Settings and activity
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4 votes
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Jeremy Shieh
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570 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
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...into one instead of separate page and requiring new work flow. You would be searching a client, see all the clients that match and be able to select 2+ clients to merge, then select or highlight the info that should be retained, then click Merge, cannot be undone. All from client tab without having to re-search the client again.
An error occurred while saving the comment Jeremy Shieh
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A button under "Manage" or "Clients" that calls for an analysis of clients that share at least 3 strong similarities such as {Same First Name}, {Same Last Name}, {Same Phone Number}, {Same Email address} plus wiggle room the same way client search already has a tolerant but effective wiggle.
This followed by a way to select which clients to merge and how so.
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1 voteJeremy Shieh
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4 votesJeremy Shieh
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3 votesJeremy Shieh
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4 votes
An error occurred while saving the comment Jeremy Shieh
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Putting my vote in for 8x8! I'm sure they can probably cough up some pretty good enterprise deals to get it done as they've done for my corps.
I would love an integrated phone solution and also have the SMS piggyback on that service so that it also can be done through boulevard but also through the webapp/app for the phone PBX.
Side advantage is there could be quite large cost savings for partners on the SMS side of things as well, and compliance probably could be taken care by the PBX provider as well!
Jeremy Shieh
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2 votesJeremy Shieh
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3 votesJeremy Shieh
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17 votesJeremy Shieh
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64 votesJeremy Shieh
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9 votesJeremy Shieh
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6 votesJeremy Shieh
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199 votesJeremy Shieh
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51 votesJeremy Shieh
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15 votesJeremy Shieh
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8 votesJeremy Shieh
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2 votes
An error occurred while saving the comment Jeremy Shieh
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Our workaround is to make a new appt book it under the client with the respective stylists as a single appt, then delete the original one. The newly created one is the one we checkout as it is grouped together.
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17 votesJeremy Shieh
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3 votesJeremy Shieh
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4 votesJeremy Shieh
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Non requested appts send out confirmations with provider name which gives complete wrong picture to clients that they have a confirmed provider.