2016: Q2 App Release Notes

Version 3.6.4 (Jun 29, 2016)
Take control of your business with POS payments, lead custom fields, editable class schedules and much more.
- POS support on all payment transactions
- New transaction type: payment charges for cash sales
- Lead custom fields (apply client custom fields to leads)
- Fixed bugs with sending message from the class screen
- Added support for adding a class to an existing class schedule
- Submitting an online lead form will now create a lead by default
- Fixed bug with custom fields not showing during invoice preview
- Fixed bug with itemizing discounted appointments [should add discounted amount]
- Fixed iOS 10 beta issue with maps [reproducible on the existing appointment screen]
- Fixed bug with errant active app navigation to message thread whenever a new message arrives
- Fixed the way we handle deposits (no more pro-rating, discounts & gratuity only applied on completion)

Version 3.6.3 (Jun 26, 2016)
Take control of your business with POS payments, lead custom fields, editable class schedules and much more.
- POS support on all payment transactions
- Lead custom fields (apply client custom fields to leads)
- Fixed bugs with sending message from the class screen
- Added support for adding a class to an existing class schedule
- Submitting an online lead form will now create a lead by default
- Fixed bug with custom fields not showing during invoice preview
- Fixed bug with itemizing discounted appointments [should add discounted amount]
- Fixed iOS 10 beta issue with maps [reproducible on the existing appointment screen]
- Fixed bug with errant active app navigation to message thread whenever a new message arrives
- Fixed the way we handle deposits (no more pro-rating, discounts & gratuity only applied on completion)

Version 3.6.2 (Jun 13, 2016)
New client intake widget, new "schedule & assign pro" option for pros, set 12h appointment reminders, fix bug with payment payout status, fix bug with "final amount to charge" preview on appointments, reorganize settings tab, fix app crash on setup payments dashboard.

Version 3.6.1 (Jun 06, 2016)
Streamline your business with automatic sales tax calculation, export signatures & form responses, customer dashboard + several bug fixes
- New bug fixes: show correct appointment completion total during preview, group message classes, open all links properly
Add sales tax calculation to all transactions
Show total breakdown on all transactions: discounts, tax, gratuity, subtotal, etc.
Group message each class separately [versus messaging everyone in the class series]
Show dashboard filtered to each customer
Allow sending of contracts to pros
Data export for just a specific client
Data export for contract signatures and form responses
Hide zero dollar transactions from the pipeline dashboard
Allow unlimited payment plans in all versions
Allow invoicing of appointments confirmed with CC
Fix bug with package scheduling with class/service restricted packages
Fix navigation following transaction saves [open feed or stay on transaction]
Fix bug with drop-in scheduling [default drop-in class date on the appointment]
Fix bug with package scheduling [remove packages from the appointment service list]
New explore features dashboard [video tutorials, send selfies]
New setup payments dashboard [verification, checking account setup]

Version 3.6.0 (Jun 05, 2016)
Streamline your business with automatic sales tax calculation, export signatures & form responses, customer dashboard
Add sales tax calculation to all transactions
Show total breakdown on all transactions: discounts, tax, gratuity, subtotal, etc.
Group message each class separately [versus messaging everyone in the class series]
Show dashboard filtered to each customer
Allow sending of contracts to pros
Data export for just a specific client
Data export for contract signatures and form responses
Hide zero dollar transactions from the pipeline dashboard
Allow unlimited payment plans in all versions
Allow invoicing of appointments confirmed with CC
Fix bug with package scheduling with class/service restricted packages
Fix navigation following transaction saves [open feed or stay on transaction]
Fix bug with drop-in scheduling [default drop-in class date on the appointment]
Fix bug with package scheduling [remove packages from the appointment service list]
New explore features dashboard [video tutorials, send selfies]
New setup payments dashboard [verification, checking account setup]

Version 3.5.10 (May 14, 2016)
Even more bug fixes: Estimates, Discounts, Packages 2.0, E-Signatures on Transactions and Editable Invoices
- Allow single session packages
- Allow changes to # sessions on package
- Require legal name during account verification
- Fix "add surcharge" on packages and subscriptions
- Fix totaling error when invoicing discounted appointments / estimates
- Mark message threads as "unread" to track conversations to follow up with

Version 3.5.9 (May 11, 2016)
More bug fixes: Estimates, Discounts, Packages 2.0, E-Signatures on Transactions and Editable Invoices

Version 3.5.8 (May 04, 2016)
More bug fixes with our latest release which included Estimates, Enhanced Packages, Discounts, E-Signatures on Transactions

Version 3.5.7 (Apr 29, 2016)
Fixed a number of issues with our latest release which included Estimates, Enhanced Packages, Discounts, E-Signing w/ Transactions

Version 3.5.6 (Apr 28, 2016)
Discounts, estimates, book classes with packages, e-signatures integrated with scheduling & invoicing, setup dashboard and much much more
- Packages 2.0: edit package credits, use packages with all services, separate selling from scheduling
- Discounts: added support for flat and % total discounts to all transactions, apply to specific customers (premium only)
- Estimates: itemize jobs and send to clients for confirmation. Track hourly/daily rates. Request confirmation with credit card or take a deposit upfront. Invoice or schedule later on once confirmed
- Contracts 2.0: integrate contract signing with all transaction confirmation/payment workflows - get paid even faster.
- Added setup dashboard to streamline account setup and data import
- Always show the income dashboard — no more dashboards disappearing on the 1st of each month :)
- Add “Transact” button to all transactions with shortcuts to relevant actions: i.e. Print, Copy, Cancel, Mark paid, Complete
- Enable perpetual drop-in classes (premium only)
- Added “Rollback” for all transactions that are canceled or marked paid
- Added default notification type and reminders for clients and employees
- Track “Account holder name” on checking accounts (required)
- Allow full editing of itemized services, expenses and appointments on invoices
- Sync duration on estimates and appointments from all services included (duration = sum of all service durations)
- Allow multi-day durations without having to book a “Reservation” (accounts with reservations enabled only)
- Support dynamic fields on contracts {name}, {email}, {phone}, {total}, {deposit}, {rate}, {amount}, {number}, {location}, {date}
- Allow classes with a capacity of one
- Allow editing of individual class location
- Allow flat gratuity amounts
- Allow % of total cancellation policies
- Enable specification of capacity for reservations
- Make it easier to view notes without having to tap “edit”
- Add deposits dashboard to show recent deposits (past 30 days)
- Add pending payouts dashboard to show payments that haven't been paid out yet.
- Allow syncing of clients, leads and employees added in PocketSuite to the local address book
- No more auto-notification of client when disabled contact info is changed. You now decide whether to notify client.
- Specify the services that a pro is eligible to perform and use this to filter which pros are available for assignment.
- Add more expiration periods for packages
Bug fixes
- Fixed a display issue with custom fields on user profiles
- Allow 6-digit bank account numbers
- Make custom field values easier to read on record profiles
- Don't wipe location on appointment if selected service has no location

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