4.5.21 Q1 Release

Here is an overview of all the updates we've made!


Envision Cloud's New Enhanced Features! ๐ŸŽ‰

This quarter we are excited to announce our many new enhanced features that will improve your user experience! We specifically focused on suggestions made by business owners through our community site

We have added enhancements to:

Appointments & Booking

๐Ÿ‘ญ Group Booking & Checkout bLearnMoreButton

Easily manage your group/parties within the calendar! Just click the new Manage Group/Parties link in the Appointment Options on the left to add, edit and manage your groups +/- 1 year! You can also view your upcoming group appointments. When you are ready to check out the group, a pop up will appear enabling the "Cash Out Group" option.

๐Ÿ“ Add Notes from the Appointment Window bLearnMoreButton

Need to store a last-minute reminder for that day or specific appointment for your Client? Now you can add and store Daily notes or Appointment notes in the Appointment window!

โ›” Cancel Appointments from the Client Window bLearnMoreButton

Cancel bookings directly from the Appointments tab located in your Client's Profile!

๐Ÿ“… Service Price on Appointment Hover Tool Tip bLearnMoreButton

Quickly view the estimated Service Price when you hover over an Appointment on the Appointment Screen!

๐Ÿ‘ธ Membership Displays on Tool Tips (Preferred & Ultimate Only) bLearnMoreButton

Membership information is now included on Tool Tips! View their Membership type, the last 4 digits of the credit card they have stored on file, and view their next bill date all with a swift hover!

๐Ÿ‘€ View Booking Source on Appointment Tool Tips bLearnMoreButton

Your Clients' Booking Source will now appear in their Appointment's Tool Tip (API, Google, Online Booking, My Dash, Envision)!

Sales & POS

๐Ÿ’ณ View the Last 4 Digits of CC on File at checkout! bLearnMoreButton

Do your Clients ask which card they have stored on file before you process their payments? Now you can view the last four digits of their credit card on the Appointment Tool Tip or Take Payment screen!

๐Ÿ›‘ External Ticket Recall Popup Warning bLearnMoreButton

We've added a safety feature so you can control who recalls and edits External Tickets (payments made outside of Envision Cloud such as Woo or another API). When someone with a specific security profile tries to edit an External ticket, a warning will instantly popup reminding them that the changes they make will cause the Tickets in the system to be out of sync with the information previously provided.

๐Ÿ’ฐ Enhanced Ticket History Screen bLearnMoreButton

The improved Ticket History Screen shows you where your Client purchased their products or services (Cloud, Woo, API, etc.).


๐Ÿ“ฑ Freedom Mobile Provider Option Now Available bLearnMoreButton

If you live in Canada, we've added the Freedom Mobile Provider option to your Client Profiles! SMS away! ๐Ÿคณ

(Keep in mind, your Clients may need to opt-in with their provider to receive your messages).

๐Ÿ’ฅ New Client Notes Screen (Ultimate Only) bLearnMoreButton

If you're an Ultimate user, you have a brand-new, straight-forward Client Notes Screen under the Clients main dropdown menu! Easily create a new note or add a popup note from one place!

๐Ÿ”Ž Create Special Fields on the Client Screen bLearnMoreButton

Do you have a unique category or classification you like to use in your Client Records? Now you can customize your fields to suit your needs to store more specific, user-defined Client information.

โœ… Active Membership Billing Default View bLearnMoreButton

Need to check a membership status? Now all Active Members conveniently appear as the default view on your Membership Billing Page!


๐Ÿ‘‘ New Membership Marketing Filters bLearnMoreButton

Do you want to create a Marketing Campaign specifically for those who plan to cancel or freeze their subscriptions? Now you can! We've created a Marketing Filter so you can target clients by their "Cancel on Date" and "Frozen on Date" through Envision Cloud!

Employee Security Profiles

๐Ÿ“Š Show or Hide Client Demographics in Security Profiles bLearnMoreButton

Now you can control which Security Profiles can view and edit your Clients' personal information!

๐Ÿ” Remote Security Profile Options LearnMoreButton

You can now add a secondary Remote Security Profile to employees' profiles.
The Remote Security Profile is active when a Cloud user tries to access the system from a non-whitelisted (or unauthorized) IP address. This new setting allows you to grant limited access to employees away from your business! Your security is important to us. So if there are unrecognized IP addresses AND a user without a remote security profile, the system will fall back to the regular security profile settings. (*Preferred & Ultimate only)


๐Ÿ’ฒ Improved Price Adjustment List bLearnMoreButton

Price adjust any singular item through our improved Price Adjustment List! You can still edit all inventory items at once; the old list is now the Mass Price Adjustments under the Inventory main dropdown's Price Adjustment Section. 

๐Ÿ”ข Enhanced Physical Count Screen bLearnMoreButton

Now all inventory will show by default when you open your Physical Count Screen! You can also filter and search for specific products by item name, barcode, department, manufacturer, class, and vendor!

๐Ÿ“ฆ Receive Purchase Order Popup Screen bLearnMoreButton

Inputting the wrong information into your system can get frustrating, especially when things don't match. Now a warning popup screen will appear notifying you when you scan in more items than indicated.



By default, new reports are open to all security profiles so be sure to adjust your profiles as needed.

๐Ÿงพ New Accounting Reports Menu bLearnMoreButton

We've implemented a completely new Accounting Reports option under the Reports main dropdown menu! This screen is a new home for your Sales Tax by Rate and Sales Tax Summary Reports. We also renamed the Client on Account Report to Accounts Receivable Transaction List and created a new Accounting Summary Report to help sort your financials. 

๐Ÿ“ฐ New Updates in Payroll Reports bLearnMoreButton

Payroll Commission Details and Payroll Commission Summaries are now two separate Reports! 

๐Ÿคš Z-Out Report Disclaimer bLearnMoreButton

The purpose of the Z-Out Report is to provide an audit of the end of day drawer close out procedures, balance the cash drawer, and track any discrepancies in payments during that shift. Anyone who clicks on the Z-Out Report will now see a brief warning and description to bring clarity.

๐Ÿ–ฑ๏ธ View Booking Sources on Appointments Reports! bLearnMoreButton

Now you're able to filter your Appointments Reports to view where your Clients book appointments the most (API, Google, Online Booking, MyDash, and Envision)!

Gift Card, Custom App/MyDash Setup

๐Ÿ“ฑ Easier Access to Custom App Settings bLearnMoreButton

Now you can adjust your Custom App Settings right in Envision Cloud! Disable specific pages, change your spin-to-win prizes, and set up custom specials or deals all in your Company Settings!

๐ŸŽ Quicker Online Gift Certificate Settings  bLearnMoreButton

Quickly access your Online Gift Certificate options directly from Envision Cloud!

๐Ÿ’ป New location for Salonvision Options 

Now you can easily setup and manage your Salonvision website options directly from Envision Cloud!

Medical Notifications

๐Ÿฉบ E-Rx Notification Icon bLearnMoreButton

If you have completed all necessary actions to prescribe mediations with E-Rx and have subscribed to receive notifications, you will now get those alerts straight to your Cloud. Clicking the E-Rx Icon will take you to the Dosespot notifications area (this functions just like the SMS & Task notification icons). When a red bubble shows on the top right-hand corner of your Envision Cloud system, you have new notifications in Dosespot!

*If you have not finished identity proofing, clicking the E-Rx icon will redirect you to finish proofing on the website.