Improved Royalty Rules
Define monthly fees to add to your monthly/weekly royalty invoices. You can add up to two fees that are fixed amount or a percentage of the sale.
The fees will be automatically added to your monthly/weekly royalty calculation.
Improved Compliance Reporting
Get proactive reminders/expiration alerts of your unit’s compliance in real time. Along with the alerts, you will be able to drill-down and review the details from your compliance report.
Improved CRM
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Process Refunds
Log your refunds in CRM against a customer. To log a refund, go to the customer record, locate the “Refunds” tab, and click the “Add” button.
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New Services Based Appointment Scheduler
Let your leads/customers schedule online appointments online. They can schedule appointments based on locations or service types.
To setup availability, go to Settings > Company Scheduler:
Improved User Experience
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Add External Links to Your Menu
Add an external link as a menu item:
These could be links to a 3rd party software, playbooks, help, etc.
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Improved Lead Grouping
Change the order of the group on the list view by count or alphabetically:
Change it from the setup view settings:
