hayleyrmorgan

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  1. 239 votes
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    44 comments  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →
  2. 147 votes
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    34 comments  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →
  3. 14 votes
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    2 comments  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →
    hayleyrmorgan shared this idea  · 
  4. 183 votes
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    27 comments  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →

    Once and invoice has been raised, it cannot be edited. This is an accounting policy rather than a Shedul policy.

    You can however open the invoice, click"More Options" >"Refund" and add new products or services to “Exchange”.

    Likewise, you can Void the invoice and put it through again but remember that invoice dates are tracked based on when the invoice is created., so the new sale will be tracked based on the new invoice date.

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    hayleyrmorgan commented  · 

    Upgrade option when booking online:
    If they pick certain treatments clients are asked if they'd like to add 'x' treatment or up grade to 'y'.
    i.e. If picking a massage would you like to add ear candles? or if picking a manicure; would you like to upgrade to gel nails?
    Great way to upsell Thank you

  5. 196 votes
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    33 comments  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →
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    hayleyrmorgan commented  · 

    Allow us to see if a client texts back to the reminder text.

  6. 16 votes
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    under review  ·  6 comments  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →
    hayleyrmorgan shared this idea  · 
  7. 5 votes
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    1 comment  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →
    hayleyrmorgan shared this idea  · 
  8. 7 votes
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    under review  ·  1 comment  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →
    hayleyrmorgan shared this idea  · 
  9. 576 votes
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    67 comments  ·  Suggest New Features  ·  Flag idea as inappropriate…  ·  Admin →

    We do plan on adding custom intake forms to Shedul so that you can manage everything under one roof.

    In the meantime, many businesses are using Google Forms or TypeForm to create forms and questionnaires and adding the URL link to Shedul’s client Email Notifications.

    You can edit notifications under "Setup">"Client Notifications" where you’ll see the different message types for Reminders, Confirmations, Reschedules, Cancellations and Thanks Yous.

    Remember to save changes :)

    GoogleForms: www.google.com/forms/about/
    TypeForm: www.typeform.com/

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    hayleyrmorgan commented  · 

    Allow to customise the client section so I can add all the fields need for a full consultation, therefore all in one place.
    i.e. Doctors contact info, In case of emergency contact info, where did you hear about me?, Why have you chosen me?, signature. (maybe photo as well!)
    With the ability for marketing questions to be put into a graph i.e. how many have found me via internet v word of mouth.

    Customer info & consent forms completed after booking 1st appt

    hayleyrmorgan supported this idea  · 

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