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| | <div class="plugin">[[Custom_Features#Provider.27s_Color_Coding| Provider's Color Coding]]</div> | | <div class="plugin">[[Custom_Features#Provider.27s_Color_Coding| Provider's Color Coding]]</div> |
| | <div class="plugin">[[Custom_Features#Related_Resources| Related Resources]]</div> | | <div class="plugin">[[Custom_Features#Related_Resources| Related Resources]]</div> |
| − | <div class="plugin">[[Custom_Features#Rewards_and_Referrals| Rewards and Referrals]]</div>
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| | <div class="plugin">[[Custom_Features#Service_Add-ons| Service Add-ons]]</div> | | <div class="plugin">[[Custom_Features#Service_Add-ons| Service Add-ons]]</div> |
| | <div class="plugin">[[Custom_Features#Service_Categories| Service Categories]]</div> | | <div class="plugin">[[Custom_Features#Service_Categories| Service Categories]]</div> |
| | <div class="plugin">[[Custom_Features#SMS_Gateway| SMS Gateway]]</div> | | <div class="plugin">[[Custom_Features#SMS_Gateway| SMS Gateway]]</div> |
| | <div class="plugin">[[Custom_Features#SMTP| SMTP]]</div> | | <div class="plugin">[[Custom_Features#SMTP| SMTP]]</div> |
| − | <div class="plugin">[[Custom_Features#SOAP| SOAP]]</div>
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| | <div class="plugin">[[Custom_Features#SOAP_with_Encryption| SOAP with Encryption]]</div> | | <div class="plugin">[[Custom_Features#SOAP_with_Encryption| SOAP with Encryption]]</div> |
| | <div class="plugin">[[Custom_Features#SSL| SSL]]</div> | | <div class="plugin">[[Custom_Features#SSL| SSL]]</div> |
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| | [[File:View resource info in booking.png|border|center]] | | [[File:View resource info in booking.png|border|center]] |
| | <br><br><br><br> | | <br><br><br><br> |
| − |
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| − | --------
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| − | =Rewards and Referrals=
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| − | <br>
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| − | [[File:Refferals-150.png |left]]
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| − |
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| − | Send promotions to your clients with Rewards and Referrals custom feature! Reward your clients for telling others about your company promotions. You can get the advantage of both rewards and discounts. Use this to get more clients all year long and especially during low season as well as promote your business. Customize your promotions with defined dates, messages and codes.
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| − | <br><br><br>
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| − | :'''Please note''' that
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| − | *this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum);
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| − | *Rewards functionality temporarily does not work;
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| − | *this feature is not compatible with [[Custom_Features#Coupons_.26_Gift_Cards | Coupons and Gift Cards feature]] yet.
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| − | <br><br>
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| − |
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| − | ;How to use.
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| − | :1. Enable Rewards and Referrals Custom Feature.
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| − | [[File:Rewards_and_referrals_enable_path.png | center]]
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| − | <br><br>
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| − | :2. In left-side menu go to Manage//Promotions and create new promotion
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| − | [[File:Create new promotion path.png | center]]
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| − | <br><br>
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| − | :3. On the first step indicate:
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| − | *your discount in %;
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| − | *is this promotion related to specific service or all services;
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| − | *who can claim the deal (all clients or new clients only);
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| − | *how many times the code can be used;
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| − | *how many times each client can use this promotion;
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| − | *edit texts of your deal if necessary;
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| − | *proceed to the next step.
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| − | [[File:Create new promotion - step 1.png | center]]
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| − | <br><br>
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| − | :4. On the second step decide whether you will offer a reward for sharing your promotion. This step is very important because it can help you to easily get more clients.
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| − | *write what reward you offer;
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| − | *indicate the number of times client should share promotion to receive the reward;
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| − | *how many times 1 client can claim the reward;
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| − | *insert reward picture;
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| − | *check "send email" if you want clients to receive an email about being rewarded and adjust the email text if necessary;
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| − | *adjust the texts of reward;
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| − | *proceed to the next step.
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| − | [[File:Create new promotion - step 2.png | center]]
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| − | <br><br>
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| − | :5. On the third step enter the details of your campaign
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| − | *change the promotion code if needed;
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| − | *add campaign image;
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| − | *add dates that clients can book using this promotion;
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| − | *add period when they can redeem the code;
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| − | *set time limitation if needed;
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| − | *proceed to the next step.
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| − | [[File:Create new promotion - step 3.png | center]]
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| − | <br><br>
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| − | :6. On the fourth step announce your promotion
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| − | *get the link of the deal to share with your clients;
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| − | *choose how to notify your clients, by email or sms (please change the text of email or sms (1 sms 70 symbols in unicode, 140 plain English text without special characters));
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| − | *configure whom you will send the deal, to clients who booked/did not book, use filters by service, provider, dates;
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| − | *select clients and send the promotion (or save it without sending).
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| − | [[File:Create new promotion - step 4.png | center]]
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| − | <br><br>
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| | | | |
| | --------- | | --------- |
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| | Please check video tutorial [https://vimeo.com/195300585 here]. | | Please check video tutorial [https://vimeo.com/195300585 here]. |
| | <br><br> | | <br><br> |
| − | ------
| + | |
| − | =SOAP=
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| − | <br>
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| − | [[File:Soap.png | left]]
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| − | This feature allows you to insert time stamped record with 4 text fields that stays with client data in patient format. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about patients. The acronym stands for subjective, objective, assessment and plan.
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| − | <br><br>
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| − | '''How to use'''
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| − | :1. Enable in Custom features//Business enhancements.
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| − | [[File:Soap enable path v3.png | center]]
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| − | <br><br>
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| − | :2. Now you can go to Manage//Clients, click on Edit button, choose SOAP info tab and add necessary information there.
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| − | [[File:Add soap info to client.png | center]]
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| − | <br><br>
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| − | Or you can add SOAP information from the booking directly by selecting “Client” tab and clicking on “Add SOAP info” button.<br>
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| − | As well this option allows you to add some medical history in separate tab if necessary.
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| − | [[File:Add soap info to client from booking.png | center]]
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| − | <br><br>
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| − | :3. And now you can check and/or update comments related to particular client in Manage//Clients//Edit//SOAP info history.
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| − | [[File:Check soap info history v3.png | center]]
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| − | <br><br>
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| − | Or in booking related to this client in “Client” tab.
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| − | <br>
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| − | This feature also allows you to check the records added previously either in booking in Calendar or in client record in Manage//Clients//Edit.
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| − | <br><br>
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| − | '''Please note''', the information you add there is not seen from client side and is for internal use.
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| − | As well this information is not exported from the system in Reports.
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| − | <br><br>
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| | ------- | | ------- |
| | =SOAP with Encryption= | | =SOAP with Encryption= |