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Q4 2016 – Exciting Feature Updates

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  • Allow Date Setting in To Do for Future

    • Definition of Feature: To Do notifications are anything from friendly reminders, to special notes. These To Do notifications can now be set up in the future
    • Scenario(s): If you have a customer that goes on vacation for a week, this would be a helpful tool to remind your front desk to ask about how the vacay was in two weeks.
    • Step by Step: On the customer widget, click on the thumbtack icon. You can put your message in the body of the ToDo, select the urgency, and then select the date in the future you would like it to show up by selecting a date in the calendar on the “postpone until” field.
    • Notes/Tips: To do’s can be completed by any employee by clicking the “complete” button.

  • Change Permission for refunds to Closer

    • Definition of Feature: Before hand, only the shop owners or managers could process refunds. Closers can now provide refunds as well.
    • Step by Step: You can process refunds by going to the closed ticket screen. Next to the “email receipt” button you will see the “refund” button.

  • Feature Update Button

    • Definition of Feature: Ever wanted to know what new features and updates were changed in the system? We now put out a Feature Updates list every quarter, and populate it on a Features Timeline. Best of all, this page can be accessed directly from Backsplash.
    • Scenario(s): If you are ever a contributor to feature update requests or have a specific one you are waiting for, you can check the launch date that it was released on the new feature update timeline.
    • Step by Step: Within Backsplash, scroll down to the main menu item labeled Updates/Help on the left site. Once you click this, the drop down with include a selection called New Features. Click this link and your browser will open a new page that contains our Feature Update Timeline.

  • Gratuity prompt regardless of payment type:

    • Definition of Feature: When any customer is cashing out for a service, regardless of payment type, they will be prompted for gratuity now. You will need to set this up in your Dot Menu.
    • Step by Step: In the Dot Menu, navigate to Shop Setup, then Shop Extra Info. You will have to scroll down to the section titled System Options, and locate the line “Always prompt for gratuity?” Click the Edit button, check the box, and click Save.

  • Bug Fixes and Misc. Updates

    • Pending pickup tickets show up under late in some situations:

      • Definition of Feature: If one were to go into a ticket that was pending pick up and change the ticket by adding a discount or updating information the

  • Reports Updates

    • Referral Report by time frame

      • Definition of Feature: You can now generate your friend referral report by week,day, month, or year, just like the other reports.

    • Cancellation Report with name and number:

      • Definition of Feature:

Q3 2016 – Exciting Feature Updates

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  • Add Pet name to Membership Presentation

    • Definition of Feature: The pet name is now added to the membership presentation! No more fumbling around in conversation with the customer, looking for the pet name to be more personable with the offer.
    • Scenario(s): When presenting the membership offer to a customer, one great sales tactic is to speak about the offer with benefits to the dog too, not only the financial gains that the owner will experience. Calling the dogs by name gives a sense of responsibility and trust in the conversation since they are hearing something familiar to them when relating to the program.

  • Percent off a Single Retail Item

    • Definition of Feature: You can now create a coupon that takes a percent off a single retail item. This can use this coupon to give a discount on one single retail item on a ticket, even with multiple items being the same.
    • Scenario(s): This is great for BOGO offers that can be repeated. With the ability to take a percent off a single item, you can pinpoint one specific flavor, type, or brand.

  • Enhanced User Security

    • Definition of Feature: Administrative accounts are now locked by password instead of just a PIN when switching between users within the system.
    • Scenario(s): This prevents employees from accessing sensitive administrative information.
    • Step by Step: When logged into the system, you will notice a welcome message in the top right hand corner of the screen with a drop down box for your name. Non-administrative users can switch accounts simply by inputting their PIN number. When a non-administrative user tries to switch accounts to an administrative account, they are prompted to put in the PIN as well as the administrative password to that account. This adds one more layer of security to your shops vital information.

  • Employee Schedule Linked to Current Ticket View:

    • Definition of Feature: When creating your employee schedule, you are able to view all the current tickets by clicking on the View Ticket button at the top of the day columns. After you click that button, it will forward you to current ticket view for that day.
    • Scenario(s): This button is handy when sizing up the day that your are creating the schedule for. Having this live view of the individual day is a great way to decide whether or not to implement flex scheduling for that day
    • Step by Step:
      1. Select the Employee main menu item, and click on Employee Schedule.
      2. At the top of the columns that the individual day is labeled, you will select a button labeled View Tickets.
      3. You are redirected to the current ticket view for that day
      4. Click the Previous Screen menu option in the top left of the window to return to the employee schedule.

  • Add phone # to Customer Receipts

    • Definition of Feature: When printing out a receipt, or when an email receipt is sent, the shop phone number is now on the receipt for easier access.
    • Scenario(s): This is a great tool for when you’re customer says they have to “talk to xyz before they can sign up for a membership”. They’re going to get the receipt on way or another, whether it’s print or email, so have them give you a call in their leisure when they are ready to sign up.
    • Step by Step: Simply print or email the receipt as normal. The phone number will be listed at the bottom.

  • Generic Email Footer

    • Definition of Feature: You now have a “shop signature” as the footer of any email communication between you and the customer. This includes the shop name, number, and email.
    • Scenario(s): This is great for reference when any email is sent.
    • Step by Step: This is done automatically from your friends at the corporate office. No need to lift a finger
    • Notes/Tips: Save some characters in your PETS emails to customers by referring to the phone number on the bottom of the email, instead of listing all of the information in the body of the email.

  • Reports Updates

    • Inactive Inventory Report

    • Definition of Feature: Inactive products are now listed in the active inventory report.
    • Scenario(s): This gives you the ability to look back at previous products carried in order to attain new product inventory ideas.
    • Step by Step:
      1. Navigate to the Retail Report menu button.
      2. Select the Active Inventory Report in the drop down menu
    • Notes/Tips: Most inactive products will have 0 as the quantity on hand

    GL Codes Added to Products Sold Report

    • Definition of Feature: A column has been added to the products sold summary report that includes the GL code for all of the products on the report.

    No Show Detail

    • Definition of Feature: At the top line of every customer information screen is their no show percentage as well as a button to view the dates that the customer was logged as a no-show.
    • Scenario(s): This is a great tool if you’re charging your customers after a certain number of no show appointments. This detail line also shows the total number of appointments that customer has attended.
    • Step by Step:
      1. Simply click the customer information button on the customer widget.
      2. Once on the customer information screen, direct your attention to the first line of the profile. There it will list how many no show appointments compared to how many total appointments attended, and give a percentage of no-show appointments.
      3. Click the View no show dates button to view a list of dates the customer was logged as no show.

  • Bug Fixes and Misc. Updates

    • Time clock Edits Tracking:
      • Definition of Feature: For every time clock entry that is edited, the system will store the employee making the change, on a report called “Time punch changes” under the Employee reports menu.
      • Scenario(s): This is useful when a manager or owner needs to follow up on the employee that altered a time stamp. This is usually only used when the time clock is still not correct from the first alteration.
    • Free Bath Coupons Restrictions 1 in 6:
      • Definition of Feature: This restricts the ability to cash out the same free service coupon within a 6 month time. Customers will only be allowed to attain a free bath or free groom or any free service, once in a 6 month period.
      • Scenario(s): This is not an issue with new coupons, however the same coupon being used between other people has become an issue. So this offer is only true for the same service. If a customer gets a free bath one month, they cannot get a free bath the next month, however they could receive a free facial or any other new offer they qualify for.
      • Step by Step:During check out, a message box will appear with a warning statement that they cannot use this coupon within the 6 month period. At that time, kindly explain to the customer that they are unable to process the coupon until the next free service cycle comes around in 6 months.
      • Notes/Tips:This new restriction is in the fine print at the bottom of the actual free service coupons.
    • Recurring Appointment Scheduling Update:
      • Definition of Feature: A recurring appointment is very important to the “regulars” of your customer base. When scheduling a recurring appointment, a message box will appear if the times or dates chosen for the recurring appointment are already taken. This message used to only state that the times and dates selected were not available. It now shows the days and times that are keeping the recurring appointment from being possible, and allows the option to override the scheduling block.
      • Scenario(s): A customer would like to create a recurring appointment for every tuesday at 2pm. When you go to schedule the appointment, a message box appears with the statement that the times and dates chosen are already taken, showing that you have a tuesday at 2pm appointment next week. Knowing that your tuesdays are slow and you will be able to fit this client in regardless of the time block already being taken, you select the override, and schedule the recurring appointment.
      • Step by Step: The process to create a recurring appointment is the same, the only thing to look out for differently is that message box showing you times that are in conflict with your selection. You have the option to either override these times or choose a different time.

Q2 2016 – Tier 2 Feature Updates

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  • Automated Birthday Email

    • Definition of Feature: This is a new Template in PETS. This template is set to be sent out by month, to all customers who have a dog birthday in the month. The template can be scheduled out up to a year.
    • Scenario(s): All of the customers with a dog’s birthdate month will recieve this email, regardless of membership status.
    • Step by Step:
      • Navigate to the PETS under the Marketing menu on the left hand side of the terminal.
      • In the drop down box, select Happy Birthday
      • Next select the Month of the birthday template to go out.
      • Fill all other fields with a welcoming message and a discount to honor their Birthday
      • Click Schedule
    • Notes/Tips: This can be set up for the entire year, just don’t forget to keep track of what discounts you are giving for the birthday dogs so they do not miss out on any other offers you may be cross referencing for that month

  • Updating Breeds

    • Definition of Feature: You can add any new breed to the drop down list. With so many different breeds coming in the door every day, if you cannot find your breed listed in the drop down, you can add the new breeds manually.
    • Scenario(s): This is beneficial to all of the customers that have the new mixes that are not your “traditional” dog breeds.
    • Step by Step: Simply cash out. This part of the cash out process has not changed.
      • Navigate to the dot menu
      • Select shop setup
      • Click on ‘Breeds”
      • Scroll all the way down the page and click on “Add new”
      • Name the breed and fill in all required fields. If needed, refer to the official breed list on akc.org.
    • Notes/Tips: The maximum and minimum fields for the breeds will limit which selections pop up on the pet profile

  • Coupon Cleanup

    • Definition of Feature: We have completely updated the coupon creation process. This more streamlined process will make it much easier when creating coupons for your PETS emails or in-store promotions.
    • Scenario(s): Weather you are creating a template email on the PETS, or making a new weekly special, creating a coupon is now handled step by step and every field of information is explained in detail.
    • Step by Step:
      • Navigate to the dot menu.
      • Select shop setup
      • Click on Coupon/Discounts
      • Scroll all the way down and click “New Coupon”

  • Employee Flexible Scheduling

    • Definition of Feature:If you have an employee who is willing to work “on call” one or more days out of the week, you can put them on Flex Schedule on those days. You set the range of time the employee is available to work.
    • Scenario(s):So if your new bather can work any time from 8 to 5, you set her up as “Flex 8AM – 5PM”. The system will only put the employee on the schedule if there is enough work scheduled to justify her presence. If your other employees on schedule can handle the workload, then she is not scheduled. An email is sent to both you and the employee as to what time she should report. The final decision time of whether she should come in is configurable; typically the cutoff is the evening before. Once the employee is confirmed to be working, the scheduler will assume the employee can stay through the end of the original flex range. So if there is initially enough work to bring her in from 11AM-2PM, the system will take enough same-day appointments to keep her busy until 5PM.
    • Notes/Tips: When scheduling, you will get the opportunity to set a “Pivot Time” or let the system decide. The “Pivot Time” option is primarily for brand new shops revving up with their first employee; you should typically let the system decide.

  • Add Hours and Overtime warning

    • Definition of Feature: The Employee schedule will now alert you when adding hours on a committed schedule as well as a warning when the employee is approaching overtime.
    • Scenario(s): When setting up the schedule for next week, you will notice a new message box under the employee name on the left hand column. This will describe the overtime warning or if any hours added do not coincide with other time slots.
    • Step by Step:Carry on making your schedule as usual. This is simply an alert tool to help scheduling.

  • Payroll vs Revenue Projection Metric Added to Manager Screen

    • Definition of Feature:You can see a snapshot of the difference of the revenue brought in that day against the total cost of the employees doing that service.
    • Scenario(s): This is a great tool for identifying productivity issues that are not easily. If an employee is constantly costing more to keep on the clock than the services are brining in, you either need to cut hours on the extra employee until a more busy time, or lower the cost of the employee.
    • Step by Step:
      • Find the Dashboard menu on the left side of the terminal
      • Click on manager dashboard
      • You will see tiles with employees names and revenue vs service numbers

  • IP Address Validation

    • Definition of Feature:This is a security upgrade with the terminal that keeps unwanted users from logging on remotely.
    • Scenario(s): When loggin in from a remote loction, you will be prompted to enter a pass code. This code will be sent to your email address that is assigned to the login id for the terminal. Once you get this code, enter it in the message box, and the system will allow you single entry access.
    • Notes/Tips:After going from location to the next, it will prompt you to enter another access code. This access is permitted by location, not device.

  • Reports Updates

    • Place Signature on Splash and Dash Agreement : When you View/Print the agreement from the customer widget, you can now see the signature that the customer signed with, at the bottom of the agreement.
    • Employee Promo Card Report: We added a new report to track the employee promo cards. When a customer comes in with a promo card, it will have an employee initials on it. The “Employee Promo Coupons” report under the employee reports section can show you who brought in how many of each promo card being tracked.
    • Employee Bonus Card Tracking (Prospects): This is how you are going to track how many promo cards you give to which employee. Go to Employees menu and select Promo cards. You can enter the employee, the Quantity, and a note section to describe what kind of card they are receiving.

  • Bug Fixes and Misc. Updates

    • Time clock Edits Tracking:
      • Definition of Feature: For every time clock entry that is edited, the system will store the employee making the change, on a report called “Time punch changes” under the Employee reports menu.
      • Scenario(s): This is useful when a manager or owner needs to follow up on the employee that altered a time stamp. This is usually only used when the time clock is still not correct from the first alteration.
    • Free Bath Coupons Restrictions 1 in 6:
      • Definition of Feature: This restricts the ability to cash out the same free service coupon within a 6 month time. Customers will only be allowed to attain a free bath or free groom or any free service, once in a 6 month period.
      • Scenario(s): This is not an issue with new coupons, however the same coupon being used between other people has become an issue. So this offer is only true for the same service. If a customer gets a free bath one month, they cannot get a free bath the next month, however they could receive a free facial or any other new offer they qualify for.
      • Step by Step:During check out, a message box will appear with a warning statement that they cannot use this coupon within the 6 month period. At that time, kindly explain to the customer that they are unable to process the coupon until the next free service cycle comes around in 6 months.
      • Notes/Tips:This new restriction is in the fine print at the bottom of the actual free service coupons.
    • Recurring Appointment Scheduling Update:
      • Definition of Feature: A recurring appointment is very important to the “regulars” of your customer base. When scheduling a recurring appointment, a message box will appear if the times or dates chosen for the recurring appointment are already taken. This message used to only state that the times and dates selected were not available. It now shows the days and times that are keeping the recurring appointment from being possible, and allows the option to override the scheduling block.
      • Scenario(s): A customer would like to create a recurring appointment for every tuesday at 2pm. When you go to schedule the appointment, a message box appears with the statement that the times and dates chosen are already taken, showing that you have a tuesday at 2pm appointment next week. Knowing that your tuesdays are slow and you will be able to fit this client in regardless of the time block already being taken, you select the override, and schedule the recurring appointment.
      • Step by Step: The process to create a recurring appointment is the same, the only thing to look out for differently is that message box showing you times that are in conflict with your selection. You have the option to either override these times or choose a different time.

Q2 2016 – Tier 1 Feature Updates

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  • Splash & Dash Membership Upsell

    • Definition of Feature: This is a pre-calculated offer that the front desk employee will present to the customer at checkout. The presentation takes the ticket cost, adjusts the price by the discounts that you set on the back-end, and produces a hard to resist offer for the customer for that day only.
    • Scenario(s): This is perfect for any customer situation. You obviously don’t want to give this customer a “One day only” offer every time they come in so the system will have the ability to hold off another presentation for the allotted time set on the customer profile. Our goal for this presentation is to ensure the front desk have all the tools necessary for selling the splash and dash memberships, as well as a solid way to track if the employee is presenting offers to customers at all.
    • Step by Step:
      • To set the parameters for the presentation:
        • 1st- click on the 9 black dots to the right of the logo. Then you will get a drop down, then select “SHOP EXTRA INFO”
        • The scroll down to the section called Splash & Dash Member Sign up Promotion Settings, under this section you’ll see the same information as the offers on the presentation. Click to edit any line.
      • To give the presentation:
        • When on the pay out screen, the system will identify that the customer has not had a presentation and it will prompt you with a message box to give the presentation or to dismiss the alert.
        • Click present offer, and a pdf will open with the offer on it. Print this page out.
        • Take the paper and set it in front of the customer, pointing to all the different benefits of the service as they read through it.
        • Now physically hand the page to the customer and explain that this offer is one day only and they won’t get this opportunity to get this deal for a while, and even then, it will not be the same exact opportunity.
        • At this point the customer will accept the offer and you will continue to secure the Splash and Dash membership, or they will turn it down.
        • Record the response on the pay out screen and finish closing the ticket.
    • Notes/Tips: Printing the page out, showing the customer, and then physically handing the piece of paper to the customer is actually a form of subconscious marketing. Physically “holding the deal in your hands” makes the offer more concrete to the customer, giving a sense of ownership, making the customer less prone to give the offer up so easily. Even if the customer doesn’t take the deal, don’t take the piece of paper back unless the customer hands it back to you. This may strike up a conversation at the kitchen table later when the piece of paper makes it’s way home.

  • Tipping Option (for NEW signature pads only)

    • Definition of Feature: In the past, we’ve had customers complain about the directness of how we collect gratuity. With the limited functions of the signature pads, we were unable to present the opportunity to add gratuity without just asking outright. Not anymore! With the new signature pads, the terminal is able to display the option of adding gratuity right from the display.
    • Scenario(s): Instead of asking if the customer “would you like to add gratuity?”, they now see the ability to leave gratuity right on the signature pad.
    • Step by Step: Simply cash out. This part of the cash out process has not changed.
    • Notes/Tips: This feature is only available on the new signature pads
    • References: Here is the direct link to buy the new signature pads:
      • http://www.amazon.com/Topaz-T-LBK750-BHSB-R-Backlit-Signature-Capture/dp/B00KXB5V3W?ie=UTF8&psc=1&redirect=true&ref_=oh_aui_detailpage_o06_s00

  • Track SD Sales by Salesperson not logged in person

    • Definition of Feature: When performing sales up front, it is very important that the employee is signed into the terminal with their own login. You can confirm the right account is logged in by looking at the greeting in the top right corner. You can click this drop down in the greeting to quickly change employees.
    • Scenario(s): Employee 1 is signed in at the front desk and customer 1 walks in. Employee 1 leaves the front desk to assist the customer 1 with a retail choice. Customer 2 walks in to pick up her puppy while Employee 1 is still busy. Employee 2 greats customer 2 and customer 2 adds a gift card to her service ticket. Employee 2 quickly switches employees on the terminal so that Employee 2 gets credit for the sale of the gift card they just sold to customer 2. Employee 1 now comes over to the counter with employee 1 and a bag of dog food. Employee 1 switches back to their profile and cashes customer 1 out.
    • Step by Step:
      • When logged into the terminal, You will notice a greeting and employee name drop down box in the top right corner of any screen in the terminal.
      • You can click this drop down, and as long as the employee is clocked in, you can select that employee on the drop down.
      • It will prompt you for the employee’s pin number, simply enter the pin and click OK.
    • Notes/Tips: The pin can also be reset by the shop owner or manager. As a manager or owner, navigate to the employee menu and click “all employees”. You can reset their pin by clicking edit and scrolling all the way down the page. Otherwise, the employee can change their pin by entering a password instead of the old pin.

  • Gift Certificates VS. GIFT CARDS update

    • Definition of Feature: Currently, we have $5, $10 and $25 “Gift Cards”. We’re changing the terminology of the $5, $10 and $25 cards to “Bonus cards”. The bonus cards will be given as a promotional offers and cashed in only for the denomination on the card. A true gift card can be loaded with any amount and track a balance, at the moment we DO NOT OFFER these.However, Gift certificates will keeps track of running balances and are similar to gift card but are printed on an actual paper certificate.
    • Scenario(s): Mrs. Jones wants to purchase a $50 gift certificate for her friend Samantha. You search Mrs. jones,create a ticket for her, and cash her out. Later in the week, Samantha comes in and purchases 20 dollars worth of treats and has 30 dollars left over for next time.
    • Step by Step:
      • During check out, Navigate to the “More options” tab. Enter the amount of the gift certificate in the “Add gift card” box and click Add.
      • You will see the gift certificate amount show up on the ticket.
      • At this time, take down the amount on the gift certificate and fill out all other necessary fields, except the certificate number.
      • Pay out as necessary
      • On the receipt screen,the system will generate a 7 digit number at the bottom of the receipt, and you’ll assign the certificate the number and hand it to the customer.
      • The next time they come in the store , on the pay-out method drop down box, you will select gift certificate and enter the certificate number you wrote down on the certificate at check out.
    • Notes/Tips: If the certificate is not used in full, let the customer hang onto the certificate as it will keep the running balance assigned to that certificate number every time they come in.

  • Scheduler adjustments for employees who leave prior to shop closing

    • Definition of Feature: When a groomer is scheduled to leave before the shop closes, the system will prevent grooming appointments from being booked less than 3 hours before the groomer’s departure time.
    • Scenario(s): The system used to only look at the operating hours of the shop and base the appointment times off of that, as long as the appropriate employee was clocked in to perform the task. This was fine for all other roles except the groomer, where they were constantly getting last minute grooms before they left an hour or two before closing. This is now corrected, as the system looks at the departure time of the groomer and works backwards with the allotted times available.

  • Allow PIN reset in employees screen / with password only:

    • Definition of Feature: Changing the PIN no longer requires you to know the previous PIN. All you need is your password.
    • Scenario(s): The system used to require the previous pin in order to make a new one. This was causing issues as the front desk personell was not familiar with their pins, requiring the shop owner to manually go in and update a new pin. This update allows the employee to change the pin just by using the current password.
    • Step by Step:
      • Navigate to Account Settings on the Account menu at the bottom of the blue menu items.
      • Here, you can change your password or pin.
      • Click change pin
      • Put in your current password and new desired pin.
      • Click save.
    • Notes/Tips: Pin numbers are also used in workroom mode to make the transfer between recorded tasks easier for the back end employees.

  • Reports Updates

    • Account Details Report: All of the previous reports under Account Details has been moved to Membership Reports section so that all of the account reports are in the same place.
    • Referral report: When a new customer is added, a ToDo is created to thank the referring customer. After the new customer completes a paid transaction, then a referral card with a $10 coupon is sent to the referring member via email. This report shows all of the referrals and for whom.
    • Remove ProRate from: The prorated memberships are now removed from the End of Day summary report.
    • Lead Source not in balance: The lead source report under customer data reports matches across all dates; previously, reports that included the current date were inaccurate.
    • Membership Sales Report missing member total: Totals line added to report. This report is located in the membership sales reports section under reports.

  • Bug Fixes and Misc. Updates

    • Reschedule bug:
      • Definition of Feature: This bug was fixed so that when rescheduling an appointment and changing the service at the same time, it will change the service on the current ticket and not create a new one ticket for the updated service and time.
      • Scenario(s): This allows you to quickly change a service and time at the same time when a customer reschedules.
      • Step by Step:
        • Look up the customer and find the correct upcoming appointment ticket that is going to be changed.
        • Go to the Schedule tab
        • Click change Schedule at the top of the ticket
        • On the next screen you can select the date and service of the next appointment according to which dog is getting rescheduled. If the customer has multiple dogs, make sure you are rescheduling the right one.
        • Click Get Availability and select a time.
        • Confirm the service instructions and you’re all set.
      • Notes/Tips: Make sure to always double check the customer’s desired service when re-scheduling so there is no confusion on the new time and service.
    • Lead Source Report not balancing: Running the report over a long period (month, year) should balance the report for running it on a day or week.
    • Service Alphabetizing: When trying to edit an already booked appointment, the drop down for all other services is now alphabetized to make navigating the list easier.
    • Email counts clarified: In the PETS system, you can select which group of customers to send the email to. The fact that you need to check at least one box is clarified, however the number of customers listed at the bottom was not correct. The number of customers that the email list being sent too is now correct.

Q1 2016 – Feature Updates

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  • Recurring Appointment

    • Definition of Feature: You are able to set recurring appointments at different intervals such as once every month or once every saturday.
    • Scenario(s): This is a great feature to fill up your appointment book. When the customer comes back to pick up the clean pup, ask them if they liked the service (they reply yes, of course), then ask if the same time and day, in 2 weeks, is a good time to come back. You then secure the spot for the customer by scheduling recurring appointments.
    • Step by Step:On the ticket screen of the most recently closed ticket, there will be a Schedule tab, select that tab and then click on the button that says Schedule Recurring Appointment. This button can also be found on the customer information page under the schedule tab.
    • Notes/Tips:The customer MUST have a completed appointment before recurring appointments are allowed to be booked. We do not allow filling the schedule with recurring appointments for a customer who has never completed a service.

  • Coupon Accountablility:

    • Definition of Feature: You will be able to see the name, date, and time of which the coupon was created.
    • Scenario(s): This is used if a coupon stops working or you have questions about specific coupon criteria. You can easily identify the person who created it in order to ask more specific questions.
    • Step by Step: View all of your active coupons by clicking on the dot menu, selecting Coupons/Discounts. Select the coupon you wish to review. At the top of the screen is a message box with the date, time, and employee of creation.

  • Front Desk Role:

    • Definition of Feature:This Role allows the front desk employee perform the daily close process without giving full access to other manager functions.
    • Scenario(s):You may only have a front desk employee close out the shop at the end of the day, instead of keeping your manager on the whole day just to close. This can save payroll cost if worked correctly
    • Step by Step:In the employee profile, you can select the role from the drop down box about halfway down the profile. Select Front Desk

  • Email to Customer from POS:

    • Definition of Feature:This allows you to email the customer directly from the POS system instead of copy and pasting the customer’s email off of their profile and then emailing them in your private email
    • Scenario(s):This will be used as a form of follow up communication, especially if the customer is unable to provide an available daytime phone number.
    • Step by Step:You can find this button on the customers widget in the middle of the row of buttons. This button looks like an envelope.
    • Notes/Tips:This feature documents the time, date, and employee that sends the email.

  • Email Employee Schedule

    • Definition of Feature:This features fires off an automatic email that will be sent to all active employees with their schedules.
    • Scenario(s):Instead of calling the employees, or emailing the employees individually, you can email all the schedules at once to save time.
    • Step by Step:Navigate to the employee schedule under the Employees menu. Set your schedule for the week displayed. At the bottom right of the screen will be a button called Email Schedules. Click that button and confirm the email sending.
    • Notes/Tips:We recommend sending the next week out by the middle of the preceding week in order to allow time for schedule changes.

  • Duplicates Search by Phone Number

    • Definition of Feature: In the past, we only regulated duplicates by name and email address, we can now identify duplicates by the phone number as well.
    • Scenario(s):This happens more frequently than you think. All it takes is an employee to mis-spell or misunderstand a name over the phone and then they believe that the customer does not exist. They make another customer profile in order to complete the service and now this customer has two different profiles with different customer info.
    • Step by Step:When adding a new customer, a message box will appear that the phone number is already in use in another profile. The message box will include a button to merge and update the profiles.
    • Notes/Tips:Always double check both profiles are correct before merging. It is a lot more difficult to split two service histories correctly than it is to merge them.

  • Allow Future Credit on Splash and Dash Memberships

    • Definition of Feature:You can add monetary credits to a customer Splash and Dash membership profile. This way you can give incentives and coupons for discounts on future Splash and Dash recurring payments.
    • Scenario(s):Some owners have ran promotions in the past that include: A free third month if they sign up today, Free remainder of the current month and half off next month to sign up and other promotions similar to that in order to get the customer on the Splash and Dash service.
    • Step by Step:Navigate to the customer profile, only after you have signed up the customer for a Splash and Dash membership first. On the drop down menu under the gear button next to the message box for the active Splash and Dash member, select “Upcoming Credits”. You can manually put in the amount for the future month coming up and click Save.
    • Notes/Tips:This is a great last minute trick to get a customer that is on the fence about signing up. Don’t be afraid to be generous in order to get them to sign up. Odds are they are going to make up the difference of the offer over time.

  • Reports Updates

    • Service Report:
      • Definition of Feature:This is a breakdown report of your number of grooms, baths, and any other basic service over the selected time frame.
      • Scenario(s):Owners really appreciate this report because it gives them a quick veiw of the services accrued without any other the “fluff” information around it. This can be used to track success of service coupons as well as the general growth of your shop.
      • Step by Step: Under reports, select Sales reports. Then select the appropriate Service report according to time frame. Choose your date boundaries for the report, Hit run, and reap the benefits of the service report.
    • Customer Data List of Phone Number/Addresses:
      • Definition of Feature:This report shows all of the basic customer profile information like address, email, phone number, name ect.
      • Scenario(s): When sending out documents or cards to customers, you can export this report to a label printing program and have all of your addresses and names printed on labels for easy sending.
      • Step by Step: Under reports, go to customer reports. Click on Customer Detail Report. Select your data rangs and click run.
      • Notes/TipsIf you’re exporting the file to another program, make sure you’re saving the report in a format that the label printer program can read and separate the addresses and names accordingly.

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