Ideas box

Currently, consulting advances (online, offline and cash register) is spread across various modules. In the current setup, information is often missing or the display is not uniform. This makes it difficult to get a complete and accurate overview, both per customer (customer sheet), at the checkout level and in the reports. Please provide a uniform overview of all advances (online, offline and cash register) in: Customer records: one overview with filtering options (all types of advance + status). Checkout: expand the existing overview with filter options (all types of advance + status). And direct visibility of the linked advances, balances and appointment details from the tickets themselves. Reports: complete and consistent reporting, with breakdown by type of advance. So please have several overviews with clear awards: Labelling or icons for online, offline and checkout advances + possibility to filter or group by type.

Preferred functionality: You can view a list of all purchased products in the customer data sheet for each customer. For each product, not only the last purchase date, but a complete list of all purchase dates (ability to click open the product for an overview of all previous sales dates). -!! Including online purchases (webshop orders), so that a complete picture of all purchases per customer is created. The combination of physical and online purchases provides a complete customer view. Benefits: Better insight into the purchase frequency per product. More accurate monitoring of customers and their buying habits. Ability to recognize patterns (e.g. monthly recurring purchases).

At the moment, it is unclear when a customer is valued as an “existing customer”. An “existing customer” = has already booked and has a checkout history. But in many cases: only a customer file = “existing customer”. When moving from old software to Optios, salons often have existing customers who have not yet had checkout transactions, or only a profile, and are treated as “new customers” with all the associated limitations—e.g. when booking online. This leads to frustration, duplication of work and unintended restrictions for customers.

Sometimes it is useful to be able to print out the waiting list with in order: Customer name + detailed treatment + any note + phone number + mail address. So you can keep the list next to your agenda (you don't have to click back every time) and possibly contact and check off customers when you've been able to help them. I just hired a new employee, which gives me space again and can therefore help the people on the waiting list more quickly. But I notice that I always have to click back for phone number/treatment, etc. Then back to the date etc.

See a complete overview of the advances not only in the checkout, but also in the customer file. This makes it faster and clearer to check per customer which advances have been paid, for which appointments and what the status is (e.g. refunded, expired). This is for both cash advances and online advances! A “Advances” tab is already visible in the customer file. The overview should show the same details as in the checkout: Date & time of the appointment that requires an advance payment Date & time of deposit payment (!) Details of the appointment (services) Advance amount Status (paid, refunded, expired,...)

Business manager decides who can or cannot book with him/her. In the customer base, the business manager can indicate per customer: ✅ “Can book online with business manager” ❌ “Can only book with staff”

As a user, I want appointment reports in the customer file to be stored longer and visible in the history, so that I also have a complete overview of all appointments and associated reports over time.

Customers can search more easily and quickly using filters. I want to be able to search for customers by: had a certain service canceled the last appointment purchased a certain product participated in a workshop region has/does not have an email address has a customer card/subscription haven't been since... with a visit in the future... by tags on blockages (online booking) customers who have to pay an advance Send mails/newsletters checked or unchecked billing details filled in

By default, the customer sheet now only shows products sold in the last year, but we would like to always see the full history without having to enter filters to see older data

be able to check where customers are located on a map - so a better picture of the target group