Settings and activity
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35 votes
Jeremy Shieh
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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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58 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) -
379 votesJeremy Shieh
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19 votes
An error occurred while saving the comment Jeremy Shieh
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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.
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.