General Options

General 

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The Inventory Cost Method company setting allows a company to select in which method they would like cost 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.

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 

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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.

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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.

Note: When a default loyalty program is selected here, the Loyalty Program will not be displayed on the client's record. They will automatically receive Loyalty Points based on your plan.

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.

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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 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.

Employees 

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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.

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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 Type Text 

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!

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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

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Measurements and Weight Loss are used on the Treatment screen. The Treatment Screen is available in the Medspa version of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

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 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.

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.

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