Voucher overhaul
Ability to "undo" an erroneous voucher redemption, at current if a voucher is "redeemed" the only way to correct it is to sell a workaround one to add it back to the client's payment methods.
Audit friendly; so many times clients come in and are very confused how many vouchers they have left. Rework of payment method section or in history that shows when a package was sold and how many are left alongside each date of redemption. This would solve many if not all of the back and forth questions and provide front desk staff a way of identifying where a client is in their package usage.
Ability to lock out the chance that a staff member "adjusts the price" of a voucher redemption. It is possible for a staff member to "hack" the system by altering the voucher redemption to whatever value they like such as $0 and either lose payment of it or seek it externally, or maximize earnings by changing the value to a higher amount that would appear in services and thus artificially increase pay without affecting the client. This can be done in small amounts or large amounts and I feel most managers and owners would never notice this type of activity.
Ability to lock out certain clients from purchasing packages. This would be for online sales and or clients that are not to receive discounted purchasing.
Close out package, ability to do a partial refund or full refund of package(s) that also eliminates the vouchers within payment methods. This would not necessarily be used across all locations but would survive accounting or auditing.
Ability to lock certain products including packages whereas said sale CANNOT be put towards a staff members sales. This would come in handy for packages that are sold as use with any staff and great for promotional item sales. Additionally special items that do not fall into normal retail sales would benefit from this ability.
Lock out the ability to "redeem" from payment method screen. When this happens there is NO log that it occurred and will no doubt lead to client/staff confusion later.
Ability to hide certain package sales from general staff. It is sometimes needed that a workaround to sell a $0 cost package of services to a client account, but this shouldn't be something that any staff can perform and should be difficult to get to. This also could lead to staff members selling "free" packages to clients from which the staff will still get paid for despite no revenue toward the shop.
Would be nice if a client could preTip on packages. This would further help the clients to simply dash out when done since they wouldn't have to stop to pay. This could also minimize merchant processing costs on all sides.
Some type of indicator or "tag" that is appended to clients with prepaid vouchers or account credit that shows on their appt regardless of what is booked would be useful as a visual indicator that this client possesses such items. Could serve as a visual cue that the service may need to be edited to be the proper redeemable service. If this comes up during booking process, time could be saved later during checkout and save many steps.
All vouchers viewable by default at checkout with button to "switch service to voucher service" would save a lot of time. Would also remind staff that this client has a voucher to use so we don't seem we're trying to cheat the client out of something they already paid for.
Report -> Voucher Redemptions should have additional columns indicating how much the voucher was redeemed for, should also show transaction number for reference purposes, also should show which service provider performed the service, also showing Xth out of Y redemptions for that client's package. Also here these individual lines should be clickable to go to the order of the sale.
Jeremy Shieh
shared this idea
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Jill Greve
commented
Another option to make vouchers redeemable for other services would be to have a button near the voucher in payment methods called "Exchange" which could bring up a sale to swap the voucher for a different voucher
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Jill Greve
commented
Another one: it would be cool to be able to name vouchers so they don't show up as "Multiple Service Voucher" and name them according to the membership or sale, etc.
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Jill Greve
commented
Also, we want a list of all vouchers on their account visible in all their checkouts.
We second the need for a visual icon on all appts in the calendar view for clients with vouchers AND clients who are active members. Special points for an icon that displays that they have the exact same voucher as the service they're booked for.
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Jill Greve
commented
Also, ABSOLUTELY need a voucher history log. I want clients to be able to count their used and unused vouchers and see in a clear way that they've all been used and what exact sales they were used in. If they could pull up the receipt, even better.
CRITICAL because we are a membership driven business
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Jill Greve
commented
MORE THAN ANYTHING We would like the ability to redeem vouchers for amount paid for the voucher for any sale and any service, regardless of redemption settings. For example, they have a voucher for service A but want service B, which isn't set up to be redeemed by the voucher. We want to be apply the cash value of the voucher to the sale, like a gift card, in that case, or it could just discount the service the amount paid, etc... Some similar override feature where we can apply vouchers to services that are not the "redeemable services" in the settings at their amount paid before tax.
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Amanda Mayhack
commented
when we build packages that come with more than one service it should be understood that the value based on the package price should take into account the price setting for the service. for example, a package sold at $500 with 3 vouchers for $250 service A, and 1 voucher for a $30 service B, should not equal $83.33 for service A vouchers and $250 for the service B voucher like it does today.
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David Liu
commented
Voided Vouchers need to be tracked
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Patrick Mammay
commented
Ability to share vouchers like memberships or re-add to a membership for sharing purposes. Ability to convert a voucher to a different service - set up conversion rates - we have 30/60/90 minute appts. Ability to use 2 30 mins to redeem against a 60 min. Can add vouchers to a gift card in check out but can't sell Giftcards with Vouchers online... WHY???!?!?
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Rebecca Ezolt
commented
1) Vouchers need to be treated the same as "Gift Cards" - when sold they become a liability. When redeemed they become a sale.
2) Redemption should be a "Payment Type" not a discount/coupon. Good that we can choose (currently) if we want to pay commission on the Voucher Value OR the Service Price.
3) Ability to assign primary service AS WELL AS a service the voucher may be transferred to. ie: A Signature Hydrafacial voucher has a primary service which is Signature Hydrafacial BUT if the client receives an upgraded Hydrafacial such as Platinum Hydrafacial - the voucher can be applied to that service AND the DIFFERENCE between the VOUCHER VALUE and the Service Price (for the provider who performed the service) is then due from the client.
4) Would prefer for packages not to be considered "products", rather some other category exactly like gift cards so as not to inflate sales numbers and inadvertently double dip on that transaction (counting the sale of the package as well as the sale of the service at redemption) as the "sale" really isn't complete until the liability has been erased and service rendered.
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Michael Madonia
commented
If the individual provider "App Reports" included vouchers redeemed, it would be useful to me. This app feature would be amazing. However, because it does not, most of my providers show a zero in their service sales report and it is not accurate. We are a voucher driven business. I manually add service sales + Vouchers redeemed in order to review all performance reviews and goals. I would like the providers to see there accurate services rendered in real time.