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
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
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
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”
Please could you create an viewer user only the possibility to consulting appointment without acces to add or created or resheduled an appointement57 votes
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”
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
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
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
I don't need to see all 24 hrs of the day on the calendar when I look at it. All us to see maybe two hours before and after the shift starts or ends or have that grey area shown before/after shift customizable. Then the actual appointments can spread out to wider blocks - instead of taking 30 min of 24 hr day they would take up 30 min of an 8 hour day143 votes
To reduce the amount of scrolling taking place on the calendar, we have now hidden the non-working hours from the beginning of the day / top of the calendar.
You can still add appointments in the non-working “area” by using the Green + Button in the bottom right hand corner of the calendar :)
Client product purchase items under client. As staff needs to have quick view of the clients purchases of products not to go to reports97 votes
previous appointment notes show up in current appointment details1 vote
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 it.... Ready for it? It's not the slick interface, customizable app, or the ability to stick your picture in your profile. It's THE INVOICES. They are all terrible, ugly, and missing the all-important fields required to make them useful to anyone in a Health Care role who needs to issue receipts for their clients to use to make extended health care claims! This is SO simple and so frustratingly absent in the world of online business software.
Believe me, there is nothing worse that having an impressive website, intuitive booking system, and awkward useless receipts - it makes us look unprofessional, to say the least.
Currently, Shedul is missing out on Massage Therapists, Physiotherapists, Chiropractors, Kinesiologists, Psychotherapists, Chiropodists, Occupational Therapists, Osteopaths, Speech Therapists, Acupuncturists, and a host of other regulated health professionals because of an ugly invoice? Really?
Come on, guys! You are sooooo close to offering the best service I have seen. Please please please either:
Make invoices entirely customizable with the following field options that are ESSENTIAL to these professions:
- Client full name
- Business full name and address
- Full name of service provider and their *license number*
- Name of the service (ie: Therapeutic Massage)
- Duration of actual service (how many minutes or hours)
- Cost of service before taxes, if taxes are applicable
- Method of payment (not essential, but I'm throwing that in because it's sensible)
Simply make all invoices include this information. I'm good either way :)
I'm totally impressed. Now, why don't you blow the lid off the industry and get all the paraprofessionals I listed choosing Shedul over any other system because it serves their needs! It doesn't matter how pretty it is if we can't use it - so just make this one little change and I will shout from the rooftops that everyone should use Shedul. Promise.
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
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.
Can the Client Referral Source also pull from the clients list? I have a referral program and like to track who my new clients are referred by. You could have the created groups at the top of the list and then all the clients listed under it. If I manually could enter their name that would be great also if pulling from the client names is not an option.27 votes
Once you export your Client List, you’ll see a column for Referral Source :)
Head to "Setup">"Referral Sources" to add yoru own custom referral types.
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
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!
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 x1 vote
It’s still there :)
Just click on the appointment click “New appointment” with the blue star and you’ll see the Arrived Status option :)
Make check out quicker and easier with less clicks for each client48 votes
We’ve introduced “Express Checkout” so you can manage your day to day even faster!
You can now create an appointment directly onto your calendar and then click “Express Checkout” to instantly complete the sale :D
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
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 :)
Staff sales to go back to origional format including product sales1 vote
I would like to know which of my clients do certain services, for instance... presently I would like to have a listing of all my laser hair removal clients and the only way i can do that at the moment is to manually go into each clients profile to see what services they do. I want to be able to access the clients name as well as well as the services they do21 votes
If you head to "Analytics">"Client Retention" an export your entire list, you’ll be able to see clients, contact details and the last service they had :)
it would be good to have a report that shows how much stock value you currently have8 votes
You’ll now find this report under "Analytics">"Reports">"Stock on hand"
in salon i have my account logged in (which means they can access everything) can you create a 'salon' login.
rather than me having to create a separate login in with limited access, is there a salon login. my account is always logged in on our salon computer, which means the girls can access everything. my concern is they can book days off without authorization. (which they haven't nor should they) but it would be cool to have a salon desktop option so we can keep logged in all day.18 votes
For restricted staff log-ins, go to “Staff” >"Permission Levels" to see the different levels of restrictions.
Then go to “Staff” >"Staff Members"> and add your staff email addresses and change their user permission level to anything higher than “No Access”. They will then receive an email to create a password.
This way, staff have restricted access and you can see who created which appointment, when.
It would be great to have a automated text message option here in NZ for appointment reminders and promotional use as well25 votes
Hooray!! Kiwis can now send FREE text reminders to clients with Shedul. Head to "Setup">"Client Notifications">"Reminders" to review your SMS template and get started! <3
Adjust price at check out same as duration is adjusted1 vote
Here’s a mini video on how to adjust prices during check out :)
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