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  1. 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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      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

    • 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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        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”

      • 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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          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”

        • 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  ·  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  ·  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

            • Calendar Hide Non-Working Hours

              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 day

              143 votes
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                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 :)

              • Clients Products Purchase History

                Client product purchase items under client. As staff needs to have quick view of the clients purchases of products not to go to reports

                97 votes
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                  completed  ·  4 comments  ·  Admin →
                • 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  ·  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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                      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!

                    • client referral source

                      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
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                        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.

                      • 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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                          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!

                        • 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  ·  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 :)

                          • Quicker check out

                            Make check out quicker and easier with less clicks for each client

                            48 votes
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                              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

                            • 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  ·  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 :)

                              • Staff product sales

                                Staff sales to go back to origional format including product sales

                                1 vote
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                                  completed  ·  2 comments  ·  Admin →
                                • You should add a way that we can search for all the clients that does a particular service.

                                  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 do

                                  21 votes
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                                    1 comment  ·  Admin →

                                    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 :)

                                  • 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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                                    • 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
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                                        1 comment  ·  Admin →

                                        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.

                                      • Automated SMS in New Zealand!

                                        It would be great to have a automated text message option here in NZ for appointment reminders and promotional use as well

                                        25 votes
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                                          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 checkout

                                          Adjust price at check out same as duration is adjusted

                                          1 vote
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