The following update introduces geocoding to the pairing process, a small improvement to the balances page, a practitioner note displayed during the session completion process and other minor changes.
Here’s what you can expect:
- added a geocoding module where the software retrieves geographic co-ordinates for users based on their address information
- added geocoding of clients (students, customers, patients)
- added geocoding of practitioners (tutors, therapists, instructors, coaches)
- when the admin contact information is changed geocoding co-ordinates will be saved/updated for the business automatically
- added automatic geocoding lookup at the user level for paid subscription plans
- when geocoding is initiated from the user level (client and practitioner edit pages) we’ll also recommend a time zone for the user based on the results. This is a fantastic feature if your business is online and you often add users from time zones you don’t recognize. This will make that procedure a little easier
- added automatic geocoding lookup in batches for paid subscription plans. Who doesn’t like automatic batches?!?!
- changed the name of pre-scheduling to practitioner pairing. We should’ve done this a long time ago. Better late than never
- moved the practitioner pairing tool from the clients menu to the practitioners menu
- added a header icon and link to the practitioner pairing tool from the top header of all pages
- added a quick link option to the practitioner pairing tool from the practitioner view pages for admin and staff users
- added map and markers to the practitioner pairing tool
- added the ability to leave a practitioner note at the bottom of each session complete page. This note can be used to remind your practitioners of responsibilities and duties related to the session reporting process. The note is not shared with clients
- minor styling changes to the session complete pages
- the balances page was re-worked for faster page loading performance. You can now select your filter options and then calculate balances. Added the option to select a specific client too. This change will save you time when you want to audit a specific client’s service history
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
