Email Receipts

Summary of Current Workflow

This new feature will operate as an additional button added to the final step of the sales process. On the Payment Screen, after a ticket has been rung out, the button will populate or not populate, based on the following four scenarios:

Scenario 1

Email receipts are intentionally disabled in the system, therefore only a physical receipt will print, and no email button will populate, as shown in the illustrated example below.

Scenario 2

Email receipts are enabled in SuperSalon, and the salon client has an email address captured in their Customer Profile. An email will then be generated and sent, and a text notification will appear at the bottom of the screen, notifying both the user and client that the email has been sent.

Scenario 3

Email receipts are enabled in SuperSalon, but the client has either no email captured in their Customer Profile, or the one they do have is invalid. No email will be generated by the system, and an alert will be issued at the bottom of the screen.

Using the “Email Receipt” button will allow the user to enter their email, and attach it to their profile via the pop-up shown below. Clicking or tapping on the “Email Receipt” button on this pop-up will issue the email to the client.

Scenario 4

Email receipts are enabled in SuperSalon, but the location prefers to use paper receipts. With this caveat, Email receipts will only be issued when the user manually clicks or taps on the associated button. The automation is completely eliminated from the workflow, but the feature will still be available.

Setting up Email Receipts

Enable on SuperSalon

Go to Setup -> Software Settings -> Marketing -> Email Receipts and toggle the Enabled button on.

Admin Configurations

Shown below is the new “Email” tab that will be added to Admin, and will act as a entry and configuration area for this feature, much in the same way as SalonCheckin and other extended features.

Clicking the link will bring the user to the Email UI which will show each Group Name, the number of stores associated with that Group, and a link to begin the process of adding a new one.

Using the “Add Group” link will populate the text fields for Email Group Information, as shown below.

The details that should be specified in these text fields is as follows:

• Group Name: User defined

• SMTP: smtp.email.dynect.net

• Port: 587

• Username: receipts

• Password: vodbow-4tapgo-Quvxyt

• Sender ID: donotreply@supersalon.com

• SMTP Secure: TLS

After this information has been entered, the user then clicks on the “Save Group” button to save the information into Admin. Going back into the “Email” tab UI, the user can then select that group, and begin the process of adding stores. Likewise, updating an email group is accomplished via this method as well by selecting the group, making the changes, and saving them.

Removing an Email Group

Removing a Group from the Email Receipts feature is accomplished by selecting its group in Admin, and using the “Remove Group” button, as shown in the illustrated example below.

Adding Locations to Email Groups

The illustrated example below shows the interface used for adding individual salons to the specified Email group, using the operational filters of Account/State/City. The filtered results will show both the store and database name, and filling in the checkbox to the left of the store name and using the “Add Locations” button will lock them into place. It is possible to add multiple locations via this method.

Three things to consider when adding a location to and Email Group:

• Email related values are gets added in to store _options table with dirty_bit 1.

• During upload, all the Email related values are synced with Store DB, enabling Email Receipts.

• Any update in an Email Group also updated to Stores which are under this Email Group.

Removing Individual Locations from Email Groups

The image below shows an Email Group that has been selected from the UI, and a list of the current locations within that group. Filling the checkbox to the left of the individual location, and utilizing the “Remove Locations” button will remove it from the Group.

Additional Receipts

If there is a need for a reissue of a receipt after a sale has been completed, such as for business or research purposes, a new button will be added to the Ticket Information interface of a sale retrieved from the Search Sales submenu. The illustrated example below is the current working example of this new button placement. The new button will function exactly the same as the one located in the Payment Screen, and will include prompts for missing or invalid emails.

Software Settings

• Enabled: Email receipts are fully engaged and will automatically send email receipts, as well as prompt the SuperSalon user to enter an email address if a customer does not have one.

• Disabled: Email receipts are fully disabled.

• Print Preferred: The user will have the option at check out to send an email receipt, rather than it being automatically sent.

FAQ

This section of the article is expected to grow with new releases of information on this feature, and represent direct quotes from interactions with Development.. Support technicians who are researching it should feel free to pose any other questions, and they will be added to this section as they are answered.

1. Quick Sale/Paid in/Unknown Customer tickets – In this case customer details are not available. Will we send an Email for user specified mail id or disable Email Receipts button in RingOut UI?

Lets treat these kinds of tickets as if they were using the “Print Preferred” setting. Can we do that and have the email button send a one time email and not save it to a customer record in these cases? If we cant do this scenario i would say disable the button entirely for these cases.

2. Multi-ticket scenario – Are we sending mail to Primary customer for whom the receipt get generated?

Yes because that would also cover a family situation where we would only want the parent getting the email. (Here in the states its illegal for us to store contact info of minors). If the other guests want a copy one can be printed, or the primary guest can forward the receipt to them.

3. In Search sales UI, for checkout/waiting/servicing tickets – Shall we keep open for this or disable Resend Email Receipts button?

Disable until ticket status is complete. It shouldn’t be a vector for abuse, but there also shouldn’t be a need for an early receipt.

4.What kind of info will the user get if an email has to be queued to send later?

A valid email has been found and a receipt will be sent as soon as a network connection is available.