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Added "Select Team" Employee Selection option (Ultimate Only)
DATE ADDED: 07/07/2020
- The "Select Team" Employee Selection option has been added to the Client Formulas and Client Referrals by Employee reports. This report filter allows you to pull information about clients based on a team of employees.
- Employee Selection > Select Team
Added detail option to the Client On Account report
DATE ADDED: 05/06/2020
- Added a detail option to the Client On Account report. The Client On Account Detail report included individual transaction information from when the On Account feature was used compared to the Client On Account Summary report which just displays clients' account balance or credit.
- Reports > Client Reports > Client On Account > Report Type Selection
Added a Location filter to the Clients by Lead Source report
DATE ADDED: 02/19/2020
- Added a Location filter to the Clients by Lead Source report, which allows businesses with multiple shops to filter their Lead Source report by their locations. This is a valuable feature as it can guide your marketing tactics based on what's bringing customers to specific locations.
- Reports > Client Reports > Clients by Lead Source > Company Selection
Added Date of Birth and Treatment Date to the Treatment report
DATE ADDED: 02/18/2020
- Added Date of Birth and Treatment Date to the Treatment report, creating a more detailed look at the treatments your MedSpa has performed.
- Reports > Client Reports > Treatments
Added Bounced Email Addresses report
DATE ADDED: 2/11/2020
- Added the Bounced Email Addresses report for Ultimate users, which allows you to see which email addresses are not successfully receiving emails from your email campaign.
- Reports > Client Reports > Bounced E-mail Addresses
Added Sort By options to the Client Formula report
DATE ADDED: 01/06/2020
- Added additional Sort By options for the Client Formula report, allowing for easier navigation of the client formulas!
- Reports > Client Reports > Client Formulas > Sort By
Added the Injections Report
DATE ADDED: 04/01/2019
- Added the Injections report (MedSpa Only). This report gives you the options to see injections filtered by date, client, compound, and lot number. The report offers a wealth of information about injections performed at your MedSpa.
- Reports > Client Reports > Injections