SUMMARY
In this release, we’ve focused on improving the customer experience by …
- Rebranding the report boxes and browser logos.
- Verifying the Merchant Enrollment request when pending enrollment or active with a merchant.
- Showing an informational banner on the Action List when enrolled in an SR Schedule product.
- Squashing bugs:
- Notification Center Notifications Missing for some users.
- Add Filter option for SR Schedule Basic and Make ‘Best Times’ a required field.
- Improving security and enhancing the backend.
Rebrand: Update Report Boxes and Favicon
Why?
- We have updated the report boxes and the SR logo for browser tabs for a professional UI and to be consistent in our branding.
What you need to know:
- Areas affected include Action List, Intake, Conversations, and all browser tabs.
- Each browser tab logo is unique to help users differentiate between tabs.
- On the Conversations tab, the SR logo will change to a message icon with an unread dot when a new message is available in Conversations.
SR Pay: Merchant Enrollment Modal when pending enrollment or active
Why?
- If a user has begun enrollment with a merchant, we block the connection to the other merchant, preventing accidental enrollment with two merchants.
What you need to know:
- A modal will appear to verify the user wants to start enrollment with the new merchant or stick with their current merchant.
SR Schedule Basic: Appointment Request Banner on Action List
Why?
- With the additional features and functionality in SR Schedule Basic, the Action List doesn’t provide enough functionality to accommodate the requests; because of this, we have provided a banner letting users know to use Notification Center or the Appointment Request Report to view their appointment requests.
What you need to know:
- Appointment Request Report will link users to the report.
- Notification Center allows users to mark appointments as Scheduled, Pending, or Not Scheduled.
- Users will still receive email notifications for Appointment Requests, if subscribed.
- Note: If you don’t have Notification Center, please request for it to be activated, or watch for it to appear in your account soon.
OTHER HIGHLIGHTS
BUGS
- Notification Center: Notifications Missing for some users
- Notifications aren’t appearing for some users; we have updated the system that controls when we send notifications, so all notifications are triggered for all users.
IMPROVEMENTS AND BACKEND
- Backend improvements for Spotlight
- SR Schedule Basic: Add setting and Make ‘Best Times’ a required field
- Added an ‘SR Schedule Appointments – Basic’ setting option in the Notification Center and made the field for ‘What Dates/ Times are best for you?’ a required field for Schedule Basic appointments.
