Shortcuts Live

Latest Shortcuts Live improvements 7.17

Brooke Morkham-Calvert May / 06 / 2018

Check out the latest updates to Shortcuts Live!

These changes affect your Shortcuts Live system, including your S.M.A.R.T. System!

Updates effective from: 16th May 2018

Version 7.17

What’s new

Shortcuts Live

Customer Card

  • You will be able to update a customer’s communication preferences as well as record their consent to your privacy policy all via their customer card

  • You will now be able to configure your Customer Card and choose which fields are mandatory for your staff to collect

  • You will now be able to delete a customer record via the more option in a customers card
  • You will now be able to send a date request to the data protection officer via a customers card and chose the method in which the customer would like to receive their data
    • On clicking data request, a sidebar will be opened asking  how the customer would like to receive their data
    • On selecting either Email, Phone or Mail, an email will be sent to data protection officer

  • You can now configure the layout of the new customer card
  • A privacy policy link will now be available in the customer card, when selected launching a pop up window displaying the business policy
  • Medical data storage acceptance can now be added into a customer’s card
  • If a guests opts into email against the receive appointment reminders field, email address shall become mandatory.
  • If a guest opts into SMS against the receive appointment reminders field, mobile phone shall become mandatory.

Configuration

The following configurations tiles have been added:

  • Data Privacy
    • A new configuration area allowing you to setup a Data protection policy and rules around how your business handles client data
    • A default privacy policy has been added into Data Protection setup
    • An email notification will be triggered to the Data Protection Officer if a guest has been deleted at a site but still exist at other sites
  • New Customer Layout
    • Giving the ability to select the fields that are mandatory/required when creating a new customer as well as the layout of the customer card

Security

  • The following Roles Permissions have been added
    • I can configure new customer layout
    • I can configure data privacy
    • I can delete customers


General (customer communication)

  • Your customers will now be able update their communication preferences via a centralized page. Customers will access this page from receiving the following communications;
    • Appointment Acknowledgements
    • Online Booking confirmation
    • Ratings and Reviews

Online Booking

  • Customer card has been modified to reflect monitory fields and communication preferences
  • Terms and conditions have been updated
  • Booking confirmation email have been enhanced to now allow users to choose their communication preferences via the unsubscribe link

mylocalsalon

  • Users will now be able to delete their profile
  • A new popup dialogue, displaying the privacy policy and acceptance fields, will now be shown to any customers that have not yet accepted the mylocalsalon Privacy Policy
  • Terms and conditions have been updated in the customer registration screen
  • Privacy Statement has been updated
  • Booking confirmation email have been enhanced to now allow users to choose their communication Preferences via the unsubscribe link.

Mobile Guest App

  • A guest can now access a business Privacy Policy via the Customer profile and accept it

Resolved issues

Shortcuts Live 

  • Appointment Book will no longer lock up when displaying a large number of clashed appointments
  • Customers birthday information within the appointment book sidebar is now displaying the correct date
  • Employee Level pricing will now be reflected in service price and duration if configured
  • Automatically send an ‘appointment acknowledgement email’ field is now displayed in the appointment set up screen
  • Performance improvements have been made to reduce the time it takes for the appointment book to load
  • Users who use “Find Duplicate Customers” feature will now be able to continue viewing and updating a customer card as normal when a duplicate customer is identified at another location
  • Customer information card has been modified to save Phone Numbers with the correct masking
  • Scroll bar has been added to the ‘tasks’ list
  • On creation, employees will be displayed at current position and not at the last position in the list
  • Appointment book touch tip ‘more’ menu options will now be displayed correctly
  • Users who have permission will now be able to access the Look and Feel setup screen
  • Multi-block appointments will now be booked in the correct order in Safari
  • Appointment book filter, employee list will now only show employees who are displayed in the appointment book
  • Sites subscribed to Appointment Book will now have the following reports displayed;
    • BookME, Booking analysis, Employee productivity, Employee performance
  • Sites subscribed to Point of Sale will now have the following reports displayed;
    • Trading summary, Product sales summary, Service sales analysis, Sales summary
  • Appointment Book responsiveness has been improved when using IE 11 or Firefox
  • Role permissions have been corrected so that users can access the Roster and Roster Activities screens
  • User accounts can now be linked successfully across multiple sites in a company
  • Performance improvements have been made to reduce screen load times and increase responsiveness
  • In the absence of a specific favorites bar set-up for a role, the icons that appear will be Menu, Customers, Appointment Book and Point of Sale

Online Reporting

  • Performance improvements have been made to the way statistics are generated

mylocalsalon

  • Users can now make a successful booking on the MyLocalSalon website
  • Improvements have been made to synchronising, displaying reviews, opening-hours and site availability metrics

Online Booking

  • Dates selector has been corrected to show today’s date on selection. The display of days/dates are now aligned in the calendar display
  • Customers are now able to make an Online Booking even if they have multiple accounts with one company
  • Emails will now be sent in the correct language

Mobile Guest App

  • ‘Link a new client’ screen has been modified to contain the following fields: Relationship, first name, last name, email address, date of birth and mobile phone
  • Guests will now be navigated back to the previous screen, when selecting the back button within the ‘Enter Verification Code’ screen
  • SMART Console users will now be able to access the mysalonapp tile without an error been displayed

Ratings and Reviews

  • Company Managers will now be able to access the Spotlight feature as expected
  • When posting a ratings review to Facebook, company logos will now be displayed correctly

Brooke Morkham-Calvert
Brooke Morkham-Calvert
Evolution Specialist and trainer extraordinaire, Brooke Morkham-Calvert is dedicated to providing Shortcuts clients with the support they need to make using Shortcuts as easy as possible. Having worked at Shortcuts for more than six years, Brooke knows the software inside and out, and has all the insider tips and tricks on how to get the most out of Shortcuts.