Other Tab

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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. You can upgrade your account on the Account Subscription page.

 

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.

Use Auto-Send Form Pack on Appointment Booking

Select this option to enable automatically sending an UpdateMyRecords.com form package to clients when an appointment has been booked. You may choose the form pack to send and the number of days in advance of the appointment to send.

Update My Records Notice Email

This option allows you to use a separate email account for Update My Records.  Notifications pertaining to UpdateMyRecords will then be sent to the email entered. 

Auto-Send New Client Form Pack

Check this option to enable automatically sending a specific UpdateMyRecords.com form pack to clients that are new to your business and specify the form pack to send.

New Client Form Pack

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This drop-down menu will show the form packs you've created in updatemyrecords.com. 

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.

DropBox Link

Select this button to allow you to log into your Dropbox account. This will link the account for use with Envision Cloud. This is used for client image and document storage. You may choose to link either Dropbox or Google Drive but may not link both.

Google Drive Link

Select this button to allow you to log into your Google Drive account. This will link the account for use with Envision Cloud. This is used for client image and document storage. You may choose to link either Dropbox or Google Drive but may not link both.

Prebook %

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

RTS

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

Branding Options (Ultimate Only)

You can now visually customize your Envision Cloud to match your business branding!

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Enable Theme

Check the Enable Theme checkbox to allow the customizations you've chosen to appear in Envision Cloud. 

Move Company Name to Left Side of Header

This would move your company name, which is currently above the user on the right over to the left next to your logo. 

Theme Highlight Color

Customizing the highlight color will change the color of the top main menu, the option menus, headers, and more!

Theme Text Color

Customizing the theme text color will change the color of the text in the top main menu, the option menus, headers, and more!

Header Image

You can upload your business's logo which would appear in the header to the left.

 

 

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