The following lists additions and fixes to the software that occurred in August 2021.
- Dashboard
- you can hide dashboard panels from the dashboard. Click on the X key to remove them. You can show the hidden dashboard panels by navigating to SETTINGS > SETTINGS > SYSTEM > DASHBORD. This is available to administrators only
- the pending sessions panel will only show pending sessions for the next 30 days. This was changed to increase loading times and performance
- you can hide your financial credentials on the dashboard by clicking on the Hide Credentials icon present in the page header. It's the icon with an eye and a line through it
- in rare circumstances a practitioners HR panel was showing when the admin user turned off the dashboard panel. This is now fixed
- Payments and Invoices
- when a payment is made by a client the software will now redirect the user to a payment page. This was added because some clients did not notice the success message and attempted to initiate a duplicate payment. Now there is little doubt as to the status of a newly created payment
- the payment list for administrators and staff have a payment indicator added under the options column. This indicator will color code by payment gateway and when you hover over the indicator you will see the gateway used and the unique ID for the transaction. For manual payments the color is clear. This was added to help you see manual payments from payment processors
- the account balance adjustment (ABA) header text for invoices have been changed to ADDITIONAL SERVICE HISTORY. This was done to clarify to clients what the column describes. It was brought to our attention that some clients were confused by the ABA section. In addition, we removed the column entitled TYPE but a description of type was kept
- in some cases invoice emails were being sent to the client when the setting for no email was selected. This has been fixed
- there is a MAX THRESHOLD setting added to automatic invoicing. This threshold is intended to be a security precaution in the event calendar data was incorrectly saved. For example, if a tutor saves a sessions with a start time of 5 am to 6 pm but meant to save the session as 5 pm to 6 pm the cost of the session will be far greater than expected. If you know the average maximum a client is likely to pay for any invoice interval, you can set that amount as the max threshold to ensure you clients are not overcharged
- your clients can now purchase tiered services / package deals from within the software. They can review their past package deals and audit their session history. This should cut down on the administration surrounding the management of tiered services
- Mass E-mail
- a skills filter option was added when mass emailing practitioners
- Practitioners
- you can see a practitioners headshot, position and bio from the white-labeled, branded pages. A link to the practitioners bio pages can be shared with your clients by navigating to: PRACTITIONERS > PRACTITIONERS LIST > VIEW PRACTITIONER. You can click on the bio button to view the page or click on the copy button to copy the link to your clipboard. In the future, we intend to add a meet our practitioners section to the branded pages so your clients and prospects can review bio pages on their own (this will be optional). Keep an eye out for future updates
- Calendar
- calendar cells now have a PC icon to indicate if they have a personal meeting ID link present for online meetings. You can quickly see if a session is an online meeting. In addition, we've changed the location of session cell icons. Icons are grouped together below the session description
- Reports
- a location report was added to allow admin and staff users to audit the number of participants per location/room at a given day
- changed the main menu section entitled, Service Reports to Reports to better reflect the information that can be found within
- Branding and Colors
- added a custom style editor to colors and branding. You can create custom styles to further customize the appearance of the software. For example, you can change the background color and remove box shadows in order to mimic a flat design appearance. You can edit the style sheet by navigating to: SETTINGS > BRANDING AND COLOR> click on the CUSTOM STYLES tab
- Services
- services now have a visibility setting. You can choose if a service can be seen by all users, clients cannot see the service, and administrators and staff users can see the service. You may want to use this setting if you have a free session service that you do not want clients to see when they request a session. You can see this setting from the add or edit service pages found at: SESSIONS > SERVICES LIST
- Data: Importing and Exporting
- added the ability to import skills data
- added the ability to export skills data
- additions made to services are reflected in the importing of services
- additions made to services are reflected in the exporting of services
- when you export client data custom fields have been added to the data
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
