The Formula feature saves the instructions for custom mixing products to satisfy a particular client. Once entered, you can see all formulas entered for a specific client from their record in the Client List.
To enter the Formula List, hover over Client on the Tool Bar of Envision Cloud and select Formulas from the drop-down menu.
Edit Selected Formula
Enter an abbreviated description of the formula. This description should be easily understandable from the formula listing.
Select from the drop-down list the client this formula applies to. If this client isn't in the system, you may add them in the Client List.
Select the employee that developed the formula or who uses the formulation of products for the client.
Enter the specific service that this formula applies to.
Enter the date this formula was first used.
Type the details of the formula in this space. Be as specific and clear as possible. In the future, someone else may have to duplicate the formula for this client. Formulas are added either here, by right-clicking the appointment, or on the client record's formula tab.