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.

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.

Check out our Client profile overview page Knowledge Base article to discover more details about the client profile and to see various actions you can perform.

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.

Take a look at this Knowledge Base article to see how you can Add, modify, or remove attachments from a client’s profile.

Restrict Purchases for Flagged Clients 🚫

 

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.

Discover more about the new staff role permission, View client’s upcoming and past schedule, in this Staff role permissions Knowledge Base article.

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. 

Check out the Staff member profile fields Knowledge Base article to learn how to add a custom text field or the staff’s license number to the visit receipt.

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.

Explore detailed information about the new summary cards in the Refunds Report Knowledge Base article.

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.

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. 

Check out our Collections Knowledge Base article to dive deeper!

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.