We added a new client cancellation feature and improved auto invoicing.
CLIENT CANCELLATIONS & POLICY
To allow your clients to cancel sessions you must enable client cancellations from Session Control AND give each client permission to Cancel Sessions. If you want all of your clients to have this permission use the Bulk Permissions Edit.
When a client is allowed to cancel a session they will see an orange icon on their dashboard under Upcoming Sessions, the session list tables, the calendar popup feature, and the session view page.
You are allowed to set your own cancellation policy based on default and custom session completion types. Up to 3 policy levels can be saved. For example, if you have a 24 hour cancellation policy, clients can cancel with no penalty 24 hours before a session. When a session is less than 24 hours in the future, the client will be charged according to the session completion type you set.
You can enable client cancellations and set your cancellation policy here:
- click on SETTINGS from the main menu
- click on SYSTEM from the submenu
- choose the SESSION CONTROL tab
- scroll down to STUDENT CANCELLATIONS & POLICY
The typical cancellation policy would have 24 in the Before in hours field and 'Missed - Full Costs and wages' for the session status field.
To use the bulk permissions tool go to:
- click on PERMISSIONS within Settings from the main menu
- click on the CLIENTS panel
- click on the BULK PERMISSIONS button
- select CLIENT CAN CANCEL SESSIONS
- choose your clients OR select all
- click on the checkbox
- click on SUBMIT BULK PERMISSIONS
- check the table below to ensure the permission was granted
AUTO INVOICING IMPROVEMENTS
Auto invoicing can now be used to invoice your clients for future 'scheduled sessions.' Invoicing completed sessions will continue as normal.
With this change it is possible for you to enact a pay-in-advance model for your business without having to use Package Mode.
We added an auto invoice history page so you can review the results of an auto invoicing cycle. On that page you will be shown which clients were invoiced, how much they were invoiced, the invoicing interval, and the result of the attempt.
Any errors in the invoicing process will be shown to you. Therefore if there was an invoice error; like sending the e-mail, you can quickly determine what happened and fix the issue or follow up with the client.
We added additional information to the auto invoicing settings page to show when scheduled sessions are invoiced. For example; a monthly invoicing frequency occurs on the last day of the current month for scheduled sessions. On that day at specific times the software will run the auto invoicing tool and generate invoices.
To review your auto invoice settings and history pages:
- click on ACCOUNTING from the main menu
- choose INVOICES
- select AUTO INVOICES from the top-right submenu
- select AUTO SETTING or AUTO HISTORY from the menu options
Invoicing completed sessions pulls completed session data from the calendar based on the previous weeks or month. Invoicing scheduled sessions pulls scheduled session data from the calendar based on future weeks or month.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
