Version 3.3.0
Friday May 18th, 2018
Version 3.3.0 is a feature release, adding new functionality and addressing a number of issues within the Salon by Premier Software (Salon)
New Features
The biggest change is that GDPR compliance is implemented in this release along with a number of speed improvements for the hosted solution
GDPR
GDPR (General Data Protection Regulations) is legislation due to be introduced on 25th May 2018. Users of versions 3.3.0+ Salon now have all the tools they need to ensure that their business remains compliant with this upcoming law change.
Main Configuration
A new section has been added to Main System Details in the Administrator and Manager applications called “GDPR Complianceâ€:
Here there are two options that can be toggled independently of one another, based upon your company’s approach to the legislation. These options are:
- Enable GDPR-compliant marketing
- Enable Database Encryption
GDPR-compliant Marketing
Enabling this option will make the following changes:
- The marketing tools switch from an opt-out to an opt-in model
- The “Exclude from Marketing†checkbox on the client card becomes “Opt-in to Marketingâ€
- All clients will need to re-consent to marketing (either in the application or using Online by Premier Software) to be able to receive marketing messages
Database Encryption
Clicking this button will generate an encryption key and encrypt all personal details in the database. It is important that you record the key – it cannot be recovered by Premier Software and is needed to successfully restore backups of your data!
Due to the nature of this change, we advise that a call to Support is the best way to enable encryption – details are provided on screen.
Be aware that enabling this option will remove the client merge and deletion history to ensure user privacy.
Client Auditing
In line with GDPR, alterations to any field pertaining to personal data are now audited – the details changed, the staff member who changed them and the date/time the change was made are all recorded. This translates into the following tabs and fields now being logged:
Personal Details Tab | |
Reference | Address Line 1 |
Title | Address Line 2 |
Gender | Address Line 3 |
Surname | Address City |
First Name | Address County |
Salutation | Address Country |
Nationality | Address Postcode |
Date of birth | Mailing Address Line 1 |
Home Phone | Mailing Address Line 2 |
Work Phone | Mailing Address Line 3 |
Mobile Phone | Mailing Address City |
Fax Number | Mailing Address County |
Alternate Contact Number | Mailing Address Country |
Email Address | Mailing Address Postcode |
Web Password | Marketing/Contact Preferences |
Client Card Type | Default Staff Members |
Client Card Expiry Date | Locker & Room |
Client Source | Client Message |
Client Type | |
Additional Details Tab | Account Tab |
Personal Details | Credit Card Number |
Booking Notes | Credit Card Expiry |
Arrival Notes | Credit Card Start |
Departure Notes | Credit Card Type |
Credit Card Issue Number | |
Credit Card Name | |
Loyalty Points | |
Account Credit Limit |
To facilitate the viewing of this new audit data, a new tab has been added to the Client Card, simply titled “Auditâ€:
This new tab allows users to see all recorded changes to a client’s data; audit data can be filtered by the Audit Type, User and date range.
Consent
Further to the audit of the client data, another new tab has been added titled “Consentâ€. This tab is similar to the Audit tab but restricts the data it displays to Opt-in/Opt-out of marketing and changes to Contact Method settings. When a record is selected, any signature on record is visible via a new button – this allows users to display the user signature captured via Online by Premier Software.
Both the Audit and Consent tabs are controlled via new security permissions that are set in the usual place within the Manager/Enterprise Manager applications. They are appropriately titled “Enter Audit Tab†and “Enter Consent Tabâ€:
Web Password
Historically, this field has been displayed to the user. This is no longer the case as of version 3.3.0, where it obscures the value like traditional password fields do. A new “Show†toggle has been introduced to permit the display of the password value:
This is controlled via a new security profile; Clients – “View Web Passwordâ€.
Audit Log (Manager Applications)
The new client auditing is visible alongside the other options in the revised Audit Log screen:
The new screen functions like it always has, with the addition of the new “Clients†audit type.
Marketing
The marketing suite within Salon has been adjusted inline with the GDPR regulations; a new setting permits you to specifically only target clients who have opted-in to receiving marketing from you. This helps you keep your business compliant, but can be toggled off if you need to send a non-marketing message to clients, in the event of issues. For example, you can toggle this option off to inform clients of a change in opening hours: “Sorry, but the pool is closed between 23/05 – 25/05.″
“Right to be forgottenâ€
Salon has been adjusted to permit client deletion provided that the client has no active membership or future payment on a membership.
Diary View
Appointment Notes can be amended from the diary view by hovering over an appointment as well as printing the next x amount of appointments for the client. The number of future appointments to print is in the administration application at site level settings
Automated Backups
There is now the ability to run automated backups, this will backup your database and the file directory and then zip them up to the folder specified, this can be customised for when the backup runs, where it backs them files up to and if you want to be notified on Success / Failure.
Improvements
The following improvements have been made to the software in this release:
- You can no longer select a staff member to perform a treatment if that service will take them over their RSI limit – the system will provide you with the correct reason why.
- When configuring Appointment Display Status Types, it was possible to end up with different images and descriptions to the order you defined them. This has been resolved, and the “None†type can now be used too.
- Appointments booked online now appear in the Client Email Reminders and Client SMS Reminders reports.
- It is no longer possible to create staff members but be unable to assign them to a site, if you are using a single site that used to belong in a multi-site system.
- Multiple improvements have been made to the dashboard; the “Date To†field is no longer missing in some cases, and the “Time Allocation†section no longer only shows the NA column.
- Appointments booked for future packages cannot be booked with staff members who have no rota covering the future date.
- It is no longer possible to do a receipt history refund of an appointment that has been paid for with future payment redemption, preventing issues with financial reports.
- The option to use the Monek Virtual Terminal is now only displayed if the option is activated.
- The Book Next Appointment screen now shows the date and time of future appointments, not just the date.
- The Monek Virtual Terminal is now supported within the Call Centre application.
- When processing arrivals, the user can now be presented with a message informing them if it is the client’s birthday.
- Speed improvements have been made across the entire system
- Implemented the ability to open USB Till drawers
- View SMS Balance from the reception application
- Implemented AFD Email Validation on the client card, different methods of validation can be selected in site details
- Completed the Save Bill functionality, the saved bill can then be completed by going through departures and selecting the saved bill
- Added a new bar above the diary grid that shows the Selected Date.