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  1. Sales by type report for each staff member individually

    It would be ideal to have a sales report for each staff member individually and a break down of cash sales, check sales, and card sales.

    2 votes
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      completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Merge Duplicate Clients

      It would be great if we could combine doubled up card files so we have an accurate picture of each client purchases.. Without a receptionist, some of our clients have 3 card profiles, as each stylist may have had difficulty finding their card and then created a new one.

      558 votes
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        87 comments  ·  Flag idea as inappropriate…  ·  Admin →

        We have big news, everyone!

        We’ve launched Merge Clients! We know this was an important feature and highly in demand :D Thank you in advance for all of your votes.

        This feature allows users to either Auto-Merge Clients, by finding all duplicated entries in the system and combine them with one click or Manual Merge, by selecting client entries individually.

        On top of that, Shedul recognizes duplicates whilst a new client is being created, by matching existing data and therefore preventing any new duplicates being created.

        Important – once a client has been merged, they cannot be un-merged.

        It’s also worth highlighting that any staff member who have access to “Clients” will have access to the Merging Clients features.

        With great power, comes great responsibly :)

        Read more about these features here: https://support.shedul.com/hc/en-us/articles/360009474034

      • Merge service and products in one invoice

        It would be great for upselling if we can add both the service and product in one invoice. Since we can add multiple services in one invoice, why not add products as well to the choices? Thanks!

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →

          You can already add products to invoices when you’re checking out an appointment :) On checkout, just click on “+ Add Item to Sale” and you can add products, services or vouchers to their invoice, there is no limit!

        • See previous appointment notes in every new appointment

          previous appointment notes show up in current appointment details

          1 vote
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            completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Flag bookings that have notes

            Would it be possible to put somehow mark the bookings that have notes?
            It would be more convenient to see which booking have notes, so you don't have to open every booking to check for it.
            I know in a laptop/computer you can hover the mouse over and see the notes, but I only have a tablet at my salon.

            3 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →

              We’ve added a cheeky little speech bubble to the calendar appointments so you can see whether the appointment has important notes or not :D

            • Price Batch Update.

              So in this instance, it is our annual price increase.

              The system does not automatically update booked appointments going forward, only new appointments.

              There needs to be an option to batch update all appointments from a given date to reflect the new prices of services.
              Manually changing each appointment by changing the service > saving, then changing the appointment service again is not an acceptable option imo.

              17 votes
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                5 comments  ·  Flag idea as inappropriate…  ·  Admin →

                We’ve updated the Services Section!

                Not only do you have a new designed but you can now bulk update all future appointments with your new prices.

                Simply go to “Services” to update the price of a service and you’ll be given the option to update “All Future Appointments”

              • Bring back arrived button

                Would love you to bring back the arrive button when a client comes in, would be so much easier for people knowing who's here, Thanks x

                1 vote
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                  It’s still there :)

                  Just click on the appointment click “New appointment” with the blue star and you’ll see the Arrived Status option :)

                • Bring back the completed button

                  Please bring back the completed button. Now when we have a client pay in advance for a treatment and apply the payment it shows the treatment as being completed.

                  3 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                    We’ve brought this back for you :) You can now pay in advance and the appointment will not show as completed.

                    You’ll still be able to apply a part payment, apply the remaining payment and mark it as complete later :)

                  • Adjust price at checkout

                    Adjust price at check out same as duration is adjusted

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • When sending text reminders for appointments to a client who is having multiple services done, they get multiple text messages instead of on

                      When sending text reminders for appointments to a client who is having multiple services done, they get multiple text messages instead of one. Is there a way for them to only receive that one reminder instead of multiple. Clients are complaining. Thank You!

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                        Hi Missy,

                        This will be because your’e creating multiple appointments rather than one appointment with multiple Services.

                        After you add one service to an appointment, if you scroll down, you’ll see an option to add more services.

                        One appointment = one reminder and one invoice :)

                      • 1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • services that we can block from the public from seeing such as a fix app

                          id love to be able to have other services on my menu that i don't want the public to access or see online,

                          example: ive added a complimentary brow wax and have the service already set to $0 avoiding false sale predictions/discounts

                          or if a client needs to come in for a repair on an appointment i want to book in a "fix" time slot and have it go onto their appointment history.

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Staff product sales

                            Staff sales to go back to origional format including product sales

                            1 vote
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                              completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Gift vouchers should not show up as income recieved when they are redeemed

                              vouchers so up as income received when they are sold, they also show up as income received when they are redeemed. They should only show up as income received when they are purchased.

                              1 vote
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Fields to Invoices/Receipts for Health Care Insurance claims

                                I've already ranted on another thread about this, but I think it deserves some serious attention if Shedul wants to be truly the BEST option in online booking services across the board. I've been using online booking for 10 years and I am here to tell you that this product is head and shoulders above Acuity, Mindbody, Genbook, Booker, Wix and a bunch of others - all of which I've used! HOWEVER - there is one major and super important area that none of these companies have gotten right and they are missing out on thousands of clients because of…

                                12 votes
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                                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                  You can now update the details that are displayed on your invoice under "Setup">"Invoices & Receipts" including client’s full name, address and custom notes.

                                  Likewise, before applying payment, you can select “more options”>"Invoice details" and add ad-hoc notes directly to the invoice.

                                  Enjoy!

                                • Reports: Total Stock Value

                                  it would be good to have a report that shows how much stock value you currently have

                                  8 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Reports by payment type

                                    We'd love to be able to open a report or even an option in the Payment/ Sales tab to show different payment types ie list all payments made by cash or just cheque etc

                                    1 vote
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Dashboard: Working Hours need to reflect Closed Days

                                      While making my 2018 Projected Cash-Flow, I realized my hours were wrong! The dashboard shows working hours per month, as well as what was booked, for Occupancy Rate, which is great, but the working hours did not take into account the FULL WEEK of scheduled Closed Days.

                                      1 vote
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                                        completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Default Appointments to complete at checkout

                                        Default Appointments to complete at checkout. currently the person doing the checkout has to select that an appoint is complete, surely this should be the default setting or maybe a default value in the setup. If full payment has been taken why would you leave the appointment open?

                                        ( OK so maybe you took payment in advance but that should allow you to uncheck the Mark Appointment Complete box as it would be much more infrequent than marking complete )

                                        1 vote
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                                          2 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                          Hey Mary! Thanks for sharing.

                                          If you check out an appointment in the past, it will automatically be marked as completed. If you check out an appointment in the future, just above the “Checkout” button is a tick box to “Mark Appointment As Completed” :)

                                          Even if the appointment is marked as completed, you can click on it and change the status to “Confirmed” to uncompleted it.

                                          Hope this helps!

                                        • Permissions: View Only Access

                                          Please could you create an viewer user only the possibility to consulting appointment without acces to add or created or resheduled an appointement

                                          57 votes
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                                            10 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                            We have introduced new permissions for “Can book appointments” and “Can checkout sales”, so owners can easily grant access to all actions related to appointment and sales modifications.

                                            When disabling these two permission levels, your staff member will have “View Only” access as they will be unable to edit, add or check out appointments :)

                                            Head to “Staff” > “Permission Levels”

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