Insight - Features

Appointments

Appointment scheduling is an extremely important part of the Insight system. We spent over a year developing this feature to ensure that it was as easy to use as the rest of Insight. Our scheduling system is simple, fast, and extremely flexible.

View your entire day on one screen
View and book in as little as 5 minute increments
10 day view mode with full booking capability
Book most appointments in less than 10 seconds
Intelligent package booking
Wizards to help you book packages and standing appointments
Quick-Repeat function for booking multiple services for the same client
Comments can be attached to any appointment
Color coding for different types of services
Status bar for requests/non-requests as well as checked in or not
Can book appointments with 'assistants' performing part of the service
Double booking allowed with split columns
Complete flexibility to adjust the time for any part of a service
Full network support...new appointments appear on all computers instantly
Services can be set to automatically book a resource (room, chair, etc.) to eliminate conflicts
Unlimited number of resources (rooms, stations, tables, beds, etc.)
Specify which services can be booked for each employee to eliminate mistakes
Drag & Drop appointment moving
Re-schedule employees from the appointment screen
Quickly book breaks for any reason
Track moved, edited, cancelled and deleted appointments
Add new clients from the appointment sheet
Appointment confirmation function to verify dates and times with each client
Customize the order that employees/resources appear on the screen

Sales

The sales (Point-Of-Sale) module ties all of the client, employee, and inventory sections together. This is the area of Insight that replaces and improves on your cash register. Check-in and check-out can be done in seconds since most of the information is recorded at the time of booking the appointment.

Compatible with Keyboard, Mouse, and Touch Screen input
Quick "Active Lookup" of Clients/Services/Products/Employees
Supports barcode scanners, receipt printers, cash drawers and credit card readers
One button "check-in" loads all services booked for the selected client
Fully integrated credit card processing
See client names, items on invoice, payment methods all on one screen
Automatically view any appointment comments at time of "check-in"
Allows for more than one employee per invoice
Allows for multiple clients on one invoice to accommodate families, groups, weddings, etc.
Easily add or modify information on the invoice at any time
Record professional product (back bar) usage for any service
Easily sell and redeem gift cards / gift certificates
Free Gift Card tracking - don't pay per swipe!
Can re-issue gift certificates if there is a remaining value
Discount any/all items on the invoice by dollar amount or percentage
Exempt taxes on any/all products/services
Put multiple invoices "on-hold" to continue working with other clients or on other tasks
Multiple payment methods can be used on one invoice
Tracks cash taken out of the drawer for incidental purchases
Keeps track of drawer totals for multiple cash drawers
Accurate tracking of tips that can be paid out of the drawer immediately, at the end of the day, or automatically through the payroll module
Can specify more than one type of tip, i.e. tip on a credit card, gift card, etc
Automatically updates client history and inventory upon completion
Tracks discounts, edits, voids, and cancelled sales to stop employee fraud

Clients

Your clients are the heart and soul of your business. Insight keeps track of all your clients so you can find any one of them in seconds. This area of the program was designed to give you all the information that you need to go that extra mile for your customers.

Validates name, address, phone and email information
Birth date, Anniversary, First and Last Service Dates
General comments can be attached to each client
Comments can be set to "pop up" automatically when booking an appointment and/or entering a sales invoice for the client
Keep unlimited photos for each client with notes for each photo
Categorize your clients any way you want for better marketing
Referral tracking from advertising sources or existing clients
Unlimited number of service history entries
Automatically stores date and time of service as well as all professional products used to provide the service
Tracks all purchases of products, services, and gift certificates
Displays a list of all past and future appointments
Accurate tracking of tanning packages and sessions
Easily send targeted mailings to Non-Returning Clients, New Clients, Birthdays, Referrals, and many more options.
Deactivate clients that haven't been in for a while and still be able to access their history if you need it, even recover them easily if they come back!!

Employees

Security of your data is a critical issue for any business. Insight makes it simple to control who can perform various tasks and which reports each of your employees can view. Insight also makes it easy to find each employee's strong areas as well as areas they need to improve on making it simple for you to get the most out of your employees.

Validates name, address and phone information
Comments can be attached to each employee
Group your employees by job title for comparing on reports
Specify which employees should appear on appointment sheet
Set up flexible rotating work schedules for as many weeks as you need
Can set up a personal assistant
Can adjust service eligibility, booking times, and prices to charge for each individual employee/service
Secure passwords to track the actions of each employee
Set up privileges to specify who can perform various tasks
Set up report privileges to indicate specific reports that each employee can view

Services

Insight Salon & Spa Software makes it easy to list, sell and manage your services.

Put each service in a department (Hair, Esthetics, etc.) and category (Cuts, Colors, Manicures, etc.)
Unlimited different price levels so that different employees can charge different amounts for the same service
Can assign resources or rooms to be booked along with the service
Can specify which employees are qualified to perform a particular service and which ones are not, which prevents appointment booking mistakes
Shop Cost to add a "surcharge" to the cost of a service
List professional (back bar) products used up to provide each service
Automatically ask for professional products used at time of service (for specific color formulas)
Color coding for appointments
Combine services into packages that are easy to book
Service description message for recording special details of the service
Service warning messages for recording medical/allergy alerts

Tanning

The Tanning module recognizes the unique nature of your service and tracking needs. Whether booking by the session or by the minute, Insight handles it all from booking beds to charging against active tanning packages.

Tanning packages can be sold for either numbers of minutes or numbers of sessions
Sell "unlimited" tanning packages with an expiry date
Tanning beds can be booked from the appointment module
Tanning services can be booked in 1 minute increments
Tanning services are automatically paid for by active tanning packages kept in the client's file

Inventory

The Insight Inventory module will track all of your Retail and Professional products easily and accurately. It also tracks your Vendors, Categories, Product Lines, and even prints barcode labels if necessary.

General Information

Suppliers can be given their own passwords so sales reps can create purchase orders if you allow them to
Unlimited number of departments can be further broken down into an unlimited number of categories for detailed reporting purposes
Unlimited number of product lines available to group products into
Inventory update utility to adjust quantities for "shrinkage"

Retail Products

Put each product in a department (Hair, Esthetics, etc.) and category (Shampoo, Skin Care, etc.)
Retail inventory tracking linked to sales so that on hand quantities are automatically updated
Set up sale pricing with start and end dates
Can generate a barcode or use the one already printed on the package
Automatically order a fixed number of a product when the quantity reaches a certain level or order whatever is required to bring the on hand value back up to a specified level
Keep a photo for each product for easy identification
Product Usage messages for recording special instructions
Product Warning messages for recording medical/allergy alerts
Simple tracking of partial use of an item (1/4 tube of color)
Professional product inventory linked to sales of services for both inventory tracking and client formula tracking

Ordering / Receiving

Automatically analyze and order all required products in only a few seconds
Prints barcode/price tag labels when receiving products
Re-calculates average costs whenever inventory is received

Payroll

Flexibility is the keyword of our payroll system. Whether you pay hourly wage, salary, commission or a combination of salary and/or commission, our system will make it simpler. Gone are the days of laboring for hours with a box of receipts and a calculator every month. Just set up each of your employees once and your payroll can be calculated (including all tax deductions) in a matter of seconds. The amount of time that this feature will save you can pay for the entire Insight system within the first few months.

Time clock feature to track actual hours worked
Hourly wage and overtime wage for each employee
Salary can be paid weekly, bi-weekly, semi-monthly, or monthly
Unlimited product & service commission "schemes" means you can have a different one for each employee if necessary
Unlimited commission levels for each "scheme" allowing for higher commission percentages as sales levels increase
Product or service commissions can be based on gross sales or net profit
Product commissions can be based on the total value of products sold or the percentage of products sold in relation to total service sales
Gross pay can be calculated as salary plus commission or you can choose to pay the higher value of salary or commission
Unlimited "special" deductions for each employee
"Special" deductions can be a fixed dollar amount or a percentage of the calculated gross pay
Calculate payroll for any date range you specify
Automatic calculation of Medicare, Social Security, Federal and State tax deductions for US businesses
Automatic calculation of Canada Pension Plan, Employment Insurance, Federal and Provincial tax deductions for Canadian businesses
Compensates for edited invoices/time clock entries from previous payrolls
Summary reports for each payroll period list pay for all employees
Detail report lets each employee know exactly how their pay was calculated
Year end report for filing tax forms with the government

Reports

Insight records vast amounts of information about your clients, employees, payroll, inventory, appointments and sales. All of that information is useless to you unless you can view it in a meaningful format. To develop our reporting module, we consulted with salon and spa owners and, in many cases, had them design the actual report. By doing this, we ensure that the information shown on our reports is relevant and understandable. To list all of the reports and the information that they give you would be beyond the scope of this web page. However, there are two main features that put our reporting system ahead of our competition...security and flexibility.

Security

Set up each employee to specify each individual report they can view
Restrict certain reports to only display sales information for the employee viewing the report

Flexibility

Each report comes with a variety of options to easily customize how the report works
Automatic preview of the reports on the screen...you only have to print it if you want to
Most reports have a summary and detailed version
Sales and statistical reports can be printed for all employees, everyone with a single job title, or a single employee
Inventory reports can be printed by supplier or department and category

Support & Updates

We have made an unparalleled commitment to providing excellent customer support for all of our clients…big or small. Our goal is to become a vital partner in the continued success of each business using the Insight software.
When you purchase Insight, we include one full year of unlimited technical support via our toll-free number. When you are comparing support plans make sure they are giving you toll-free support. The fact that we are paying all the long distance charges is a great motivator to make sure we have created the easiest most reliable software available. In most cases you will also notice that our toll-free support package is actually less expensive than our competitors packages where you pay extra for long distance charges.
Another important factor is that you will also receive all of the updates made to Insight for a full year after your purchase absolutely free. These updates add new features (as requested by our clients), improve the software (based on comments from you), and include all of the payroll tax updates (something our competitors like to charge extra for). Our commitment is to continue to improve Insight every day to ensure that we are meeting the changing needs of all our users.
After your first year is complete, you will have the option to renew your contract for another year at the rates listed under Annual Contract in the table below. Simply pay the renewal fee and another full year of toll-free support and software updates are yours. If you choose not to renew, your software will continue to work since you own it and all of the information stored by Insight. We will always be available to offer emergency support for a “per incident” charge and you are free to contact us about purchasing software updates individually.

In many ways, support is almost more important than the software program itself. We take pride in our support department and our clients are thrilled to be treated with dignity and respect and to have their questions and problems dealt with quickly.