Settings and activity
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An error occurred while saving the comment Jeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
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Confirm price IMO has a weird connotation. I think a more friendly example of the confirm screen could be:
Client McClient
Service 1 with Provider 1 ... $Price
Service 2 with Provider 1 ... $PriceDoes everything look right?
Yes, No modal -
5 votesJeremy Shieh
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2 votesJeremy Shieh
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Conceptually a custom report would contain multiple datasets in a custom format.
A Daily Summary, Weekly Summary, Monthly Summary which I believe almost every business would use would be:
Location
Range of dates
Total Sales
Subtotal Services
Subtotal Tips
Subtotal Products
Subtotal Taxes
Subtotal Gift Cards
Subtotal Memberships
Payment Method Subtotals for each payment type
Transaction fees
Grouped by Service Provider Type
Service Provider Type 1 Total Services
Service Provider Type 1 Total Products
Service Provider Type 1 Total Tips
Service Provider Type 1 Total hours Scheduled, utilized, actual hours
Individual service provider Type 1 employee 1 services, products, tips
Individual service provider Type 1 employee 1 Total hours scheduled, utilized, actual hours
Individual service provider Type 1 employee 1 appt #, new clients #, repeat clients #
Repeat for each individual employee, then repeat for each SP type and then each of those employees.
This report should handle nearly all payroll needs but also will provide easy snapshots that can be used for KPI analysis along with providing the staff reports they need for their own verification of payroll without providing them nitty gritty client or individual sales data.
Report should be able to be run for any range of time, and also any staff (each staff can run their own, manager can run all, department heads run their departments, etc).
Disclaimer that data is only available up to the previous day, to cut down on resource usage. Easy explanation to staff would be... payments are reconciling on backend, so no current day data is available until transactions resolve.