Recording notes from 8/15/24 to 8/20/24.

Meeting with Steve. Going over new settings. We have or there is a small communication gap, even within our own team - who is doing what and what is either live or in progress? Crazy how quick things go and change.

We spent some time going over notes from different client meetings... Liberty Machine Works (stock/unit stuff), Lucky Puppy (time and scheduling and texting), etc. Lots of moving pieces.

Went over the new label builder progress. Talking about next steps for American Made (more sub inventory rules and controls, faster PO ordering process, and speeding up steps). We also looked at their deli barcode labels (standalone complex barcode). The scale was purchased from a different vendor, and they just want to use it and have us interpret it (what the barcode means). Talking about building complex labels.

Emails, downloading a Zoom meeting video from yesterday's client meeting. Quick fix for Sean on some decimal formatting. Recording notes from 8/13/24 to 8/14/24.

Emails and pushing up code for Bryan.

Looking into beefing up the logic for the auto open next sub inventory package project (new sub inventory setting). Built a new function to help count unique subs within a cart. Lots of testing and trying things. Sent a message to one of the guys about pushing things live. I just want to make sure we don't interrupt anything (live processes).

Meeting with the Lucky Puppy or Puppy Palace folks (dog nails and grooming service). They are looking for a multi-relational pets to owners, pets to techs, color based key, and tons of other things. I showed a small demo of the backend code and where we are at with things. They wanted to know where we are heading moving forward. They are a potential client and we are looking for ways to help them out and solve some of their problems. Suzi recorded the last half of the meeting when they were showing us some of their needs. These are some of my notes:

- As a disclaimer... I went back through the video and refined my notes. Original meeting was on 8/22. I rewatched the video on 8/26 and added a few more notes on 8/27/24. We already have a ton of these pieces. This meeting was to show us what they are wanting and needing and how we will need to put it all together. Just guessing, but I'd say we have 85% of all of these things right now. We just need to tweak a few things out, make some plans, add some new settings, and alter the flow a little bit here and there. That's awesome!

- Choose a customer, choose a pet, choose a service(s), choose a color, choose other assistants, check in/out, create a cart, manage the tips (split tips - they really want this... this was huge). Be able to copy the booking and rebook it (docking and rebooking). Email and text message back to the client. That's kind of a summary of sorts.

- Be able to edit the cart and add discounts during checkout

- 100 appointments a day - phone calls, changes, super-fast pasted

- Show cancelations - what was there - They like to see what has changed, moved, or been canceled

- Adding a new client and making it quick - currently, they are using first name, last name, cell phone, email, and zip code. Be able to add more if needed. We have tons of settings there already.

- Notes on pets ... name, type (breed), age, size, up to date on vaccine, does it bite? etc. - thinking about flex grid tie-ins or a custom table there. On the notes and records for the dogs, maybe group things and then allow a subset to be shown. Go from simple groups (say per pet name) to more complex, everything tied to that pet.

- Each service has a time (block of time) associated with the service - there are some pros and cons to that approach. Anyways, just making a list of things that they were showing us and asking for.

- Fast... they love drag and drop - They would love to be able to easily drag and drop and edit a time slot (length of the appointment - longer or shorter) all done through drag and drop.

- Making the appointments, changing the appointments, etc. - planning for the next step

- Major color code key - they are using multiple colors - each one means something - allow them to set up their own keys and values and colors.

- Tie-in the monies a little bit tighter - they would love to see it more or better - currently they are using multiple systems and then running the cards on the side. They would love to see it all tied in together better. Ideally, they are wanting a mix of an integrated scheduling software package, CRM (customer and pet relationship management), full POS (point of sale), ability to mix both products and services, and manage the money part of the puzzle. Sounds like our kind of game.

- Tip splitting is huge... keep track of things... tight - reporting the tips split by person (by tech). Help automate this for them. Currently, they have to do it manually. This feature is big enough that it is a make-or-break level feature.

- They are having a problem with tracking their dogs... and having to read the notes for each one, over and over. They need the multi-relational database between owners and pets. We want to really help make this nice. I was originally thinking flex grid tie-ins... We may want to look into a way of doing sub queries or special grouping to make it smoother. We could also do some sort of custom table or custom joiner table.

- Being able to see the whole picture... they need techs, time slots, rooms, services, and needs (client and pet needs). All tracked in one place. Fully customizable - show simple to more complex.

- Alerts on the appointments - little flags - possibly even color-coded tags and flags

- A 3D view of the techs, the rooms, the appointments, the needs, the conflicts, the crossovers, etc. - that would be super cool - just an idea

- Email and text messaging - app messaging - they really want normal text messaging including conversations back and forth. Here are a few other things related to text messaging needs: - Send message when booking the appointment, send reminders - multiple, send appointment confirmations - auto and manual, send booking reminders - some of their appointments are booked out 4-6 weeks in advance. There was also some talks about sending out auto emails for different actions or steps. Those would need to be defined.

- Switched to a different software package - They started showing us "Rosy" (used for 8 years - lots of data and history) - this is a human salon based software package. Part way through, the switched and showed us a dog or pet care solution called "GrooMore". They, the client, currently used Rosy in one location and the GrooMore software in another location. They are looking to get the best of both worlds. Ideally, we, adilas can come up with a mix and blend of both and become/be used as a newer or custom software option.

- They would like customizable enterprise - multi-location controls and flow of data, pricing, processes, reporting, etc.

- There are going to be transition strategies that need to be involved as our relationship develops. They want to keep going, with minimal issues, get back data, and make it all smooth. At some point, depending on what we can show them, we may need some transition strategies.

- There are too many appointments - a glitch could really be a problem - high volume

- They would like the option of seeing the last service, if known, per client/pet

- They want the appointment to hold all services and all assistants vs each service being its own appointment and each helper being its own mini appointment. More relational database connections.

- Their customer and service look-ups were really fast - asynchronous calls - like ajax or dynamic select or predictive text searches

- Be able to set settings for future interactions - what they normally get - be able to save that (speed things up by saving choices per customer and per pet)

- They need both owner names and pet names to show up on the view - They also want to see both names, client and pet(s), along with all services (cart line items), as well as other assigned flags per appointment. These would show up on the rollover or mouse hover action (aka the popup or rollover popup).

- They are constantly checking the schedule (visual display) to make sure all is well - help them out - simple look and feel with all of the details under the covers.

- Simple to add the other assistants - some appointments require 2-4 extra techs - make that quick. As a side note, the main appointment may be for a certain time and the assistant may be for a subset of that time. All tied to the correct pet.

- Showing conflicts - on the fly - both from calendar view and through a setup flow

- Showing the scheduling for any other assistants. Along with that, booking mult-staff appointments and then making sure that things stay tied together.

- Simple process (how long - in minutes) - add the drag and drop (super cool). Allow for both manual changes or drag and drop changes.

- Docking - saving or moving things - everything that is attached (all attached) - be able to move or put in the holding queue (session or memory) and then pull that back out when ready. Even having multiple things in the memory queue if needed. That would be cool. If neede, we could reuse quotes as a template of sorts. We could also allow for multiple things to be put in the queue. Kinda like a multi copy and paste board of sorts. You just get to manage it (really simply).

- Confirmed or unconfirmed appointments - checked in/out, paid, etc. - different flags and colors per appointment

- Colors - new dogs, bite risk, etc.

- Be able to book multiple staff members at the same time

- Multi-level sliding modals to add things - pretty slick

- Birthdays - it is nice to be able to just put in years and months and back figure the birthdate (help them out). Allow for either a real birthday or back figure based on the approximant (years and months combo).

- Being able to add tags for clients and tags for dogs - each their own tags and flags. Each tag gets a name/title and a color.

- Medial issues and comments - be able to add/edit

- Vaccination records - tracking that info

- Vet info - doctor info and such

- Dashboards

- Conversational text messages and using a huge texting tool

- Intake forms - QR codes or links - they add their own documents or forms (confirm and accept forms) - let the clients put in their own details. These client intake forms would be handled through the ecommerce or client portal section of the application.

- Quick jump from day to day, week to week, and month to month

- Notes - intake notes, appointment notes, ongoing list of notes. Being able to search and filter notes as needed.

- Be able to add/edit the tags per person or per pet

- Being able to search clients or pets by the tags. Thinking flex attributes for this.

- They are doing some mobile on-site appointments. They want to pull up clients in that area to say we are in the area. They like to tag their client's general location (area) to help with targeted marketing efforts.

- Bulk text messaging based on filters or tags - batch send out things based on applied filters of the larger record set.

- Searching by pet name and then finding the client based on the dog or pet name

- Deceased dogs - dogs that have passed away - they still want to see it - maybe just flagged vs not fully deleting the pet profile.

- They would love integrated financials - in the end

- Reach out to Jen if I have other questions. Debi and her crew seemed to be pretty busy (booked).

- Just an idea, currently we allow for photos and media/content to be added to the main customer or client records. Up to 100 photos per client. Do we want to open that up and allow for sub groupings withing the photos for the specific dogs? We do allow things like this to take place for parts and general inventory items (photos and media/content for subs). Anyways, this could come later as well, if needed. Just an idea.

- Empower them on the setup and layout... Let them drive it - block sizes, what to show on the title per appointment, what to show on the hover (rollover popup), color keys, flags, etc.

- For me - claim some time - make time for it - review the video and make a plan... make sure that we have access to the correct demo site and make things flow there. Thinking about settings and putting the power in their hands - put them in the driver's seat. Wow - great meeting!

Emails and text messages. Sean found a bug in what we are doing for opening up the next sub. We are just checking it against the database values. We need to check to see if that same sub is already in the cart (in memory). Most of our other logic is based on existing database values, not cart or memory logic. We need to check against both values (database and memory). We may need to write a function to help look-up any other items in the cart and their quantities.

Switched over and did a little bit of prep for an upcoming client meeting.

Meeting with Shannon. Talking about personalities and styles and some of the variables that go along with that. People can be very interesting and yet also challenging at times. After the meeting with Shannon, we decided to break off and work on our own. I jumped into emails and recording notes. Quick phone call with Sean to explain the new functionality on auto open next sub settings for sub inventory.

Recording notes, emails, and such.

Went up to Preston, Idaho, to work with the folks at the Liberty Machine Works business. We (Bryan Dayton and I) ended up in a multi-hour teaching, training, and consulting session. It was fun. They had some questions and suggestions. That is great. We helped them out with showing them where to find certain things and what not. Here are a couple of my other notes:

- They needed both physical locations and virtual profit centers or business classes or classifications. We ended up changing the corp-wide setting for "location" to "class". It just fit their vocabulary better.

- We went over some flex grid options and I recommended the help file for that section.

- There are different points within the system that they wish that they could put a push notification or some sort of communication prompt. Say when things are added, flipped between statuses, etc. They would love a text or an email that has rules and/or is based on rules and does a push notification with options.

- They wanted to know where the page or setting was to change the stock/unit numbers. By default the system starts at a new stock/unit number of 1 and keeps adding to it. This feature lets you start a new stock/unit number with whatever stock number you wish. Then the system will As a side note, a few days later, Steve helped me find the page. It is called top_secret/secure/new_stock_number.cfm

- On the stock/unit checkout process. There are multiple pages (multi-step process) and they don't use all of them. They would like some settings and be able to customize that flow process. That would save time, brain power (remembering what to do and what to skip), and actual clicks. As a follow-up, Steve showed me some new settings a few days later that eliminate a couple of those pages. I will pass that along to the client. It is called top_secret/secure/settings_stock_units.cfm

- We spent some time going over elements of time, work orders, sub time tracking, and such. They are looking to use elements of time to help them keep track of work orders and internal projects. Tons of potential there. I also recommended that they read the help file for the elements of time section.

- On of the last things that we went over was tying things back and forth with the bank. Basically, helping to bank reconciliation as well as auto entering things to help keep things up to date. This still may take some thought and research but I thought that I would record it. Bryan Dayton from the adilas team is already looking into options here.

Meeting with Steve. We spent some time talking about the current state of things and where things are heading and going. Just for fun, Steve was talking about companies hiring robots and having those robots do a bunch of data entry work to help with the constant flow of data coming in and going out. He was talking about robots being a price or business expense in order get the data that you want and need. People want an intuitive system. They don't want to spend the time or money to get trained. Ideally, they would want to be able to open it up, and it just runs, or you know what to do. Talking about business and divvying up the workload (who plays where and what in the sandbox). If just one person has to do it, the amount of work could virtually crush that person.

We switched over to the new sub inventory settings and had a small work session. We added a new auto clean up subs setting. Built it out and tested it. We then merged it into master.

Once that was finished, we switched over to recipe/builds and added in a whole new search feature to help swap out or replace line items for both ingredients and output items. Basically, a link to another page that helped do the look-up and swapped out the main item for the ingredient or output. You could do this manually before, but you had to know the part id number. We got done what we could and then pushed it up. Steve may alter it and help it out a bit more. Good progress and a good work session.