11 April 2021

HTML editing/formatting for custom text.

We've added a user-friendly editor for custom text. This can be used in the Customer Module settings for your custom welcome message, notes info and terms and conditions, and also in the main settings for the Cancellation policy.

Create space between customer bookings

You can now allow time between customer bookings by setting the "after" time in the relevant services. For example, if you have a 45 minute service that needs a 15 minute break before the next service, you just set that service to have 15 minutes in the "after" field.

This extra time is a "soft break" that only applied to customer bookings and can be overridden when managing appointments in the main system.

Improvements to customer mail-outs

We've made some improvement to mail-outs to improve deliverability and to check for oversized attachments.

Service upgrade

We've upgraded our server system to give you faster, more efficient access.

30 November 2019

Enhancements to Customer Booking Module

We've made some significant changes to the Customer Booking Module to improve customer experience, streamline booking, and increase retention rates.

  • Log-in/registration is integrated into the booking process as needed.
  • Log-in/registration can be configured to happen at the end of the booking process.
  • Choose to show either a list of appointments (as previously) or a visual calendar of available timeslots.
  • Options to remove welcome page / start pagge in order to streamline booking process.

Improved mobile experience

For a better mobile experience we've made a number of tweaks to the interface. This includes improvements to the user-interface to correct issues on some iPhone models.

Improved performance and security

We have implemented a number of behind-the-scenes changes for even faster performance and greater security.

8 August 2019

Payments via Stripe or PayPal (upgraded)

You now have a choice of how to make payments for monthly subscriptions and for SMS credits.

Stripe has become a serious competitor to PayPal's dominance in online payments. Stripe provides a clear and efficient means to manage online payments.

BizDiary continues to support PayPal and no changes are required on your part. The new update improves the BizDiary PayPal integration to make use of the updated PayPal service.

Switching to Stripe

There is no need to change payment platforms, unless you specifically want to.

Changing is a two-step process...

Step 1: Cancel existing subscription

Before moving to Stripe, you will need to cancel your existing PayPal payments. To do this, use the "Cancel Account" feature in BizDiary. In the reason for cancelling, please choose "Other" and enter "Switching to Stripe" in the description.

BizDiary will redirect you to PayPal, where you will need to log in to your current PayPal account, and then cancel the subscription.

Step 2: Enable Stripe Payments

Once the account is cancelled, you then choose the "Upgrade to Paid Account" option and follow the prompts to use Stripe.

10 February 2019

The new Sites give you a better way to define and group your location. We've greatly extended the SMS and Email templates to help you stay in touch with customers easily and automatically. And, we've made a number of behind-the-scenes improvements to make BizDiary faster and more efficient than ever.

Sites

A Site represents a physical address where you see patients. Each Site can have multiple Locations. The Site has an short and long address and a phone number. These fields are used in the Customer Module, and can also be applied to SMS and Email templates. Sites can also be used in a similar way to Location Groups when displaying the Calendar.

You'll find a new Sites option in the main menu, where you can add your sites. Once you've done that go into each Location and assign it to a Site.

Extra SMS and Email templates

You can now automatically send email or SMS messages for...

  • New appointment notification - Sent when an appointment is created.
  • Appointment reminders - Sent some days before an appointment (as previously).
  • Appointment change - Sent when an appointment's details change.
  • Appointment cancellation - Sent when an appointment has been cancelled.

The new settings are now in their own sections, under Account > Email Settings/Notifications and Account > SMS Settings/Notifications, and each template can be overridden for any Personnel by choosing the Personnel from the drop down on the left of the template.

We've also enhanced the preview feature so that you can clearly see how your SMS or email will appear.

Attached Calendar Files

Email confirmations now have the option to include an attached calendar file. This allows your customers to automatically add their appointments into their calendar.

15 September 2018

SMS Replies

SMS replies now go to individual personnel where applicable.

Excel Exports and Reports

Better handling of Excel exports and reports handles larger lists, and works across most major spreadsheet applications.

3 June 2018

Notifications

The new notification system allows us to quickly communicate with all BizDiary users to inform you about upcoming changes, system maintenance, and other news. If there are notifications a speech bubble will appear next to the user menu showing the number of unread notifications.

27 May 2018

Now that BizDiary 3 is bedded down, we've started work on a series of further improvements. These will be released in blocks over the coming months.

We've fixed up a handful of minor bugs, and also made some improvements to the handling of SMS replies.

When a customer replies to an SMS...

  • Emailed to Reception: As previously, all SMS replies are emailed to the reception email address.
  • Emailed to User: When a customer replies to a manual SMS, a copy of the reply is emailed to that User.
  • Emailed to Personnel: When a customer replies to an SMS sent for an appointment, a copy of the reply is emailed to that Personnel.
    (note: the SMS replies option must be enabled for that Personnel under Appointment notifications)

22 April 2018: BizDiary 3.0

We're pleased to announce the release of BizDiary 3.0, released on Sunday 22 April 2018.

This is a major step forward for our Appointment Management system. We've kept all the great features and ease-of-use, updated the look and feel, added some extra features, and done the groundwork for future enhancements.

BizDiary 3.0: Feature Showcase

New Look

BizDiary 3.0 features a new modern interface that provides easier access to the features you need.  

We’ve opened up more screen space for the Calendar (and other features) by integrating the menu into the top bar.  The new menu is more intuitive with clear and consistent icons to provide quick visual cues.

Calendar Enhancements

The Calendar is very much front and centre of an appointment system, and we’ve put a lot of work into improving it.

  • Faster navigation: When you change the calendar selection, we load just the calendar rather than the whole page. That means much less data, and much quicker access.
  • Automatic refresh: Be sure you are looking at the latest information with the calendar automatically updating whenever it detects changes made elsewhere.
  • More room when you need it: Clicking on a column heading will make it wider, so that you can see more of the information you need.
  • Date and Time highlight: As you move your mouse across the Calendar the column and row headers are highlighted to give a much clearer visual cue of the selected date and time.
  • Date and Time in menus: The date and time also show in the menu header when clicking on an item or an empty time-slot.  These enhancements will greatly reduce the risk of booking errors.
  • Week start: Rather than a week having to start on a Sunday, you can now choose your default start day.
  • Anchor date: The calendar keeps track of which date you were interested in as you switch between views, and change your date range.
  • Pop-out key: We’ve tucked the key away on the side, so it’s out of the way, but easy to view when you need it.

Appointment Booking

  • Customer search: The improved customer search for appointments allows you to quickly and easily find the customer.

More Enhancements

  • Direct email: Email addresses shown in lists can be opened directly as an new email in your default email program.  This gives you access to all the features of your email (formatting, attachments, etc).  We’ve also added the customer’s email address in the Appointment Search and Summary to make it quick and easy to send a customer an appointment-related email.
  • Report help: Each report entry now has a help button for quick access to detailed information on that report.
  • Custom codes: We’ve improved the custom codes (Cancellation codes, Referral codes, Customer statuses, Event types) to make them easier to manage and rearrange.
  • Mail-out response: When you send a mail-out, you will now receive an email response acknowledging sending and including a full list of recipients.

Other Changes

  • When searching, use a single “*” in a field to indicate that a field can be any value except blank.  This is the opposite of putting a “-” which indicates that the field must be blank.
  • Removed main colour themes for more consistent, modern appearance.
  • Removed date-order option. Date order now uses the standard convention.

More to Come!

While this new version provides a number of significant enhancements to BizDiary's functionality and usability, perhaps more important are the changes that you cannot see. We've reworked major sections of the code from the ground up to take advantage of the latest in server and browser technology, and to provide us with the platform we need for even greater enhancements.

We have a long list of extra features that we are already working on, but we wanted to give you access to this improved system now, and we will do another major release of new features later this year.

If you have any questions or comments, please get in touch!


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