Latest Shortcuts Live improvements 7.17
May / 08 / 2018
Check out the latest updates to Shortcuts Live!
These changes affect your Shortcuts Live system, including your S.M.A.R.T. System!
Updates effective from: 14th May 2018
Version 7.17
What’s new
Shortcuts Live
Customer Card
- You will be able to update a customer’s communication preferences as well as record their consent to your privacy policy all via their customer card
- You will now be able to configure your Customer Card and choose which fields are mandatory for your staff to collect
- You will now be able to delete a customer record via the more option in a customers card
- You will now be able to send a date request to the data protection officer via a customers card and chose the method in which the customer would like to receive their data
- On clicking data request, a sidebar will be opened asking how the customer would like to receive their data
- On selecting either Email, Phone or Mail, an email will be sent to data protection officer

- You can now configure the layout of the new customer card
- A privacy policy link will now be available in the customer card, when selected launching a pop up window displaying the business policy
- Medical data storage acceptance can now be added into a customer’s card
- If a guests opts into email against the receive appointment reminders field, email address shall become mandatory.
- If a guest opts into SMS against the receive appointment reminders field, mobile phone shall become mandatory.
Configuration
The following configurations tiles have been added:
- Data Privacy
- A new configuration area allowing you to setup a Data protection policy and rules around how your business handles client data
- A default privacy policy has been added into Data Protection setup
- An email notification will be triggered to the Data Protection Officer if a guest has been deleted at a site but still exist at other sites
- New Customer Layout
- Giving the ability to select the fields that are mandatory/required when creating a new customer as well as the layout of the customer card
- Giving the ability to select the fields that are mandatory/required when creating a new customer as well as the layout of the customer card
Security
- The following Roles Permissions have been added
- I can configure new customer layout
- I can configure data privacy
- I can delete customers
General (customer communication)
- Your customers will now be able update their communication preferences via a centralized page. Customers will access this page from receiving the following communications;
- Appointment Acknowledgements
- Online Booking confirmation
- Ratings and Reviews
Online Booking
- Customer card has been modified to reflect monitory fields and communication preferences
- Terms and conditions have been updated
- Booking confirmation email have been enhanced to now allow users to choose their communication preferences via the unsubscribe link
mylocalsalon
- Users will now be able to delete their profile
- A new popup dialogue, displaying the privacy policy and acceptance fields, will now be shown to any customers that have not yet accepted the mylocalsalon Privacy Policy
- Terms and conditions have been updated in the customer registration screen
- Privacy Statement has been updated
- Booking confirmation email have been enhanced to now allow users to choose their communication Preferences via the unsubscribe link.
Mobile Guest App
- A guest can now access a business Privacy Policy via the Customer profile and accept it
Resolved issues
Shortcuts Live
- Appointment Book will no longer lock up when displaying a large number of clashed appointments
- Customers birthday information within the appointment book sidebar is now displaying the correct date
- Employee Level pricing will now be reflected in service price and duration if configured
- Automatically send an ‘appointment acknowledgement email’ field is now displayed in the appointment set up screen
- Performance improvements have been made to reduce the time it takes for the appointment book to load
- Users who use “Find Duplicate Customers” feature will now be able to continue viewing and updating a customer card as normal when a duplicate customer is identified at another location
- Customer information card has been modified to save Phone Numbers with the correct masking
- Scroll bar has been added to the ‘tasks’ list
- On creation, employees will be displayed at current position and not at the last position in the list
- Appointment book touch tip ‘more’ menu options will now be displayed correctly
- Users who have permission will now be able to access the Look and Feel setup screen
- Multi-block appointments will now be booked in the correct order in Safari
- Appointment book filter, employee list will now only show employees who are displayed in the appointment book
- Sites subscribed to Appointment Book will now have the following reports displayed;
- BookME, Booking analysis, Employee productivity, Employee performance
- Sites subscribed to Point of Sale will now have the following reports displayed;
- Trading summary, Product sales summary, Service sales analysis, Sales summary
- Appointment Book responsiveness has been improved when using IE 11 or Firefox
- Role permissions have been corrected so that users can access the Roster and Roster Activities screens
- User accounts can now be linked successfully across multiple sites in a company
- Performance improvements have been made to reduce screen load times and increase responsiveness
- In the absence of a specific favorites bar set-up for a role, the icons that appear will be Menu, Customers, Appointment Book and Point of Sale
Online Reporting
- Performance improvements have been made to the way statistics are generated
mylocalsalon
- Users can now make a successful booking on the MyLocalSalon website
- Improvements have been made to synchronising, displaying reviews, opening-hours and site availability metrics
Online Booking
- Dates selector has been corrected to show today’s date on selection. The display of days/dates are now aligned in the calendar display
- Customers are now able to make an Online Booking even if they have multiple accounts with one company
- Emails will now be sent in the correct language
Mobile Guest App
- ‘Link a new client’ screen has been modified to contain the following fields: Relationship, first name, last name, email address, date of birth and mobile phone
- Guests will now be navigated back to the previous screen, when selecting the back button within the ‘Enter Verification Code’ screen
- SMART Console users will now be able to access the mysalonapp tile without an error been displayed
Ratings and Reviews
- Company Managers will now be able to access the Spotlight feature as expected
- When posting a ratings review to Facebook, company logos will now be displayed correctly
Test description