General Options

Learn how to setup general, client, employee and treatment settings within your Company Settings.

General Tab

Inventory Cost Method

This company setting allows a company to select the method they would like costs calculated after receiving a PO. These different methods can adjust the cost of items based on what has been received. This allows you to calculate the cost in a way that is up-to-date and most effective for your business. Does Not Affect Cost, Average or LIFO are the options available.

1. Does Not Affect Cost will not affect the cost of received items.
2. The Average method will calculate an average price between what the product was received at and what it is being received at using the following formula:  ((QTY ON HAND * CURRENT COST) + (RECEIVED QTY + RECEIVED COST) ) / NEW TOTAL QTY. If you have an item with a quantity of 1 and a cost of $10 and a new PO you receive with 1 the same item but the new cost is $20 – then the average setting would change the cost of the item to $15.
3. The LIFO method of receiving inventory will change the new cost to the last received cost of the item, meaning the RECEIVED COST is assigned to the inventory item. The old cost is $10 for an item– you now receive it at $15. LIFO will now change the cost of the item to $15.

Company Prebook % Goal

Enter the prebook percent goal for your business. This number is used in the Dashboard screens.

Company RTS Goal

Enter the retail to service percentage goal for your business. This number is used in the Dashboard screens.

Company Monthly Service Sales Goal

Enter the monthly service sales goal for your business. This number is used in the Dashboard screens.

Company Monthly Retail Sales Goal

Enter the monthly retail sales goal for your business. This number is used in the Dashboard screens.

🔲Automatically refresh the Walkin Queue every 60 seconds

Check this box if you have multiple devices accessing the walk-in queue. This will keep each device up-to-date.

Client Tab

Primary Client Search Field

Select which option you would like to view when selecting clients in the appointment calendar. Full Name will be the default option.

Secondary Client Search Field

Select which option you would like to view when selecting clients in the appointment calendar for booking, and the sales register for ringing up.

Default Loyalty Program

You may set a default Loyalty Program here if you would like all clients to be under the same Loyalty Program without having to individually assign a loyalty program per client. You may manually assign a loyalty program to a client in the client list if you would like them to be under a different Loyalty Program.

🔲Show Customer Popup Notes At Checkout & Booking

Select this box to display client popup notes when creating an appointment for the client and when selecting the client in the Sales Register.

🔲Autogenerate Patient ID

Select this option if you want each client record to have its own automated patient ID upon the creation of a client record. This option is used if you need unique identifiers for clients/patients to organize patient records.

🔲Require Email Address for Clients

Select this option to require that an email address be entered when new clients are added to the system or selected for editing.

🔲Require Home Phone Number for Clients

Select this option to require that a phone number be entered into the home phone field when new clients are added to the system or selected for editing.

🔲Require Mobile Phone Number for Clients

Select this option to require that a phone number be entered into the mobile phone field when new clients are added to the system or selected for editing.

🔲Require Work Phone Number for Clients

Select this option to require that a phone number be entered into the work phone field when new clients are added to the system or selected for editing.

🔲Require Address for Clients

Select this option to require that a physical address be entered into the address field when new clients are added to the system or selected for editing. This goes for creating account via online booking.

🔲Require Lead Source for Clients

Check this box to require selection of lead source when adding clients or editing client profiles. Lead sources are created in the Lead Source List.

🔲Require Birthday for Clients

Choose this option to require a birth date be entered when adding or editing client profiles.

🔲Require Gender For Clients

Select this option to require that gender be chosen when new clients are added to the system or selected for editing.

🔲Disable Automatic City/State Postal Lookup

Uncheck this option to allow the program to automatically fill in the city and state when a zip code has been entered on a client's profile. Check this option to require manual entry.

🔲Auto-Format Client Phone Numbers

Select a format for client telephone numbers. This option will not affect numbers already entered into the system, just new entries.

User-Defined Fields

User-Defined Fields can be used to customize Client Records if EnvisionNow has not provided a Field for client information that must be stored. 

Employee Tab

Welcome Screen

Choose which screen you want to be displayed upon login. This can be set individually for each employee or a default may be selected here.

The options for the welcome screen include:

The Daily Appointment Summary is a screen that shows the appointments and current status.

The Daily Dashboard is a screen that summarizes the activities for the day.

The Appointment Calendar shows the services booked for the day.

The Point of Sale is the sales register screen.

Employee Text Type

The option to change "Employee" to "Student" changes the wording from employee to student throughout the software. This setting is ideal for educators and schools!

🔲Auto-Rotate Employees in the Walkin Queue

Selecting this option will cycle through available employees for the walk-in queue.

🔲Ignore Employee Schedule for Walkin Queue Rotation

Choose this option to disregard if an employee is marked as unavailable to allow assignation in the walk-in queue.

🔲Allow New Employees To Be Created With An Email Address Already In Use

Selecting this box will allow you to assign more than one employee to the same email address. Usernames will still need to be unique.

Treatment Tab

Smart Cool, Joules, Pulse, and Rep Rate Text

These are the default names for Lasers/Laser information on the treatment screen. You can customize the text in the fields to the right to suit your MedSpa's needs. Whatever you type in the field will override the default text on the left as shown in the examples below:

Laser Option 1 and 2 Text

These are also customizable fields. Here you can choose to add a dropdown menu or a table with multiple options. To add a selection to each option, click Add next to the corresponding title and input the options you wish to include. 

Default Treatment Tab

Choose the tab that you wish to show when opening the treatment screen for appointments. This is useful if you wish to show a specific tab when opening a treatment record for most of your clients.

Max Equipment Attributes

Chose from 1-10 on how many equipment attributes will be listed for an individual equipment item.

🔲Hide Measurements

Select this box to hide measurements from the treatment screen.

🔲Hide Weight Loss

Check this box to hide the weight loss information on the treatment screen.

🔲Hide Injections/Shots

Check this box to hide the injection tab from the treatment screen.

🔲Hide PMHX

Check this box to hide the patient medical history tab from the treatment screen.

🔲Hide Laser

Check this box to hide the laser tab from the treatment screen.

🔲Make Med Notes Global on Treatment

Check this box to have medical notes become visible across all locations. If you would prefer to keep medical notes specific to each location, leave this unchecked.