Settings and activity
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3 votes
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Jeremy Shieh
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1 vote
An error occurred while saving the comment Jeremy Shieh
commented
Go to "Front Desk" tab, checkout the primary (paying) client, then DRAG using the mouse the subsequent appointments INTO the already open checkout window. They will now add the appointments together onto a single order.
If you need to change "who" is the payee, the click the icon next to the client name in the checkout window and swap to the proper client.
If you need to remove an appointment from the combined order, go to the service in the checkout window and REMOVE SERVICE, this will remove the service from that checkout and won't delete the appointment. Now check them out normally.
It appears you can only do this from the FRONT DESK tab :)
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3 votesJeremy Shieh
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6 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
I believe we are paying for receiving messages too, in the case that somehow a business is receiving spam messages and they increase there is no way to avoid this increasing spend and wasting resources for both the business and boulevard. A method of blocking this activity would hopefully solve this issue.
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8 votesJeremy Shieh
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2 votesJeremy Shieh
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22 votesJeremy Shieh
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2 votesJeremy Shieh
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5 votesJeremy Shieh
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5 votesJeremy Shieh
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6 votesJeremy Shieh
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6 votesJeremy Shieh
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5 votesJeremy Shieh
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4 votesJeremy Shieh
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1 vote
An error occurred while saving the comment Jeremy Shieh
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We do beta reports - time clock summary - filter by location and set range of dates.
The only caveats are that the data is not live (sometimes a couple minutes late and sometimes a couple hours. Make sure any time clock edits are done well before you use this report for payroll). Also be aware that the totals are for the range and also for the days, that you still will have to consider overtime manually.
We often just use time clock (original) reports to do payroll since it is simpler and there isn’t a need to consider that the data may not reflect any last minute changes
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3 votesJeremy Shieh
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6 votesJeremy Shieh
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7 votesJeremy Shieh
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2 votesJeremy Shieh
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2 votesJeremy Shieh
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For example: Beta reports < Daily Summary < Group by month name ; currently orders the grouping column by month name and sorts the months alphabetically. (Apr,Aug,Dec,Feb...) this data probably would never be used in this fashion and it would be far more helpful to order them (Jan,Feb,Mar,Apr...). If perhaps the months could be titled 2024-01-Jan, 2024-02-Feb, 2024-03-Mar; then this would potentially be more easily useful as opposed to the data that required manual outside manipulation at current