Custom Schedules Rework
You can now create custom schedules without having to assign practitioners upon creation. This will allow you to have custom schedules that are reused year after year.
Practitioners can be added and removed from custom schedules at any time. Practitioners can also add and remove themselves from custom schedules.
If the date range for the custom schedule does not match the practitioner's availability you can change it. Of course, the software will make sure custom schedules do not intersect each other at the practitioner level.
This rework allows you to have common themes for custom schedules.
For example, you could have a SUMMER SCHEDULE that encompasses the months of June to August. Before June 2022 you would make sure the date range for the custom schedule is set to 2022-06-01 and 2022-08-31.
Next, you add all of your practitioners to the SUMMER SCHEDULE and ask them to update their hours of availability.
Practitioners could update the days and times they are available during the SUMMER SCHEDULE, they could adjust the start and end dates, or they can remove themselves from the custom schedule if their default schedule still applies to them.
The result of this rework will reduce the number of custom schedules exponentially. We noticed some of our larger clients had 40+ custom schedules. This update could reduce that number to less than 5. Managing custom schedules should be a lot easier and user friendly.
Added Batch Welcome E-mails
We added the ability to send Welcome E-mails in large batches. If you want to send a welcome e-mail to multiple clients, practitioners, or staff users you can do so from the list pages.
Within the Select dropdown box choose, 'Welcome Message,' checkmark the users and then click the submit button.
Added Batch Payments Feature
We added the ability to add manual payments in large batches from the BALANCES page.
You may want to add manual payments if you have a large number of clients with amounts owing that you have not updated. This occurs when a business accepts checks and cash for their services. If a couple months pass before you update payments there could be a lot of tedious work to do. This feature adds payments in seconds.
You select the date interval from the balances page to calculate the amount owing during that billing period. Then you choose those clients you want to create a payment for. Choose ADD PAYMENTS from the dropdown box and click Submit.
Manual payments will be added for each client selected in the amount of the services rendered for the billing period. A payment date will be back-dated to the last day in the billing interval. Alternatively, you can choose ALL-TIME for the billing interval. If all-time is selected the payment date will be the date for the current day.
Improved Zero Balances Features
The zero balances feature is similar to the add payments feature. With it you can create credits and debits automatically in order to "zero-out" the account balance of multiple clients.
Prior to this update the feature was not date interval aware. This meant it took the entire service and payment history of the client and added a credit or debit on the account.
If you want to zero out the entire history of a client you can select the ALL-TIME date interval option.
Fixed Vehicle Mileage Expense Recording
When a client debit derived from a vehicle expense is deleted from the Payments List the software will check for a mileage expense record and remove it.
Previously this check was not done and meant a manual correction had to be applied to the vehicle mileage table. You no longer have to perform this correction.
Fixed Practitioners Account Information Issue
When a practitioners tried to update their contact information with a personal meeting ID (PMI) and a primary phone number an error was displayed. This has been fixed. This error occurred when a practitioner was logged into the software (Practitioner Side) only.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
