Marketing emails include campaigns only, all other emails are unlimited.
2,500 | 5,000
10,000
20,000
SMS Text Notifications Included
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Text notifications include appt confirmations, employee notices, and direct messages to clients & employees. Sign up for SMS at $.10 per message.
Optional
Optional
Optional
Marketing Text Messages
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Sign up for SMS at $.10 per message
Optional
Optional
Optional
Scheduling
Resource Booking
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A calendar view of your resources.
Add-ons at Booking
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Transfer products or services directly into the sales register before your client has checked out.
Online Booking
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Clients can conveniently book one or more services at a time without ever leaving your website.
Facebook Booking
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Clients can directly book appointments through your Facebook Page.
Resource Calendar View
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Our icon driven and color coded calendar makes finding/ booking appointments easy to navigate.
Group Booking
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Add, edit , schedule, checkout, and manage groups/parties booking
Custom Service Colors
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Choose your preferred color that you want each service.
Online Family Booking
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Book an appointment for a family member or friend with your account.
Branded Envision
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Add your logo to Envision.
Sales & Inventory
Auto-fill Purchase Orders
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This option autofills based on the number of products sold between a specific date range.
Prepaid & Series Tracking
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Prepaid items are a great way to sell multiple services to a client at a discounted rate or provide incentives to build customer loyalty.
Service Packages
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Making a service package will allow you to create service bundles or combo services.
Coupon & Discount Tracking
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Create your own coupons and apply them to your client’s tickets during checkout!
Emailed Receipts
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Email your client their receipt at checkout.
Barcode Scanner & Pole Display Support
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Any barcode scanner is able to work with Envision as a Plug & Play device.
Gift Card Sales
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Sell gift cards through the POS.
On-Account Payments
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Clients can keep a prepaid balance on their account that they can use as credit towards their purchases.
Product Recommendations
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Add one or more product recommendations onto services and they popup at the sales register.
Peak Pricing
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Set up a series of rules that will alter the price of services based upon dates/times that your business is at its peak.
Marketing
Source Tracking
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Know which marketing campaigns are driving the most business.
Marketing Campaigns
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Create an email marketing strategy to reach your entire list of clients by sending out promotions, announcements, or even a simple message wishing them a happy birthday!
Email Templates
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We’ve made it easy by laying out the email, all you do is add your text!
Campaign Statistics
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View previously sent email campaigns and pull statistics from each email sent.
Marketing List Filters
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Use our marketing filters to your advantage and target specific clients with information they’ll love!
Enhanced
Enhanced
Auto Marketing
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Choose a range of dates and times in which you would like an automated message to be sent to your clients on an ongoing basis.
"Due for Service" Reminders
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Remind your clients when they are due for their next service with automated email and SMS.
Reputation Management
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View, manage, and reply to all your reviews into one area. Send automated review requests and more!
Optional
Short Notice Appointments
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Fill last minute appointments by targeting clients who have not had an appointment in the past, nor have an upcoming appointment.
Client Experience
Online Booking Website
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Showcase your services, business hours, contact information, privacy policy, booking terms and add info about events and sales to your home page.
Send Consent Forms
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Send your pre-made forms via SMS or email by adding the link(s) into the Envision Cloud Software.
Demographics, Formulas, and History
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Learn about your client’s history or current preferences.
Document Tracking
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Upload important documents to client files for easy reference.
Before & After Photos
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Keep record of the before and after results of your client’s service.
Discount Plans
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A recurring discount for the clients you designate.
Loyalty Program & Point Redemption
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Get your clients excited to gain points towards their next service or product! Reward your loyal clients with a custom point system!
Client Referrals
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This report shows referrals made by clients, as well as the referred client’s name.
Check-in App
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Clients can check themselves in at the front desk once they arrive then will notify their provider.
Staff Productivity
Online Envision Training
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Envision Online University helps train your employees on how to use the software with voice-guided, web-based tutorials.
Employee App
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Employees have access to their schedules, client list, appointment schedules, and more in the palm of their hands!
Security Profiles
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Create security profiles that have limited access for employees. Enhanced includes remote profiles.
Enhanced
Qualified Services
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Designate which services specific employees are qualified to perform.
Work Schedule Creator
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Where you will set the hours that each employee is available for booking.
Time Clock
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Employees can clock in to validate their attendance.
Level Pricing
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Set prices based on service providers' level of experience.
Commission Plans
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Create & apply commission plans to employees based on a straight scale, sliding scale, or average sales amount.
Goal Tracking
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Set a goal and track your success.
Enhanced
Enhanced
Tasks/ To-Do Lists
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Create and assign tasks daily to remind yourself and your employees of things that are needed to get done.
IP Access Restrictions
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Limit the devices that can be used to connect with the company as created in Envision.
Performance Monitor
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Monitor how your staff is doing in real time based on the performance plan.
Team Goals
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Track how a group of employees are conducting their KPIs.
Reporting
Sales, Inventory, & Client Reports
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Reports that help you track and analyze company transactions and client retention to give you a clear view on the specifics of your business.
Export & Email Reports
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Send full length reports to your email or export it into any format.
Client Filters for Reports
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Apply your filtered marketing lists to your reports.
POS Audit System
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See exactly who is editing your POS, adjusting tickets, removing items, and more.
Daily Dashboard
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A layout of critical information for the day that can be defaulted as the home screen.
Business Analysis Reports
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These reports give you a quick snapshot of your business’s performance! Envision turns the action you perform into an easy to understand spreadsheet detailing your company’s stats.
Enhanced
Enhanced
Accounting Reports
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Easily track and analyze revenue and expenditures over time which will benefit your business in the long run.
Enhanced
Enhanced
Sales Forecasting
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Something here
Client Referral Tree
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A visual breakdown of referrals made by a single client and the money earned by those referred clients.
Comparison & Forecast Dashboards
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Compare business information and see projected sales for a specific date range with a comparison and forecast dashboard.
Performance Tracking Dashboard
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Compare your team’s metrics giving them insight into their growth and points of improvement.
Location Comparison Reports
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Compare your businesses that have multiple locations and specify location details.
Track Missed Opportunities
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This report showcases missed bookings due to high demand. It is a feature that will help guide your business in decision-making skills to have as little missed opportunities as possible.
Uploading your mailing lists to SaaSFlow is supereasy. Just create a .txt or .csv file with all the addresses and click on the add member/members option on your dashboard.
How many emails am I allowed to send per month?
No matter what plan you choose, there is no limit to the number of emails you can send out per month.
Do you offer non-profit discounts?
SaaSFlow offers discounts to nonprofit agencies and lists for personal non-commercial usage. You can check out the terms and restrictions for the discount here.
Changelog
Can I see who reads my email campaigns?
Yes, we offer a read timestamp feature with the standard and pro subscription plans.
Are there any email templates that I can customize?
Yes. Templates are easy ways to pre-format content. SaaSFlow provides built-in templates for you to use and also allows you to create your own templates.
How fast is your email delivery?
We can mail up to 800,000 messages an hour.
Terms & Conditions
What do you do about rejected emails?
We try to send a message 4 times—one initial send and 3 retries over a 36 hour period. If a mail server reports that an address is permanently non-deliverable, we will only attempt to deliver to it once for that mailing.
Do you have A/B testing for emails?
Yes, you can A/B test with subject lines & preview the entire text before sending your mails out.
Request a Demo & Learn More
Schedule your personalized visual walkthrough on your own time.