2024 November Release Notes

New Feature: Online Membership Sales

That's right! Just in time for the holidays, this long-awaited feature is available in the November Release to all businesses using MeevoPay!

Simply create an area on your website to offer membership purchases, and when clients click the link, they'll arrive at a customized experience that’s branded, offers specific memberships that you've allowed to be purchased online, displays images you've uploaded, and more!

Note: Selling memberships online is not recommended in states that require online membership cancellation options. The ability for clients to cancel their Meevo memberships online will be available in a future release.

Enjoy the benefits of selling memberships online

Online Membership Sales provides your business with an additional revenue stream outside of business hours while also simplifying the purchasing process for clients. This can lead to increased membership sales, stronger client retention, and more predictable cash flow using MeevoPay's automatic recurring payment processing!

Offer a branded experience with a familiar workflow

Meevo's Online Membership Sales feature automatically inherits Custom Branding settings, so if you've already set up branding for Online Booking or eGift, you don't have to make any additional changes.

You can embed the OMS site within your business webpage as an iframe, or set it up as a standalone page linked from your website (for example, with a button saying "Buy Memberships Here!").
The membership purchase experience will feel familiar to anyone who has booked a Meevo appointment online or purchased a Meevo eGift.
Clients can purchase a membership for themselves or someone else, with options to choose the membership start date and enable auto-renewals.
After purchasing a membership, clients see call-to-action buttons that direct them to your Online Booking site to schedule an appointment or back to Step 1 to buy another membership.

Define Terms & Conditions and start date limits

Just like Online Booking and eGift, Online Membership Sales has its own settings for enabling the client-facing site and more.

Provide membership Terms and Conditions that clients are required to accept, setting clear expectations and protecting your business.
Configure how far into the future a membership is allowed to start, ensuring members begin getting billed sooner rather than later.

Track the member journey with detailed analytics

Track the client journey through an Online Membership Sale using integrated Google Analytics and Tag Manager IDs. As with Online Booking and eGift, all button clicks and actions on the site are tracked, providing a clear picture of the client experience.

Design your "membership cards" from the membership definition

We added new options to the membership definition that will enhance the online membership sale experience for clients:

Upload an image that complements the membership and fill in the new Long Description field to explain the benefits of your membership.
The image and description appear within the membership "card", which clients see when selecting a membership during Step 2.

Note: Membership images are currently supported in Desktop view only; mobile support for this feature is coming soon.

Choose which specific memberships to sell online their membership definition, giving you complete control over your online offerings.

New Feature: Text Marketing through Emma

Your business will soon be able to send targeted SMS messages to clients using Emma! Text Marketing through Emma lets you design personalized SMS campaigns to connect directly with your clients for promotions, reminders, and more, all through the same familiar Email Marketing platform that comes included with Meevo.

The easy-to-use SMS campaign builder is designed for the non-technical marketer who wants to easily create and send SMS campaigns with a single tool. Messages support the use of emojis and images, allowing you to create fun and colorful messages for your SMS campaigns!

How is Text Marketing through Emma a game-changer?

Text Marketing through Emma helps your business engage your client base more directly and effectively. SMS messages have a significantly higher open rate compared to emails, often exceeding 90%! Most are read within minutes of being received, while emails can sit unopened for hours or even days.
With Email Marketing, you can use the client data you've collected to send out relevant and timely multi-channel (email and SMS) campaigns, all from one platform!
Email Marketing signup forms allow you to capture US-based numbers. Once clients add their number, they'll be prompted to consent to SMS marketing messages, ensuring you're growing a compliant and engaged SMS marketing list.

Optional Text Marketing through Emma Package plans available

Purchase SMS credits through a monthly plan or simply pay for messages à la carte.
There are several packages available to choose from with 1000, 2500, 5000, 10000, 25000, and 50000 credits/mo plans available. Marketing SMS messages will use at least one credit, but possibly more depending on their size and content (for example, images in a message may increase the credit count).
To enroll in an SMS marketing plan, single locations can browse and select one directly from the MeevoXchange, while multi-location businesses should contact their CSM to get enrolled!

MyMeevo, a new app for employees, out of Beta

Note on availability: MyMeevo will be available in the Apple and Google Play stores shortly after the November Release. The date of availability may vary by app store, so we will be announcing when the app becomes available.

Introducing the MyMeevo App, which provides the simplicity and quick access of an app along with all of the essentials an employee needs to be efficient throughout the day. MyMeevo allows service providers to access their schedules, manage appointments, add notes, submit schedule change/time off requests, and handle various tasks, all from their mobile device. It’s designed to give employees more flexibility, quick access to what matters to them, and independence in managing their day-to-day activities.

How will my business benefit from using the MyMeevo App?

The MyMeevo App improves internal communication to service providers by alerting them via the app when their client has checked-in, running late, cancelled, etc. While Meevo itself can be accessed without issue on your mobile device, this app provides quicker access to the information they need to service their clients.

More on MyMeevo

With MyMeevo, employees can:

View/Book Appointments, edit add-ons or view/add visit notes.
View schedules and request schedule changes.
Request time off through the app for management approval in Meevo
Easily clock in and out without needing to log into Meevo's Time Clock.
Receive current day appointment notifications through the app as "push" notifications.

Manage appointments and Visit Notes

Employees can conveniently book appointments with new or existing clients and even add or edit Visit Notes.
Employees upselling an add-on can conveniently do so while in session. They can also make adjustments to existing add-ons on-the-fly.
Add or edit Visit Notes through MyMeevo to capture important client information immediately, without the need to go to the front desk to enter the note.

Conveniently view schedules

With quick access to schedules, employees can pull up their schedule and view which Work Activities they are scheduled for.

Request schedule changes

Life happens and adjustments to a scheduled shift may be needed. Employees have easy access to submit a schedule change request; they simply tap a day they are scheduled, fill out the form, and wait for management approval.

Request time off

Employees can also submit time off requests through the app, which helps with standardizing the way employees communicate these types of requests. Previously, these requests could come in as phone calls, texts, emails office visits, paper trail, etc.

View requests in a centralized location

Managers can find all schedule change requests and time off requests consolidated on a new screen in Meevo called Time Off Requests, accessible from the Meevo > Management menu when the MyMeevo Business Booster is activated. This centralized location simplifies the review process for managers, eliminating the need to track requests through spreadsheets or other less efficient methods.

Employees can view their time off / schedule change request history via the Request Off tile in MyMeevo.

Clock in and out quickly

MyMeevo offers quick access to the time clock, allowing employees to clock in and out right from the app instead of navigating through Meevo to do so. For businesses that use a dedicated Meevo station for the Time Clock, the MyMeevo app can eliminate "clogging" of employees at the time clock station during shift changes. IP restrictions are also applied here to prevent employees from clocking in or out while not connected to the business network.

Receive employee "push" notifications through MyMeevo

MyMeevo helps improve the communication between the front desk and service providers by sending employee notifications directly to the app (notifications are sent for current-day appointments only). You can select which notifications to send to MyMeevo in Meevo's Notification Settings. Plus, employee notifications that are sent to MyMeevo don't count against your text plan!

New Client Notification: Due in for Service Reminder

The Due In For Service Reminder is a gentle "nudge" that encourages clients to stay on schedule with their services by sending the client a reminder one week before they're due in for a service they haven't yet scheduled.

Why send due in reminders to clients?

The Due In For Service Reminder keep your business engaged with the client and reduces the chances of them drifting to a competitor.
These regular reminders aim to improve frequency of visit and client retention, as well as increase revenue.
The customizable notifications provide an opportunity to cross sell services, recommend products, and communicate seasonal offers, ultimately driving additional sales opportunities with minimal effort!

More details on the Due in For Service Reminder

The Due in For Service Reminder is a Client Appointments notification found in Notification Settings.
Due In for Service Reminders are sent based on the Frequency of Visit (FOV) setting in the service definition and the client’s purchase history. If you set up client-specific FOVs, those take priority, ensuring reminders are sent exactly when intended.
You'll choose which individual services to remind clients about, with the option to customize a reminder for each service! This way, your business can send more thoughtful reminders that encourage clients to return regularly, personalizing the connection and driving repeat visits.
If you create customized notifications for each service, you can use that opportunity to include service-specific Online Booking links, providing a way for the client receiving the notification to easily book their appointment. You can also use these templates to cross-sell complementary products or encourage add-ons!

Supporting enhancements to Notification Templates

Clients need to know the service they are due in for, so we added a new tag to the Client Information section, Service Due, which specifies the name of the service in the notification. This tag is only available for the Due In For Service notification.
To encourage clients to book a service appointment, we created a new tag in the Generic section, Online Booking URL. This is a shortened version of the link that clients can select from within the notification to jump to your Online Booking site. This tag is especially useful in the Clients Due In For Reminder notification, but is available for any client notification where you want to encourage booking.

MeevoPay Enhancements

New MeevoPay tiles for quick and easy access to important MeevoPay areas

To provide users with even faster access to important areas of MeevoPay, the MeevoPay menu now includes two tiles:

The MeevoPay Account Management tile brings you right to the MeevoPay section of the MeevoXchange.
The MeevoPay Application tile brings you directly to the MeevoPay Application page, which is what the MeevoPay menu button did previously.

Product Usage Tracking Enhancements

Automatically create usage tracking Visit Notes

When product usage is part of a transaction, a Visit Note detailing the products used and their quantities will now be automatically added to the client’s profile.

If Visit Notes are set to prompt at checkout, the note will appear with the product usage information pre-populated (as shown below), allowing the employee to edit the content or select a previous note if needed.

Note for Vish users: This enhancement applies to businesses who are not using the Vish integration. Users of the Vish integration will continue to have their usage tracking Visit Notes automatically inserted by the Vish Integration.

Updated Product Usage Tracking button added to the Smart Receipt and Register

We updated the Product Usage Tracking button that appears in the Appointment Book and Smart Receipt to be more visible.

Enhancements to Gift Cards

Improved gift card discount tracking

We updated how Meevo tracks predefined Gift Card Types that have a price less than its value. Now, when these gift cards are added to the register, they are automatically assigned a "Special Price" discount and are reported on accordingly in reports like the MR035: Price Changes.

Updates to the Gift Card Lookup modal

The Amount column will now always display the actual amount of money that exchanged hands, rather than the value of the card. A new Value column to the right of Amount lists the gift card value that was paid or refunded.
For multi-location businesses, we've improved the message that appears when searching for a gift card that exists at another location and they have Restrict redemption of gift cards across locations enabled. That message now says "This gift card cannot be viewed as it was purchased at another location." Previously, it displayed a generic message.

eGift Client Site Enhancements

Simplified "Activation Date" workflow on client-facing eGift site

For clarity and to offer a simpler workflow, the Activation Date field will now default to today's date and the Activate eGift Immediately checkbox has been removed. We also updated messaging to explain that this is also the delivery date for the eGift delivery method.

Various Other Updates

We like to think of these updates as "quality-of-life" improvements that you might notice in your day-to-day when using Meevo.

Updates to Online Presence Management

Mark and Filter Reviews Removed by Censoring: First-party reviews automatically removed by a content filter for inappropriate or vulgar content are now marked with “Banned Word” under the status Removed. This allows users to easily differentiate between automatically removed and manually removed reviews. Additionally, you can filter for reviews that are automatically removed. Use the filter “Automatically Removed” and select Yes or No. If the review content is updated, this field will be recalculated.
Additional Social Analytics Metrics: We added 6 new analytics metrics for Instagram Posts and Facebook Posts: Total Likes, Total Comments, and Total Shares.

More information added to Purchase Order CSV export

Purchase Order (PO) exports should include all relevant distributor information. To that end, we added three columns to the Purchase Order CSV:

Dist Prod ID: The Distributor Product ID for Product definitions that have one.
Account #: The Distributor Account Number according to the Distributor definition.
PO Number: The PO number according to the Purchase Order screen in Meevo.

Faster workflow for updating Swap Group Market Pricing

You no longer have to select Edit on a Swap Group definition in order to see the Market Pricing icon; the Market Pricing modal is now accessible when the Swap Group definition is in Read-Only mode.

Previously, you had to select Edit to see the icon and open the modal. This led to some confusion as users were presented with two Save buttons in the workflow (one on the Market Pricing modal and the other on the Swap Group definition), leading users to question what exactly that second "Save" button was really saving.

About Market Pricing

The Market Pricing feature allows multi-location businesses to easily manage pricing changes, in bulk, based on the business's market (geographical location). Pricing for Discounts, Packages, Gift Card Types, Memberships and Benefit Templates, Products, Services, and Swap Upgrades can all be managed via Market Pricing.

Better button contrast on Appointment Book Smart Assistant

We adjusted the contrast of the action buttons on the Smart Assistant to make them easier to see and read.

The old Smart Assistant The new Smart Assistant

Remove a holiday on the day of the holiday

On the Holidays screen, you can now remove a holiday on its scheduled date. Previously, the holiday could not be removed once the calendar day changed to the holiday's date.

New MeGo message reminds users to enable push notifications

Our client app MeGo allows clients to communicate back and forth with your business. But to send and receive messages through the app, clients must enable push notifications for MeGo on their mobile device. This was not always clear to users. Now, if push notifications are disabled, a new reminder appears when the client navigates to the Send a Message tile: You must enable push notifications to send and receive messages to the business.

Report Enhancements

CO000: Offsite Liability Transfers

The CO000 report will no longer be available to single location businesses, as this is a multi-location report that focuses on liability transfers across locations.

Public API and Daily Data Stream (DDS) Enhancements

Interested in our Public API and Daily Data Stream offerings? Click here to jump to our Developer Tools page, where you can request access to these solutions by filling out and submitting a simple form.

New endpoint: Get a Count of Active Clients

The new Get a Count of Active Clients endpoint provides the number of active clients at a location, serving as a counterpart to the employee version of this endpoint.

Previously, getting the number of active clients via Public API involved multiple calls, paginating, and a little bit of math.

New endpoint: Get a List of a Client's Appointments in a Date Range

The new Get a List of Services for a Client endpoint allows you to view a specific client’s appointments within a chosen date range (up to six months in the past and all future appointments).

Public API Bug Fix

Bug 84262: The GET Detailed Information About Services by ID's endpoint was not returning the service PriceLevelEnum or Price.

Bug Fixes

Bug 67886: After un-restricting a client, the icon and label were not refreshed automatically.
Bug 78519: A User Defined Field could not be added to Client > Main tab.
Bug 78948: A client was able to double-book themselves through Online Booking with duplicate appointments.
Bug 78975: A specific employee was unable to delete or edit appointments even with the permissions set to allow them to do so.
Bug 78987: When viewing a restricted client profile on a mobile device, the Restricted icon could overlap.
Bug 79721: The register had a stuck transaction on hold with message "Error could not update client package."
Bug 80284: Adjustment to Public API endpoint security.
Bug 80356: Some Docs & Forms were not loading for specific clients.
Bug 80515: The business logo was distorted on the 5 Star Review site on iPhone with Safari.
Bug 80556: A conflict appeared when attempting to add a block to the Appointment Book.
Bug 80580: Changes to a client profile could not be saved.
Bug 80744: Re-opening an Inventory Count caused the previously selected Inventory Type to be reset.
Bug 80794: MeGo displayed an error when updating a phone number.
Bug 80837: In the Online Booking client site, clicking "Book a Service" from the hamburger Menu did not display the "Online Booking access disabled" prompt when it should have.
Bug 80858: On the Client Notes tab, the screen would flash when loading a page with no notes.
Bug 80877: Meevo Color Themes did not display a prompt if switching tabs without saving.
Bug 81066: In Advanced Dashboards, the Employee Leaderboard dashboard date selector defaulted to the last 12 years instead of the last 12 months.
Bug 81067: In the Appointment Editor, services that contained an apostrophe would not appear in the search box.
Bug 81094: When a Docs & Forms notification was received on an iPhone, the Launch Form button on the Hosted Site did not align with the text.
Bug 81251: In Docs & Forms, the client info fields did not display the full entry on mobile devices.
Bug 81257: A blank screen appeared if hitting Enter on the IP Restrictions tab when it was already loaded.
Bug 81419: In the Appointment Book, an error message appeared when copying a UDF-associated service.
Bug 81465: Advanced Dashboards' Appointment dashboards were not counting certain metrics.
Bug 81532: In the Register, an Unhandled Error was received when returning an On-Hold Transaction.
Bug 81674: Employees were getting unmapped in the ADP Wisely integration.
Bug 81679: An error appeared when loading Appointment History for a specific client.
Bug 81690: In the Time Clock, the user could not click on the trash can icon next to the checked time on mobile/tablet.
Bug 81762: On a Product definition, the "Contains" amount for Product Usage could not be edited.
Bug 81863: In MeGo, the Facebook icon did not launch Facebook.
Bug 81867: A prompt did not appear when a user did not have sufficient access to Product Bulk Update.
Bug 81951: In Schedule Manager, the Editor pane would randomly not open for a few Archived Payroll Period dates.
Bug 81961: In Online Booking, "Female Preferred" was selected but the opening provided was with a male employee.
Bug 82102: In the Register, Item on Sale discounts (stackable) and predefined discounts (not stackable) did not interact correctly when stacked.
Bug 82301: In Custom Branding, the Page Design tab had a duplicate field.
Bug 82604: A user was unable to clock into a second Work Activity.
Bug 82734: Points displayed in the incorrect currency in client-facing Online Booking.
Bug 82773: When disabling "Allow clients to view available packages and descriptions" in MeGo Settings, the MeGo app still allowed clients to see packages offered.
Bug 82868: In Online Booking, the workflow would display blank pages if a service selected under "Book from History" was deselected and the user attempted to book another service.
Bug 82885: In MeGo, the points value displayed incorrectly.
Bug 82970: UDFs configured for multiple services did not display properly in Online Booking.
Bug 82991: Visit Notes had "undefined" in the body text.
Bug 83013: A client profile could not be deleted through MeGo.
Bug 83019: Service Providers were not receiving "Appointment Checked-In notifications.
Bug 83260: An error appeared when clicking the Payroll tab.
Bug 83303: After recent Chrome updates, tags could not be added to a template's email body.
Bug 83305: The "Search" page is not fully visible on the multi-location eGift URL.
Bug 83339: When a Membership with enrollment value was pulled into the register for a refund, it appeared with a value of $0.
Bug 83486: MeevoPay could not be accessed even with Grant permissions.
Bug 83617: Mailing Labels could not be printed from Central Office.
Bug 83757: Switching a Visit Note from "No Register Prompt" to "Register Prompt" would display clients and services from prior transactions.
Bug 84241: In Schedule Manager, a time could not be copied and pasted if the employee's license was expired.
Bug 84385: An error sometimes appeared when editing a Meevo Academy Role.
Bug 85179: Payment accounts for memberships showed the client name on the receipt rather than the cardholder name.
Bug 85817: The Tippy Log screen displayed a blank "Send Status" field after selecting a status for the first time.

Report Bug Fixes

Bug 80901: The DB043 displayed Not Processed payments incorrectly.
Bug 81344: In the MR200, exporting the 2024 calendar year in XSLX format resulted in an error.
Bug 81645: The MR035 duplicated a discount if the commission was split.
Bug 81739: In the DB001, columns were not aligned properly.
Bug 81937: In the DC091/DC090, the "Card Added on" field was not properly capitalized compared to the rest of the report.
Bug 82349: The AQ255 displayed incorrect Form Submission statuses.
Bug 82595: The MI025 repeated rows for Misc. Supplies when sorted by manufacturer.
Bug 85089: In the DE044, the wrong commission was displayed in the Commission Override column.