10.4.21 Q3 Release

A list of features we have added and enhanced!

q1UpdatesHeaderEnvision Cloud's New & Enhanced Features! πŸŽ‰

This quarter we are excited to announce our quarter three new and enhanced features! Some of these features will increase revenue and some will make your experience with Envision Cloud even easier than before! Like always, we focused on suggestions made by you through our ideas/suggestions site

Last month we released a HUGE update to our Online Booking that you have been asking for. If you haven't already, check it out here.

Here are the features we have added & enhanced:

Sales & POS

πŸ’° Peak Pricing LearnMoreButton

Envision’s NEW Peak Pricing will allow businesses to setup a series of rules that will alter the price of services based upon dates / times that the business is busy or in peak utilization. (Ultimate Only)

 πŸ‘‘ Disable Loyalty Points LearnMoreButton

You now have the option to disable points deducted from a clients loyalty point program.

tippyEmoji2 Tippy Integration Preparation (Details coming soon!)

Envision Cloud is prepared to integrate with Tippy - a digital tipping solution built for your industry. Clients can send tips directly to their service provider, reducing credit card processing fees for the company and increasing tips for staff.  You can use Tippy as a stand-alone system today and have a head start when the Envision Cloud - Tippy integration is ready. 
Click here to request more information and learn about getting a Tippy device today! 

Clients & Employees

ℹ️ Added Info on Client/Employee Lists

Now you can easily see your employees ID, full name, mobile phone, active, department, type, and security profile all from the employee list. We have also added client type, first and last visit date, and client/patient id's to the client list.

ℹ️ Patient ID is the Medical Record Number (MRN)

πŸ›‘ New Required Address Option LearnMoreButton

We've added a the option you have asked for! Now you can require an address when a client/patient creates an account with your business.

πŸ‘€ First and Last Visit on Client Record LearnMoreButton

Now you can easily see your clients first and last visit date on their client record.


πŸ“¦ Displaying Purchase and Receive Orders Alphabetically LearnMoreButton

When adding new items to a PO they would go to the bottom of the list until you saved and reopened the PO screen, now they will automatically order alphabetically!


πŸ“± Employee App - Multi-Location Reports LearnMoreButton

View reports for all your locations in the Envision Cloud app. (Release on Oct 6th) 

Medical Spa

πŸ–‹οΈ Stored Signature Required LearnMoreButton

Use a stored doctor/nurse signature from now on to know exactly who signed.

βœ’οΈ Printed Name Under Signatures LearnMoreButton

Stored doctor/nurse signatures will store their printed name underneath.

πŸ“„ Delete Entire Form Packs LearnMoreButton

Not only can you delete individual forms from the treatment screen but you can now delete entire form packs!

βœ”οΈ Service Completed Form Packs LearnMoreButton

Need a service specific form pack to go out AFTER the service has been completed? We got you covered.


πŸ’‘ Have an idea for a new feature or enhancement? We monitor our Ideas site daily! 

Post your idea HERE