Settings and activity
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An error occurred while saving the comment Jeremy Shieh
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If a user logs into a new device it will be logged off its previous device excluding mobile devices.
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576 votesJeremy Shieh
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3 votes
An error occurred while saving the comment Jeremy Shieh
commented
For example: Beta reports < Daily Summary < Group by month name ; currently orders the grouping column by month name and sorts the months alphabetically. (Apr,Aug,Dec,Feb...) this data probably would never be used in this fashion and it would be far more helpful to order them (Jan,Feb,Mar,Apr...). If perhaps the months could be titled 2024-01-Jan, 2024-02-Feb, 2024-03-Mar; then this would potentially be more easily useful as opposed to the data that required manual outside manipulation at current
Jeremy Shieh
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4 votes
An error occurred while saving the comment Jeremy Shieh
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Go to "Front Desk" tab, checkout the primary (paying) client, then DRAG using the mouse the subsequent appointments INTO the already open checkout window. They will now add the appointments together onto a single order.
If you need to change "who" is the payee, the click the icon next to the client name in the checkout window and swap to the proper client.
If you need to remove an appointment from the combined order, go to the service in the checkout window and REMOVE SERVICE, this will remove the service from that checkout and won't delete the appointment. Now check them out normally.
It appears you can only do this from the FRONT DESK tab :)
At current the waitlist is a post it like system that is great for allowing our clients to put potential appts onto the schedule, but once something is deleted or scheduled there isn't a way to determine what used to be there in the event there is a mistake or any follow-up needs to be done. I am envisioning on the History tab on a client that it shows Waitlisted appt for the appts that are waitlisted but not scheduled and also a cancelled appt for any waitlisted slot being canceled or deleted.