It’s #FeatureFocusFriday again and this week we’re pleased to be launching another new feature for all our users.
We’re introducing Published Calendars. With published calendars you can choose a subset of your Facilities and Services to put on a calendar that can be embed’ed on your own website, available for everyone to see, no login required!
This feature goes even further than last weeks’ Yard Wide Display by letting prospective customers (not yet registered in the system) to see availability and also get a general idea of what’s going on at the yard.
It can also be used for large format displays in common areas, tack rooms etc. to keep everyone in the loop and aware of what’s going on at your yard/equestrian centre (please send us photos if you do this 😁).
To help get you up and running we’ve put together a screencast showing you how to configure a new published calendar. Then we show you how to embed it in Squarespace and Wordpress. You can of course use other platforms as well and if you need help please let us know.
Check it out below
As with many of our new features this comes from discussion with our customers. If you have any feedback of existing features or would like to suggest new ones we’re always happy to hear them! Drop us a message on the contact form on our home page!
Enjoy your weekend!
One of the most common interactions users make with At The Yard is ordering an ad-hoc service from their livery yard.
This is great for liveries. By making it quick and easy to order additional services they can make the order as they think of it. No more forgetting to write it a book when you get down the yard like the old days. It’s also great for the livery yard. The easier it is for their customers to order extra services, the more they’ll do so and so the more revenue the yard makes! We think this is a pretty great win win all round!
So! With this in mind we’ve been polishing and refining the ordering process to make it easier than ever. To do this we made 2 small changes to how the ordering process works:
With these changes (and a bunch of little others like improving the day selection checkboxes to make them easier to select) we’ve got the number of clicks for an average service order down from 9 to 5 (if our counting is right). This is not only quicker but it has simplified the whole process as well.
Sounds good, but seeing is believing! So take a look at old and new side by side and get a feel for how much quicker and easier it really is.
We hope you all agree that it’s a significant improvement.
This update is the latest in our ongoing series of refinement and polishing updates. These improve the day to day experience of using At The Yard. We’re having a great time making them and believe the cumulative results will lead to real benefits for our users over time.
So, if you have any suggestions for any little tweaks or improvements to a feature, please get in touch and let us know!
This week, rather than bring you one big update of an existing feature or something brand new, we’ve launched lots of little updates and tweaks to existing features in At The Yard.
We’ve always had the ability to filter charges by date and by a specific ID. We’ve updated this to remove the ID filtering (it was never used) and add the ability to filter by description. This means you can now filter charges by a particular service (e.g. a Lesson).
We’ve also added a total of the charges at the bottom. Meaning you can now choose a service and see the total income for a chosen time frame!
The user calendar is present on the front screen of every users page. We’ve updated this so that users can travel forward and backwards in time to see what’s going (or has been going) on. They’ll see their services, bookings as well as the public service and bookings of other users.
There’s also a small update on it’s design. We now only show a week (as you can navigate through) so it uses less space and it now automatically increases/decreases in size to show all the calendar items present without having to go to another page. Finally depending on the view it’ll automatically enlarge todays forecast.
When creating a user in At The Yard you had two methods:
These are still both present but we’ve added a third!
Create a Login User. This allows you to create a user who will instantly receive an email with instructions as to how to login whilst also allowing you to instantly start configuring their account.
As part of this addition we’ve made a new menu which explains the various options and allows you to easily select them.
This should reduce any confusion that previously existed and add extra options to yard owners!
The create all invoice button allows you to automatically create invoices for all customers who have an outstanding debt. Previously when you did this you had no choice but to send an email. Today we’ve added an additional option which allows you to create the invoices without sending emails.
There are a few extra little tweaks here and there (but they’re not too exciting so we’ll spare you the details). As always we’re working on new features and look forward to being back with more soon - in the meantime enjoy the little tweaks and small additions.
For certain services and facilities you want all your customers to be informed when ever a new order or booking is made. To make this possible, this #FeatureFocusFriday, we’re introducing Yard Wide Display of Orders and Bookings.
To setup yard wide display (also known as public display) you need to go to the Admin tab and click ‘Services' or ‘Bookings’, click Edit or Create. On the form that loads scroll down to the bottom and you’ll see a check box ending in ‘to all users?’.
When you check this checkbox, whenever a booking or order/subscription is made for the facility/service it’ll be displayed on each users individual calendar on their front page.
Like their own calendar entries the type will be denoted by it’s colour in accordance to the key. New with this feature, in the case of a public event it’ll be denoted with a 📍either side of the entry.
When you click on a calendar entry it’ll load the usual detailed view. In the case of a public entry it’ll also display an additional line letting you know who’s made the booking or order.
This feature helps in providing transparency and increased communication for your customers. If you need any help setting up your public services or facilities please feel free to get in touch and we’ll be happy to help!
As with many of our new features this comes from discussion with one of our customers. If you have any feedback of existing features or would like to suggest new ones we’re always happy to hear from customers (both existing and prospective 😀)!
We’ve got a small update to the invoicing system on this #FeatureFocusFriday. It allows you to customise how you want to group similar charges made by a user when creating an invoice.
First let us take a look at an example where a customer has purchased multiple of the same supplement on different days. In the first image below we have the default grouping options which separates the purchases out by date.
In the next image (below) we have adjusted the grouping options so that it ignores the date. This means that all purchases of the same type and with the same details will be grouped together. As a side effect of a larger group you’ll see a date range in which the all the charges were made.
To change the settings all you need to do is click the Grouping Options button when creating a new invoice. You’ll then be able to check/uncheck the options you wish to exclude.
For example, if you want to exclude different dates as a distinguishing factor for your groups you would simply check ‘Date of charge’, if you want it included you uncheck it.
As always, if you find yourself needing additional options let us know and we’ll add more as needed.
Enjoy your #FeatureFocusFriday!