Current Version: 8.2.4
Ability to add a product from the General Ledger
Loyalty points balance now on the Client Info screen
Can now apply a discount to a gift card sale
Quick link button to Mailing Report added on Clients screen
Order due date and paid/not paid fields have been added to purchase orders
"Do not call" option now in Client Information
Date and time stamp added to the bottom of all reports
Other minor changes
Minor changes
Minor changes
Minor changes
Minor changes
Minor changes
Minor changes
Feature added: Employee Reminder System - Set reminders for employees that are associated with tickets or clients.
Feature added: Enhanced Wait List - Future date support now exists for the wait list. Once an opening becomes available in the appointment book, you will be notified of the clients who can fill these spots.
Feature added: Picture Manager- Store, categorize, and view an unlimited number of client's pictures.
Feature added: Report Graphing - Extensive graphing system has been added to most reports.
Feature added: Coupon System Enhanced - Coupons now allow you to specify a percent, currency, or specific item discount with each coupon that will be automatically applied to a ticket when a coupon is redeemed. Coupons can be assigned an expiration date. Tickets can have multiple coupons.
Feature added: Checkout/Close and Rebook - System Revamped: The Checkout/Close and Rebook System has been redeveloped to allow for greater ease of use. The appointment book can now be viewed before re-booking a ticket.
Feature added: General Ledger Multiple Account Support - The General Ledger now supports multiple accounts.
Feature added: Improved Appointment Book Color Coding - Ticket color codes can now be set up and given priority for confirmation types, referral types, checked-in tickets, and Service IDs/Categories.
Feature added: Loyalty Points Can Be Based on Ticket Subtotal - Set the option to base loyalty points off of a specific dollar amount, which is calculated from the subtotal of a ticket. Loyalty points can also be set up on a per product and service basis, as before.
Feature added: Payroll Enhancements for Commission, Hourly Wages and Tax Deductions - Set the option to base loyalty points off of a specific dollar amount, which is calculated from the subtotal of a ticket. Loyalty points can also be set up on a per product and service basis, as before.
Feature added: Mark an appointment as canceled, differentiated from voided and no show.
Feature added: Track reasons for voided, no show and cancelled appointments.
Feature added: Client Merge feature expanded to include more items.
Feature added: Expiration dates can now be assigned to gift cards, both manually and automatically.
Feature added: Appointment Move Feature: In addition to the pre-existing Drag and Drop feature, you can now both cut and paste and copy and paste an appointment with just a couple clicks of the mouse.
New Reports:
#135 - Vacation/Sick Day Report
#136 - Employee Forecast Report
#137 - Product Sales vs. Service Sales
#138 - Return Details by Employee
#139 - Ticket Referral Types by Employee
#140 - Tickets Created In Range of Days
#141 - Tickets with Products not Marked as Taxable
#142 - Rebooked Tickets
Added "Amount Spent" option to Mailing Report
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****123Pet**** The features below do not affect Salon Iris, Orchid, and DaySmart users. If you are a Salon Iris, Orchid, or DaySmart user, please ignore the features below.
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Feature added: Pet column added to ticket: Select which pet is having which service performed on any ticket.
Feature added: Vet tracking system: Enter your local vets and select from a list of vets for each pet.
Minor changes
Minor changes and fixes
Minor changes and fixes
Minor changes and fixes
Minor changes and fixes
Minor changes and fixes
Minor changes and fixes
Feature added: You can now add to a gift card's balance through the Tickets Modify screen
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****123Pet**** The features below do not affect Salon Iris, Orchid, and DaySmart users. If you are a Salon Iris, Orchid, or DaySmart user, please ignore the features below.
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Feature added: You can now import and export pets
Feature added: You can now include pre-paid service balances as an item to print on a receipt
Feature added: Supplier phone and fax numbers are now included on a purchase order printout
Feature added: The make, size, tax and type have been added as items that can be viewed on the Product Ordering screen
Feature added: A detailed view has been added to the Purchase Order screen
Feature added: The rows of a purchase order can now be copied to the clipboard
Feature added: The display options on the Products screen has been expanded
Feature added: A 'Customize View' button has been added to many of the main forms to allow easy customization of the columns on the grid
Feature added: The total working hours of all employees have been added on the Scheduling screen
Feature added: You can now filter by number of visits on the Mailing Report
Feature added: There is now a password protected button on the Client Info screen to view client phone numbers (when client phone numbers are hidden)
Feature added: An 'Edit Product' button has been added to the Product Ordering screen
Feature added: Client phone numbers have been added to the 'Traveler Ticket' printout
Feature added: A new printout has been added for clients, which can be found on Client Info screen
Report added: Report #132 Employees' Clients with Contact Information
Report added: Report # 133 Outstanding Item Balance on All Open Gift Certificates
Feature added: An option to control the network refresh time has been added on the Options screen
Feature added: Appointment Book speed optimized and increased 80%
Feature added: Preferred phone number is now an item that can be displayed on appointments on the Appointment Book
Feature added: Online tracking number is now an item that can be displayed on appointments on the Appointment Book
Feature added: An option to 'Unremember' the database password on startup has been added to the Passwords screen
Feature added: Employee ID cards now work with the time clock
Feature added: Products, services, and packages can now be modified through the Lookup screen
Feature added: And 'E-mail' button has been added to the Clients Modify screen
Feature added: Online booking is now optimized with Safari
Feature added: An option has been added to warn/disallow the scheduling of an employee with a service they cannot perform. The option can be found under 'Scheduling Options' on the Options screen
Feature added: Multi-Ticket Checkout can now be used with tickets that contain the same booth renter
Feature added: An option to open the cash drawer when settling tips has been added to the Options screen
Feature added: An option to quickly adjust the row and column sizes of the Appointment Book has been added to the Appointment Book screen
Feature added: Password protection for the View Options screen on the Appointment Book
Feature added: Password protection for Online Booking Setup and the Web Appearance screen
Feature added: An option to update the wholesale and retail price of items on a PO
Feature added: E-mail configuration has been made more user-friendly with a library of built in SMTP servers
Feature added: Search options on the Gift Certificates screen
Report added: Report #131 Gift Cards Unused Balance by Date
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****123Pet**** The features below do not affect Salon Iris, Orchid, and DaySmart users. If you are a Salon Iris, Orchid, or DaySmart user, please ignore the features below.
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Feature added: A 'View Client' button has been added to the Pet Information screen
Feature added: The client name has been added to the Pet Information screen
Feature added: An option to control the time increments displayed for available online booking appointments
Feature added: You can now customize accept/reject e-mail messages for online booking
Feature added: Printable report added for single employee's totals
Feature added: Password protection for the Client Info lookup screen and the Client Info screen
Feature added: Password protection for voiding closed tickets
Feature added: An option to filter by preferred employee has been added to the mailing list
Feature added: An option to filter by client loyalty points has been added to the mailing list
Feature added: You can now include 'Created By' as an item to print on a receipt
Feature added: A 'Preferred column width' option has been added to the options for the Appointment Book
Feature added: You can now include a 'Date Requested' for wait list entries
Feature added: An option to require the 'Referral Type' to be selected on a ticket has been added to the Ticket Options screen
Feature added: The 'Backbar' column can be hidden on the Tickets Modify screen. This option can be found in Ticket Options
Feature added: Ticket comments is now an item that can be displayed on appointments on the Appointment Book
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****123Pet**** The features below do not affect Salon Iris, Orchid, and DaySmart users. If you are a Salon Iris, Orchid, or DaySmart user, please ignore the features below.
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Feature added: Search by pet name on the Tickets screen
Feature added: A pet name(s) column has been added to the Tickets screen
Feature added: Unsettle tips from the tips screen or modify tips screen
Feature added: When generating a mailing list, you can now choose to only display those clients with an e-mail address entered
Feature added: After generating a mailing list, you can now select to copy the clients' SMS addresses as well as e-mail addresses
Feature added: An option has been added to show only those services on the Appointment Book that have a quantity used field > 0. This option can be found in Ticket Options
Feature added: A "Mark Day(s) as Off" button has been added to the scheduling screen to allow quick off days to be assigned over a range of days for employees
Feature added: An "Open the Day" options has been added to the Cash Drawer balance screen which will allow users to input the starting balance in the cash drawer for the day
Feature added: Online booking speed has been greatly increased
Minor changes and fixes
2008 tax tables included
Minor changes and fixes
Minor changes and fixes
Minor changes and fixes
Minor changes and fixes
New Appointment Book: The appointment book has been completely redesigned to provide our users with a greater level of functionality, ease of use, graphical interface, and customization.
New Graphical Interface: The entire interface has been enhanced with new graphics and is now built on Microsoft's latest suite of Windows controls.
Product Ordering and Purchase Order Integration: Product ordering and purchase orders have now been integrated. When ordering products from the Product Ordering screen, the software will automatically generate a purchase order and track the status of all orders. Purchase orders now include a status field for each row item that will allow the user to easily track the status of an order (In Process, Incomplete or Complete). Once all items have been received, the software will automatically close the purchase order and update your inventory.
Services Linked with Resources: This amazing new feature will allow the user to link a resource with a service. If a service requires a resource, the software will automatically book the employee and the resource when creating a ticket. In previous versions of the software, this had to be done manually.
Multiple Merchant Accounts in X-Charge: If you are using the built-in credit card processing option, you can now setup multiple merchant accounts. Once a merchant account has been created for the independent contractor (booth renter), any transaction linked to the independent contractor will be deposited in his or her individual merchant account. This highly anticipated feature is now fully functional and easy to implement.
Document Tracking: This new feature allows the user to establish a system by which important documents and their relation to clients can be organized and tracked. An unlimited number of unique or generic documents can be assigned to each client.
Appointment Search: The appointment search user interface has been redesigned for increased flexibility and ease of use. The appointment search now allows the user to search for available openings for up to five services. The search results now features a robust user interface that displays the search results in a user-friendly grid.
Gift Certificates: The gift certificate system has been redesigned to provide a variety of new features. When a gift certificate is sold, specific products and/or services can be applied to the gift certificate as well as a currency amount. The redeeming of products and/or services for a given gift certificate is now completely automated. A gift certificate can be a combination of both a currency value and products/services. Additionally, gift certificates can be setup to expire after a specified date.
Online Appointment Booking: Online appointment booking has been redesigned to allow complete customization of graphics, colors and fonts. Employee service limitations now work with online booking.
Pre-Paid Quantities in Packages: When creating new packages, the user is now able to define pre-paid quantities within the package. This type of functionality was available in previous versions of the software but only at the individual service level, not when creating packages.
Searching can now be performed by vendor and category when on the Product Ordering screen.
The user interface for Multi-Ticket Check Out has been redesigned to provide greater ease-of-use and better functionality. The user will now be able to quickly add another ticket to the Multi-Ticket Checkout through the use of a browsing window. For each Multi-Ticket Checkout, the user will specify the primary and secondary ticket(s). The primary ticket acts as the main ticket to which the balances of the secondary tickets will be transferred.
The Tips screen now shows how the tip was settled: manually or during payroll.
An option to select a primary phone number and a client's preferred employee has been added.
The order of the information displayed in the appointment book can now be customized.
A4 paper size is now the default size for UK & Europe.
My Appointments now supports Windows Mobile 5.0 using SQL mobile.
Service limitations now work with resources.
Support for MMF USB cash drawers and USB Epson printers.
20 new reports have been added. They are listed below:
#112 Employee Totals Grouped by Category Total employee product and service sales for a selected range of dates, grouped by category
#114 Product Shelf Total by Supplier Product shelf total grouped by supplier
#115 Products Sold Grouped by Supplier Product sales grouped by supplier
#116 Tips with Client Names List of tips received with client names over selected range of dates
#117 Products Sold Grouped by Make Product sales grouped by make
#118 Ticket Referral Totals Ticket referral totals
#119 Future Sales for Employees Total amount of sales on open tickets for all employees over a range of dates
#120 Specific Category Statistics Product statistics for a specific category
#122 Employee's Clients Based on Preferred Employee List of all clients that have a preferred employee selected and their contact information
#123 Prepaid Service Balances Unused balance of prepaid services over the selected range of dates
#124 Open Tickets by Created by Type Open tickets grouped by Created By type over selected range of dates
#125 Open Tickets by Confirmation Type Open tickets grouped by Confirmation Type over selected range of dates
#126 Total Value of Discounts Given The dollar value of all discounts given in closed tickets over a range of dates
#128 Returns Done by Employee Total value of all returns performed, grouped by employee
#129 Products Ordered by Date Products added to a PO on a specified date
#130 Amount Spent by Supplier Based on all PO's, the total amount spent with each supplier
#131 Gift Certificate Unused Balance All gift certificates that currently have a non-zero balance
#133 Client Spending List of all clients and the amount they have spent with the business
#134 Clients With Appointments Without E-Mail Address Clients that have an appointment during the selected range of dates and no e-mail address entered
#135 Gift Cards Unused Balance All gift cards that currently have a non-zero balance
Corrected networking issue with slow computers during the initial boot of Windows while trying to connect to the database using SQL server
Disable online upgrade serial number request system from previous versions
Pop-up message removed when sending email over a port other then 25
Fixed issue when attempting to edit password access screen with more than 255 employees
Corrected issue when downgrading from V7 to V6
Minor bugs fixes
Improved support for Windows Vista
Minor bugs fixes
US Federal tax deduction tables now contain much higher top limits
Updating speed of tax tables improved
Bug fix: Declared cash entries for previous days now appear correctly on the cash balance report
US Federal and Canadian 2007 tax tables added
Minor bugs fixes
Option to disable auto-time update added
Ability to sort activity log added
Slow response time when deleting a client on a wide area networking corrected
Loyalty points now print on totals report
"Email" button added to client's screen
Bug Fix: Clients that do not have their gender specified are now properly listed as "Unspecified" on the Clients screen when the "Gender" column is added by using the customize view feature
Bug Fix: Wide Area Networking now properly refreshes the employees list when switching locations
Bug fix: Totals report now correctly updates the list of employees prior to running the Totals report
Services on a ticket that contain zero for the quantity used are no longer appear on the Appointment book
Bug fix: Importing client pictures no longer causes lockup
Ability to print commission details report
Improved PDA support for Windows Mobile 5.0
Bug fix: Employee ID card now consistently scan correctly
Improved Purchase Order printing
Support for the country of Cyprus added
Added option to Database Summary screen to check off "Send apt reminders via e-mail" for all clients
Bug Fix: Mailing report only prints a single row per page
Bug Fix: Totals report (report #1 and #46) sometimes do not display the report results
Bug Fix: General Ledger "Search by Date" now works correctly
Quotes and Invoices: Quotes and invoices can now be created for clients. A quote or invoice may be e-mailed directly to the client, or moved to a ticket and officially scheduled. The new quotes and invoices system can be found under Finance => Edit Quotes and Invoices.
Purchase Orders: Purchase orders can now be created for vendors, and contain various fields of information including date created, status, vendor name, shipping costs, and total purchase order cost. Purchase orders can also be printed and e-mailed. The new purchase order system can be found under Finance => Edit Purchase Orders.
Commission System: A new "dual" commission system has been added, which allows you to customize commission rates when a product or service is sold and/or used for each employee. The previous commission system, allowed you to configure commission only when a product or service was sold. The new dual commission system allows you to configure different commission rates when a product or service is purchased and/or used. The two types of commission systems, single and dual, can be selected by going to Finance => Payroll Configuration.
Price and Backbar Update to All Open Tickets: After changing the service price or backbar amount for a service, the software will prompt you with the option of updating all open tickets with the change.
Client Balance System: The new client balance system tracks the account balance of all clients and allows you to add, redeem, and use client credit through open tickets. Enhancements have been made to the pre-existing credit system, making the method for redeeming all or part of a client's credit much more intuitive and straightforward. A complete record of each client's credit history exists and can be viewed and edited through the Client Information window.
Loyalty Points System: The new loyalty points system allows you to establish and customize a rewards system for your clients. The loyalty points system allows you to conveniently and easily issue awards to clients who demonstrate consistency towards your business. A customizable rewards table can be configured through the Edit Service and Edit Product screens, respectively. A complete record of each client's loyalty point history can be viewed and edited through the Client Information window. The loyalty points rewards table can be found under Clients => Loyalty Points Rewards Table.
Cash Drawer Balancing: The cash drawer balancing system has been enhanced and now is equipped with the ability to balance the cash drawer over defined periods of time (the past 2 hours, 4 hours, etc.) and supports the option of including/not including independent contractor income in the balance.
Enhanced Client Mailing Report: New search criteria have been added to the client mailing report, increasing its range of applicability. You can now search over a specified period of time and select those clients who have/have not purchased particular services and/or products over a particular period of time.
Ticket Time Changes Automatically Update
A time change made on the Ticket Information window now automatically updates all other start times listed on the ticket. That is, if a time change is made to a service on the ticket, the times of all services below it also change to reflect the difference. If a resource is involved, the resource start time automatically changes to the start time of the actual service being performed.
Enhanced Booth Renter Support: Enhanced support for Booth Renters has been added. Tickets can now be created for individual booth renters and their totals and income calculated independently. The totals of booth renters are tracked separately in the system, but can be combined if desired on your main Totals report.
Employee ID Cards: Employee ID Cards are now supported for password login. Employees can be issued pre-fabricated ID cards containing a magnetic strip. This feature allows employees to use ID cards to access password protected functions, rather than entering their individual name and password. Employees are assigned their ID card through the Employees Screen.
Color Coding of Employee Day Off
The Scheduling Screen now color codes various reasons for employee time off. Color codes include: Regular Day Off, Vacation Day, Illness, Personal Business, and Other Reason. This feature allows you to conveniently customize your employee schedule and increases viewing ease.
Easier to Use Than Ever: Dozens of interface enhancements, rewritten User's Guide, and new training videos make our software easier than ever to use.
Send Either E-Mail or SMS Reminders or Both when Sending Appointment Reminders: E-mail reminders can be sent to a client's e-mail or SMS address or both. A client's contact information, such as their e-mail or SMS address, is stored through the Client Information Screen. You can configure your appointment reminders by accessing the Tools drop-down menu.
Thumb Print Reader Support: Thumb print reader support is now available for the computer administrator to use a pre-installed thumb print reader for any password protected function. That is, once password protection is enabled, the Computer Administrator can gain access to any protected function by a simple swipe of his/her thumb.
Employee Schedules Can Now be Printed for a Single Employee for an Entire Month: In previous versions of the software, employee schedules could only be printed for all employees in bulk-form. Version 6, however, allows you to print single employee schedules over a defined range of dates. Now, employees can view their complete working hours and days off for an extended period of time individually.
Payroll Information Can be Printed on Separate Pages: In previous versions of the software, payroll reports could only be printed for all employees and in bulk-form. Version 6, however, allows you to print out each employee's payroll information on separate pages. After a payroll is run, an integrated Separate Pages button allows you to select which employees' information to print out individually.
The Profit and Loss Report Can be Exported to a Text File or Copied to the Clipboard: The Profit and Loss report can now be copied to the Clipboard (and pasted into Excel for instance) and saved to a text file. This new feature allows you to save or edit the information generated by the Profit and Loss report according to your needs.
MapQuest Support: New to Version 6 is the ability to receive directions, both written and pictorial, through MapQuest. A MapQuest graphic, available through the Client Information screen, opens a web browser when clicked, automatically displaying a map and directions to a client's address.
Sample Credit Card Support: Version 6 has the ability to support pre-fabricated sample credit cards (issued through CMJ Designs Inc.) which allow you to test and familiarize yourself with the integrated credit card processing system. This sample credit card support works independently of the recommended credit card processing software (X-Charge). You can therefore conduct test transactions as if they were genuine (using the provided sample credit cards).
General Ledger Search Engine: In Version 6, the General Ledger has been enhanced to support a search engine capable of sorting your General Ledger entries by a variety of fields. These include: range of dates, description, comment, vendor name, and category.
Receipt Printing Now Has the Ability to Print a Client's Upcoming Appointments: Through the Options Screen, you can customize the way your receipts print when a ticket is closed. New to Version 6, is the ability to add a client's upcoming appointments to the receipt.
Package Enhancements: Version 6 allows you to create categories for packages, thereby simplifying sorting and searching through created packages. Also, bar codes can now be created for packages, allowing you to treat packages as separate entities. Independent bar codes allow you to scan and charge packages in bulk, rather than piecewise by item. The Packages Screen can be accessed through the Product and Services drop-down menu.
Client E-mail Addresses Can be Viewed on the Tickets Screen: Version 6 allows you to add client e-mail addresses to the Tickets Screen.
"Family" Tab Added to the Client Information Window: The Client Information window has been enhanced in Version 6 to support Spouse and Children tracking information. These data fields can serve as a quick reference for a client's family members if needed.
The Subject Line of Automatic E-Mail Reminders can now be Edited: When customizing the text of your Automatic E-Mail Reminders, you now have the ability to change the Subject heading. This heading can reflect whatever you wish and has no limitations. To customize your Automatic E-Mail Reminders, select Tools => E-Mail Reminder Configuration.
New Reports: Multiple reports have been added in Version 6, including: Report #108: This report allows you to view totals for only a single employee. Report #109: This report allows you to view the outstanding balance of all active gift cards. Report #110: This report allows you to view the outstanding balance of all active gift certificates. Report #111: This report allows you to view all no shows over a selected range of dates.
Numerous UK Version Enhancements
The Remote Access button on the Help=>Advanced screen now takes the user to the LogMeIn Rescue website page
Improved wording on error message when attempting to restore a SQL server 2005 database on a computer running SQL Server 2000 or MSDE
Default skin changed
Link to "Reinstall driver" on website fixed
Bug fix: Editing a service and attempting to move out of "Finish Time" text box no longer results in an application error.
Bug fix: Editing a ticket on a local area network no longer results in ticket incorrectly be labeled as "in use" on another computer.
Improved support for SQL Server 2005
Bug fixed when attempting to edit Canadian tax tables
New CD Browser
Improved W2/1099 exporting
Improved support for CompUSA in-store displays and demo units
2006 US Federal tax tables
Support for Window 2005 Mobile edition and Active Sync 4.0
Support for SQL Server Express 2005
Ability to connect to a non-standard instance of SQL Server (i.e. "ComputerName/SQLEXPRESS")
CompUSA demonstration mode
Fixed Avery label 5660 and 8660 dimensions
Note on Tickets screen ("F12") is no longer cutoff
Minor bug fixes
Change client ID feature added to client editing screen
Bug fix: E-mail reminders now correctly include a complete list of services that the client has scheduled
SMS email address line added for clients. Appointment reminders can now be automatically sent to SMS devices (such as cell phones and PDAs)
Email reminder message can now be completely customized
Updated user's guide
Support for SQL Server 2005 (Beta 2)
Option to display full client address on appointment book. Security option added to Options screen to disable this feature
Enhanced support for Cherry 7000/8000 keyboards
Duplicate dates can no longer be entered when using the recurring appointment or recurring schedule feature
Bug fix: Fixed taxable status when importing products and services
Bug fix: "Copy Table" feature now works properly
Multiple SQL database support
Using a non-default SQL database name now supported
Second address line added for clients, employees, and resources
New label printing setup screen and improved label printing for Dymo printers
"Commission Based On" column added to Tickets screen when customizing view.
Date that the ticket was created now displayable on the Tickets screen and on a printed receipt
New network security logging and diagnostic system
Bug fix: Press the "Special" or "Take Picture" button on a ticket now work correctly after adding or editing a ticket by right-clicking on the appointment book and selecting "Add" or "Edit"
Minimum recommended length of a product ID reduced to four characters
Bug Fix: A previously edited ticket that was later marked as "No Show" no longer is included in the Totals report
New option to turn on/off the display of the word "Off" on the appointment book screen.
New "Search" button when adding items to a gift certificate
New training video download system. Videos can be downloaded from the Internet or install from the CD
New training videos added: A total of 19 videos are now available
Ticket history tracking system added
Remote appointment book access added to wide area networking
Receipt formatting issues corrected
Service category is remembered when editing a service
Appointment book column widths can be expanded to 60 units wide
Appointment book no longer shows lines for empty phone numbers (i.e. "Work:")
Non-preauthorization tip option added for credit card processing. This allows credit card transactions that include a tip line to be processed as a one-time sale instead of requiring a pre-authorization to occur.
New multi-ticket check-out feature allows tips and split tenders to be included when checking out multiple tickets at once.
New report #103: "Customers with an Appointment Today and No E-mail" allows quick viewing of customers that would have not received an automatic email reminder for an upcoming appointment
New report #104: "Totals Report for Range or Days" contains extensive totals information (similar to the main totals report) for a range of individual days.
New report #105: "Totals Report for Range or Weeks." Same as above, but by weeks.
New report #106: "Totals Report for Range or Months." Same as above, but by months.
New report #107: "Totals Report for Range or Years." Same as above, but by years.
Time that employees are scheduled off using "Employee Time Block" is no longer listed as available on the online appointment booking system.
Time listed on tickets that are scheduled for the future and are in closed status is no longer listed as available on the online appointment booking system.
Improved sample database
New tip of the day
Products can now contain up to three aliases. An alias is an alternate product ID used when looking up a product with a bar code scanner
Improved support for Windows Terminal Service
Support added viewing upcoming appointments on a PDA running Windows 2002 or 2003 Mobile Addition
"Check out/Close & Rebook" feature added to bottom right corner of ticket editing screen. This allows an open ticket to be easily closed then rebooked
Minor bug fixes and enhancements
"Percentage Booked" report now includes "Entire Store" row
Bug on bar code label selecting screen corrected
Minor bug fixes and enhancements
Minor bug fixes and enhancements
Minor bug fixes and enhancements
Appointment Book: Added "Drag and Drop" for appointments
Appointment Book: Multiple day view with full details
Appointment Book: Show only employee of a specific category (only show employees working, colorists, estheticians, etc.)
Appointment Book: Display custom notes for each employee
Appointment Book: Added employee time block. Easily block out times the employees are not available
Appointment Book: Times employees not available now take up the whole space (like a ticket) in the appointment book
Appointment Book: Color code services according to category
Improved pre-paid services tracking. Track unlimited (facials, pedicures, laser hair removal packages, etc.) pre-paid service packages.
Employees can be linked to services. For example, a manicurist would not be linked to skin care services. When adding a ticket and the employee is selected, when doing a search for product or service ID, only appropriate services appear.
Enhanced client "No Show" tracking. Gives a pop-up message and displays client's no show "risk" level.
Back-bar exception by employee
Record employee's termination date
Pop-up reminder for when products need to be reordered
Added ability to specify to add a product back to inventory when doing a return or not add a product back into inventory when doing a return
Payroll configuration screen can be resized
Added quantity in stock to bar code printing screen
Product / Service Look Up screen can search by category
Added ability to record client occupation on client edit screen
US Federal Tax tables updated to 2005
Improved UK support
Corrected data formatting on report #42
Increased "Employee Name" field size on online appointment from 20 to 41 characters.
Automatically removed employees with NULL as ID
Added ability to include the following characters to most text fields: &[][{};:"
"Database History.txt" now records when application was started
Totals Report now includes employees with less than zero amounts if "Don't include employee with zero totals" is checked
Minor bug fixes and enhancements
Minor bug fixes and enhancements
Calendar added to appointment book screen
Formula history merging improved when using the Merge Client feature
Compound sales tax support (specifically for Canadian PST and GST)
UK currency support in cash drawer balance screen
UK gift card ordering option corrected
New e-mail reminder system includes support for authentication and improved error descriptions
Allow a comma in Address field on client modify screen
Added option to launch IE each time before checking for online apts
Added Gift Card "Batch Pre-Sale" added to Options screen
Corrected issue with looking up packages when editing a ticket
Corrected issue with package start time when adding a ticket
Updated default check printing setup
Corrected issue with field length when adding a long service ID to the wait list
Remove
in online appointment e-mails
Corrected issue auto ID numbering on employee importing routine
Added subject line to rejected online appointments
Corrected issues with deleting employees
Packages (see "Edit Packages" from the "Products and Services" pull-down menu)
Quickbooks export option (See "Export to QuickBooks" from the "Tools" pull-down menu)
Option to print number of employees on each page for payroll Print Employee Summary Stub option
"Take Picture" now grays out for 4 secs after clicking.
Pop-up messages added to pull-down menus
Beta release for QuickBooks and Packages testing.
Tip line added for integrated credit card processing
Icons added to pull-down menus
Mobile phone added to Appointment Book
Option to remove the currency symbol available on Options=>Receipt Printing screen
Ability to specify a specific receipt printer
Support for Epson T88II USB printers and matching cash drawers
Number of characters at end of e-mail reminder expanded from 255 to 510
Print Employee Summary Stubs on Total report now includes an option to select number of employees per page
Pop-up bubbles on pull-down menus
Import clients, products, services, employees, and vendors now includes option
Scan Disk option added to Repair and Compact Database screen
Date stamp added to Formula History window
Print Check options removed from General Ledger in UK version
Social security number to National Insurance Number in UK version
Mark up option added to Products and Services screen allows items to automatically be marked up by a given percentage. Exception prices also marked up.
Multiple instances disable option added to Options screen. By default, only a single copy can be run at a time.
New graphics: Mailing Report, Calculate New Payroll, Find Client, Totals Report, and Progress screen
Track clients by Drivers License or ID card
Cherry keyboard with credit card reader support
Import tax table option added to "Finance=>View/Edit Payroll Tables." Tables can now be imported from text files and export to database files
UK Version: Full support for VAT
UK Version: "Suggest US Format" by phone numbers disabled
UK Version: All references to "US Federal Tax Tables" removed
UK Version: All contact information points to UK reseller
UK Version: Default payroll deduction types changed
Skins added for first time installs. Skin can be manually turned on by selecting "Enable Skin" on the Options screen then checking "Enable Skin" on the Tools pull-down menu.
Redeem coupon bug fixed
Password protection screen reordered
"Switch Windows" option removed
Ticket tender must be greater or equal to the balance before the ticket can be closed.
Add Product and Service ID to client purchase history screen
Only products and services can have a non-zero price on a ticket ("X" and "P" types must be $0.00)
Ticket Count added to employee information on Totals screen
Tip amount added to receipt
When selling or redeeming a gift card, the discount columns can now be changed.
Print upcoming appointments now work
Year to date payroll totals now include date range in title
Withheld Tips now appear in Totals report
Cash drawer automatic setup bug corrected
US Federal Tax flag updated to year 2004
Other minor features
Search on bar code label screen
Backbar Usage Report (Repot #94)
Enhanced products and services search when editing a ticket
International currency formatting corrected for Epson T88III receipt printer
New Networking System
SQL server based for networking packages.
Totals report and cash drawer balancing can be performed independently on each computer on a network.
Ticket, client, product, service, and vendor modifications are now tracked by computer.
Automatic E-mail Notification
Clients can receive automatic notification of their upcoming appointment through e-mail.
Gift Card Support
Clients can purchase and redeem gift cards that are full-color, professionally printed, and contain a picture of their business as well as a magnetic strip and barcode symbol.
New Appointment Book Color Coding
Unique colors can now be assigned to services (i.e. Haircuts are blue, colors are red, etc)
Improved Client Merging
Cell phone field can now be merged and number of visits are displayed for each client on merge screen.
Improved Receipts
Receipts can now include an end of receipt message.
Recent Ticket List
Ticket and Appointment Book screen now display a list of recently accessed tickets.
Appointment Check-In
Clients can now be checked in on the Tickets screen when they arrive for an appointment.
Overdue Warning
Entries on the Appointment Book turn red and display the number of minutes past due for clients that have not checked in and are past-due.
Improved Cash Drawer Balancing
Cash drawer balances are printable and contain totals information.
Today Button
A Today and Tomorrow button now appear on the Appointment Book screen to allow quick access to those day's appointments.
Client Titles
Titles can be selected and printed during mailings for clients (i.e. Mr., Mrs., etc).
Other
Employee ID number can be changed
Print Cash Drawer Balancing
Vendor information now holds account number, second address line, web site address
Color improved on pop-up calendar
Pop-up calendar should have current month first
Client's address can now be displayed during client searches
Client's upcoming appointments and purchase history lists can be printed
US Federal Tax tables updated to June 2003 release (see www.irs.gov for table change details)
Colors on pop-up calendar improved
Line delay option added to receipt printing for improved printing with Epson U200 printers.
Receipt printing now has option to include employee's full first name and optionally full last name
Support added for two-ply (impact) credit card receipt printers
Integrated Credit Card Processing: Process credit card directly from Salon Iris. A $349 setup fee applies. The setup fee includes the credit card swiping hardware.
Ability to Void Tickets: Tickets can be voided (see Options=>Tickets=>Edit/Void/Delete). Voided tickets do not appear on the totals report, but are still available for review and record keeping.
Cash Drawer Balancing: Easily balance your cash drawer against report cash in. (See the Cash=>Cash Drawer Balance pull-down menu for more information).
Cash and check drop recording: Record cash and checks removed from the cash drawer.
Petty Cash Tracking: Record miscellaneous cash withdraws and deposits to and from the cash drawer
Auto City and State Look Up: City and state are automatically determined based on ZIP code when entering a new client.
Tickets Screen:Divider lines between tickets on detailed display type.
Tickets Screen:Option to display all ticket types (open, closed, and voided) together.
Tickets Screen:Remembers display settings during exits and re-starts.
Tickets Screen:Search by description.
Appointment Printing: Time openings (optional) and schedule now printed.
Appointment Printing: Message if employee schedule not found.
Appointment Printing: Message if employee is scheduled off.
Enhanced tip tracking: Easy tip reporting, end-of-day settling, and editing.
Enhanced tip tracking: Track tips placed on checks and credit card.
Enhanced tip tracking: Tips can be "withheld" and later "settled" (given back to the employee) manually (cash) or through payroll (check).
Multiple gift certificate support: Up to four gift certificates can be redeemed on a single ticket.
Wait List: Comment field added to the wait list screen.
Improved employee status: Employees can be marked as "active" (employed) Non-active employees do not appear on most screens.
Ticket Editing: Option to exclude backbar products when searching for an item while editing a ticket.
Auto Compact: Database is now automatically compacted every other day
Fixed margins added for check printing
Fix: Gift Certificate editing on previously scheduled ticket corrected
Fix: Check printing font size issue corrected
Fix: Employee daily schedule printing
Word wrapping adding back to appointment book
Employee first and last name now appears on appointment book
Fix: "Tickets ID" column on Tickets properly displays ticket ID
Improved installation routine
Federal Tax tables updated to year 2003
Employee daily scheduling printing can now include open time slots and employee's start and finish times for the day
Change type now required when closing a ticket
Improved support for HP990Cse printers
Client, employee, and vendor address fields expanded to 60 characters
Custom phone number formatting option added to Clients and Employees screen
Clear employee password option added to password edit screen
Automatic correction for invalid custom report titles
Improved support for Runaware
Automatic formatting for US phone, social security, and independent contractor numbers
Sorting and customizing added to Ordering screen
Sorting on Gift Certificates screen
Cell phone and independent contractor number fields added for employees
"Print Receipt after Closing" checkbox clear itself after the ticket prints.
Gift certificates automatically close when remaining balance(s) is zero
Client's last visit date added to daily employee schedule printing
Fix: Auto setup for parallel cash drawer works properly
Fix: Vendor screen customize view option no longer contains multiple phone entries which cause errors.
Fix: Automatic comments now properly displayed
Fix: Client Info now displays total amount spent by client
Online appointment booking
Profit and loss report
Product categories
Improved open ticket and receipt printing
Only active products and services appear when performing a search on the tickets editing screen
Payroll: Deduction can be based on gross or taxable gross
Automatic user defined backups
Prompt for database password when creating a new database
When editing a ticket, 8:00-11:59 to default to AM and 12-7:59 to default to PM
Support for Epson T88III Autocutter added
"Created By" on tickets screen can now be a mandatory field (go to Options=>Tickets select)
Dymo label printer support added (for printing barcode and mailing labels)
W2 reports (work with EG Systems W2/1099 software)
Ability to allow notification of a message next time (and following times) a customer comes visits
New Report: All clients with a tab
Columns can be sorted by clicking on the column heading
Rows can be searched by clicking in a cell in a column then by typing
Bar code printing now available in Standard package
Process and finish durations can now be zero minutes.
Autostart now works properly
Bar Code icon on toolbar now works properly
Improved importing.
Improved exporting.
Revised User's Guide
Revised User's Guide
Categories added for products and services
Help pull-down menu now includes option to view printable User's Guide
Installation package smaller. JET and MDAC no longer included in base installation routines
Intelligent detection to see if Acrobat is installed
New CD browser included in CD version
Multiple ticket checkout. See Multi-Ticket Checkout option on the Tickets pull-down menu
Ability to easily view upcoming appointment by selecting "Upcoming Appointments" option on the "Clients" menu
Improved auto product ID numbering
Improved client history. Client Info now displays gift certificate purchase history and product returns
Zero dollar tender types longer displayed on the totals screen
Enhanced screen formatting for Windows XP
New reports added to Totals screen. Reports can be viewed by clicking on currency values on the Totals screen
Details now displayed on appointment book when moving the mouse pointer over tickets
Add resources and room scheduling
Federal Tax tables updated to 2002
Pop-up detailed reports for payment types added to Totals screen.
19 new reports added to Ledger
Invoice number added to Ledger
Size added to Ledger
Reports menu now includes report number
Totals column added to payroll report
Totals column added to Finance=>View Previous Payroll
New "Include in mailing" select/unselect all option added to Database Summary screen
New "Include in mailing" option added to mailing report
Tanning minutes tracking added.
Service and products can change the tanning and/or client balance
Improved check printing. Print checks easily for any type of payment
General Ledger added
Tax information now stored in database
Networking added
Client cell phone and pager fields added
"Change Client" feature added on edit ticket screen
Process and finish time added
Appointments opening searching
Scheduling warning system added
Wait list added
Improved password protection
Tips tracking per ticket added
Track client referral ability added
Credit/balance due system for clients
Screens can be customized
Products can be linked to a service
New Payroll System
New Report: Totals for Range of Times
New Report: Items Sold and Client Names
New Report: Tickets totals by hour of the day (Report #54)
New Report: Tickets with discounts (Report #55)
New Report: Tickets with returns (Report #56)
New Report: Client referral - All (Report #57 and in Mailing report)
New Report: Client referral - Not Credited (Report #58 and in Mailing report)
New Report: All clients to see an employee during a range of dates (Report #48)
Email address copy
Improved client merging
Improved searching ability on products screen
Product & services inactive item distinction
Ticket entries can be flagged as a return
Speed improvements
Latest version of Salon 2000 available
Receipt printing now allows text to be customized
Federal tax tables updated to 2001
Progress bar added when deleting tickets
Tutorial added
Appointment book: Printable daily employee schedule feature added
Payroll - Don't list employees with a zero net
Appointment book Single day view - Don't list employees that have the day scheduled off
Check printing - Change to only one check per page with option to print multiple check stubs
Database Control screen added (Open, create new, rename database)
Payroll: Improved date selection
Gum label printing improved
Totals Reports: 6 new reports Added
Clients Reports: 12 new reports Added
Products Reports: 6 new reports Added
Services Reports: 6 new reports Added
Tickets Reports: 4 new reports Added
Employees Reports: 5 new reports Added
Gift Certificates Reports: 3 new reports Added
Coupons Reports: 2 new reports Added
Appointment book: Single day view now can optionally display employee schedules
Appointment book: Employee schedule columns width on single day view now can changed
Appointment book: Color codes can be changed
Label printing:Vertical padding added
Label printing:Now remembers what label type you previously selected
Check printing now remembers what employees you previously selected to print checks for.
Startup screen choice (located on the General Tab on the Options screen)
Top Clients report has been re-written.
Verify backup added
Date created held in database
Totals for employees can now be based on employees list or closed tickets for a given range of dates
Database summary is 4x faster
Closed tickets screen now displays payment types and total
Closed ticket can be edited or re-opened
Recurring dates can be entered on a ticket
Each item on a ticket has a non-taxable option
Each service on a ticket can have its own time
Multiple payments on a single ticket. (i.e. part cash and part credit card.)
Gift certificates can be purchased while entering a ticket
"Ticket Created by" added. Any employee or phrase can be entered
"Confirmation" added - How was the appointment confirmed?
"Walk-in" option added when selecting client
Client information and purchase history can be viewed on ticket editing screen
Ticket can be deleted directly on ticket editing screen
A default employee can be defined for new ticket entry
Custom payment types can be created in addition to standard (Cash, Visa, etc) types
All items on a ticket can be cleared in one step
Referral type editing has been enhanced
Appointment Book:Overlapping tickets are displayed on multiple columns under the same employee
Employee scheduling information is now overlaid on appointment book screen
Ticket can be printed directly from the appointment book screen
Employee Scheduling :Recurring entry screen added
Gift Certificates system expanded
Photos can be stored as bitmaps or JPEGs with adjustable compression
All photos in database can be exported and imported
Client:Greatly improved ability to view purchase history from many screens
Formula history can be printed
Link added to an external another file (i.e. Word or Excel document)
Referral type added
Clients can be merged
Gender is now optional
Full support for international currency and date format (based on Window's regional settings)
Completely rewritten and expanded help file and user's guide
Hot keys added to most screens
Option to round off totals for a transaction to 'n' cent increments (Australia requires 5 cent increments) has been added
All pictures stored in database. No need to track and backup separate picture files
'Find All Databases' now contains file size, last modified, and a description
Each products and service can now be selected as taxable or non-taxable
Include a custom message
Include client's first and/or last name