We're preparing a systemwide update to resolve the following issues within 24 hours.
- Select pet option in profile drop down
In certain cases, users would attempt to update the pet information and it would appear updated in the interface, but the updates would not completely process through to the database. The administration tool has been updated to ensure that update pet information is stored correctly in the system for future appointments with the same pet.
- Staff Member profile not holding the assigned Service
The administrative console for management staff members has been updated to improve service assignments. In some cases, changes to services offered by staff members were not consistently updated in the system. Going forward, any change to the service list for staff members will be properly saved and reflected after updating a specific staff member's assigned services.
- Service duration changes to 0 on drag/drop
The administrative console has been updated to improve the ability to move appointments on the calendar using the drag and drop function. In some cases, appointments with one or more add-ons scheduled, the duration of the appointment would reset to 0 minutes. The system has been updated to address this situation and allow administrators to change the duration, upon moving the appointment to a new start time.
- Location Users can view customers from other locations
The administrative console has been updated to respect the configuration setting indicating the locations within which customers can be searched and managed. In some situations, customers assigned to one location were able to be found by searching customers in another location when the customers were not set to be shared between locations. Going forward, the application will ensure that the setting for sharing customers between locations will be properly utilized in order to protect customers from being viewed outside their assigned location.
- Able to mark staff day off when appointments are present
The administrative console has been updated to accurately display availability based on appointments and any days marked off. In some cases, if the configuration settings would allow appointments to be scheduled for off days. In order to resolve this issue, the account settings (Appointment Preferences numbers 15 and 16) will be evaluated in order to accurately dictate the functionality of the scheduling system.
- Staff Filter for Subject doesn't show
The administrative console has been updated to properly reflect the staff filters configured for staff profiles. In some cases, if only the 'subject' filter was enabled for the staff account, it would not show if the 'offering' filter was not also enabled. It was discovered that an order of filters was being set when the filters should not be based on the status of the earlier order filter. Going forward, the application will allow any filter to be used regardless of the status of the other filter options for the staff member profiles.
- Balance showing after being paid
The administrative console has been updated to correctly display the current balance for customer appointments in all views, include the Custom Sales report and customer history. In some cases, the application was showing the previous balance even after a customer had successfully paid the balance. The custom sales report and the customer's payment history will now properly reflect the state of the customer's payment history.
- Unable to edit Primary Insurance Field
The administrative settings for Massage Therapist accounts have been updated to resolve an issue with editing the primary insurance customer profile field. In some cases, an administrator would attempt to make a change to the primary insurance field, but after clicking to "update" the page, the edit would not be saved. Going forward, changes to this field will be properly saved and shown within the Customer Fields/Terms section of Settings.
- System times out when merging customers in Google Chrome
The administrator console has been updated to improve performance of the application when customer records are merged. In some cases, when the number of customer records was very high, the interface would not display results before the server connection timed out. Going forward, the application will improve the display of the results and allow account administrators to merge records properly.
- Assign All Services button not working in Services Offered screen
The administrator console has been updated to improve the way services can be assigned to staff members. In some cases, when the number of services exceeded a one-page display list, the Assign All Services function would not consistently assign all services to the selected staff member. Going forward, if the administrator is choosing to assign all services to the staff member, the application will assign all services as configured in the system.
- Event Template names with single or double quotes
The application has been updated to respect quotation marks within the Event name title. In some cases, the display of the title would show other characters. Going forward, when quotation marks are entered into the application, they will be utilized throughout to present the proper characters in the Event's title.
- Packages overbooking when multiple children selected
The application scheduling system has been updated to improve the usage of packages with appointments for children. In some cases, if an appointment was scheduled for more children than package value remained, the appointments would be made and the package will be overbooked for the extra children. Going forward, the application will validate the amount of the package remaining, compare that with the children for the appointment, and only use the package credits remaining.
- Packages preference #6 not working properly
The applications usage of packages has been updated to check package availability before booking an appointment. In some cases, appointments were booked when no more sessions were available in the package. Going forward, the application will validate the package availability and enforce limits for the customer.
- Employer field not showing in Excel report
The Appointment Report has been updated to ensure that the data contained within the various export formats match. In some cases, the HTML version of this report would contain some data fields that were not showing in the Excel export version. Going forward, both export versions will match with regard to the data fields included in the report output.
- Appointment sheet page break not working in IE11
The appointment report has been updated to improve the page display of the report results. The output will insert page breaks in order to logically split the data rather than having data sets separated inconsistently.
- Sales rep account issue in reports
The appointment report has been updated to improve usability for client accounts with sales reps enabled. In some cases, credential information would display in the appointment report for the rep that should not be included. Going forward, the report will not include data fields that are not selectable in the appointment report configuration.
- Staff schedules not holding values
The appointment scheduling system has been updated to ensure that staff schedules are used to set staff member availability against the location's open hours. In some situations, the default location schedule would display in place of the staff member's custom schedule. Going forward, the staff schedule will always override the location hours when the two schedules differ.
- Appointment search is not showing all available staff
The appointment scheduling system has been updated to improve search results for staff members when using the Appointment Search feature. In some cases, individual staff members were not included in the results for "all staff members" even though the staff member had open time slots. Going forward, the application will return availability for all staff members, even when staff types are used as an attribute of staff member profiles.
- Add-On Services not holding the check box values for recurring appointments
The scheduling system has been updated to improve the service assignment to appointment instances when an administrator initiates a recurring series of appointments. In some cases, add-on services were not consistently assigned to all instances of the recurring series. The system would assign the add-ons to the first instance, but subsequent instances would not include all add-ons accurately. Going forward, the changes will ensure that each instance of a recurring series will match the initial creation of the appointment details.
- Appointments created through the Customer View without end-user information
The scheduling system has been updated to prevent a situation where customers were unable to book an appointment. In some situations, two settings could be enabled (“require login of customer” and “do not allow customers to register”) that conflicted with each other. The conflict would result in an appointment being booked with no customer assigned to receive the service. Going forward, the system will prevent these two settings from being set when one is already enabled. This change will ensure that the customer booking interface will not create appointments incorrectly.
- No Preference allowing days off to show on Customer View
The AppointmentPlus scheduling system has been updated to prevent customers from booking appointments on unavailable days when the "no preference" option for staff members is selected. In some situations, choosing to see the availability for all staff members was showing time slots when staff members were marked off for the day. Going forward, this scenario will properly identify the days marked off for staff members and not show availability within the customer booking interface.
- Spanning reserves aren't created correctly in MAPTS accounts
The scheduling system has been updated to properly display the duration of reserve times within the appointment calendar, for accounts using the Multiple Appointments Per Time slot version. Going forward, the full duration of the reserve will show on the appointment calendar, rather than the reserve blocking out only the first time slot and then removing the available spots into which customers can schedule.
- Packages are allowing overbooking on Front End
The customer booking interface has been updated to properly identify when a package of appointment services (either by number of sessions, currency amount or length of time) were able to be used to book additional appointments after the credits in the package had been fully consumed. Going forward, the application's booking process will properly identify the package status and prevent customers from using a package for which no additional credits exist to be booked against. The customer will have to then purchase a new package in order to utilize a package for checkout when scheduling an appointment.
- Email Login not recognized when selecting "Returning user" Customer View option
The customer booking interface has been updated to correct an issue for returning users logging in with an email address for an existing profile. In some cases, if the appointment details were selected prior to logging in, the interface would return an error that the customer could not be found. Going forward, the user logging in with their email address either before or after selecting attributes of the appointment will be logged in if the email address is assigned to an existing profile.
- Line Style Customer View option not showing available dates
The customer booking interface has been updated to ensure that all available time slots are displayed in either line style or calendar view. In some cases, the line style view would not show some of the available time slots. The application has been updated to improve the line style view and match the availability seen when using the calendar style view.
- Time slots are not loading when changing Service on Customer View
The customer booking interface has been updated to ensure that when users change services, the available time slots will show based on the soonest available date. In some cases, if a customer selected a service whose first date of availability was farther in the future, and then a second service was selected, the time slot display would not display dates closer to the current date. Going forward, the time slots will show based on the future dates availability regardless of which service is selected by the customer.
- Package Preference 6 not showing package drop down
The customer booking interface has been updated to improve the booking process when using packages. In some cases, if the system was configured to not automatically assign a package to an appointment, the appointment would be booked without the customer being prompted to select the package. Going forward, the package dropdown will display based on the configuration of the automatic assignment setting.
- Error when uploading photos and documents through the Customer View
The customer booking interface has been updated to successfully allow customers to upload a picture file as part of the appointment booking process. In some cases, if the customer was booking an appointment at a sub-location, the upload of a file was not successfully saved to the system. Going forward, the application will properly allow customers to upload a picture regardless of the location within which the appointment is booked.
- Daily Detailed Sales Report (by Rep and date) - No break between reps
The Daily Detailed Sales Report has been updated to improve the display of multiple rows of data. Going forward, the report will insert line breaks at appropriate points in the data set to improve readability of the results.
- Error when creating recurring appointments
The recurring appointment series functionality has been updated to prevent error messages from showing at unnecessary times. In some cases, an error message would show even when the series was successfully completed. Going forward, the message will only show when the series of appointments cannot be scheduled.
- Application Banner: Notification of pending Password Management changes
The administrative interface has been updated to present a message to users about an upcoming change to the management tools for account passwords. Users of direct clients will be able to access the Knowledge Base article from the banner message. Users whose accounts are owned by a reseller will be directed to other sources for more details. This message will display until the updates for password management have been released to the application.
- SMS displaying the wrong date "12/31/1969"
The SMS Delivery Report has been updated to improve the data for the date on which the reminder messages were sent. In some cases, a date in the year of 1969 was being displayed on the report. Going forward, the report will properly parse the date information to display the actual system date on which the reminder message was sent to the recipient.
- Statistics Report does not show custom Appointment Status Types
The statistics report has been updated to ensure custom Appointment Status Types are included in the information. For accounts with custom status types, the report will properly include the values on the report.
- Edits to Customer No Show Notification not showing
Customer notifications have been updated to ensure edits to the email template are shown within the display window. In some cases, if the administrator was editing the No Show notification template, the updated information was only visible when editing the notification a second time. Going forward, when an administrator updates the No Show notification, the modifications will be show immediately after the update to notification has been saved.
- Updates for Staff Member > No Preference Options
The customer booking interface has been updated to properly display the selection options for staff members and, subsequently, the available time slots. In some cases, if the "no preference" option in the staff member selection list was enabled, the list was still requiring the customer to select a specific staff member. Going forward, the application will properly show the "no preference" option and associated time slots as indicated by the status of the administrative setting.
- Text Message Reminder Plugin Improvements
The button by which administrators save configurations for a specific location has improved to correct the text display. The word "Location" was added for clarity to which location the changes would be applied.
The configuration of the text message information within the plugin's settings has been updated to ensure changes are saved in the system. In some cases, administrators would update the message content but, upon saving, the change would not be successfully saved. Going forward, the application will correctly save changes to the information for the text message reminders.
The configuration options for the Text Message Reminder plugin have been updated to allow administrators the opportunity to update one or all location's settings at the same time. When changing settings, the Location Administrators will be able to update the location in which they are managing the settings. Headquarters Administrators will have a second option to update all locations with the same plugin settings.
The function to automatically assign the Text Message Reminders Plug-in to newly added locations has been modified. In some cases, the application was applying this plugin for new locations when the plugin was not enabled for the headquarters location. Going forward, locations added to the account will properly reflect the enabled status of the plugin at the headquarters location.
The Text Message Reminder plugin has been adjusted to correct a display issue that would duplicate some appointment details when changes were made to the locations list. Going forward, duplicate information will not be added to the text message information.
The Text Message Reminder plugin has been updated to apply the headquarters configuration settings to newly added locations. In some situations, the plugin was enabled for the new location, but the configurations were not correctly applied. Going forward, the application will correctly apply the existing configuration of the headquarters location to newly added locations.
The Text Message Reminder plugin has been updated to correct a situation where the header information was not properly saved by an administrator making changes. Going forward, when changes are made to this information, the application will properly save the information for usage in future text messages for appointment reminders.
The distribution of text message reminders has been updated to ensure that the time frame before the start time of the appointment is properly reflected in the send time of the text reminder. In some cases, the SMS report would display the send time as the start time of the appointment. Going forward, the application will correctly send messages based on the advance buffer time frame for reminder communications.
The Text Message Reminder plugin has been improved when making changes to the configuration for all locations selected in the list. In some cases, changes to the configuration were only saved in the headquarters location. Going forward, if one or more locations are selected in the list, the changes to the configuration settings will be applied to them.
The Text Message Reminders plugin has been updated to improve the time in which the display of settings information will show for administrators. When accounts have a high number of locations, the display of the settings configuration would take additional time to load. Going forward, the application's performance with many locations will be improved and users will not experience the same display issues.