Clients | Corporate Client Look Up

Businesses have requested a 'look up' function to identify clients that are associated with the brand/corporation but are not yet associated with the location. In an attempt to make this process easier, quickly associating visiting clients to this location, we have created the following feature in Dashboard > Clients. 

 

 

Reporting | New Columns have been added to the KPI Report. 

We have added the following optional, new columns to the Location and Corporate Dashboard Key Performance Reports.
 

No Shows -  This is a real time 'Total count of No Shows' recorded for all sessions within the date range selected.

Late Cancels - This a real time 'Total count of Client Late Cancels' recorded for all sessions within the date range selected.

Booking Utilization - This is the sum of all total bookings divided by the total capacity available, for all sessions within the data range selected. 

 

Users will navigate to the 'Key Performance Report' and click the 'Edit Report Settings' button.
 

Check the desired columns to be displayed in the report results and click 'Refresh Report'

 

 

 

The  icon with continue to display the column logic for the old and new columns of this report. 

 

 

 

Gift Cards | Require Recipient for Gift Card Sales

In response to a request to help increase delivery of Gift Card sales to the purchaser and recipients, we have added a configuration, that when set to 'Yes' information on the recipient will be required.

Navigate to Account Settings > Configuration > Business Profile > Use the edit button to change the NO to a YES 

 

 

Gift Cards | Receipt Emailed to Purchaser

An update to the 'From Email' fields within Gift Card Sales so that all Gift Cards sold have a receipt emailed to the purchaser. This setting with be mandated in both the Business Dashboard and in the Client Dashboard 'New Sale' and embedded solutions. 

 

Client Profiles |SOAP Session Notes - Creation and Review

SOAP Notes offer a standardized format for taking and tracking notes for integrated health and fitness services. Notes are generally grouped under four main headers:

• Subjective - the reason the client is visiting and the opportunities they feel are relevant.

• Objective - the measurable observations about the client  (e.g., weight, vital signs, diagnostic test results, etc.).

• Assessment - Service provider's interpretation of the subjective and objective information.

• Plan - the details and steps that are to be done to remedy the issues.
   

SOAP Notes allow you to take notes and track progress in a standardized format for every client. Each note will be linked to a private booking. Service professionals and team members may add and review them from the Schedule and the client record based on Team Settings and permissions. 

Follow this link for more information on SOAP Notes.