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Send appointment details

Posted on July 3, 2021 - 11:03 pm by

You can instantly send clients their appointment details which they can easily add to their calendar!

Send appointment details

To instantly send your clients an email confirming their appointment date and time, use the new ‘Send appt details’ button in the appointments tab:

Send appointment details in baxus

Your clients can add appointment details to their calendar

When your client receives their appointment details via email they’ll have the ability to add them to their calendar which can really help your business reduce no-shows.

Here’s what it’ll look like in their calendar:

Appointment in calendar

Depending on the email provider your clients use, the way things look and how clients add appointments to their calendar may differ.

Need help with this feature? Check out our support guide.

 

Online Booking descriptions

Posted on June 19, 2021 - 10:39 pm by

Did you know you can add descriptions to your Online Booking site? You can provide clients with more detail about your services and packages when they book online!

Service and package descriptions

Start by adding an Online Booking description for each of your services and packages. Here’s how:

  1. Go to the products & services tab.
  2. Choose a service or package.
  3. Select ‘Available in Online Booking’.
  4. A new description field will appear so you can add a description.

Service description

Show descriptions in Online Booking

To ensure your new descriptions are visible, go to Online Booking in the Settings tab and tick ‘Show service and package descriptions’.

Online Booking settings

Descriptions in Online Booking

Here's what your descriptions look like when a client books online:

Descriptions in Online Booking

Check out our support guide for more information.

New mobile friendly appointment book

Posted on March 18, 2019 - 3:58 am by

baxus’ appointment book is now mobile friendly, making it easy to view and update it no matter where you are or which device you’re using.

See appointments

Even on your phone, it’s now easy to see your Appointment Book and what you’ve got coming up.

Manage appointments

When you use the appointment book on your mobile or tablet, you’ll notice some changes that make it easier to use on a smaller screen.

Make an appointment

Making a new appointment on the go or while you’re with your clients is easy. Just find and tap the correct time slot, and select ‘New appointment here’.

New Appointment Book

Edit appointments

Tap on an appointment and you’ll have the option to make any changes you require.

Add or search for clients

To add or search for clients tap the blue arrow above the time column to expand the sidebar, and tap it again to hide it.

Search for clients

Change your view

In the new top navigation bar, you can choose to see all staff, working staff or just an individual's appointment book.

Select the date

The date selector lets you choose which date you want to view with just a touch.

Choose your calendar view

The new settings button at the top right of the screen lets you to adjust your calendar view so it works for you.

Security updates

Posted on January 22, 2019 - 3:10 am by

We know it’s important keep client information safe, so we’ve made some changes to baxus’ security.

Standard access has changed

Standard access no longer lets users view client contact details. That’s so you can give users access to all the features this security level includes, but don’t need to give them visibility of client information.

New Standard plus access

Standard plus (previously known as Standard) gives the user Standard access plus the ability to view client contact details.

Users who were previously Standard users are now Standard plus users so their access is the same.

Advanced access has changed

Just like Standard access, Advanced access no longer lets users view client contact details.

New Advanced plus access

Advanced plus (previously known as Advanced) gives the user Advanced access plus the ability to view client contact details.

Users who were previously Advanced users are now Advanced plus users so their access is the same.

New look

We’ve also changed how the security access levels are displayed, so it’s easier and faster for you to choose the right access for each staff member. Check it out:

Check out our support guide to learn more security.

New Targets only access for your team

Posted on November 25, 2018 - 10:23 pm by

We’ve released a new baxus access option - Targets. Now you can let your team view and track their personal targets while keeping your client and business information safe.

Give your team access to baxus

Before you can choose what your staff can see, they’ll need to be given access to baxus. Just visit settings and create new users via the Staff & users tab.

To learn more about creating new users, visit our support guide.

Choose the right access option

Not sure what access you should give your staff? There are six access options giving you the flexibility to customise what each staff member needs:  

  • Targets: Staff can view their own targets.
  • Limited : Targets + view the appointment book and add and edit client details.
  • Standard: Limited + make and invoice appointments, manage products and services, create email marketing campaigns, edit Online Booking settings and run the payments received report.
  • Advanced: Standard + run all reports and view and set targets.
  • Admin: Advanced + download client lists, add and edit baxus users, view and edit staff rosters, edit business settings and manage accounts like MailChimp and PayPal.
  • Accounts / Reports: Manage products and services, create email email marketing campaigns, edit Online Booking settings, run all reports and view and set targets.

Quickly edit rostered hours

Posted on August 12, 2018 - 10:48 pm by

Now, if you have admin access, you have the ability to quickly edit working hours from the appointment book when you experience changes to staff hours and unplanned staff leave.

How it works

1. Click on the staff member’s name at the top of the appointment book:

Edit rostered hours from the appointment book

2. Choose how you’d like to edit rostered hours by entering the details into the required fields and select Save. Remember that edits made in the appointment book will also show in your staff roster.

Tip! You can also edit rostered hours from the staff rosters menu in Settings. These edits will be reflected in the appointment book too.

Edit rostered hours from staff rosters

Edit rostered hours

‘Working’

Use this to make a one-off change to a staff member’s rostered hours. Here you can set or edit the start and end times.

Edit working hours

‘Not working’

Choose this option if a staff member isn’t working their rostered hours for that day.

Set to not working

View edits

Once you’ve saved an edit, you’ll see a red triangle in the corner of the staff member’s column. That way you can quickly see that there are changes to their rostered hours.

Saved roster edit

Revert to normal working hours

If you’d like to revert any changes back to normal rostered hours, use the ‘Revert to normal working hours’ button.

Revert to normal working hours

Need help using this new feature? Check out our support guide.

Add Online Bookings to clients calendars

Posted on July 3, 2018 - 11:03 pm by

We’ve got a new Online Booking feature! When your clients are sent an email confirming their Online Booking, they’ll have the ability to add the appointment into their calendar.

Add appointment to calendar

So when your clients check their calendar their appointment will show:

Appointment in calendar

Depending on the email provider your clients use, the way things look and how clients add appointments to their calendar may differ.

How baxus complies with the GDPR

Posted on May 25, 2018 - 4:11 am by

The General Data Protection Regulation (GDPR) is effective as of 25 May 2018. We’ve been working with a specialist team to make sure we’re compliant and wanted to let you know what we’ve done.

How can baxus help you comply with the GDPR?

To see how our software and processes will help you be compliant with the GDPR, check out our blog.

How does baxus comply with the GDPR?

Here’s what we’ve done:

  • baxus now has a Data Processing Addendum (DPA) for customers in the EU. The DPA outlines our privacy commitments and sets out the terms for baxus and our customers to meet the GDPR requirements. If you’re a baxus customer in the EU, you’ve been sent a copy of the DPA to sign. You can also view the DPA here.
  • We updated our Privacy Policy which you can read here.
  • We’ve looked at our staff contracts and they meet the GDPR requirements.
  • The team has been trained to correctly use and process customer information.  
  • We’ve reviewed our software and can confirm it’s compliant with the GDPR. To see how our software meets the requirements, read our blog.
  • Our internal processes have been updated to make sure baxus and our customers can be compliant. To learn more about our internal processes, visit our blog.
  • We’ve looked at, and where required, re-signed our agreements with our partners to ensure they and baxus are compliant with the GDPR.

If you have any questions about baxus and the GDPR, please get in touch with our support team via support@baxus.com.

Helping you be GDPR compliant

Posted on April 24, 2018 - 1:56 am by

The General Data Protection Regulation (GDPR) comes into effect on 25 May 2018. If you’re in the UK, find out more and see how baxus can help you be GDPR compliant.

The GDPR

For more information about the GDPR, visit our blog.

baxus is preparing for the GDPR

baxus has been working with a team of specialists to ensure we’re compliant with the new regulations by 25 May 2018. Read our blog preparing for the GDPR for the details.

How you can get ready for the GDPR

If you need more information on the GDPR, check out these resources from ICO:

We’re here to ensure baxus helps you be GDPR compliant too.

How baxus can help you be GDPR compliant

In our last blog we let you know what baxus is doing to prepare for the GDPR. Part of that was reviewing our software and internal processes to ensure it’ll help you be GDPR compliant. Here’s what you need to know:

Unsubscribe clients in baxus

Your clients have the right to choose whether they receive your marketing messages under the GDPR’s ‘Right to Object’.

Here’s how baxus allows your clients to unsubscribe from your marketing messages:

MailChimp

Your clients can use the unsubscribe link in your MailChimp emails to opt-out. This will automatically turn off their ‘Send marketing messages’ preference in their Client Card so they’re no longer included in future marketing campaigns. Visit our support guide for more details.

Text messages

Your clients can opt-out of text message campaigns in a couple of ways:

  • By replying to your text messages with an unsubscribe request.
  • You can add a ‘Reply STOP to unsubscribe’ to your text messages to prompt your clients who wish to unsubscribe.

In both cases you’ll need to monitor your email inbox for replies and untick the ‘Send marketing messages’ preference in their Client Card.

Update client information in their Client Card

The ‘Right to Rectification’ gives your clients the right to ask you to change their details if you’re storing incorrect information. You’ll have to do this within 30 days.

If a client asks you to change their information, update their baxus Client Card or use the Give to Client feature so they can update their details themselves.

Ask us to delete client information

The GDPR states that your clients can ask you to delete their personal information if there isn’t a good reason for you to have it. You must do this within 30 days under the ‘Right to Erasure’.

If your clients ask their data to be deleted from baxus, contact our support team and they’ll make it happen.

Ask us to deactivate your clients

Where the ‘Right to Erasure’ doesn’t apply, the ‘Restriction to Processing’ requirement might come into play. This means while you can continue storing the client’s data, you can no longer use it in any way.

If a client asks you to stop using their data, contact our support team and they’ll deactivate them for you.

Ask us to supply client information

Your clients the ability to ask you to provide them with a copy of the information you have about them, and receive a response in 30 days. This refers to the GDPR’s ‘Right to Data Portability’ and ‘Right of Access’.

Contact our support team if your client asks for this and we’ll supply you with this information.

Preparing for the GDPR

Posted on April 17, 2018 - 4:07 am by

On 25 May 2018 the General Data Protection Regulation (GDPR) comes into effect, so baxus is currently preparing for this change.

The GDPR

The GDPR is an update to existing data protection regulations. This update is aiming to change the way customer information is used and managed, by giving customers more control over their own information and tightening rules around how it’s collected.

The GDPR applies to all businesses operating in the EU. The UK has indicated they will be applying similar changes to UK legislation.

baxus is preparing for the GDPR

baxus has been working with a team of specialists to ensure we’re compliant with the new regulations by 25 May 2018.

Here’s an overview of what we’re doing to prepare for the GDPR:

  • We’re working on a Data Processing Addendum (DPA). The DPA will outline our privacy commitments and set out the terms for baxus and our customers to meet the GDPR requirements. We’ll be in touch soon with more information about this soon.
  • We’re reviewing our Privacy Policy. This will be updated prior to 25 May 2018. Want to see our current Privacy Policy? It can be found on our website.
  • We’re looking at our software to make sure it supports the GDPR regulations.
  • Internal processes are being updated to ensure we comply with the GDPR regulations.
  • Staff contracts are being updated and the team is being trained to ensure we’re correctly using and processing your information.
  • We’re reviewing contracts and agreements with our partners, like MailChimp, to make sure they’re compliant with the GDPR.

Preparing for the GDPR

We’re currently putting together some more information that will help you prepare for the GDPR. We’ll share this with our customers in the EU and UK soon, so keep an eye on your emails.

Want more information? Check out these resources from ICO:

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