visible, you may be on the wrong plan. Boulevard's basic plan restricts data exports — contact Boulevard support or upgrade to a plan that includes data portability.

5

Verify and Upload

Open the downloaded CSV in Excel. Confirm headers are on row 1 and that Phone, Email, and Last Appointment columns have data. Send to MedMasters via the secure upload link provided.

⚠️

Do not email patient data. Use only the secure upload link from your MedMasters account manager.