Envision

5.3 Features
2010 USA Tax Tables Updated. Enhanced - You can now use the time of day restriction when scheduling both daily and future appointment confirmations. However, the time of day restriction will only apply to future appointment confirmations. Added 360 View on Client Edit Screen. Added 360 View on Employee Edit Screen. Added 360 View on Gift Certificate Edit Screen. Yes Pay - Added mandatory prompt to check for Cardholder Present. Added option to show or hide loyalty point balance on receipts. Added option to change the gift certificate number on the Gift Certificate Maintenance screen. Added hyperlink support to marketing email engine. Added option to sync membership rewards to the next membership bill date. Added option to automatically bill membership renewals each day. Added option to upsell / upgrade one membership for another. Added option to auto open the Walk In Queue. Calendar Popup Hint now displays Available Loyalty Points. Added option to activate or deactivate the option to print available Loyalty Points on the POS Receipt. Added Dymo Label printing option on both client and inventory list action menu's. Added option on marketing filter screen to export client email addresses. Added option to set a specific client's picture as the default to display on the screen. Added 5 new tanning reports along with a specific tanning report menu. Added option to customize the retan warning time frame. Added Client Locker Id field. Added Tanning Checkin Module / Tan Bed Controller Monitor Screen. Added Tan / Spray Bed Maintenance Records Module. Added option to track available fluid on Spray Beds. Added UV meter reading log for Tan Beds. Added Tanning Module with full support for TMax compatible controllers.

5.21 Features
Added additional receipt printer options to support slow speed serial receipt printers. Added Red Flag to appointment status, if the service is related to tanning and the client has had a tanning service within the past 24 hours. Added utility option to changes all client id's to new format if desired. Email system no longer requires a username / password to be present if the mail server allows those fields to be blank. Appointment Confirmations for "Today" are only supported on SMS Only or Both SMS and Email sending options. View Consolidated Reports no longer requires security to be active. Greatly enhanced the Calendar Popup Hint to display more client data, prepaid, daily note and client popup note all on one window. Added option to modify the "Confirm" and "Cancel" key words on sms messages, these were hard coded to Yes and Cancel. Added new button on the Sales Register, Gift Certificate Lookup Window to display a list of gift certificates and balances for the client. Added double click on client appointment history tab to open schedule to that date and highlight all of those client's appointments. Add "Available Prepaids" message to appointment booking window to notify fdo that the client has available prepaids. Prepaid Tab now only appears if the client has available prepaids. Added action menu option to edit membership next bill date / last bill date. Checkin SMS Employee reminder now displays scheduled time and first name of the client.

5.19 Features
Added option to save / restore Marketing Templates Added option for UK Yes-Pay on Sales Register Added optional new module Employee Loyalty Program. Added option to clear all Automated Appointment Flags when changing Confirmation Types. Miscellaneous fixes and updates to payroll, medspa, and membership reports. Enhanced Employee Security - Added option to force password change every X Days. Enhanced Gift Card Search - You can now search by disregarding any preceeding zeroes for speed. Enhanced Online Booking Data Exchange. Enhanced SMS edits to show character counts. Added option to "Page" employees via SMS upon Client Checkin. Added Twitter Client with options to view tweets and add / remove friends.

5.0 Features
Teams (Pro) - Allows you to create an unlimited number of teams to group employees. Teams (Pro) - Added 5 new Sales by Team Reports with graphs. Teams (Pro) - Option to view schedule grouped by teams. Assistants (Pro) - Added optional assistant that can be scheduled along with the primary employee. Assistants flow to the Point of Sale screen and you now have reports to see assistant activity. Group Booking (Pro) - You can now create groups, check out groups and print group itineraries. Calendar - Option to select individual service providers to display, on the fly. Calendar - Series of calendar views to filter the number of visible appointments. Calendar - Option to display the sidebar on the left side or both sides of the schedule Calendar - text can be displayed at specific intervals on the schedule. Calendar - Option to pick and choose the employees to view on the schedule. Calendar - Appointment Audit Window Calendar - Added popup window to view employee qualified services on the schedule. Walk-in Queue - Enahnced UI Walk-in Queue - Supports staff rotation and selection Walk-in Queue - Supports automatic printing of mini work tickets. Walk-in Queue - Supports family groups for Point of Sale checkout ease. Walk-in Queue - Supports SMS Paging if people do not wish to wait in the salon. Walk-in Queue - Supports forcing front desk to create client record for each walkin person. Walk-in Queue - Allows you to schedule call ahead appointments. Combined Service Package Scheduling - You an now create a service package, that automatically splits into seperate individual services at the sales register to correctly account the different types of services. Example, Cut and Color service, that when booked appears as a single service, but when transferred to the sales register automatically splits into a Cut service and a Color service. Skin Treatment - This option allows you to track who has had their yearly skin treatment test. It will warn you when booking the appointment if the skin treatment test was not completed within the past 12 months. Consent forms - You can now identify certain services that need a precondition or consent form to be completed. Envision will automatically notify you upon checkin if the client needs to perform a precondition. 2 Way SMS Messaging - Additional SMS Options include 2 way chatting, SMS Marketing, and automated SMS confirmations. 2 Way SMS Messaging - Added employee SMS messages including options to send SMS message when appointment is cancelled, or a new appointment is created today. 2 Way SMS Messaging - You can now send marketing promotions via SMS texting. Themes - Added 24 themes to the system. Employee - Added ability to put a thumbnail image next to the employee's name on the schedule. Employee - Added option to duplicate an employee. Employee - Added Assistants that can be scheduled and automatically appear next to the Service Provider on the schedule. Gift Certificates - Gift cards Id's can now contain up to 32 letters and numbers, and to increase security, you must know the GC number to use it at the Sales Register. Inventory Price Adjustment Wizard - You can now easily make mass adjustments to your inventory prices via our wizard. Marketing - Enhanced Marketing Filters with additional options. Marketing - Enhanced word processor to create marketing templates. Marketing - Marketing templates are now sent in full color HTML with images and formatting via Envision's built in mass email system. Sybase v9.1 - Full support for Sybase IAnywhere v9.1 with 64bit server support. Client - Option to force lead source when adding new clients. Client - Improved Notes handling, Envision now support 2 types of notes, popup and note history. Inventory Auto Backbar - You can now automatically add any number of additional backbar items to a Sales Receipt depending on the product / service sold. Memberships - Option to automatically allocate an amount of money or product / service to be provided to client each time they renew and/or initially purchase a membership Memberships - Fully automated ACH Billing module. Security - Envision allows you to specify a timeframe for employees to be forced to change their password. Security - Envision can now automatically log out after a set number of seconds. Tanning - Envision automatically picks up the tan bed scheduled on the calendar and automatically deducts time from the bulbs. Tanning - Envision now supports tan beds with different cost factors, for example a bed uses 3 billed increments for each time interval. POS - Added 6 more custom payment types. POS - Added option to add image to the top of all receipts on printers that do not normally include this feature. POS - Added Verifone Pinpad Support and support for debit cash back transactions. POS - Modified - Envision now tracks multiple location POS cash drawers, and switchs between them when switching locations. POS - Added screen to facilitate new drawer opening balance totals. Automatic Confirmations - Envision now supports 3 fully automatic appointment reminder configurations. Each of these 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. Report Enhancement - Team Sales Reports Report Enhancement - Client Product / Service List Report Enhancement - Employee Sales Analysis Report Report Enhancement - TSPA Weekly Goals Report Enhancement - TSPA Monthly Goals Report Enhancement - TSPA Annual Goals Report Enhancement - TSPA Goal Summary Report Enhancement - TSPA Educator Summary Report Enhancement - Appointment Groups Report Report Enhancement - Lead source sales history by Month report Report Enhancement - RTS% by Month Report Report Enhancement - Prebook % by Month Report Report Enhancement - Self Employed Daily Summary Report Enhancement - Service Price List Report Enhancement - Drawer Over / Under Report Report Enhancement - Extensive speed optimizations have been performed to minimize reporting times on large datasets. Report Enhancement - All of the reports have had their formats / fonts enhanced. Graphing Enhancements - Added many additional graphs with extensive drill down support (Pro version only). Online booking - A new Envision.Net online booking website has been created. The design on the website has been entirely enhanced. Over 30 new features have been added to the online booking website.

4.9 Features
Overtime calculations now accrue from Monday - Sunday. Added option to hide costs from Product List. Work tickets now display last 90 days of active history. Commission detail report updated. Envision's credit card processing software module is now PAPB certified. Envision can now process credit cards thru Megasys Hospitality System.

4.89 Features
Added Client Recall button on Add New Appointment screen to quickly set client id to the last client booked. Added Gift Card Expiration Date can now be preset. Fixed Gift Card Fees from going negative. Fixed Physical Count Report when selecting alternate sorting options. Fixed Appointment Queue Report to use correct date range. Fixed Appointments that span multiple days no longer disregard employee schedule. Fixed eMedical Forms now print the check box correctly. Fixed Filters now correctly handle walkin in clients. Added Additional support for Prepaids when posting to QB. Added Additional options on the Client Appointment List report. Added 8, 10, 12, 14 and 16 week options to standing appointments. AUS - Updated Debit to be eftPOS. NZ - Updated Debit to be eftPOS. CA - Quebec GST/QST tax support added. CAMS - Removed requirement for card number.

4.81 Features
Extensive management reports. Added option on Micros Interface to select from a variety of user defined payment types. AUS GST Tax now shows on the POS Z-Out report printed on the receipt printer as well as on the Daily Z-Out Report Quickbooks Inventory Adjustment Screen now updates inventory changes from the physical count system. Loyalty Report labels now correctly identify the sections indicated. Gift Certificate Selection Screen now automatically selects the first available GC for the client on the POS system. Envision now automatically updates the client's Name on Memberships. Voiding a ticket with a gift certificate will return the gift certificate as well. SMS enhancements for our EU / NZ and AU international clients.

4.8 Features
US Federal Tax Rates - 2008 tax tables updated. You can now create Marketing filters for an individual location or all locations. Corrected Gift Card Fee manual fee calculation module. Gift Certificate Screen now saves the state of the Active Checkbox. Replication Servers now automatically email Envision Tech Support if there are any outstanding issues with the replication queues. Updated Client Export feature to use the filter if one is already present. You can filter the client records via the Actions Menu - Filter Records option. Added additional Available Balance report to Employee Reward System. Client Retention Report Column Headings now correctly show the type of retention in summary view. Returned products no longer affect the Loyalty Point System.

4.7 Features
Optimized Calendar Display Options in a multi-user network installation. Added Service Tab to the Add/Edit Appointment window to display the full service description when booking an appointment. If you cancel the POS login window, Envision will now revert back to the original logged in user. POS History Lookup window is no longer case sensitive. POS Checkout procedure will now prevent an overcharge on any Gift Certificate when used more then once on a single ticket. Switching Employees on a line item in POS will force a recheck of the item price when the client has a membership. Added option to load ScanPal barcode information from a previously downloaded file. Scanpal interface now consolidates multiple scans of the same product together for a combined quantity when posting to inventory. Employee Rewards Program added to the Plus Pack. Membership billing credit card cvv number is now blocked from view according to PCI specifications. Sybase Client Communication files updated to v8.1.0.18.

4.61 Features
Added Security option to lock certain stations from being able to perform a POS Checkout. Added Security option to require a manager override password when removing line items from a ticket.

4.6 Features
Product Name Change - Envision Premier is now called Envision Pro. MedSpa - Service type changes now update both POS and Report options properly. Modified notes to show logged in user's name vs. computer's name Added active filter to the service dropdown on the setup membership screen. Added work phone number to the roll over hint on appointments. Word processor - Added Online Username / Password and Membership Name and Amount to list of fields that you are allowed to insert on a merged document. Membership Billing - Short term contracts will now automatically set the status flag to inactive when the billing cycle expires. AR Statements now display the full salon address in the header. POS / Login / Employee touch screen lookup search window now supports 250 employees. Quickbooks - Added option to manually set posting flag via the View History button on POS. Additionally, there is a new security item that allows you to enable/disable this option. This is used to inform Envision that a specific ticket has been manually posted in QB. KRS Update - Facials now count towards Skin Treatment Packages.

4.51 Features
When checking in a client, you now have the option to automatically display the daily agenda. Word Wrap was turned on for long notes on the client note screen. Minor reporting fixes.

4.5 Features
POS Z-Out screen - Enhanced visual display of the check / uncheck tender options. POS - Added security option to turn on / off the ability to flag an item as an inhouse / backbar. Membership Billing can now be turned off based upon payment type options on the Client Screen. Added Membership Prebill Audit Report to validate the credit card information of all memberships. Please use this prior to billing to ensure you do not have any issues. Added Credit Card Verification Button on the Client Payment tab to validate the card information. If membership colors are displayed on the calendar, 2 additional icons will display to indicate new client and requested employee. Added Retention type to Appointment Confirmation Screen. Removed the automatic credit card capture for memberships when scanning a credit card at POS. All memberships require you to manually enter the credit card information. Added option to set in the registry a Gift Certificate Tax Rate Override. Use GiftCertificateTaxRate = x.xx Enterprise edition - added caption to display which location you are currently booking appointments at. Enterprise edition - added ability to manually adjust the qty on hand, on order, reorder at and price of all locations from the inventory screen. Enterprise edition - Envision will now monitor the replication process on a regular basis and display a warning message if it detects any issues with the replication process. Calendar now shows prebook status. If the client has not prebooked, a yellow triangle icon will display on the appointment title line. If they have prebooked the roll over hint will now show the date of the future appointment and the service being performed. Calendar now shows an * in the column header when an employee note is found for that specific date. Removed the ability to block times before / after the open / close times of the location. Client Screen - Modified note edit procedure - You can now add notes to a clients record and they are automatically date / time stamped with the users name. You cannot edit existing notes. Client Screen - Added Pay On Account tab with information from the POS Pay on Account screen. Added interface for Metrologic's Scanpal2 portable barcode data collector. KRS - Summit Salon Business College Enhancements: - Modified all reports / Payroll to accept the Entry Level Associate Type - Modified Original Employee RTS % and Total Retail Dollars to the new Retail Dollars Per Guest. - Modified Nail Packages to count Pedicure Packages only. - Removed tracking of Facial Packages. - Tanning no longer counts as services performed for goals. - Counting Packages as a service is no longer supported. - Added tracking of Skin Treatment Packages. - Changed Titles / Field Descriptions of all reports to match 8/06 level charts. - Added Entry Level service pricing on services pricing guide. Added option to reset the service type's to their original default values. Quickbooks Interface Enhancements: - Added adjustment for avg inventory cost in Quickbooks. - Enhanced Gift Certificate reporting - Enhanced Initial Membership reporting - Tips can now be tracked on each Sales Receipt - Interface no longer requires you to resync clients, employees, vendors and employees if you edit the records unless you force the refresh of that file. Updated internal Sybase Database drivers to v8.1. If you are running an older version of Sybase IAnywhere, you need to upgrade to at least v8.1.0.6 via the link at http://www.ennoview.com/download/ads81nt.exe

4.4 Features
POS screen now displays the current Gift Certificate Balance Remaining of all active gift certificates for the current client. Charge Screen - Now displays Tips Allocated. This will assist the Front Desk to remember to enter tips prior to processing the credit card. Appointment Scanner now remembers the last Max Wait Time used as a default for future searches. Enhanced System Information window with a comprehensive set of Database Management Monitoring tools.

4.31 Features
Additional Windows Vista Support. Credit Cards selected on Payment 3/4 now correctly display a signature line. Clients with Master Bill To's now share the membership / Loyalty programs of the Master Account. Added 2007 Federal Tax updates. Added Windows Vista Support. Added option to use Credit Card information on file when cashing out a client, additionally added reminder on cc processing screen to enter tips first. Enhanced Membership Billing Options. Quickbooks Interface improvements.

4.3 Features
Additional Windows Vista Support Credit Cards selected on Payment 3/4 now correctly display a signature line Clients with Master Bill To's now share the membership / Loyalty programs of the Master Account Additional Windows Vista Support Credit Cards selected on Payment 3/4 now correctly display a signature line Clients with Master Bill To's now share the membership / Loyalty programs of the Master Account

4.2 Features
Added option to print a Quote using the On Hold Quote / Ticket system Enhanced the Package Booking screen with the option to exclude appointments where the wait time between services is greater than a user defined number of minutes Enhanced the Package Booking visual display to make it easier to see the results of the scan Prepaid Button on POS screen changes color if the client has active prepaids On Account Button on POS screen changes color if the client has a balance due Added security options to prevent employees from adding / editing / removing blocked times Enhanced visual display on POS History screen, and Client POS History screen Modified the Month Calendar on the Appointment Calendar & Employee Schedule, added option to Theme's to change those colors Added 7/8 Week ahead buttons to the Appointment Calendar* Added option to deduct / add from the Gift Certificates a fee, this can be used as a monthly service fee or a way to increase all gift certificates by a percentage or flat fee Added option to disable an Employee's access/ admin rights to the new Envision Receipts now print the available loyalty points

4.1.1 Features
Added a View Employee's Monthly Work Schedule with options to print from both the Appointment Calendar and Schedule screens MedSpa Edition - Added the option to edit the service types from the inventory screen

4.1 Features
Added a View Employee's Monthly Work Schedule with options to print from both the Appointment Calendar and Schedule screens MedSpa Edition - Added the option to edit the service types from the inventory screen

4.0.9 Features
Updates for our International Clients

4.0.8 Features
Added Signature line to the Print Statement option on the POS cashout screen Added Batch Detail Report for Versatalis Credit Card Processing Added TWAIN scanner support to Premier and Enterprise Modified the Payroll & Expense check printing screens to allow you to type in the starting check number vs Added option to display service notes when booking the appointment Added option to set a specific Starting / Ending time when adding a client to the waiting list General Calendar Update that include: Added option to change color of Hour Line and Grid Lines on calendar Enhanced Appointment List Report - Added option to only select standing appointments Updated NZ payroll tax rates and modified POS Z-Out report Modified the Prepaid Rescan Option to take multiple locations into consideration when calculating remaining balances Modified the Appointment Time Slot system to work with the 8 Added links to the new Envision Online Backup Service QuickBooks Sales Integration now allows you to specify a starting and ending date for transactions Updates to ADS, Crystal & ODBC Drivers

4.0.7 Features
Payroll Change: We have modified the commission plans with regards to Prepaid (Series) items Payroll Change: We modified the commission plans to allow the flexibility to pay commissions on the membership and loyalty program discounts Loyalty Program enhancement: You can now specify automatic loyalty program advancement depending upon the total sales of the client If important client address information is missing, the Edit button on the Appointment Calendar and POS screens will now flash red to notify the operator that they should update the client record MedSpa enhancement: You can now designate a service to be eligible for Medicare and designate a specific price level for medicare patients Added option to popup a window to page any employee if the paging interface is active Added option to filter clients based upon their membership plan Added Versatalis to the Pay on Account credit card module Added SMS type to add/edit client popup window

4.0.6 Features
Quickbooks interface enhancement

4.0.5 Features
Added option to sort Products / Services on the POS ticket screen by type Added option on Membership Programs to initially bill a set number of terms when a membership is sold Modified Appointment Edit window: - UI Added option to enter a direct sql statement on the filter screen to enhance our Mail Merge and Label programs

4.0 Features
Updates for our International Clients Flexible Point based Loyalty program. Create unlimited number of different Loyalty programs. Redeem points on products / services.