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Customer Case Studies

Trish Perryman will be using SalesVu’s easy appointment booking module!


 

Trish Perryman is a prestige men’s hairstylist whose salon is located in downtown Austin, Texas. She’s been in service for more than 10 years and she took time to take a look at SalesVu’s appointments features and shared with us why this software is perfect for her business.
 

Trish started her SalesVu journey 6 years ago, she decided to switch from another POS system when a client of hers recommended SalesVu. She made up her mind about the new point of sale solution and installed the software on her iPad and iPhone.
 

‘SalesVu has helped tremendously to keep track of everything. All numbers are there, all I have to do is keep up with my receipts and it does everything. I love it!’ – Trish Perryman
 

As of now, Trish uses the main POS feature to keep track of sales and add products and services. She is using a different online booking system and will switch to SalesVu’s because of the integration and multiple features that this module has to offer.
 

The appointment module will allow Trish to schedule appointments from the iPad or back-end, it will also offer an online booking option, where people will go online to her main website, services and calendar will be embedded and clients will book services right away, booking multiple services is available too!
SalesVu offers confirmations by email and text and you can send up to two sms reminders for appointments. Color coded appointments are also an option, you will be able to look at: booked appointments, confirmed, checked in, payed and no show, this has the purpose of identifying easily your appointments on a calendar format.
 


 


 

SalesVu has been a wonderful software solution so far for Trish and she is very excited to start her next adventure with the appointment module. It will be definitely easier for her clients to book online appointments and to manage this part of her business with SalesVu. To find more information about Trish Perryman men’s hairstylist, visit her website here and don’t forget to follow her on social media below!
 

 

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Trish Perryman will be using SalesVu’s easy appointment booking module!

Vantiv Payments (World Pay) now offers an EMV solution.

Vantiv Payments (World Pay) now offers an EMV solution.

If you are an existing Vantiv customer please contact our support line by chat, support@salesvu.com or directly at 888.900.5819.

Unfortunately if you are using the recurring billing feature then switching to EMV would require for all credit cards to be manually keyed in again as switching would lose its tokenization.

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6.0 has launched!

SalesVu 6.0 just launched and is now available in the Apple Store! In case you haven’t already updated your apps, we highly recommend you do because we came out with a lot of new features that will surely be beneficial to our valued merchants. Here is a complete list of the new additions we have just added in 6.0 – clicking on the feature will automatically redirect you to our Knowledge Base where you can find detailed answers and video guides to any question you may have.

  1. Customer Facing Display 
  2. Waitlist SMS Text Message System
    1. How to notify the customer their table is ready
    2. Assigning the customer a table
    3. Setting up the waitlist time on the web portal
  3. Removing a discount on the P.O.S
  4. Vantiv EMV Chip-Card Reader Integration
  5. Customer Based Discount
  6. Improved Tip Screen
  7. New Appointment Scheduling Improvements
  8. Improved Physical Location Map/Layout Screen
  9.  Improved Customer Screen
  10. Ability to Change Delivery Method and Date
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Learn how Recurring Billing and CRM work for Aurora Medical Weight Loss!

Chanel Gonzalez is manager of Aurora Medical Weight Loss, a facility that handles prescription medication to help people lose weight. They assist hundreds of people throughout their weight loss journey and offer several services for them to make it easier, these services are: Phentermine program, HCG weight loss, Lipotropic injections, Optifast diet, Testosterone therapy and Women’s hormone therapy.

Chanel was very happy to share with us her experience with SalesVu and how the modules she’s using are helping her managing this center.The SalesVu features that she uses are Recurring Billing, CRM and POS. Giving her total control of the patients that they have.
 

“SalesVu has been great with keeping track of the recurring payments. So far that has been very helpful, to charge the patient each time for each service makes it a little faster when checking people out” – Chanel Gonzalez

 

They have a lot of patients under contracts, and the fact that they can pull out payments on a monthly basis is really helpful for them to organize and manage each agreement. With the recurring billing feature, she is able to add as many services and products that she wants to the order, payments are very customizable, they can be made on a daily, weekly, monthly or yearly basis, or they can even be manually edited and executed. Along with this feature comes the CRM. This module works great for adding patients and keep track of their information, SalesVu can also keep track of medical history, with the help of custom fields this can be more tailored to every business. The newest feature included in this module is the ability to upload documents and pictures for customer’s profiles.
 

“Reports with SalesVu are very easy to pull up, totally customizable because you have a lot of options. The system is pretty self-explanatory and there’s really nothing difficult about it. My experience so far has been very positive!” – Chanel Gonzalez

 

Every patient has a life changing experience at Aurora Medical Weight Loss and it is really important to have a reliable POS software that can help with it. In this weight loss journey, you are not alone, for more information about their services visit their website here. Don’t forget to check them on social media below!
 

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SalesVu all-in-one business solution and iPad POS System helps freelancers reach their outmost potential

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Being a freelancer requires discipline, conviction and organization. Our SalesVu user Jamie Weaver is a perfect example of all of these qualities as she manages her own business as a personal beauty consultant. Jamie uses SalesVu all-in-one business solution to manage her operations, both for convenient payments and for inventory tracking. We talked to her about her experience with SalesVu and especially why she chose SalesVu:

“It was easier to keep track of my money. I have a personal account  associated with SalesVu, so all the payments received go directly to that account. Hence, I have the money right where I need it, to pay for products and the beauty supplies.  I also attend to festivals and outdoor fairs, on these places the credit card swipper is extremely useful. I have an android phone and I can put the credit card info manually or use the swipper without any problem. However, I want to get the new generation iPad so I can use the big swipper and provide a more comfortable payment experience to all of my clients. One thing I have to say is that, even when the swipper fails, SalesVu’s rates are still the same, a feature that is extremely different to all the other business solutions I am aware of”.

Jamie told us that among all the POS competitors, SalesVu was the most suitable for her business requirements, especially considering that she needed an all-in-one business solution.

“The fact that SalesVu offers inventory management and a much lower credit card transaction rate were major influences in making the right choice.  Definitely, this was a big, big thing for me. Besides, square didn’t work half of the time. SalesVu is easier for taxes; I can separate things, for example, I can divide women services from men services and englobe everything even if it  is very specific (massages, facials, etc.)”

Jamie Told us about her favorite feature of SalesVu all-in-one business solution; for her, inventory management is extremely important since she needs to carry a very strict list of the ending beauty supplies. She told us:

” I need to know how much color I am using, SalesVu all-in-one business solution helps me get up to date with the supplies I use. With this, I can measure my return on investment. As a result, I can charge the client exactly what I use. I always put the charge per ounce and SalesVu helps me with that.”

She likes the fact that she can print the receipts which show the ones that were paid with cash, credit cards, or money orders. SalesVu all-in-one business solution helps Jamie and any of our users keep track of their clients.

“I now understand what they like to buy, I can see the previous purchases. I can type the client’s name and see the history of the things the clients buy or have bought in the past. I can go to the SalesVu app and see what products they use and which ones they really want because of it.”

Jamie told us that she would like to use the gift card feature SalesVu offers. If you want to have an appointment with a beauty specialist and get pampered by a top-of-the-line professional, like Jamie Weaver, visit her websites and be sure to book an appointment ASAP!

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SalesVu iPad POS System and the Inventory Management feature is a Perfect Match for Bella Sky.

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Bella Sky is a personal style consultant company. They provide women, men and children with quality service that allows customers to be stylish without breaking the bank.  Their motto is “Fashion has rules, Style doesn’t!”. As a small business entrepreneur, Moneka Reynolds sells images and proper attire combinations and uses SalesVu inventory management and POS to collect the earnings. 

“If you’re trying to impress your new boss, preparing to attend a class reunion, or just want to spruce up your wardrobe, our personal style consultation team can help you begin your transformation.  Together we can embrace your inner beauty.”

With just one year of services, Bellas Sky actively uses SalesVu POS and inventory management to keep the business up to date not only to the latest fashion but also into the latest technology advancements. Moneka told us that she got a recomendación from one of her closest friends, another successful entrepreneur woman who uses SalesVu.

“My friend told me about it. We both share similar tastes business-wise, since we both understand the vital importance of our customers and want to offer them only the best. My friend told me that if I was going to investí in a  POS, it must be SalesVu. She  said the inventory management would perfectly suit my company. I wanted someone who offered a fair price, a POS that would not wreck my pocket, and that fit the budget I had. SalesVu inventory management and low credit card transactions were a perfect match”

Moneka told us that one of her favorite things about SalesVu is the inventor management and the customer service

“I call all the time, and they even call me back by my name!. SalesVu has a very personal touch with their clients. SalesVu call me back to check out on my inquiries and takes my suggestions into account. They are very sincere about the short time adjustments I ask for and just make me feel comfortable. In this increasingly detached times, SalesVu really listens to me. I am very excited about belonging to a company that actually listens to you.”

Bella Sky is a growing company and expects to flourish in the upcoming years. SalesVu will remain being their cooperative tool, the one that allows them to expand and reach their goals.

“I am not technologically savvy, so SalesVu offers an excellent interface, it is extremely easy to understand. I can do things by myself and that independence is vital to my business. The fact that my customers can communicate with me via website, or that I can accept any payment beyond hard cash makes SalesVu POS a trendsetter for convenience”

If you want to become an avant-garde Fashionista or just update your style, be sure to add them on Facebook, instagram and check out Bella Sky website. 

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SalesVu’s iPad POS System manages customer relationships for Intuitive Hands!

Intuitive Hands

Intuitive Hands (IH) is a massage therapy studio located within the Healing Arts Center in Austin, Texas. IH owner Bichlien Tran, approaches the human body from a postural perspective, treating a variety of conditions by working with the alignment of the body. She focuses on pairing massage and bodywork with Pilates training to help clients correct dysfunctional movement patterns. Tran strives to develop personalized workout plans not only to prevent pain and injury, but also unite her clients’ mind and body into a state of wellbeing.

Tran sought a mobile POS system for IH when she realized she would need to take payments other than cash. About other mobile point-of-sale solutions Tran says “I did consider Square for a brief moment, but the little square did not seem sturdy for me, easy to lose, as well as their service fee was higher.”

Three years ago, Tran decided to trust SalesVu for her iPad POS solution and she’s never looked back. According to Tran, “SalesVu was straight forward and easy to use. It was a payment solution that also provided other services such as client directory and a record of transactions… Also, the fee was less compared to other competitors that did not offer extra services outside of only a credit card transaction.”

SalesVu’s reporting feature has made record keeping easy and simple for IH. Tran enjoys being able to view sales reports by week, month or year to keep track of how well business is doing. She also likes how SalesVu’s customer relationship management feature allows her to easily view client history in detail.

“I value the option to look up client history and see their payment history in detail: date they visited, how they paid, and if I needed to re-email their receipt or refund, it was only a click away,” says Tran.

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For more information about Intuitive Hands, visit their website at www.intuitive-hands.massagetherapy.com or click below to visit their Facebook page!

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SalesVu iPad POS System helps Experience Life Now track inventory across multiple locations

Experience Life (EL) is a non-denominational Christian church in Lubbock, Texas. After being founded by Chris Galanos in 2007, the church has grown to an average weekly attendance of over 3,500 people. This establishment is one of only two churches in the Lubbock/Amarillo area that has been certified by the Evangelical Council of Financial Accountability. Outreach Magazine has also recognized them for being one of the fastest growing churches in the country. Experience Life has five physical campuses in the Lubbock/Amarillo area and 2 digital campuses that can be viewed on local TV station KLBK or on the Experience Life website.

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“At Experience Life, our vision is our name. We want to help people experience all God has for them in this life!” explains Phil Gilbert, HR director. “We believe that you can experience God’s best in your life no matter what your past or present looks like. At Experience Life, there are no perfect people allowed!”

Across EL’s multiple campuses, they provide discounted books and t-shirts for their church attendees. As their fellowship continued to grow, they realized they would need an inventory-based POS system that could support credit card processing.

“We noticed that few people carried cash or checks anymore,” says Gilbert. “So if we wanted to really serve people as much as possible, we needed to provide more common means of payment.”

After using Square for about a year, EL felt they needed a POS system that could provide better inventory features. As a business, EL was growing faster than ever and wanted a way to ensure none of their products were getting lost. They considered Quickbooks and Paypal before switching to SalesVu.

“An important feature that Square was lacking was the inventory tracking side. We needed a program that would help us track inventory by site for a low fee,” says Gilbert. “SalesVu fit the bill & has helped us to monitor our inventory more closely.”

SalesVu’s inventory tracking has helped EL better serve their church community by making sure that products are always available when they’re needed. They’ve saved a significant amount in man-hours now that they don’t have to recount the entire inventory on a weekly basis, and still they can remain confident that they will never run out of products.

“We needed a low-cost, cloud-based solution that was simple & easy to use,” says Gilbert. “We also needed a product that tracked inventory, and this is what set SalesVu apart from others we looked at.”

SalesVu’s retail POS has helped EL seamlessly track their sales and inventory across three separate locations. They can now easily see trends by church site and monitor loss prevention.

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For more information on Experience Life, visit their website at www.experiencelifenow.com, or follow their social media accounts by clicking one of the icons below.

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SalesVu’s iPad POS System Intuitive Interface benefits SLG’s Art Boutiki

Art Boutiki

SLG’s Art Boutiki and Gallery is a combination of a comic shop, art gallery and live music venue that proudly stands in San Jose, California. The Boutiki is a “brick-and-mortar store” of SLG, a comic publishing company founded in 1986.

As a publisher, SLG frequently travels to trade shows and comic conventions so they needed a point-of-sale system that would be consistent on the road as well as in their San Jose location.

After considering Square and trying out Imonggo, SLG eventually decided to go with SalesVu.

SalesVu offered the most functionality for the price and had an intuitive interface that was easy to get new employees up-to-speed on,” said Dan Vado, Supreme Commander of SLG.

Volunteers usually operate SLG’s point-of-sale transactions during events, so being able to use SalesVu software without much training was a greatly advantageous. In addition, the ability to process credit cards while away from their location increased SLG’s sales immensely.

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For more information about SLG’s Art Boutiki and Gallery, visit their website www.artboutiki.com, look up their Facebook page or follow them on twitter @artboutiki.

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