Ability to Separate Products/Packages by Client on Merged Appointments
When two or more appointments are merged—for example, when one person pays for services or products for multiple clients—all products and packages purchased during that merged appointment are automatically attributed to the paying client’s account.
It would be extremely helpful to have the ability to assign products and packages to the correct client, even within a merged appointment. This way, each client’s account accurately reflects their individual purchases, package usage, and product history, regardless of who paid.
This would make tracking product recommendations, package redemptions, and client history much more accurate and reduce confusion at future appointments.
-
Tricia Furphy
commented
From a medical spa that has to adhere to HIPPA - this needs to be fixed. We need documents for what products were sold. AND now that BLVD is using ePrescribe - would this mean my rx could end up on the wrong account???? But also from a customer service standpoint this should be fixed. If my husband wants to come in and buy my favorite shampoo from my hair salon but there is no record of it because my daughter and I also go to the hair salon together and pay together so all my products are on her account?