Number of Visible Calendar Columns

Each version of Envision Salon Software allows a certain number of employees to display on the appointment book calendar. This will help you determine which version is right for you.

• Solo Edition only shows one employee on the calendar.

• Standard Edition displays up to 5 employees on the calendar, and allows you to track additional employees, such as front desk operators, in the system.

• Envision Pro Edition allows you to see an unlimited number of employees on the calendar, and tracks additional employees in the system.

Consent Forms

Envision Salon software allows you create, store, and print consent forms directly from the software.

As soon as your client checks in, Envision will automatically print a consent form for your client. If you choose, you can scan the signed form and store it in your client's electronic file.

Themes / Customizable Colors

Customize your software to fit the color scheme of your salon or spa. Envision has over 25 different theme styles to personalize your program. You can even color code your appointments to suit your needs.

With just a quick glance at the calendar, you can easily see if your next appointment is for a returning customer or a new client.

Waiting List

Quickly fill canceled appointments by using the Waiting List to keep track of clients that are available for last minute appointments.

Enter clients into the Waiting List according to the dates and times that the client is available and Envision will automatically notify you if there is a customer waiting for an appointment.

Don’t have time to call them? Email or send a text message of the available appointment time.

Standing Appointments

When a client is getting a service that requires multiple visits, don’t waste time scheduling each separate appointment. Use Envision’s standing appointments feature to automatically schedule a series of appointments.

Give your clients a printed schedule of their appointments so that they can enter their appointments in their own calendar when it is convenient for them.

Automatic Appointment Confirmations (SMS / Email)

Eliminate no shows with Envision’s automated appointment confirmation feature.

Envision supports 3 fully automatic appointment reminder configurations. Each configuration can be set to automatically remind your clients via SMS or Email at specific intervals. These automatic reminders are sent transparently in the background and do not interrupt your day to day processing.

With SMS, clients can optionally respond and confirm / cancel the appointment.

Pretreatment Tracking

If your business has any skin test requirements, Envision can remind you when a client is due for a skin test by placing a flag on top of their appointment.

You can even run a report that will give you a list of clients that are requiring a skin test.

Walk-in Queue Manager

Efficiently manage Walk-In clients with Envision’s Walk-In Queue Manager.

When a client arrives, select an employee for their appointment or have Envision Auto Select an employee for you. Envision has the ability to auto-rotate employees so that clients are evenly distributed among them.

You can even send a text message to your customer letting them know that their service professional is ready for them. This allows them to visit nearby shops while they are waiting.

Qualified Services

Enter services that the employee is capable of performing and eliminate confusion when booking appointments. When you set up qualified services for each staff member, Envision will alert you when you are trying to book, for example, a hair appointment when the employee is only qualified to perform nail services.

If you have new front desk staff, they will not be able to make the mistake of scheduling a service that the provider is not able to perform.

Read Only Appointment Screen

Limit the access that everyone has to the entire business’ Appointment Schedule by providing access to a read-only version of your Appointment Schedule.

Everyone will be able to see the appointments scheduled and appointment availabilities, but they won’t have the ability to schedule new appointments or make changes to existing appointments.

With Envision’s program security, you can also give each person access to their own schedule so that they can schedule and make changes to their own appointments without having access to everyone else’s schedule.

Coupon / Promo Support

Providing Coupons and Promo Codes is always a great way to find new clients and bring your current clients back.

Envision salon software allows you to create as many coupons and promo codes as you wish that can be setup as a discount percentage or fixed dollar amount discount.

You can even run a Coupon Redemption report that will tell you how many of each coupon is being used and the percent of discount that is being provided to each client.

Group Booking

The Group Booking feature of Envision allows you to book appointments for Groups and Parties so that their appointments are all linked with each other. This will make it easier for you to view all of their appointments together and you can also checkout them out under the same client that is the organizer.

Product / Service Instructions

Some services require special care. Envision will automatically print aftercare instructions for your clients so they know exactly how to care for their hair or skin.

If you sell special products, you can include product recommendations and instructions on your aftercare form. You will never forgot to tell your clients what to use, or how to care for their service.

Purchase Orders

Envision allows you to create and print purchase orders for retail and professional products. Keep records of every purchase order with Envision so that you are able to run reports on all of your Purchase Order and Vendor information at any time.

Purchase Orders can also be easily received, updating your product quantities automatically so that you do not have to do a physical count of your products every time an order comes in.

Physical Counts

Use the Physical Count screen to take control of your inventory.

The physical count screen provides a fast way to update the amount of inventory in the program. The amount of inventory stated on the physical screen should match the actual quantity inventory on the shelf.

This is a fast way to see what you should have on your shelf and what you actually have on hand. Large variances between the stated quantity and the actual quantity should be a warning.

Color Schedule Based on Service

Envision's fully customizable calendar allows you to color code your appointment calendar by service or by retention. If you choose to color your calendar by services, you can easily see what type of appointment is on your book.

For example, if you perform hair and nail services, with a quick glance at the calendar you can see that your 12:00pm appointment is a haircut and your 2:00pm appointment is a manicure.

Inventory Labels / Barcode Support

Print inventory labels from within Envision Salon Software.

You can choose print labels for all products, by vendor, item type, or manufacturer. Using inventory labels with a bar code scanner eliminates pricing confusion at checkout. The item will automatically be taken out of inventory to keep your inventory counts correct and provide you with accurate information for reports.

Physical Count Barcode Scanner Support

By simply setting up re-order minimums and maximums for your products, the program can tell you exactly what needs to be ordered and how many of each product needs to be ordered as well. There will be no need to count inventory each time you place an order because Envision will already know how many products you have in stock and the quantity that you would like to keep on hand. You also won’t need to rely on a vendor telling you what you need to order, so you won’t have extra items in stock that aren’t selling.

One-Click Auto Purchase Orders

Ordering new retail or professional products can be extremely time-consuming. Envision’s One Click Auto Purchase Order feature will make this process much easier and faster!

Simply setup reorder minimums and maximums for your products and the program can tell you exactly what needs to be ordered and how many of each item needs to be ordered as well. There will be no need to count every product each time you place an order because Envision already knows how many you have and the quantity that you would like to reorder at. You also won’t need to rely on a vendor telling you what you need to order, so you won’t have extra items in stock that aren’t selling.

Email Purchase Orders to Vendor

This option emails your purchase orders directly to your vendor.

Service Packages

This screen can be used to select the services that will appear in the Sales Register when a client is checked out for this service from the calendar.

Professional Consumables

This screen will allow you to choose the Back Bar products that are used for this service. When a client is checked out for this service, the item will be automatically removed from inventory and will show up on your sales reports for Back Bar.

Auto Price Adjustments

Price Adjustments allows you to make changes to multiple items in your Inventory List. Change costs and prices, departments, vendors and many other selections for all inventory items.

Client Images

Envision Salon Software allows you to store an unlimited number of pictures for each client. See before and after images, keep track of your progress when doing a series of work, and have access to a gallery of your work. Keep a main picture for each client to see exactly who you are booking or checking out.

Pictures can be uploaded from a camera, scanner, or taken with a web cam.

Marketing Engine

Envision's marketing capabilities surpass any other salon and spa software available! Using Envision's simple marketing templates, you can create professional looking marketing pieces that can be sent in a text message, emailed, or printed for direct mail. Customers' names and birthdays can be merged into the marketing piece to personalize it for each client.

Only Envision allows you to send marketing emails directly from the software! With other software systems, you have to import client lists to an outside source, then create and send your marketing pieces there - for a fee. Send coupons, birthday cards, and special promotion emails to your clients all for free with Envision!

Marketing Filters

The marketing filter allows you to target specific customers with your marketing campaign. There are several different filters available based on customer information and purchase history. You can send an email or SMS text message to everyone who's birthday is coming up, customers who haven't returned to the studio, or maybe just to local customers.

With other salon and spa software, you have to constantly updated your filters, then export and import your list to another program. Envision eliminates this steps and makes it easy for you to reach your customers quickly.

Email Marketing Engine

Envision is the only salon and spa software available that will allow you to send professional HTML emails directly from the software system, eliminating the need for outside resources!

With other programs, you have to export client lists to a different program and you are limited to you use pre-set templates. Envision allows you to create your own email templates and send them to specific clients based on filters you select.

Print Marketing Engine

Create your own direct mail pieces using Envision's marketing templates to print and mail to your clients.

Based on marketing filters you select, Envision can include the client's name, birthday, and other information on the marketing piece, personalizing it for each client.

2 Way SMS Marketing Engine

Send your marketing messages quickly and efficiently using Envision's SMS text message marketing engine. You can also have a two-way conversation via SMS without leaving Envision.

Client Formulas

Keep a record of all of your clients' formulas and service notes. The client formula screen is a great way to store:

• Hair color formulas
• Haircut notes
• Customized facial records
• Oils used during massage
• Nail polish colors

Loyalty Point System

Rewarding your clients for their sales is a great way of showing that you appreciate their business and a great way to retain clients as well!

Use Envision’s Loyalty Programs to reward your clients for how much they spend in retail sales and service sales. They will continue to come back to you to gain more points that they will be able to apply to future purchases and will encourage them to refer you to their friends and family.

Promotional Program

Lead Source Tracking and Reporting

Have you ever wondered if your radio ad or newspaper ad was worth all the money you spent on it? Are you trying to figure out which types of promotions and campaigns work best and should be used again in the future?

Envision allows you to specify how each client heard of you so that you can determine how many clients each type of lead source brought to your business.

Number of Employees Allowed

Envision allows for a certain number of employees to be set up in the system. This will help you determine which version is right for you.

If you are a single owner / booth renter, with no other employees to put in the system, then the Solo Version will fit your needs.

If you have employees working for you, the Standard and Pro editions will allow you to store an unlimited number of employees in the system.

Please refer to the Number of Visible Columns description to see how many employees you can enter in the appointment book calendar.

Employee Pictures on Schedule

Envision allows you to display pictures of employees at the top of their column on the appointment book.

This is another way to customize the software to fit your business. It also helps new employees learn the names and faces of their co-workers, eliminating confusion when booking appointments.

Employee Qualified Services

Qualified services that this employee is capable of performing can be entered on this screen. This will be useful when scheduling appointments.

If you have new front desk staff, they will not be able to make the mistake of scheduling a service that the provider is not able to perform.

Employee Price / Time Overrides

If you have a set time or price for a service but need to make an exception for an employee, the Employee Time and Price Overrides allow you to do so.

When booking an appointment, Envision will recognized that the employee requires different timing and will set the appointment accordingly. At the point of sale, Envision will charge according to price overrides set for the employee.

Email Employee Schedules

Your employees are not always at work and may need to make plans around or during their schedule.

Envision allows you to email your employees their appointment schedule or work schedule so that they don’t have to wait to check their schedule!

Provide them with their appointment schedule so that they are prepared for the next day or if they are in contact with a client outside of work that would like to schedule an appointment, they can let the client know if they can fit them in without having to wait until they have access to the Appointment Calendar. You can even send general notices to your employees about upcoming events, reminders or policy changes.

Employee Evaluation System

Employee Teams

Employee Teams allow you to create groupings, separate from your employee departments, for reports and scheduling purposes. Employee Departments are normally used to specify whether the employee is a Stylist, Nail Tech, Massage Therapist or Esthetician. A team can be a mixture of these types of employees or a team can be a group of people in one level or a group of people that are working together to accomplish certain goals for a team.

Assistant Scheduling / Tracking

Assign an assistant to your appointments.

Gift Certificate / Gift Card Support

Receive instant income when you sell gift certificates and gift cards to customers!

Envision allows you to sell and track gift certificates directly through the software, putting additional revenue into your business.

Prepaid Product / Packages / Series Tracking

Selling Packages and Prepaid Items will increase retention and generate additional revenue!

Envision allows you to create packages of sessions or multiple services so that you can sell sessions in advance or multiple services together in a package. You can even offer packages at a discounted price, encouraging your clients to purchase in advance or purchase multiple services together because they are getting a great deal.

Here are some examples of the different types of packages that can be offered:

• Purchase 5 massages in advance and get the 6th free
• Purchase two haircuts and get a 10% discount
• Purchase a manicure and pedicure together and get a 10% discount

AP - Bills

Keep track of your bills and print expense checks right from Envision!

Enter utility bills, supply expenses or any type of expense that you would like to keep track of. A bill will also be created automatically when you create a Purchase Order for your products.

Reports are also available so that you can keep track of your expenses over any specified timeframe.

AR - Payments on Account

This feature allows you to charge dollar amounts to a person's account so they can pay later, or prepay for upcoming services.

Commission Calculations - 8 Levels

Payroll will no longer be a time-consuming and tedious task!

With just a few clicks, commission will be calculated for you so that you don’t need to take the time out of your busy schedule to run sales reports and pull out your calculator to calculate commission.

Create as many straight scale or sliding scale commission plans as you need for both service commission and retail commission!

Time Clock

The time clock is a valuable management tool for hourly employees but can be used for commissioned employees as well.

Keep track of employees' time in the studio. Set reminders and important messages to pop up when the employee checks in.

Our payroll system also uses time clock records to calculate pay for hourly employees.

Retail to Service Commission Option

Encouraging your employees to sell more retail can be a difficult task. Give them an incentive for selling more retail!

Envision’s Retail to Service % commission plan option allows you to provide your employees with retail commission based on their Retail to Service %.

The higher their Retail to Service %, the higher their retail commission percentage will be. You can even setup a minimum RTS% required in order to receive retail commission.

Manager / Bonus Commission

Your managers work long and hard hours, and are essentially placed in a manager position to be there for your staff when you can’t be. These are the people that you trust to make sure everyone does what they need to do to keep your business running smoothly and these are also the people that encourage your staff to sell more retail and additional services.

Reward them for their hard work with a commission percentage based on the entire sales of the business!

Envision’s Manager Commission Plan option allows you to setup a straight or sliding scale commission plan based on the entire sales of the business. Provide them with an incentive for keeping everyone motivated to sell!

Bonus Commission

Basic Sales Reports

There are over 50 different basic sales reports and each report has numerous options available so you can run these reports in many different ways.

Find out what your top sellers are or what each employee sells in retail and service with a separate total for each item type.

You can even run these reports as summary reports so that you can view just a total of the sales or run these reports as detail reports so that you can view the details of each sale. Each report can be customized for your needs by selecting your own date range and choosing summary graph options.

Additional Reports

With 300+ reports available in Envision, you will always be up to date and informed about every aspect of your business. Envision’s expansive reporting capabilities will provide you with all the vital statistics of your business. Here are some examples of the types of reports available:

• Client Reports – Clients Lists (filtered by specific information), Client Referrals, Product / Service Expiration (Wake Up Service Report) and Mailing Labels

• Employee Reports – Hours Worked, Employee Tips, Sales Sheets and Certification List / Certification Expiration

• Inventory Reports – Reorder Report, Purchase Order Reports, Received Order Reports, Inventory On Order

• Payroll Reports – Payroll Detail, Commission Reports

• Accounting Reports – P& L, Expenses by Vendor, Expenses by Account

• Calendar Reports – Confirmation Lists, No Show List, Cancellation List

• POS and Sales Tax Reports – Z-Out Report, Payment Detail Report, Sales Tax Report

Sales Report Summary Graphs

Analyzing your data and reviewing your reports can sometimes be a confusing and mind-numbing task.

The summary graphs available for Envision’s Sales Reports will make this task much easier if you are a more visual person than the rest (like most of us).

Choose between a Bar Chart or a Pie Chart so that you can analyze your sales visually!

Business Analyzers: Drill Down Graphing

Drill down graphing is available for all services, retail products and clients, making sales graph analysis interactive! Drill down graphing allows you to examine sales in much greater detail so that you are able to view the data that contributed to the total sales.

For example, if you are viewing a graph of your total sales for one retail product, you can click on the graph to view a graph of the dates that the item was sold.

Click on the graph again and you will be able to see a graph of the employees that sold the product.

Client Retention

Reporting to view the client retention rates.

Advanced Business Analysis Reporting

This feature allows for more advanced reporting inside Envision to analyze your business.

Advanced Employee Analysis Reporting

This feature allows for more advanced employee reporting.

Option to Email Reports

Email any report you pull inside Envision.

Sales Report Filters

Allows you to pull a sales report based on specific client filters.

Addon Sales Tracking / Reporting

Track addon sales inside Envision.

Credit Card / Debit Card Interface

Process credit cards and debit cards directly through Envision using Integrity Payment Systems. Integrity offers competitive rates for Envision customers.

Accept payments through Visa, Mastercard, American Express, and Discover. You will not have to worry about using a separate system to accept credit card payments.

Plus Pack - Tanning/Enhanced Memberships

Memberships are a great method for increasing client retention and generating recurring revenue!

Envision’s Plus Pack allows you to create an unlimited number of membership programs with flexible billing schedules. Membership Programs can be configured to provide your members with exclusive discounts or pricing and can even be configured to reward your clients with free services, products, points or credits!

Memberships can be automatically billed on the renewal dates for a fixed term or unlimited terms.

Quickbooks Module

This module allows you to transfer information from Envision directly to QuickBooks Pro version 2005 or better. For those businesses using QuickBooks to manage their accounting.

This module provides them with a way to import the following information from Envision:

• Client Information
• Employee Information
• Inventory List
• Vendor List
• Sales Tickets / Voids / Payments

Enterprise - WAN Compatibility

Need a solution for multiple locations or a franchise?

The Enterprise module allows you to share and combine data with other locations that also have an Envision license. Share clients, gift certificates and prepaid items between locations.

You can even book appointments for all locations from one computer by switching locations from within the Envision Calendar.

If you would like to view everything from a corporate level, you can run reports for all locations or just one specific location.

Image Gallery

Envision allows you to create an image gallery of your work.

Store pictures of completed work in the software so that your customers can watch a slideshow of stylists' work. Filter the gallery by stylist or by type of work, like hair or nails.

Your customers can easily find what they are looking for and see examples of your work. It's like having a fully computerized portfolio for your whole salon or spa!