*To stay ahead of the game and know what's coming down the pike, be sure to check out the Latest and Greatest article.

Release 16.5.0 — 9/25/19

Shiny New Polishes to the Dashboard ScreenIn keeping with our latest polishes to the platform, we've revamped the Dashboard screen. Check out the new look! 👇

Client Names Now Included in Both Emailed and Printed ReceiptsWhether clients need it for insurance purposes or otherwise, we've dialed in receipts a little more, now including the client's name on both emailed and printed receipts! 💥

Add a Note to Credit Card TransactionsOn top of being able to add notes to cash or logged transactions, we've added the ability to include notes for credit card transactions as well. You'll now see the "+add note" button when on the Gratuity screen. Like this:

Schedulicity Pay PCI Compliance BannerIf you're rocking things out with Schedulicity Pay, you'll spot a message asking you to acknowledge your PCI compliance at the top of your Schedulicity Pay transaction screen for a "Self Assessment Questionnaire" (SAQ). This is a handy self-validation tool intended to assist businesses and service providers evaluate their compliance with the Payment Card Industry Data Security Standard. If you'd like a little more info on PCI compliance or the SAQ form, check out the article here.

Display Active Packages a Client Has During Client Booking WorkflowTo help avoid confusion for clients, we're now displaying the Package(s) a client has before they book their appointment. Woo hoo! 🥳

We're also making it a little clearer for clients who book with a Package, letting them know the "Remaining Balance" shown on the final booking page depends on the available package sessions they have remaining:

Miscellaneous Bug Fixes

Release 16.4.0 — 9/11/19

Sales Summary Report Temporarily on Hiatus
We're temporarily hiding this report to give it some TLC. In the meantime, the Recorded Revenue Report will still be available to keep track of sales. Stay tuned for the new and improved version of the Sales Summary Report!

Improvements to Client Booking Process
For ease of client booking on mobile devices, we simplified the selection workflow for booking appointments. 

Miscellaneous Bug Fixes

Release 16.3.0 — 8/28/19

Update to User Password Requirement
For a little more clarity and ease for both businesses and clients, we've updated the password requirement for users, making new passwords even easier to create. With this release, all passwords must now be 7-64 characters and contain at least one letter, number, and symbol. 

Update to Client Text Reminder VerbiageWe made a little tweak to the verbiage for client text reminders, to make things a little tidier and easier for clients. 📲

Removed the "Balance Due" from Client Profiles
As we continue to polish and sharpen up our payment feature and ticketing options, we're holding off on including the "Balance Due" tool in client profiles for the time being, so you'll notice that has now disappeared. Not to worry, you'll still see the "Balance Due" for individual appointments.  📆 

Miscellaneous Bug Fixes

Release 16.1.0 — 8/7/19

Updated Look to Appointment Icons
As we've been polishing up our look and given a makeover to the buttons in our Edit Appointment screen! Now, our Checkout, Book Again, Edit Appointment, and Cancel Appointment icons are lil graphic icons to step in line with our menu icons as well! Take a look here 👀:

Import Clients in the iOS Business App
No client list in a fancy spreadsheet? No problem! We now have the ability to quickly import clients directly from your Contact List on your iPhone. All you need to do is click a few buttons and presto: your clients are already uploaded! 🎩✨

Specify Your Refund Policy
We know that refund policies vary from business to business, so we've now included the ability to adjust your refund policy to have it say exactly what you need. Check it out in the Payments Policy area, along with your No-Show Policy!

Client Access to Active Packages Info on Mobile
Great news – your clients no longer have to guess about the status of their package through the Client App! With this release, we've included an area for your clients to read up on what active packages they have on file, the package's purchase date, number of sessions remaining, and expiration date. Whether they're on an iPhone or an Android, your clients will be able to access that information in a flash! 💥

Miscellaneous Bug Fixes

Release 16.0.0 — 7/17/19

Layout Polishes

  • Subscription page polishes on mobile view
  • Polishes to client side scheduling and suggested services

Miscellaneous Bug Fixes

Release 15.2.0 — 7/10/19

Add an Additional Service at Checkout

Have a client that wants to add an additional service to their already scheduled appointment? No problem at all. 😎In the same way you're able to add packages or custom items at checkout, we've built in the ability to add a service to their appointment as well.

Package Expiration Date

When creating your packages, instead of simply adding an expiration date for "x" amount of months after purchase, you can now customize the expiration to a specific date. Here's a little preview below! 👇 

Polishing the Subscription Page

In an effort to stay on theme across the platform and make things more intuitive, we've made some polishes to the Subscription page. Check it out:

Adding Images to Classes and Services

Woo hoo! You now have the ability to add your own images to your services or classes. 

What a great way to get your clients pumped, or give them an idea of what the final product looks like after you're done!

Click here to give it a try!

Miscellaneous Bug Fixes

🚀 Release 15.1.0 — 6/5/19  🚀 

Smart Search for Clients

We refined the mobile view for our new “smart search” capability, where clients are now able to search by date, time, price, and their exact location. On top of that, it's now available in the iOS client app, too!

Customize the Unavailability Message

For when your books are full (heck yeah!), businesses are now able to customize the unavailability message clients see. Go through Settings to the Appointment Policies page to edit the message and check out this screenshot below for a little preview! 👇 

Miscellaneous Bug Fixes


Release 15.0.0 — 5/20/19

Smart Search for Clients

We’ve made client booking even easier, giving clients “smart search” capability to search by date, time, price, and their exact location. It's super cool! 

Check out the preview below and check things out from the client side once this feature's out in the wild!

Product Management Report

Tacking on to our new Product Management tool, you now have a handy product management report to help keep track of your products! Find it on the Reports page within your account, under Payments.

Also, if you've already been utilizing Product Management for your business, you'll notice you now have the ability to search for products at checkout!

Status Page Info

We know exactly how hard it hits our businesses if our servers experience any kind of slowness or downtime. We also know that notices for planned downtime for updates are annoying and inconvenient. With that, we will no longer be invading your screen space with messages about updates. Instead we are thrilled to invite you to bookmark our new status page! https://status.schedulicity.com/

If there are any interruptions to service, we will post a note here. Feel free to bookmark that page or you can even subscribe to status updates if you prefer to stay in the know right away!

Miscellaneous Bug Fixes

Release 14.0.0 — 5/1/19

👀Here's a sneak peek at some of the awesome stuff coming your way! 👀

Introducing Products: Tools to Manage and Sell Your Inventory

With Products, you now have a dedicated system within Schedulicity to manage your inventory! Products allows you to enter SKU numbers, prices, taxes, and more – all in one easy-to-track list in our Payments tab. We also have reporting coming down the pipe as well, so keep a look out! 🚗

New Reporting Options: Sales Summary Report

Our Sales Summary Report is designed to give you a bird's eye view of all gross sales within your account, including taxes, discounts, gratuity, and more. Check it out in our Reports tab! 🔍 

A Fully Responsive Website Widget

We've given our embeddable widget some love so that it can seamlessly blend into your website for an even better booking experience for your clients. Instead of staying in the same small box, the widget will now become as wide as you need it to be!

Improvements to Automated Marketing

Now, automated booking reminders aren't just for appointments: they're for classes too! With this update, you'll be able to send out Time to Book reminders to classes as well as services.

Miscellaneous Bug Fixes


Release 13.1.0 — 4/22/19

Increase character count of Waiver text

  • The character count for waivers was increased from 3000 to 5000.

Email Marketing and Reporting improvements

  • Polishes made to the Client by Provider recipient list for Email Marketing messages. Also made improvements to the Estimated Revenue report for ease of use and functionality.

Ability to view full roster from enrollment details

  • Users now have the ability to navigate from the enrollment details for an enrolled client directly back to the roster.

Business-side redesign to Appointment and Class detail pages

Client app improvements

Miscellaneous Bug Fixes

Release 13.0.0 —  3/13/19

Miscellaneous Bug Fixes

Release 12.2.0 —  2/27/19

💰 Introducing Taxes! 💰 

Just because the stress of tax season is coming up doesn't mean that collecting your taxes has to be. Our team's made a suite of tools to make collecting taxes for services and items a breeze! 🎐They include:

  • Being able to add pre-set taxes to services up front during service creation. From here on out, these taxes will automatically be applied whenever you or your clients book that particular service – easy, right? 🎊 
  • Adding taxes directly to custom items for purchase on the check-out screen
  • View a ticket's overall taxes easily during the check-out process
  • Displaying those taxes in an easily readable format on both receipts and reports

Miscellaneous Bug Fixes


Release 12.1.0 —  2/13/19

Checkout and Package Improvements

Building off our last release, we are continuing to make improvements to the checkout screen, as well as the appointment block:

  • Allow businesses with $0 services/classes/workshops to use Auto-Billing or Packages in Checkout
  • When a Package or Auto-Billing is applied at checkout, the appointment block will display the green "$" 

Release 12.0.0 — 2/5/19

🚃 Breakdown of all the goodies headed your way! 🚃 

Checkout Improvements

  • If you're currently using our Payment feature, you'll notice some changes at Checkout, so keep an eye out for how much easier it is to keep track of client payments.

New Client Policy 

  • Been looking for a way to require a credit card from only new clients? Good news! We've made some adjustments to the New Client Policy. From your Policies page, you'll see the option to require new clients to enter their credit card when booking online. 💥

Business-Side Redesign

  • The business-side of Schedulicity is getting a new look! We’ll be rolling out this redesign in stages and you’ll start to see our changes to the layout and look of our application over the next few months. Here's a little preview of what to expect this week, with a little adjustment made to the menu:

Multiple Locations Adjustment

  • Using our Multiple Locations feature? Check out this little move we made, making it even easier to jump back and forth between locations. It's now right across the top of every page:

Miscellaneous Bug Fixes

Release 11.0.0 — Planned for 12/5/18

💥 Major Class improvements

Client Alerts for Classes and Workshops

  • Client alerts anybody?! We now have a handy way for businesses to view pertinent information about their client from a roster for classes and workshops.

Online Waivers for Classes and Workshops—Hooray!  🎉 

  • We're pretty excited to share this with you! Businesses are now able to require a client to acknowledge a waiver at the time of booking or track them right in the client's profile.

It's Here, Folks: Waitlist for Classes  🚀 

  • Directly on the session roster, our waitlist feature is an incredibly helpful tool that allows class-based businesses to ensure that their most popular classes are always filled even when they have some late cancellations.

Group Booking Has Arrived!  👪 📕  

  • No more fielding phone calls for group bookings! Now, with our Group Booking feature for classes, clients are able to enroll themselves and others—all through one booking!

Policy Updates

  • Privacy Policy
  • Service Provider Subscription Agreement
  • Terms of Service

https://essentials.schedulicity.com/policies/ 

Miscellaneous Bug Fixes


Release 10.3.0 — Planned for 11/14/18

Automated Marketing 

  • Here's another friendly reminder that we are beginning to charge for our Automated Marketing add-on starting 11/14. This add-on works behind the scenes for you, sending automatic emails and promoting services to your clients. On the 14th, unless you've already opted in, it will be automatically removed from your account. If you'd like for it to continue running seamlessly in the background, you can turn it back on at anytime. 😉

Miscellaneous Bug Fixes

Release 10.2.0 — Planned for 10/17/18

Select a workshop screen- Client side redesign

  • You asked and we listened! We've updated the design for the workshop select screen to complete the client side redesign! The description, price, and run dates display on the workshop details.

Remove ability to remove a reservation from checkout

We removed the ability for business users to remove a service or course reservation from the checkout modal. 

Remove ability to edit package price from checkout

  • We’ve gone ahead and removed the ability to edit the price per package when adding a packing during checkout. 

Miscellaneous Bug Fixes

Release 10.1.0 — Planned for 9/12/18

Monthly Calendar View for Business and Client Side

  • You asked and we listened! Now we’ve surfaced the ability to see a monthly class view on the business and client sides, making it even easier to see all of your class offerings at a glance. Yahoo! 🎉

Streamlined Course-Making Process for Course Only Instructors

  • Are you an instructor that only offers classes and doesn’t fuss with one-on-one service-based appointments? Great news: we’ve made it even quicker to add classes and sessions to your schedule by eliminating that notice that announces that you might have some conflicts with your schedule! Now you can just make those appointments and get on with your busy day. 

Default Class Duration Now One Hour

  • We’ve gone ahead and made setting up classes even easier by automatically setting the default duration time for a class to one hour! One less thing to set up = marking one less class off the to-do list even faster. 

New Call to Schedule Text for In-Progress Enroll-All Workshops

  • Have an enroll-all workshop that’s already started, but you still want to make it available for a few folks who have discovered it after the fact? With our new message, any potential students will still see that your workshop is on the table but will be prompted to call to schedule instead. This is visible on our client apps, as well!

“Support Group” Now A Workshop Label Option

  • For those in need, we have “Support Group” as a new label in the Workshops area. 

Adding Package Edits to Package History

  • Ever wonder when someone might have decremented a package or added another class session to balance things out? Wonder no more – now, your client’s Package History includes edits to their packages, as well! 

Miscellaneous Bug Fixes

Release 9.11.0— Planned for 8/1/18

Instagram Booking Button! 

  • Add Schedulicity to your Instagram so clients can now book easily while browsing all your sweet pics!

Updated the look of the Edit and Book Again Appointment page 

  • We just prettied these pages up to make them match our new Appointment Details page, it's all about consistency, right?!

Create One-Time Package Purchases! 

  • Want to offer special package deals for clients that are only available in the spring?  Or maybe around the Holidays? Well- now you can!  Heck, you can even edit existing packages to be a one-time purchase if you want!  Haven't begun selling packages online yet?  Check out our Payment add-on to start!

Miscellaneous Bug Fixes

Release 9.10.0— Planned for 7/18/18

We gave the client side class and workshop pages a facelift! 

  • The functionality of how to register for a class and workshop session hasn't changed, it just looks more up to date! 

Auto Billing improvements! 

  • Clients will be able to view which card they have on file, and can edit or remove it if needed. 
  • If they have auto billing in their profile, they'll be able to this when they're logged in as well! They will be able to activate auto billing from the My Preferences area of their account
  • If their auto billing fails, they will get a notification email as well as a push notification!

Class and Workshop Monthly View 

  • Great news! You'll now be able to view the full month of classes and workshops at a time, from the business side. There's a handy "print" button to print out this full month view. 

Release 9.9.0— Planned for 6/27/18

We added the ability to block new clients from booking online! 

  • This policy can be enabled on an account under the General Policies area! When it's enabled, there will be a "no new clients" banner on the client side. All clients will see that "(Business name) is only accepting bookings with existing clients. No new clients can book at this time." 

Auto Billing Improvements

  • We added an Auto Billing stamp that will appear when a client who has auto billing is checked to a class or workshop from the iOS business app   

Miscellaneous Bug Fixes

Release 9.8.0— Planned for 6/13/18

Adding client name to the refund transaction details (ios biz)

We've added the client's name to both the transaction details and the refund transaction details. The client's name will be listed at the top and will allow users to link to the client profile.  

Ability to select a start date when creating auto billing

We've added the ability to choose a start date when setting up an auto billing cadence for their clients. Clients are now able to bypass payment preferences based on the start date.

Displaying not yet started auto billing cadence (iOS biz)

With the ability to add an auto billing cadence to a client profile that has a future start date on the web side of things, we've added the ability to view those cadences from the iOS business app. The cadence will display like other auto billing with the newly added label of "not yet started." 

Display class/workshop notifications plus booked information on the enrollment details for classes and workshops

We are now displaying booked on details along with notifications details for classes and workshops within the enrollment details page. This information will display under the details of the class/workshop.

Filter services, Classes and workshops by payment preference

We've added a filter for payment preferences to the service, classes and workshop lists for businesses who are using the payment add on. 

We also added the ability to quickly send text message directly from a client’s profile on the iOS business app! 

Miscellaneous Bug Fixes


Release 9.7.0— 5/30/18

Ability to edit class session color for multiple sessions

We've added color as part of editing multiple sessions at a time for classes. Businesses are now able to update the class color when editing multiple sessions at a time along with other changes.    

Updating the course when editing a class session

We've added the ability for a business user to update the class type from the edit class page. 

Ability to view/edit client notes from class/workshop roster

We added the ability to view and edit client notes from the class and workshop rosters. Businesses can add/edit up to 3000 characters and any edits made here will show on the client's profile.

Auto billing stamp for checked in classes/workshops

Due to feedback from class businesses using the auto billing add-on, we've added an auto-billing stamp to classes and workshops that gets applied at check-in. If the client has auto billing available but hasn't been checked in, the stamp will read "Auto billing available." Once the client is checked in, the stamp changes to a green check with "Auto Billing."

Option to opt into text reminders (client side)

We've added back in the prompt to clients booking with businesses who have the text reminder (SMS) add-on enable to opt-in to text reminders after they've booked with that business.  

Release 9.6.0— 5/16/18

Class Roster Improvements

We re-added the ability for call a client from the class and workshop rosters. If the user is on a desktop, "call" will open the default calling program (Skype, Google Voice, etc.). On mobile devices, it will call the client.   

Complete Client List Export Improvements

We added a "last seen on" column to the exported client list.

Client Tag Improvements

We've added the ability for an admin user to delete all tags at once from the client profile edit.

Miscellaneous Bug Fixes

Release 9.5.0— 5/2/18

Advanced Marketing Improvements

We've added the option to send out Thank You emails only to your new clients! The default setting will be to send these messages to new clients only so if you'd like all clients to receive these messages you can quickly uncheck the box on the Thank You email setup page.  

General Improvements

  • We've made it even easier to choose dates and times when booking an appointment from behind the counter. You'll also notice a list of suggested time slots based on your availability that day, making the process faster so you can get back to doing what you love. 
  • Super quick access to sharing your listing page or direct URL. 
  • For all of our Multiple Locations businesses, we've made a great adjustment to the change locations tab on your listing page. This is now easier to see and it includes the address for each location to make toggling that much more intuitive! 
  • We fixed some bugs! 


Release 9.4.0— 4/18/18

Advanced Marketing Improvements

  • We added clarification to the Birthday, Time to Book, and Re-engagement tabs in Client Communications to clarify how the deals and emails work. Check it out: 

Birthday: Clients have until the end of the month to use your birthday discount. They can book up to a full year out.

Re-engagement: Clients have up to two weeks to use your re-engagement discount. They can book up to a full year out. These emails are sent out on the first of every month.

Time to Book: There emails are sent out on Sunday mornings.

General Improvements

  • When adding a class or workshop for the first time, you'll see a message that clarifies the difference between classes (best for regularly scheduled group sessions) and workshops (better for one-time events, and if you're needing clients to register for all sessions)
  • We fixed some bugs! 
  • We added a confirmation screen when disconnecting from Square or Stripe, to make sure folks know that disconnecting removes being able to keep client credit cards on file and to charge a client credit card.
  • Deal Manager got a spring face lift! Check out the screen shots below for the updated layout: 

Release 9.3.0— 4/4/18

Client Booking Page

  • Adjustments made to make sure this page is as intuitive as possible and clients know to click "Book My Visit" to finish the booking process! 

Bookings Held with a Package:

  • Clients will now be able to cancel appointments that are tied to a package session

Bug Bash

  • We fixed lots of bugs! 

9.2.0 Released March 28, 2018

Advanced Marketing improvements:

  • Analytics for specific birthday emails are available
  • Analytics for Promoted Services are now listed in monthly increments instead of weekly
  • The number of email messages for each type of email are now displayed

Android client app:

  • Clients are now able to scan their credit card information, instead of manually entering it
  • Clients can now book Deal Manager deals via the Android client app
  • Improved loading

General improvements:

  • We added a “Last seen on” column to Client by Provider export
  • We added “training,” “course,” and “clinic” to the list of available workshop labels
  • It is now easier to edit your business listing! 
  • The character count for service descriptions was increased
  • We re-added the ability to exclude multiple recipients at a time when creating custom emails 


9.0.0 Released March 7, 2018

Advanced Marketing:

  • Ability to send automated birthday, thank you, time to book, and re-engagement emails 
  • Ability to view analytics for all email communications
  • Ability to send push notifications for birthday, time to book, and re-engagement messages 
  • Ability to promote additional services when your clients book online
  • Added analytics for Deal Manager deals and promotions
  • Ability to send a custom email for Deal Manager deals

General Improvements:

  • Improvements to excluding and adding clients to email client recipient lists
  • Updates to exported payment report formatting  
  • Deal Manager deal booking through the iOS client app
  • Various bug fixes 


8.0.0 - Released February 21, 2018

General Improvements:

  • Ability to assign a category to a package with the choice of: All, Service, Class, or Workshop
  • Ability to add a credit card to a client from their profile or when creating an  appointment on the iOS Business App
  • Provider logins now have access to other provider's schedules on the iOS Business App
  • Renamed Email Marketing to Client Communications
  • Updated embedded widget UI to match new look and feel  -Ability to select a default tab for embedded widget
  • Various bug fixes


7.0.0 Released January 24, 2018

General Improvements:

  • Ability to set and accept flat fee deposits for services, classes and workshops at time of booking
  • Increased character count for provider, class and workshop descriptions
  • Added package expirations to the full site when a client is buying a package during the booking process 
  • Clients who have booked classes and workshops with a business are now included in the "Clients who have not scheduled since" and "Clients who have never scheduled online" email marketing recipient lists
  • Updated client side booking pages for package or promotion purchase  
  • Various bug fixes


6.5.0 Released January 8, 2018

General Improvements:

  • Added client package history to the iOS business app. 
  • Added package expiration to the iOS and Android client apps when a client is buying a package during the booking process. 
  • Various bug fixes


6.4.0- Released December 4, 2017

General Improvements:

  • Added the ability for a business to specify whether their employee is created as a provider or as a front desk user when setting up access for multiple locations.
  • Added the ability to specify a default expiration date when creating a new package or when editing an existing package.
  • Added the ability for a business user to view auto billing information on a client’s profile from the iOS business app.
  • Various bug fixes

6.3.0- Released November 15, 2017

General Improvements:

  • Updated the design and function of the search bar on the homepage
  • Re-added the “Favorites” count to the business listing
  • Added the following industries: Seamstress/Clothing Design, Lashes, Pilates (was split out from Yoga/Pilates), Language, Music (was split out from Music/Voice/Dance), Crossfit, Barbers (split out from Hairstylists/Barbers) Psychology, Electrolysis, Reflexology, Reike
  • Food & Drink was changed to Culinary, and Personal Fitness was changed to Personal Training
  • Added the ability for a business to decrement the service subscription for Auto Billing during the checkout process in the iOS business app.

6.2.0- Released October 30, 2017

Client side design improvements:

  • Updated the design of the My Preferences page for a client logged in user account. 
  • Updated the design of the profile overview page for editing and viewing information.
  • Increased the size of the change locations dropdown menu for multiple location businesses on their business listing. 
  • Updated the "Naturopathic/Alternative Medicine" industry category to "Integrated Medicine." 

Auto Billing for Services:

  • Added the ability for a business to set up, edit, and cancel an active subscription for services with the Auto Billing add on.
  • Added the ability for a business to decrement the service subscription for Auto Billing during the checkout process.
  • Added the ability for clients to book a service with an active subscription through the website, the iOS client app, the Android client app.
  • Added an indication to the appointment details for auto billing applied on both the website and the iOS business app. 
  • Added the ability to book a service with an active subscription through the Android client app.

General improvements:

  • Updated the iOS business app and the iOS client app for iPhone X changes. 
  • Added Fill My Book deal scheduling to the Android client app. 
  • Updated the design of adding a new class or workshop.
  • Various bug fixes
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