Skip to main content

Smarter time, invoices, and stock management

· 3 min read
Venelin Iliev
Venelin Iliev
Founder & CTO @ Reservation.Studio

Smarter time, invoices, and stock management

This update speeds up daily work: duplicate appointments from the calendar, reschedule without losing time, get clearer invoices, and rely on more stable inventory counts.

🧾 In short​

  • Duplicate appointments from "Calendar" by selecting dates
  • Reschedule while keeping the time and use month view
  • Clear reminder for invoice issuance and invoice ID in downloaded files
  • New advance-booking options: "No less than 3/4/5 hours in advance"
  • More reliable inventory counts and more accurate overdue installments
  • New "Documents" tab in the client profile to manage attachments
  • Notes now show attached files with improved visuals
  • Appointment documents accept more file types (not only images)
  • Smoother tablet scrolling in the side menu
  • New filters in reports and lists: client groups, acquisition source, and visit services

🗓️ Calendar: duplication and smarter rescheduling​

  • Duplicate appointments right from the calendar by selecting the dates to copy.
  • Rescheduling now keeps the time and works in month view.
  • You will see clearer messages when there is an availability conflict (employee/resource/location).

🧾 Invoices: clearer context​

  • In "Wallet → Invoices", you now see a reminder: "Invoices for the previous month are issued on the 2nd day of the following month".
  • Downloaded invoices now include the invoice ID in the file name for easier lookup.

🌐 Online bookings: more advance notice options​

  • In "Online bookings" > "Settings", we added new limits: "No less than 3 hours", "No less than 4 hours", "No less than 5 hours".

📦 Inventory and installments: more accurate data​

  • Stocktakes are more stable for archived or restored items, preventing mismatched counts.
  • Overdue installments are recalculated automatically, improving client statistics.

📎 Files and notes: more control​

  • A new "Documents" tab appears in the client profile to manage all client attachments.
  • Notes now show attached files with clearer visuals and importance indicators.
  • Appointment documents now accept more formats (PDF, Word, Excel, etc.), while portfolio stays image-only.
  • The file list shows clearer name/size details and includes a handy download button.

🧭 Reports and filters: more precise search​

  • Reports → Memberships: new filters for client groups and visit services to see which services drive memberships by segment.
  • Reports → Appointments by clients: acquisition source filter to understand which channels bring the most bookings.
  • Result: clearer segmentation and better marketing and sales decisions.

🧭 Interface: smoother feel​

  • Side menu scrolling is improved on tablets to avoid unexpected “jumping” back to the top.

✅ What you need to do​

No setup needed. If you use the calendar, invoices, online bookings, or inventory, review the new options and start using them right away.

🔗 Helpful links​