This update is comprised of a number of small additions and improvements to preexisting features.
The Online Booking tool
- truncated the practitioner's bio/excerpt if it is more than 386 characters in length after selecting the tutor from the online booking tool
- added the practitioner's schedule to their biography page as depicted within the online booking tool
- added a practitioner listing feature with a "More Info" button when a user selects a service and location on the online booking tool. This link will open in a new window
- added a "Select" button option to populate a practitioner's information when using the online booking tool
- added practitioner list button to return to the practitioners list when using the online booking tool
- added radio and checkboxes for custom fields when viewing the "Create Account" within the online booking tool and Inquiry forms
- added "inquiry" word translation to the software to allow you to use the British spelling of the word or any other word you prefer
- added custom CSS for all online booking pages. You have much more control over the color and style of your online booking pages. If you need unique CSS selectors to make additional changes to styles please contact support and we will do our best to accommodate you
Sessions
- if services are assigned to a client's account from the edit page, the software will also look for tiered services to show during a session creation. If there is sufficient credit on their account for the payment package it will be listed with the assigned services. Therefore, when a client has purchased a payment package, you do not have to assign the service to their account. Now the software will check for this condition automatically. This does not refer to Package Mode
- added practitioner confirm/pending setting to restrict practitioners from adding confirmed sessions to the calendar. By default this setting is set to "Unrestricted." If you do not want your practitioners adding confirmed sessions to the calendar go to: SETTINGS > SETTINGS > SYSTEM > SESSION CONTROL > Scroll down to "Session Confirmation By Practitioners" and select the "Pending Only" radio option
- tiered services group names can be retired or made 'inactive.' You would use this when you raise your prices and need to associate the new pricing structure (services) with a new tiered service group. Since you do not want to prevent existing clients from using the "retired" packages they have credit in, making the group inactive will prevent clients from purchasing additional packages for the old service group
Mass E-Mail
- improvement to e-mail history table: when an e-mail notification is sent via an automated process and no specific user is available as the sender the sender will be marked with dashes like so " - - "
- the mass e-mail history table now lists "welcome messages" sent via e-mail
- the mass e-mail history table now lists "after session reports" sent via e-mail
Reports
- when generating a summary report we've added the total number of canceled sessions for each service type present during the time interval to the end of the report. Previously only sessions with client dues were shown
Payments & Pay Assist
- ignored list added to the Pay Assist tool to remove client placeholders from the list. If you use client placeholders or client accounts that are not actually clients, you can remove those placeholders from the Pay Assist list. This should de-clutter the Pay Assist table and give you a better understanding of those clients who have their credit card information on file with Stripe and those who do not
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
