The following is a summary of changes affected by this update:
- first name last initial for practitioners displayed on online booking tool
- you can choose which online booking tool form to show
- for preferred pricing (service groups), show the highest cost option only for the online booking tool
- client cost calculated for group sessions on completion when preferred pricing (service groups) present
- added accounting email to admin account
FIRST NAME & LAST NAME INITIAL
We will only show the practitioners first name and last name initial when viewing the online booking tool. This was changed for two reasons: firstly to protect the privacy of the practitioner and secondly to prevent potential clients from contacting the practitioner without your approval.
ONLINE BOOKING FORMS
By default clients see the Single Bookings form and Group Bookings form when they arrive at the online booking tool. You can limit which forms your clients see. To manage this setting navigate to the following: SETTINGS > SETTINGS > SYSTEM > SESSION CONTROL > scroll to the bottom of the page and under Online Booking Forms select those forms you want to show by clicking on the checkboxes.
WHAT SERVICES TO SHOW FOR ONLINE BOOKINGS?
When you add or edit a service and it is part of a service group and you are using the Online Booking Tool, only select "Show In Client Bookings" for the highest cost service in the service group. You do not want to allow clients to select lower cost tiered services without paying the tiered pricing. When the client provides their log in credentials, the online booking tool will select any tiered pricing the client has and assign that lower cost service to the session.
CALCULATING TIERED PRICING (PACKAGE PRICING & SERVICE GROUPS)
The software will calculate cost on completion when a group session is saved and participants have preferred pricing. This applies to those accounts that are using service groups for tiered package pricing and are using group sessions. Single client sessions remain unaffected since the relevant service is selected upon session creation.
For example, Jane Smith has purchased a 12 hour package at a rate of $50/hour. The default rate for the service is $75/hour. Before the session is saved the cost will be shown to be $75/hour. When the session is saved the cost per hour will be $50/hour for Jane Smith and $75/hour for any other participant of the group session without preferred pricing.
Similarly, when using the Online Booking Tool, the client would select the higher cost service when requesting a session, however, when the session goes to a payment layer or is saved to the database, the lower cost service will be applied to the session. This is the case with the Online Booking Tool since we do not know who the client is before they log in.
In the case of group sessions, since there are more than one participant, we use the default service (higher cost service) and apply preferred pricing when we record the results for each client upon session completion.
ACCOUNTING EMAIL ADDED TO ADMIN ACCOUNT INFO
An accounting email has been added to all administrator accounts. You can define your accounting email by navigating to: SETTINGS > SETTINGS > Accounting E-Mail on the right side of the form.
The accounting email will be displayed on invoices, receipts, timesheets and pay slips. The company email is used for reports and other forms of correspondence.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
