February 2025

v25.2.2

Note: This update includes a number of changes that streamline the sales/order workflow, as well as some changes to sales taxes. Please review the details below to ensure you are aware of the changes and how they may affect you.

Improvements to the sales/order workflow:

• In the customer profile, orders/payments/receipts are now alongside each other.
• The new payments section now groups payments by order, and shows the total paid amount for each order. The previous payments dialog window is no longer available as its functionality is now integrated into the new payments section.
• After creating a new order, you will now be prompted to automatically generate a receipt/sales agreement for the order instead of being directed to payments.
• When generating a receipt/sales agreement, there is a new Simplify Receipt for Initial Signing option, which is automatically selected after entering a new order. This options hides a few details that are not needed for initial signing such as the payment details (as payments are typically handled after the initial signing). The previous receipt/sales agreement format is still used by default outside of newly-entered orders.
• When entering a new order, Off-the-Shelf is now relabeled to From Inventory, as this better reflects the intent of the order type.

Improvements to generating receipts/sales agreements:

• When generating a receipt/sales agreement, you can now choose to save the generated document to the client profile. Previously, the document was only saved when sending for e-signature.
• E-signatures can now be signed directly from the e-signature dialog instead of opening the document in a new tab. However, you can still open the document in a new tab if you prefer or send via email.
• When generating a sales agreement for multiple orders at the same time, the system will now try to generate a single sales agreement document, rather than one per order. This is only available if you do not use smart fields in your sales agreement.

Improvements to the customer profile:

• The Receipts & Documents tab is now removed. Receipts/sales agreements are now generated directly in the Overview tab, and uploads are now handled directly in the side panel.
• Uploads are now more user friendly and allow you to drag-and-drop files to upload. Additionally, the system will categorize your uploads as images or files, and display them accordingly.
• The buttons to edit profile and to send a client portal invitation are now available through icons in the top right of the side panel.
• Individual payment plan payments can now be edited, including the ability to charge those payments with Stripe.

Improvements to sales taxes:

• All tax-related settings are now available from the Taxes Settings page.
• You can now define sales taxes in the system rather than only setting sales tax rates on item types. Tax exemptions have also been moved to this new format.
• The Alterations, Additional Work, and Additional Fees fields on an order are now taxed at the same rate as the rest of the sale, unless you specifically mark them as tax exempt. If you need these to be taxed at a different rate, you will need to create item types for them which are taxed as separate line items.
• If you add Alterations, Additional Work, or Additional Fees to an order, the system will no longer split new payments for that order into multiple payments. They are now combined into a single payment.
• When configuring a tax, you can now specify threshold-based rates. This is very helpful in states like Massachusetts where clothing is tax exempt below $175, but taxable above that amount.
• When creating an order, you can now select the tax that should be applied to the order. It will default to the tax rate configured for the item type, but you can select a different tax if needed, such as for tax exemptions.

Other changes:

• When creating a new payment, you now have the option of setting its payment status. By default, it is set to Paid, but you can also set it to Pending if you would like to forecast a payment that is not yet due or record a payment that has not yet been processed.
• The Customers/Prospects Registered Report now allows you to filter by customer types as well as by category (Prospect or Customer).
• The Referral Type Performance Report now allows you to filter by inventory item type.
• Following the last version's changes to the inventory details page, we have updated the item varieties section to use the previous table-based layout for users on larger screens, which is more space efficient. Smaller screens will use the mobile-friendly layout.
• You can now set a negative Retail/Sale price on inventory item varieties. This is useful if you categorize fees/discounts (e.g. appointment booking fees) as inventory items, and want the item to apply a discount instead of a charge when added to an order.

v25.2.1

• Added multi-store support, giving you the ability to link multiple stores and easily switch between them. Stores can be linked from the Additional Stores settings page. Once linked, you can switch between stores by clicking the store name in the center of the top navigation bar.
• Redesigned the inventory item details page, improving the layout and mobile friendliness.
  • Note: The Item Name field is now renamed to Internal Item Name, and the Customer-Facing Item Name field is now renamed to Display Name.
• Improved the visibility of discontinued/diposed items in the inventory. Previously, these items would be displayed when using the search bar, making it difficult to get an idea if your active inventory. Now, these items are hidden unless you enable the filter to show them. If no results are found, the system will also attempt to inform you if those items are hidden due to being marked as discontinued/disposed.
• Enhancements to appointments waitlist:
  • When a customer adds themselves to the waitlist for a paid appointment type, their payment method is now stored on file instead of being pre-authorized. It is then charged if their waitlist request is confirmed.
  • Fixed issue where waitlist requests were sometimes shown as eligible for an open appointment slot, even if there were no open slots.
  • Fixed issue where waitlist requests would sometimes not show up in the notes area of the waitlisted date.
• Inactive vendors no longer show up in certain dropdowns like the inventory filters.
• Added a Condense Appointment Calendar Timeline setting, which makes the appointment calendar more compact by reducing the space each slot takes up. This is available from the Appointments Settings page.
• Added a Only Show Main Item in Orders List setting, which makes orders in the orders list only show the main item in the order rather than all line items. This is available from the Orders Settings page.
• You can now add notes to a staff member's schedule for a date, which are surfaced in the Staff Member Time Details report.
• The Update Item Prices tool in the inventory page has been renamed to Quick Edit, now allowing you to also update the display name, quantity, and prices.
• Various appointments reports now include the ability to filter by one or more appointment types, rather than just one.
• The Staff Member Sales report now includes an Item Sale Amount column. This is similar to the Net Sales Amount column, but excludes alterations, additional work, and additional fees. This is useful if you only want to provide a commission on the sale of the item itself and not any of the extra work or fees.
• The Payments Created report now allows you to filter by payment status (Pending or Paid).

January 2025

v25.1.1

• Added new feature: Task Templates, which is available for Ultimate plans. This feature allows you to create reusable task templates that can be used to generate tasks for your staff members.
• When a task is linked to a customer/order, you can now link the task due date to a customer/order date such as the event date, date of sale, etc. This also includes offsetting the due date by a number of days. This makes task due dates dynamic and more relevant to the customer/order.
• Added localization and translation support for Spanish, Czech, and Norwegian. This applies to all customer-facing features in the system such as the appointment scheduler, client portal, inventory showcase, and more. This can be enabled from the General Settings by selecting a Customer-Facing Language.
• Added ability for staff members to log their breaks through the time tracker.
• The inventory showcase now prominently displays filters that are applied to the items displayed, making it easier to navigate through the items.
• Changes to various reports:
  • The Inventory Items on Hand report now allows you to:
    • Show all vendors at the same time, instead of one at a time.
    • Show items based on their status (Active, Discontinued, or Disposed).
    • Filter items by customer type.
  • The Fittings Planning report now allows you to define the order statuses that should be included in the report.
  • Several reports now surface the net sales amount instead of a total sales amount: Inventory Performance, Inventory Trends, Staff Member Sales (includes net and total sales). This better reflects the intent of the reports.
  • The Order Financials and Orders Created reports now allow you to include multiple order statuses in the report, and now filter out cancelled orders by default.
• Various enhancements to purchase orders:
  • Quantity ordered is now clearly displayed when quantity is not 1.
  • When printing a purchase order, the format is now more standardized and includes the date, PO number, account number, vendor name, and vendor phone number. The pricing information is also now improved and more consistent.
• You can now view inventory items sorted by Recently Updated date or Recently Added date.
• Appointment reminder emails now include the View/Manage appointment link, similar to the confirmed appointment message.
• Client Portal Link is now an available smart field for confirmed appointment messages and appointment reminders, allowing you to easily surface the client's portal link in your appointment messages.
• If a customer has unsubscribed from emails, you will now receive an error message if you try to send them an email.
• Various styling improvements throughout the system, mostly including customer-facing areas.