THINGS TO KNOW
DISCOUNTS - APPLIED IN EACH LINE OF A TRANSACTION
VISH - IS LIVE AT TANGLEWOOD AND WILL BE READY AT TC SHORTLY
ROLLER SETS - YOU CAN BOOK TWO BLOWOUTS ON THE SAME APPOINTMENT, MAKE THEM 30 MINUTES APART AND CHANGE THE PRICE ON THE SECOND TO ZERO DOLLARS WHEN BOOKING
SHAMPOO AND ASSOSCIATE - ADD THEM TO THE TIPPING SCREEN IN THE BLUE SECTION AFTER CLICKING ON “CARD”
GIFT CARDS - THESE ARE STILL BEING UPLOADED. IF A CLIENT PRESENTS ONE, LOOK IT UP IN MEEVO, KEEP THE GIFT CARD AND A COPY OF THE RECIEPT. CHECK IT OUT IN PHOREST UNDER “MEEVO GC”
APPOINTMENT DEPOSITS - ARE BEING TRANSFERRED TODAY - I WILL LET YOU KNOW WHEN THEY ARE GOOD TO GO
HOUSE ACCOUNT TIPS - ALWAYS REMOVE THE EMPLOYEE “HOUSE ACCOUNT” FROM THE TIPPING SCREEN, THIS ACCOUNT SHOULD NEVER RECEIVE A TIP
TIPS - THE DESK SENDS THE PAYMENT REQUEST TO THE CLIENT FACING CREDIT CARD MACHINE. EACH SERVICE PROVIDER ON THE TICKET’S NAME WILL COME UP AND THE CLIENT WILL HAVE SOME OPTIONS. THOSE OPTIONS ARE…
SKIP (NO TIP)
15%
20%
25%
CUSTOM
TOGGLE TO INCLUDE OR EXCLUDE THE 5% FEE FROM THE TIP
TOGGLED ON (DEFAULT) = CLIENT PAYS THE CREDIT CARD FEE
TOGGLED OFF = THE CREDIT CARD FEE IS REMOVED FROM THE TIP AMOUNT
SAVING CREDIT CARDS - ALL CARDS THAT WERE PREVIOUSLY STORED ARE GONE. ASK EVERY CLIENT IF THEY WOULD LIKE TO LEAVE THER CREDIT CARD ON FILE. THIS WILL EXPEDITE ONLINE BOOKING, CHECKOUT AND GIFT CARD SALES. WE WANT TO ENCOURAGE THIS.
SELFPAY - THE FEATURE IS NO LONGER AVAILABLE, CARD ON FILE IS AN ALTERNATIVE
GIFT CARDS - THESE ARE STILL BEING UPLOADED. IF A CLIENT PRESENTS ONE, LOOK IT UP IN MEEVO, KEEP THE GIFT CARD AND A COPY OF THE RECIEPT. CHECK IT OUT IN PHOREST UNDER “MEEVO GC”
APPOINTMENT DEPOSITS - ARE BEING TRANSFERRED TODAY - I WILL LET YOU KNOW WHEN THEY ARE GOOD TO GO
QUESTIONS AND ANSWERS
Question: How do we check out multiple clients together in the same transaction? (Ex: siblings together)
Answer: See the How to Guide above
Question: Can associates be set up to receive text notifications when their mentor’s clients are checked in?
Answer: No
Question: In the app, how do we reschedule only part of an original appointment for the next visit? (Ex: client books highlight + cut but only wants to move the cut forward to the next appointment.)
Answer: Researching
Question: In the app, can we add more flexible rescheduling options—specifically 5 weeks and 7 weeks?
Answer: The way to do this is to hit 8 week and then select the back one week button. The preset number of weeks can not be changed
THINGS TO DO
OPEN PROCESSING TIME ON ALL BOOKINGS
ENTER TW DEPOSITS
ENTER TC DEPOSITS
ENTER GIFT CARD VALUES (PHOREST WORKING ON THIS)
FINISH CORRECTING PRODUCTS (PHOREST WORKING ON THIS)