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  1. Export & Import Data

    Great interface, would like to have the ability to download client list and all provided services, history of sales. Also, I would like to have Admin right to delete some reports from Appointments List Report. some data was entered for testing and can not be deleted !

    137 votes
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      28 comments  ·  Flag idea as inappropriate…  ·  Admin →

      Hi Everyone,

      All reports are already exportable.

      For importing clients, go to “Clients” >"Import Clients" and follow the directions.

      You can already export your data whenever you like. Go to “Reports” >"Client List" adjust your filters to All time, View, then Excel for export.

      Please remember, you can restrict who has access to “Reports” with “User Permissions” and therefore restrict who has access to export your client list

    • 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

      • Online Booking: Set Time Slots

        Please could we have an option to only allow clients to book on the hour or half hour times for online booking? Just like you have the option for calendar settings displayed. If people don't want this, they don't have to. Thank you

        314 votes
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          80 comments  ·  Flag idea as inappropriate…  ·  Admin →

          Online Booking Time Slots ⏲️

          We’ve done it! We’ve updated the online booking time slots to allow for 15, 20, 30 mins and 1h intervals!

          This way, you can be more flexible on how granular your online booking availability shows.

          To set this up, head to “Online Booking” > “Settings” and remember to save your changes.

          If you haven’t been upgraded to Fresha yet, email us at info@shedul.com for your free upgrade so that you can make the most of these features!

        • 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”

          • 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”

            • Incomplete client card reminder

              When a new client calls to make an apointment its not practical to fill out all the details over the phone etc.

              When they arrive at salon and fill out the paper client card sometimes details can be missed out or maybe not get entered on schedul.

              Could we have a reminder set for the salon user/admin to collect these details/enter them on the system. Maybe just the main details such as names and contact number? Possibly at checkout/rebook point?

              Something not annoying eg a message that says in incomplete contact details. Maybe selectable or set just so they can…

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

                Hey Paula, the solution here is to enable online bookings. Client details are mandatory when the client books online so it’ll save you a lot of time and won’t require any internal notifications :)

              • Ability to view potential sales income for forthcoming week or month based on appointments booked and value of them

                It would be great to see what our income potential would be for the forthcoming day / week / month / year based on appointments booked. Perhaps on the home screen where we can see sales for week or month just gone, we could also see what we could earn for the forthcoming periods.

                I am a mobile nail technician just working for myself, so to know what my earning capacity coming up will be would give me an instant view of how many more appointments i need to try and book to earn what i need to to pay…

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

                  If you head to "Analytics">"Reports">"Appointment Summary" and change the date range to the future then you’ll be able to see your booked in future income. We plan on adding these figures to the home dash board in the future too :)

                • guest feed back

                  send out rating messages at the end of each service

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

                    As part of your Fresha upgrade, you can a capture client ratings after the appointment has been completed.

                    You now also have a dedicated report to view who has left you a review and for which appointment.

                    See the ⭐ icon from the main menu on the calendar to view your ratings.

                    If your Shedul account hasn’t been upgraded to include Fresha, email us at info@shedul.com to request your free upgrade.

                    There are still plans to include written reviews too! ????

                  • 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 →
                    • Book Now button for INSTAGRAM

                      Like the FB one already in place but for Instagram.

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

                        As long as your account has been upgraded to include Fresha, you’ll be able to add an official book now button for Instagram! :D

                        Email us at info@shedul.com to request your Fresha upgrade. If you already have it, head to “Online Bookings”>"Channels" to find your unique links for Instagram.

                      • Cancel button for clients

                        A cancellation button for clients

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

                          Whoop Whoop!

                          Client’s can now manage their own bookings including Cancel and Reschedule their own appointments.

                          Email us to request your account be updated to include Fresha so that you can introduce client accounts to your users :D

                        • 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

                          • 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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                              22 comments  ·  Flag idea as inappropriate…  ·  Admin →

                              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  ·  Flag idea as inappropriate…  ·  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  ·  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!

                                  • Type in Stock Quantity On Mobile during Check Out

                                    Have an option to type in the quantity of stock required to add to an Invoice. At the moment I need to + or - quantity. eg when you are choosing quantity 50 stock items.

                                    4 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Be able to 'rebook' past appointment under Client profile.

                                      it would be great when making a booking to look at customer history and be able to click on previous appointments and have that populate into that appointment

                                      0 votes
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                                        completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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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                                          5 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                          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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                                            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!

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