Importing a new version from external source |
Importing a new version from external source Tags: Mobile edit Mobile web edit |
||
| Line 67: | Line 67: | ||
|- | |- | ||
| style="width: 20%;" | | | style="width: 20%;" | | ||
| style="border-bottom: 1px solid black;" | Edit client info from the booking | | style="border-bottom: 1px solid black;" | Edit client info from the booking/Add clients | ||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | ✔<br>in own bookings | | style="border-bottom: 1px solid black; text-align: center; " | ✔<br>in own bookings | ||
| Line 115: | Line 115: | ||
| style="border-bottom: 1px solid black;" | View/Add/Edit/[[Custom_Features#Client_Login|Merge]]*/Delete clients | | style="border-bottom: 1px solid black;" | View/Add/Edit/[[Custom_Features#Client_Login|Merge]]*/Delete clients | ||
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | | style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔ <br> | ||
| style="border-bottom: 1px solid black; text-align: center; " | − <br> | | style="border-bottom: 1px solid black; text-align: center; " | − <br>(see Calendar) <br> | ||
| style="border-bottom: 1px solid black; text-align: center;" | − <br> | | style="border-bottom: 1px solid black; text-align: center;" | − <br> | ||
|- | |- | ||
Latest revision as of 13:21, 3 February 2026
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Dashboard
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View charts / Enable custom features
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | −
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Welcome
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View page / Change own password / Connect Google Authenticator*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | ✔
| style="border-bottom: 1px solid black; text-align: center;" | ✔
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Change own email address
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | −
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Create booking from dashboard
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | ✔
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Get personal data report link
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | ✔
| style="border-bottom: 1px solid black; text-align: center;" | ✔
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Calendar
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Different view options
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | ✔
| style="border-bottom: 1px solid black; text-align: center;" | ✔
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Export to Excel/PDF
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View & Manage bookings
View & Manage calendar notes
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | own only
| style="border-bottom: 1px solid black; text-align: center;" | view only
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Access Transactions*
Access Pending bookings*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit booking comments
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | ✔
in own bookings
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit client info from the booking/Add clients
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | ✔
in own bookings
| style="border-bottom: 1px solid black; text-align: center;" | view only
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Add/Edit SOAPnotes*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | with correct key
| style="border-bottom: 1px solid black; text-align: center; " | with correct key
own only
| style="border-bottom: 1px solid black; text-align: center;" | with correct key
view only
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Update booking statuses*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | own only
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | Edit Intake forms* in the bookings
Edit products for sale* in the bookings
Edit service add-ons* in the bookings
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | own only
| style="border-bottom: 1px solid black; text-align: center;" | view only
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Marketing Suite
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View page & Enable custom features
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | −
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| colspan="5" style="border-bottom: 1px solid black; border-top: 1px solid black; background-color: rgb(232, 248, 255); font-weight: bold; padding: 10px; padding-left:30px;" | Manage
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete services
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete providers
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | own and existing only
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Merge*/Delete clients
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | −
(see Calendar)
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete users
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | −
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Change schedule/Delete classes*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete packages*
View/Add/Edit/Delete memberships*
View/Add/Edit/Delete coupons and gift cards*
| style="border-bottom: 1px solid black; text-align: center; height: 60px;" | ✔
| style="border-bottom: 1px solid black; text-align: center; " | −
| style="border-bottom: 1px solid black; text-align: center;" | −
|-
| style="width: 20%;" |
| style="border-bottom: 1px solid black;" | View/Add/Edit/Delete service add-ons*
View/Add/Edit/Delete products for sale*
View/Add/Edit/Delete related resources*