Release Notes December 2024 Version 24.63 – Health & Beauty
🎉 It’s that time again! We’ve got a ton of updates and brand new features designed to improve your operations! Highlights include a newly redesigned client profile Overview page, the ability to compare and annotate images side-by-side in Forms, custom visit receipts for appointment-based services, and more! Check out these new features and enjoy a smoother and more efficient workflow in your business.
Featured Improvements
- Redesigned Form Builder for Easier Editing
- New! Side-by-Side Image Comparison in Forms!
- Customizable Client Profile Overview for a Focused Experience
- Attachments Page for Client Profiles
- Restrict Purchases for Flagged Clients
- New! Control Staff Access to Attendance History
- Retroactively Share Purchase Options that are Shared by Default with Families
- Enhanced Visit Receipts for Appointment-Based Services
- Refined Summary Cards on Refunds Report
- Easily Identify Surcharges in the Projected Revenue Report
- Improved Collections Process for Client Account Management
- Additional Improvements
Redesigned Form Builder for Easier Editing ✨
We’re excited to introduce an enhanced experience for creating and editing form templates! The updated form builder now includes new features designed to make customization simpler and more intuitive. One standout addition is the preview option, which lets staff like Emma at Serenity MediSpa check how consultation forms will look to clients as she builds them, helping her spot and fix layout issues early for a polished final result.
Additional updates include the ability to duplicate form elements for faster setup and improved validation feedback—errors are now highlighted, and the builder automatically scrolls to the first error, making fixes quick and easy. This redesign ensures form-building is smoother, more organized, and more efficient than ever!
New! Side-by-Side Image Comparison in Forms!😻
We’re excited to introduce the Side-by-Side Form element—a game-changer for visual documentation! Now available in both the Staff Back Office and the Elevate Staff App, this feature allows you to upload and compare two images directly within a form.
At Radiant Glow Medispa, Jessica, an esthetician, uses the side-by-side image comparison in forms to track treatment progress. She uploads “before” and “after” images, making it easy to compare results, add notes, and discuss improvements with clients.
The best part? You won’t have to manually re-upload the same photos from your completed form. Any photos and files added to a form will automatically appear in the Attachments section, ensuring convenient record-keeping.
Now, you can track progress, annotate with ease, and keep a complete, organized record—all in one place.
Customizable Client Profile Overview for a Focused Experience 🚀
With these latest enhancements, client profiles are designed to support the specific needs of Health and Beauty businesses. Summary cards now showcase essential client metrics like account balances and credits at the top, making it easier to manage billing and streamline account-related tasks. This improved layout gives your team quick access to the most critical information at a glance.
Each team member can customize their view to align with their unique role. For instance, Sarah, a billing specialist, arranges her client profile to display account balances upfront for swift reference during billing, while Jenny, the front desk coordinator, prioritizes client check-in status and appointment history to ensure a seamless client welcome experience. This adaptability means your team can focus on delivering exceptional service and stay organized with layouts tailored to their workflow.
Discover a refreshed, client-centered approach to profile management, one that enhances personalization and supports the efficient, high-touch experience that Health and Beauty businesses are known for.
Improved Attachments Page for Client Profiles 📎
Introducing new features to simplify and elevate document management on the client profile Attachment page. With this update, locating, uploading, and previewing client attachments is faster and more intuitive.
Highlights include a new table view for quick access to attachments, PDF and image previews for easy identification, and the ability to upload multiple files at once with a convenient drag-and-drop feature. Editing attachment details is now possible, providing greater flexibility. And, files and images uploaded to forms can now be automatically added to the Attachments page, creating a smooth integration of client information across the platform.
Restrict Purchases for Flagged Clients 🚫
You now have the option to restrict flagged clients from both booking services and making purchases. This added control provides a more comprehensive way to manage client access and ensure account compliance.
New! Control Staff Attendance History 🔒
Business owners can now grant staff access to a client’s Attendance History and Upcoming Schedule without providing full access to the client profile. This update allows teams to manage appointments effectively while maintaining client confidentiality.
A new staff permission, View client’s upcoming and past schedule gives staff members access to these specific pages within the client profile. When this setting is turned off, attendance details will remain hidden, ensuring sensitive client information is protected. This update offers flexibility in managing staff access, supporting both operational efficiency and privacy.
Retroactively Share Purchase Options that by Default with Families 🧑🧑🧒🧒
Purchase Options set to “Share with family and friends” will now automatically extend to any new family or friend connections added after the initial purchase, allowing loved ones to benefit together. This feature is ideal for Health and Beauty businesses where shared experiences are valued.
At Vitality Spa & Wellness, Maria purchases a premium membership that includes a family discount on services. She initially shares it with her spouse, Jake, so they can both enjoy discounted skincare treatments and massages. Later, Maria adds her sister, Sofia, as a connected family member. With the shared membership, Sofia instantly gains access to the same family discounts, making it easy for them to enjoy self-care sessions together without extra steps.
To enable this feature, navigate to App Drawer > Setup > Store Configuration. Click into the desired Purchase Option, scroll past Advanced Settings, and select Share with family and friends by default under Sharing Memberships and Passes.
This seamless sharing option allows Health and Beauty clients to make wellness a family affair, enhancing their overall experience and adding extra value to memberships.
Enhanced Visit Receipts for Appointment-Based Services 🧾
We’ve introduced a new visit receipt specifically designed for appointment-based services like Registered Massage Therapy (RMT). Staff can now easily access, print, export, or email these detailed receipts from the client’s Attendance History, Upcoming Schedule, or directly from the appointment slide-out. This streamlined access allows RMTs to provide clients with essential documentation for insurance reimbursements.
For example, at Radiant Wellness Center, Emily, an RMT, can quickly generate a visit receipt that includes her license number, session details, and costs, ensuring clients have everything needed for insurance claims. This update also simplifies her workflow, allowing her to generate receipts immediately after the appointment. Receipts can even be accessed from the store confirmation page for added convenience.
To set up or make adjustments, go to App Drawer > Setup > Notifications > Client Notifications > Billing > Visit Receipt.
Enjoy a more efficient way to manage billing and documentation for RMT services, supporting both client needs and insurance compliance.
Refined Summary Cards on Refunds Report 💵
The summary cards on the Refunds report have been improved to display more relevant information, and now have added tooltips to clarify each card’s purpose. This update offers a clearer view of refund data, making it easier to review and interpret key details at a glance.
Easily Identify Surcharges in the Projected Revenue Report 💰
Credit card and ACH surcharges are now easier to identify in the Projected Revenue report. The Purchase column–renamed to Item–shows surcharges for virtual terminal or ACH payments in a separate line. Surcharge amounts can also be seen in the Amount column for quick reference.
When processing a refund or voiding a transaction in the Client Profile or All Sales report, surcharges appear as individual rows, making transaction management simple. Staff can refund surcharges directly from the Refund Amount column, with all updates reflected in the Refund report for a clear and complete view.
Improved Collections Process for Client Account Management 🥸
To streamline collections handling and minimize billing issues, we’ve introduced updates to help Health and Beauty businesses manage client accounts more effectively when payments are missed. Now, if a client is sent to collections, the full remaining balance of their membership or payment plan will be added to their account.
For memberships, missed payments will automatically trigger collections, and the membership will be deactivated. Any upcoming payments for the contract may also be included in the collections balance. For example, if a client has a Radiance Membership at a beauty business and misses a payment, their membership will be suspended until the balance is settled. For packages and session passes, auto-renewal will be turned off, preventing additional charges while the account is delinquent.
Additionally, clients sent to collections will be flagged in the system, restricting them from booking new services or making additional purchases until the outstanding balance is cleared. This update supports a transparent process for staff and clients alike, reducing the risk of chargebacks and providing clear account management.
These improvements make it easier for Health and Beauty businesses to handle collections efficiently, ensuring a professional and seamless experience.
Additional Improvements
Achieve Client App
Clients will now return to their last booked service: When a client completes a booking on the Achieve Client App. they will now return to the last booked service.
Elevate Staff App
Button to copy the direct booking URL for classes and events on the Elevate Staff App: Just like in the Client Portal, staff can now quickly share a class or event booking link from the attendance list in the Elevate Staff App using the new Copy Direct Booking URL button. This makes it easier to manage bookings and attendance with clients during or after class, ensuring a consistent service experience.
Message Center
Alerts and push notifications will not send when muted: Staff will no longer receive alerts or push notifications when a Message Center conversation has been muted.
Redesigned Purchase Options settings section: We are redesigning the Access to Service section within the Purchase Option Setup settings in the Staff Back Office, particularly to help businesses with large service lists. The new user-friendly design makes it easier and more efficient for staff to search for specific services and better manage this section.
Reports
Purchase Options filter update: Options under the Purchase Options filter will now be sorted alphabetically so that you can find what you’re looking for easier.
