Online Chat

Latest Shortcuts Live updates

Posted on 4th June 2017 by Angel Gonzales

Updates effective from: 11th June 2017

Check out the latest updates to Shortcuts Live and the S.M.A.R.T. System!


What's new


Appointment Book

  • We have improved the appearance of appointments so that you can see information such as the tag and alert icon at a glance regardless of the appointment duration.

    2017 05 Appointment Book Alert

  • You can now go directly from the Appointment Book to the customer card and Customer History screens via the appointment touch-tip.

    2017 05 Appointment Book Touch Tip

  • You can now mark an appointment as a "No Show" from the touch-tip and it will appear in a red colour to indicate that the customer did not show up.
  • You can now view a customer's past 3 visits including the services completed and the employee who completed the services within the Appointment Book sidebar.

Customer History

  • A new field called 'referral' has been added to the customer card. This allows you to set how a customer was referred to your business, whether by marketing material or one of your existing customers.
  • You can now add formula notes in the Customer History screen using the new Formula Note section.

    2017 05 Customer History


Reporting

  • Due to changes in the Booking Analysis report, the export has now been updated to match the modified report.
  • The Booking Analysis report now counts Online Booking and Salon App appointments correctly.

Shortcuts API

  • Booking requests can be deleted via the API.


Resolved issues

 

General

  • Users who have been made inactive at a site can no longer access that site.
  • We have resolved an issue where Shortcuts Live would randomly indicate that a new version is available.


Appointment Book

  • If you click away during the appointment booking process, the incomplete appointment will now disappear from the Appointment Book in a single and multi-terminal environment.
  • In the sidebar, the Previous Services category will display single block and multi-block services.
  • We have resolved an issue to ensure that the status of cancelled appointments is updated correctly. You will not need to manually refresh the Appointment Book to see cancelled appointments removed from the screen.
  • You can now book an appointment for a new customer without an error message appearing.
  • An error message will no longer be displayed in the Appointment Book on days your business is closed.
  • The appointment touch-tip will now appear correctly regardless of the browser used.
  • The Appointment Book will now work as intended in Internet Explorer.
  • Online bookings can now be marked as 'booked’.
  • The Arriving list will now show all customers expected to arrive that day.
  • When you reschedule an appointment on a mobile device, the information bubble will be displayed correctly at the bottom of the screen.
  • Multi-site users can now access the Appointment Book on a mobile device, if they have the correct permissions.

Contact Log

  • Appointment reminders will now be sent for appointments in both the "booked" and "awaiting review" status.
  • We now record an appointment’s scheduled date and start time when sending a reminder. This ensures that the correct appointment date and time are listed in the reminder for appointments that have been rescheduled/moved.


Roles

  • The service setup option will not appear in the menu for users who do not have permission to access service setup.


Customer Screen

  • When searching for customers you can now easily differentiate between active and inactive customers, as inactive customers will be greyed out.
  • The duplicate client check feature now shows the Ignore button in red when a duplicate client is discovered.


Customer History

  • You can no longer add visit notes via the sidebar. Any visit notes that were entered via the sidebar were incorrectly being displayed in the client's first visit notes. Any affected visit notes have now been copied into the client's most recent visit notes.

 

Angel Gonzales Headshot

about the author

Angel Gonzales is a Shortcuts Educator with an extensive background spanning 13 years in salon management. Angel is passionate about helping like-minded professionals take their businesses to the next level with smart technology.


0 comments so far

Leave A Comment

categories

archive

Retail Cheat Website Ad Long


© Shortcuts Software. All rights reserved. privacy
Microsoft
background
INDUSTRY KPI'S - DEC 2012
Shortcuts Collective Market Intelligience
stat:
xxxxxxx%
stat:
xxxxxxx%
stat:
xxxxxxx%