Settings and activity
632 results found
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2 votes
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38 votes
Jeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
BUT use a recall feature telling the client; "If a cancellation occurs on this day for your preferred stylist, automatically move me over to them if it occurs in this time range".
An error occurred while saving the comment Jeremy Shieh
commented
Currently shows emoji and that there are no times available. I suggest that this is an opportunity to show all of these and them to be clickable/tapable
* Next available time with selected staff
* Next available time for selected service
* Next available time with selected staff for selected service -
122 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
Would be great if particular services could be set that they only occur Dates-Dates, or certain days of week, or only 2pm-6pm etc. Some services may require certain prep or staff that are ancillary that the business is currently manually keeping track of. Using "resources" to control this still doesn't correctly accomplish this and causes a lot of extra work or UI that may confuse staff.
Example:
Outdoor haircut (only allowed in LA county before sunset and also will have a coming end date sometime soon).
Service should use controls: Between 10am and 5pm despite service providers still having bookable time after for indoor services. Setting it up as a resource isn't correct since no single resource is being used, and if this was done this way, one would need to set up "Outdoor" as a resource for each stylist to use, which would be numerous. And when we do finally get an end date for this option to do services outside, it would be nice to set an end date to those being bookable. -
119 votesJeremy Shieh
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105 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
Causes confusion that clients think that staff is there everyday.
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67 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
For example I feel these that are currently in "Manage " should be in the Business settings (higher level):
Billing
Details
SecurityAnd these should be in "Manage" instead of business settings:
Memberships
Payment Processing
Product Categories
Promotions
Referral Sources
Resource Categories
TagsAlso further disambiguation should be applies to some of them that serve two purposes differentiating between what is a single site's settings versus universal across the business brand.
Manage:
Details: should be listed as "Location Details"Business Settings:
Gratuity settings should be able to be set per location rather than universal
Online booking Scheduling Rules would benefit from individual location settings rather than universal
Payment processing needs a way to "go back" once inside one location instead of using browser navigation
Promotions should have single site functionality versus allSuggestion for Tags:
Sub-group, auto-tags; set new tags and automatic appending based on rules* Client has left custom message for shop
* Client has previously no-showed
* Client commonly runs late
* Client is large tipper
* Client takes longer than planned appointment slots
* Client is missing key info (such as phone, email, etc)
* Client HAS NOT confirmed
* Client has vouchers
* Client has account credit
* Client has other appointments upcoming
* Client has had extremely recent service
* Client commonly has discounted services -
38 votes
An error occurred while saving the comment Jeremy Shieh
commented
Other examples would be:
Hours that shop is open
Hours of scheduled stylist hours day by day (Monday 125 hours, Tuesday 167 hours, Wednesday 190 hours...)
Hours total scheduled per week per staff
Graphical or calendar view of days working and what shift(s) are per staff
Graphical view of abnormal hours ( schedule changed from recurring to otherwise) -
15 votes
An error occurred while saving the comment Jeremy Shieh
commented
Example: Every other Tuesday, Every 1st Tuesday, Every 3 Tuesdays. etc.
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60 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
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.
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498 votesJeremy Shieh
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319 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
After searching client for booking, the suggestions should include their vouchers as an option.
Also when checking out a client, all vouchers should be displayed regardless of which service is in use. This would give the staff a chance to correct the service and redeem the voucher without awkwardly having the client confront the staff stating "but I thought I prepaid this before."
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31 votes
An error occurred while saving the comment Jeremy Shieh
commented
In the Clients tab, it would be great to have more filter features:
* Client does have future appt
* Client does not have future appt
* Customize date range beyond or more specific than current presets such as "Client last visit occurred between xx/xx/xx and xx/xx/xx, or on xx/xx/xx specifically"
* Client has active voucher
* Client has #X number of appts within time range
* Client has purchased product
* Client has online booking set up
* Client does not have online booking set up
* Client has discounted services
* Client has similar account to another account (for purposes of finding the ones that likely should be merged)Many of these may can be located in reports, but this would not be as useful for purpose of marketing via email or SMS to them.
Could be as simple as a triangle indicator at the beginning of each interval. Greatly reduces thinking for receptionist for intervals that are more difficult; ie 45min, 1:15, 1:30, 1:45+ etc...