Settings and activity
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16 votes
Jeremy Shieh
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4 votes
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143 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
At current, we sell packages that contain vouchers for use with any staff. If the package sale is sold under a service provider, this service provider's product total on reports (not commission) reports will improperly show the packages which do not need to be enumerated as such. This requires salons to either pull product commission reports, go into the sale and adjust the seller (which may still not solve the problems as the clawback may be occurring outside the pay period), or manually deduct the amounts in order to not payout bonus on products that may not require bonus structured the way the other products are done.
Utilizing commission reports for this does work, but is on a cash basis rather than accrual in that payroll summation still requires manual thought process to make sure the clawback is appropriately hitting the same period rather than a different one.
Easiest solution (opinion) is to have the ability to have certain products or packages have NO option for "seller" and lock to a default that cannot be overridden.
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72 votesJeremy Shieh
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An error occurred while saving the comment Jeremy Shieh
commented
Concept: Send a message, click one of three buttons above message field, then send.
Would be super great if it can contain smart tags/mail merge.{4 week Reminder}
Hello [First Name] from [Business Name], it's been about 4 weeks since your last appointment and if you're ready to see us again give us a call at [Business Number] or book online here! https://linktr.ee/refineroseville/{Appointment Reminder}
Hi [First Name] from [Business Name], just confirming with you that your next appointment is [Next appointment date and time], if you need to make any adjustments or cancel please give us a call at [Business Phone] or respond here :){Receipt}
[First Name] thanks for visiting us at [Business Name] to get a copy of your receipt emailed to you, we need your email address. Please respond with that and we'll get it over to you ASAP! -
9 votes
An error occurred while saving the comment Jeremy Shieh
commented
At current the options are first available and book by service provider. If a client had the intent of booking next Wednesday at 4pm with no qualms about who is doing it, they would themself have to workaround and either just select a service provider and trial and error until they got the time they wanted or go through first available and do the same.
Perhaps the solution is changing the words of "book first available" to book by time. The current wording is misleading to consumers (especially first time) because it signals to them they cannot book a specific time in the future unless they are familiar with our staff or are trial and erroring to get there.
If the row was "Book by time, first available TODAY at 3pm" that would contain the most information and also not lose potential clients due to a misunderstanding.
Jeremy Shieh
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2 votes
An error occurred while saving the comment Jeremy Shieh
commented
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...
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35 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. -
115 votesJeremy Shieh
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89 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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59 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 -
19 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) -
381 votesJeremy Shieh
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20 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.
In addition to there being possibly a link in which the client can book or schedule an appointment where this action if completed deletes the waitlist request, the wording should be done so that not as much of a false sense of the appointment that is waitlisted will occur should be used so clients are aware that the business is attempting to accommodate but it is variable.
ALL CAPS ARE SUGGESTIONS
Hi [Client Name]!
You have requested an appointment with [service provider] during the [portion] of [date]. OR RANGE OF DATES
We will contact you at [client phone number] when AND IF an appointment becomes available. To make changes to your request feel free to call [business name] @ [business number].
IT IS OUR HOPES THAT WE CAN SEE YOU DURING YOUR REQUESTED TIMES BUT
If you do not hear back from us regarding your request, NO APPOINTMENTS BECAME AVAILABLE, please book an appointment online for your next availability.
YOU CAN CHANGE THIS REQUEST OR BOOK YOUR NEXT APPOINTMENT BY CLICKING THIS LINK [booking link, connected to email address this is sent to by tokenization that expires].
Thank you,
[business name]