Moving From Waitlist To Booked- Time Restriction
As a club owner, I wish to set the cut-off time for automatic promotions so that waitlist clients are not promoted to Booked last minute and without enough warning.
Clients are being notified as late as a few minutes before class that they were promoted to booked (as a result of a late cancelling client) but do not have enough time to arrive for the session.
In an attempt to prevent last minute promotions of clients from waitlist to Booked, we have created a configuration allowing the business to determine the cut-off of the automatic waitlist promotion function.
Clubs may now align their waitlist promotions with their bookings cut-off. By default, this configuration is set to zero, businesses are encouraged to immediately set the cut-off to a more reasonable time so as to provide client ample time to arrive for the class.
Selecting a Team Member as the Salesperson on Checkout
As a team member, I need to select another team member as the salesperson for a sale, so that team member can be seen on the sales report and the business can give them credit for the sale.
In order to allow a business to give credit for sales to team members not present, we have added a configuration that allows edit of the package salesperson.
Located in Dashboard> Account Settings> Configuration > Business Profile> you will find a new configuration labeled: “Allow Change of Process By value of sale” and a yes / no selector.
By default, this is set to off:
When configured YES team members may select other active team members during a Sale so they may get the commission and sale credit for the transaction:
User simply needs to select an alternate Team Member during the sale and click Add to Cart.
Complete the transaction as you do today, and the Sales reports will indicate those who are credited the sale
Allow Team Access configuration to Hide Dashboard Revenue stats and Retail Revenue Snapshot
As a club owner, I want the option to hide financial data from my team members view.
One of the ways we thought to solve for this special circumstance where a club owner wanted to limit the sensitive financial details of her club operations was to allow access configurations to include hiding such data.
Club Owners Navigate to Team Settings via the menu in the top right of your dashboard.
Select Team Access Groups and then select or create an access group for your managers.
In the configuration of areas and access, leave the Display Revenue and Retail Snapshot unchecked as this will remove the Dashboard display of the Revenue box that normal display on the location Dashboard.
System to pre-check "Send recipient gift card vie Email" during Gift Card sales
As a business owner, I need my clients to know and receive their gift card ID#s and details so that they can redeem them.
In both the business view and the client web view, the Send Recipient gift card via Email option is pre-selected in an effort to increase the probability that clients receive their gift card ID# and details immediately following the sale.
Business are now able to remove Client credit card details
As business owner I need to be able to remove invalid client credit card information and replace it with a valid form of payment.
Previously, credit/debit card details once entered could not be removed from clients account, business can only update. Now businesses that need to remove a card from the client record may do so.
Session Count added in Subtotal in Reports>Staff> Payroll Report
In the Payroll report in the "Subtotal" column, we have included a total for the "Session Count:" (total number of sessions for the team member in their section of the payroll report, and then add a heading: "Total Earning:" ahead of the current total earning for the team member. this allows for clarity if the team member had multiple types of session, providing a subtotal per type and a total of all sessions
Corporate Dashboard | All Members Report - allow multiple location selection
As a business owner, I may need to include more than one location in my Corporate Dashboard All Members Report.
When selecting Reports > All Member we now allow the user to select more than one location to be included in the report. When multiple locations are selected in the report filter the report shall list details with a location column indicator.