1.10.2023 - New Updates

Review new and updated features for Envision Cloud!

We are constantly updating and adding new features based on needs and wants of our clients. The following features were released as soon as they were ready because we know they are important to your business and industry standards.


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πŸ”ƒ Round Robin "First Available" Appointments for Online Booking

πŸ’‰ Equipment Tab in Treatment Record (MedSpa)

πŸ“ Membership Program Edits in Audit Log

πŸ’² Discount/Coupon Extended Price Limit

 


πŸ”ƒ Round Robin "First Available" Appointments  LearnMoreButton

When there are improvements offered up by our current users, we take note and make changes. Previously, the system would book "First Available" appointments based on the schedule order. 

Envision Cloud will now round-robin first available appointments for online booking so that every employee gets a full calendar.

firstavailableproviderdropdown

πŸ’‰ Equipment Tab in Treatment Record (MedSpa) LearnMoreButton

The Equipment Tab allows you to track and chart aesthetic treatments that utilize machines, products, or other physical items. The tab will provide any relevant information for future reference on a patient's past services and their specific attributes. With this feature, now customized charting can be completely digital.

Equipment Tab Add Equipment

πŸ“Membership Program Edits in Audit Log LearnMoreButton

If there is a change made on billing for a client's membership, any adjustments will be logged and displayed on the Audit Log under the "Membership" module. The change will list which employee made the change, the membership program selected, the cycle option and the next and last billing date.

membership in audit log

 

 

πŸ’² Discount/Coupon Extended Price Limit LearnMoreButton

When applying discounts or coupons to a ticket at check out, the extended amount listed for the client to pay will not allow for a negative amount. The check out will zero out to no payment owed if the discount or coupon exceeds the ticket amount.