Here is an overview of all the updates we've made!
Envision Cloud's New Enhanced Features! 🎉
This quarter we are excited to announce new enhanced features that will improve your user experience! As always, we specifically focus on suggestions made by business owners through our community site!
We have added enhancements to:
| ⭐ Online Booking | ⭐ Employees | ⭐ Sales & POS | ⭐ Clients |
| ⭐ Marketing | ⭐ Inventory | ⭐ Medical | ⭐ Other Updates |
Online Booking
💅 Multiple Service Online Booking Option 
Now your clients can schedule multiple services when they log in to book an appointment online!
💻 Online Booking Security Features
To secure your clients and your employees, cards stored on file now have more verification requirements.
* Holding Credit Cards on File is available in the Preferred & Ultimate versions of Envision Cloud and requires integrated credit card processing.
💲 Online Booking Pricing
Your clients no longer have to wonder how much their service total will be when they book online! We've added a way for your clients to view their total selected service prices on the final booking screen.
👨👩👦 Family Booking
Parent accounts can now select who they want to book an appointment for when they book online!
Employees
🖨️ Print Schedule
Right click on an empty time slot to print out an all new visual version of your employee schedule!
🔔 Employee Notifications
Notify your employees by email or SMS when they have a new appointment and when their booking has been modified.
* SMS text messaging is available as an add-on to your Envision Cloud Subscription.
Sales & POS
🎁 Gift Card List
Now you can easily track the tickets where individual gift cards were sold!
💰 Print Discount Amount on Receipt
You now have the option to show line item discounts on your customers' receipts!
Clients
👥 Client ID Field
Quickly search for client information by their assigned ID numbers! We've implemented a new Client ID field (Patient ID/MRN for our Med Spa users) which gives you the option to autogenerate clients under unique ID numbers.
🖱️ Edit Records from Calendar
Need to edit a customer's appointment? Easily access a Client's future booking from their Client Record by double clicking one of their scheduled appointments!
💆 Customizable Service Times
Some clients require longer or shorter service times than others. Now you can customize individual service times and store them directly to their client record! No matter if they book online or in person, their customized times will be reflected on your employee schedules!
Marketing
✉️ Email Logging
Trouble remembering which emails were sent to which Clients? Simply view all emails sent to a specific Client through their Client Record!
Inventory
💱 Manual Tax for PO & Freight
If you need to adjust your taxes for your POs, we've added a check box that enables you to manually input your tax rates. Additionally, you can now enter freight costs for shipments.
📋 Retail Item Options
Now you can disable purchase order auto-fills or mark your items as special order items conveniently on the retail item edit screen!
🏷️ Special Order Items
Need to automate your orders on specific items? Now you can with our new Special Orders options!
📉 Inventory Quantity Adjustment Log
A brand new report, the Inventory Quantity Adjustment Log shows you a history of inventory adjustments--including amount, date, time, location and which employees made the changes.
🔵 Department/Appointment Color
Now you can view all the appointment colors on one page in the department list.
Medical
📄 POST Update My Record Forms
In addition to pre-service form packs, you can now send post-service form packs to your patients after their appointment!
💥 Treatment Tab Laser Options
Enjoy new customizable fields for your laser treatments!
🖨️ Updated Printout for the Treatment Record
We've revamped the printout for the treatment record to include more detailed information!
🩺 Patient Portal
Available as an add-on service, your patients can now view their medical history collected in Envision Cloud with our new 21st Century Cures Act compliant Patient Portal!
Added Fields
🛍️ Retail List
Added a field to view/sort by class.
💅 Service List
Added a field to view/sort by service package, service type, and/or class.
💆 Package List
Added a field to view/sort by class.
🍊 Other List
Added a field to view/sort by class.
🚚 Manufacturer List
Added a field to view/sort by company, contact, and/or phone.
📄 Vendor List
Added a field to view/sort by company, contact, phone and/or email.