The following change log is a semi-annual update and encompasses all changes made to the software from September 2022 to January 2023. If you have questions regarding this extensive update please feel free to contact us.
- system setting added allowing administrators to enable and disable conflict checks for clients and practitioners
- removed records manager overview page from practitioners since it allowed them to see records for clients that were not assigned to them
- added additional logic when a home URL, login URL and terms URL is provided and the http:// component is missing the software will automatically prepend it to the URL string.
- improved assigned client list for practitioners when assigned only setting is disabled
- improved the staff list pages for staff users. They will only see dropdown options they have permission to use
- you can now assign agents to services. When a session is completed where the service has an assigned agent, the software will make sure the clients are assigned to the agent and if they are not they will be assigned to the agent
- you can now assign agents and tags to client add and edit forms
- you can now assign tags to the agent add and edit forms
- the agent view page shows a list of assigned tags
- added additional formatting options to the text editor
- added breaks and notes to the calculation for available time when a client uses the online booking tool. Breaks and closures will not affect those times that are available within the dropdown start and end time fields
- added notification warning if X sessions for a client are missed in an X number of days
- added ability to complete all old, open to-dos from the dashboard that are more than 10 days old
- added the ability to save different session completion types for group sessions. This option is present within the session completion page. Each participant/client in the session can have their own session completion type
- added the ability for clients to cancel group sessions and have your cancellation policy applied to them specifically. In the past we did not allow clients to leave a group session after X hours designated by your cancellation policy
- added the group session note to the bottom of the view session page for clients
- added offline and automated management of courses so only the next session by date is shown within the online groups and courses list. This ONLY applies to courses with more than 1 vacancy/slot
- added session complete link to the practitioner’s dashboard when a session is past due. For upcoming sessions the session view link is present. This will make it easier to direct your practitioners to the appropriate page
- added a visual “Duration” field for all session complete pages. The hours/minutes updates whenever the start or end times change
- added a new agent report that will sum totals and provide an itemized session report for all clients under the agent. This report looks much like an invoice but cannot be paid like an invoice
- fixed: save cancel session reason was disabled when there was already a reason present, this has been changed and the save button will be enabled
- fixed: when a practitioner is selected from the session list pages the add break and add note drag and drop options will show on the calendar quick navigation menu
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
