Reports has a Transactions tab that lists every money movement in your studio.
Reports
Transactions is a new tab in Reports, between Performance and Commissions. It lists payments with tips, deposits, no-show fees, gift card, package and membership sales, refunds and lost chargebacks. Search by client, filter by type and Team member, and switch between week, month and quarter.
The totals are Cash collected, Refunded and Net cash. They count card and gift card payments made through Parlor, before processing fees, so they won’t match Performance. A note on the tab lists what isn’t included. Gift card redemptions are shown as No new money and left out of the net.
Download CSV has its own From and To dates, so your bookkeeper can get a past month or a whole year. The file follows the filters you have set. A range with no transactions shows a message instead of a file.
On a phone, each transaction shows as a card. Owners and admins can see the tab.
Help
Help is a new item under System in the sidebar, and under Get help in the command menu. On a phone it is the ? button at the top. It opens a chat where you can ask how to do something in Parlor. Answers appear as they are written, with steps and links to the Learning Center guides.
It is an automated assistant, and it says so. A line under the message box asks you not to enter client names, phone numbers or health details. It doesn’t promise a reply from support.
Help is only there when you are signed in.
Fixes
The Check your email step on the sign-in page now has even spacing, shows your email address whole on its own line, and lines the icon up with the heading.
The browser tab on sign-in pages now says you are signing in, instead of keeping the name of the page you came from.