Inspire v2.7 Release Notes

Inspire v2.7 Release Notes

Note: This release is due out the week of August 23rd.

CLOVER 2.7 SECURITY UPDATES

IMPORTANT: All Tokens on File & Membership Auto-Bill associated Credit Card records will be deleted with this update.  Prior to this update our support team sent two emails and called each business regarding this change.  

Check out the related articles to the new Token on File & Membership Auto-Bill changes here. 

Token on File $0.01 Charge Removed (Enhancement) - when saving a token on file, there is no longer a penny charged to the card.
Location: Client Card > Accounts > Token on File / Online Booking > Required Credit Card 

Online Client Card Payment Tab (Enhancement) - via the Online Booking login, there is now a Payments tab within the My Account area where the client can update their own Token on File or credit card associated with a Membership.  View Article
Location: Online Booking > My Account > Payment tab

Memberships on Client Card (NEW!) - the card on file associated with the membership now shows the expiration date as well as a new button to update the credit card associated with the membership. View Article
Location: Client Card > Accounts > Memberships

APPOINTMENTS

Resources added to Appointment Detail (NEW!) - the resource(s) in use are now noted on the Appointment Detail page under the service name.
Location: Appointments > Appointment Detail 

Book Out Time End Date is 1 Year (Enhancement) - the Book Out Time end date can not exceed one year from todays date. 
Location: Appointments > Book Out Time

CHECKOUT

Assign Service Price Timing (NEW!) - the price of the service can now be assigned either at the time of booking or upon client check in.  Time of Booking will assign the price when the service is booked.  Upon Client Check In will assign the price when the check in button is clicked. View Article
Location: Setup > Setup Ticket Preferences 

Auto Apply Deposits Feature Removed (NEW!) - the software will no longer auto-apply deposits to the ticket.  The available balance will appear at the top of the receipt, and can be applied using the Account Balance payment type. 
Location: Checkout 

Worker Selection Requires Tip (Enhancement) - from the completed ticket, unless a tip amount has been entered the worker names are not available for selection. 
Location: Checkout > Completed Ticket > Tip

ONLINE BOOKING

Online Client Card Payment Tab (Enhancement) - via the Online Booking login, there is now a Payments tab within the My Account area where the client can update their own Token on File or credit card associated with a Membership. View Article
Location: Online Booking > My Account > Payments

Classes Button Removed (Enhancement) - if the business does not have classes activated, the Book Class button will not display on the Online Booking page. 
Location: Online Booking > Home

PROCESS COMPENSATION

Secondary Compensation Method (NEW!) - a worker can be assigned a Secondary Compensation Method if they work in two different roles within the business. For example, if they bi-weekly are compensated 40% service commissions and quarterly compensated retail commissions, businesses could setup the Secondary Compensation for the quarterly retail commission.  View Article
Location: Reports > Compensation Reports > Process Compensation > Compensation Type

Extra Pay Field (Enhancement) - The extra pay field now allows up to 4 numbers before the decimal point and 2 numbers after the decimal point. 
Location: Reports > Compensation Reports > Process Compensation

CLASSES

Classes Ticket Hyperlink on Class Detail (Enhancement) - on the Class Detail page we added the ticket number hyperlinked to the completed ticket where the class was paid for. 
Location: Appointments > Class Detail page

Classes Hyperlink on Client Card (Enhancement) - the list of Classes on the client card now hyperlinks the associated completed ticket. 
Location:  Client Card > Classes tab

CLIENT CARD

Packages Hyperlink on Client Card (Enhancement) - the list of Packages on the client card now hyperlinks the associated completed ticket. 
Location:  Client Card > Accounts

Manually Sent Reminders added to Communications tab (Enhancement) - when clicking Send Reminder Text or Email from the Appointment Detail page, the record will be added to the Client Card > Communications tab. 
Location:  Client Card > Communications tab

Memberships on Client Card (NEW!) - the card on file associated with the membership now shows the expiration date as well as a new button to update the credit card associated with the membership. View Article
Location:  Client Card > Accounts

Accounts Tab Formatting (Enhancement) - the Clients Card > Accounts tab has been reformatted to be easier to read. 
Location:  Client Card > Accounts

REPORTS

Gift Number added to Payment List Report (NEW!) - the gift number now appears when a gift redeem payment was used on the Payment List report. 
Location: Reports > Transaction Reports > Payment List

Class Sales added to the Total Sheet (NEW!) - the class sales will now appear on the Total Sheet. 
Location: Reports > Transaction Reports > Total Sheet

SETUP

Assign Service Price Options (NEW!) - the price of the service can now be assigned either at the time of booking or upon client check in.  Time of Booking will assign the price when the service is booked.  Upon Client Check In will assign the price when the check in button is clicked.  View Article
Location:  Setup > Setup Ticket Preferences > Assign Service Prices

Packages Listed Alphabetically (Enhancement) - the packages are now listed alphabetically in Setup and in Checkout. 
Location: Setup > Setup Services > Setup Service Packages

Secondary Payroll Method (NEW!) - a worker can be assigned a Secondary Compensation Method if they work in two different roles within the business. For example, if they bi-weekly are compensated 40% service commissions and quarterly compensated retail commissions, businesses could setup the Secondary Compensation for the quarterly retail commission.  View Article
Location: Setup > Setup Workers > Worker Detail > Other tab

Multi-Location Checkbox (Enhancement) - more than one worker can now be selected to access multiple locations. 
Location: Setup > Setup Workers > Worker Detail 

Online Booking Color Picker Note (Enhancement) - the font being white is now noted next to the color picker.
Location: Setup > Setup Appointments & Emails > Online Booking tab

Number Field Limited (Enhancement) - the number field in Process Compensation will only be displayed when an item is selected where a number would be entered. 
Location:  Setup > Setup Workers > Setup Compensation Methods

Compensation Method Name Changes (Enhancement):
Class Sales is now Gross Class Sales
Gross Retail is now Gross Retail Sales
Gross Service is now Gross Service Sales
Service Tickets is now # of Service Tickets
Classes Performed is now # of Classes Performed
Products Sold is now # of Products Sold
Services Performed is now # of Services Performed
Days Worked is now # of Days Worked
Hours Worked is now # of Hours Worked
Location:  Setup > Setup Workers > Setup Compensation Methods

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