Atlantis Version 8

New Features

Today at a Glance:  This is a new tab and is the first screen to appear when you open Atlantis.  It shows four columns:  Arrivals, Departures, Day Care and Grooming.  This is for today only and each column has a colored alphabetical list of last names and pet names.  Pets that have already arrived (or departed) are shown at the bottom of each list in gray.  Double clicking on any name will bring up that pet’s appointment.  If you don’t see a name because you have a lot of arrivals (departures, day cares, or groomings) on that day, you can use the scroll bar or simply type the first letter of the last name and it will go directly to names starting with that letter.  Under all headings you can quickly see who has come or gone.  An X appearing next to a name in the daycare or grooming column means that it is still checked in.  In the demo the Today at a Glance screen will always show 12/23/06.  In a purchased program it will come up with "today's date".

All appointments (boarding, day care, or grooming) for new clients will have a bright yellow ball that says, ”I’m New” in the appointment.  This is based upon this being the first visit for the owner. 

New Referral Report - This report shows dollars generated by all referrers. This is an excellent tool to show what advertising or marketing efforts (dollars) are working what are not.  There is a report option for Summary Only or Detailed (which lists owners and number of pets).  This report should be run with a condition such as began date is “dated on or after 01/01/06”. You can also ask for a specific referrer.  Dates to use for demo are 01/01/06 to 12/31/06.  

Email Reservation Confirmation – This email confirmation includes a Confirmation number, Pet Name, Last Name, Breed, Boarding Dates, Veterinarian, and Vaccination Expiration Dates and requests that they notify you if the information shown in the email message needs to be updated.  Right click in Appointments and click on Email Confirmation and it’s sent.  Separate email confirmations are available for dog boarding, cats boarding, grooming and day care.

Run Use Percentages – This report will show occupancy percentages for any date range entered.  It can be run from either the current appointment file or from the archives.  The Summary report will numerically show you the occupancy percentage for each date and the average occupancy for the entire date range.  In addition this information will also be displayed graphically.

When running this report with the Summary field unchecked you’ll see a graph of the enclosure types used for each day.  On the last page of this report you’ll see the average occupancy for each enclosure type for the entire date range.

For demo use dates 12/01/06 to 12/31/06. 

On every screen the number of Arrivals, Departures, Day Cares, and Grooms appears at the bottom along with number of pets remaining to be checked in or out for each category.

New search options allows you to browse, search and scroll thru appointments or clients six records at a time.  If you double click on the word Pet in appointments and type:  bud   It will bring up all of the Buds, Buddys, Budrows, etc.  Double click on the one you want and it will bring up that appointment.  In appointments you can use this to browse/search/scroll Last Name, Pet Name, Arrival Date, Departure Date, or Groom Date.  In clients you can browse/search/scroll Last Name, Pet Name, Breed, or Home Phone Number.  When using the old “right click” method for searching, the active search field will have the first letter italicized in the appointment and client screen.

Multiple Day Care Electronic Punch Cards  - Multiple punch cards are now available for all “Day” services i.e. full-day day care, half-day day care, mountain hikes, private training lessons, etc.  They can be sold at check-in, check–out, or point of sale. 

Boarding Electronic Punch Cards – This is prepaid discounted boarding.  This is popular in South Florida and helps insure customer loyalty.  Options exist to "black out" peak or prime periods.  

Electronic Activity Punch Cards – These are pre-sold discounted activities.  They can be applied on a mix and match basis.  For example Tuck In, Busy Bone, and Snuggle Time can all work off of the same electronic punch card.   

Day Care Report in the Reports section will now report for a date range. 

For added security pet owner's credit card information is now encrypted within the database.  No hackers allowed!

If a client record has no credit card info then a person with a minimal logon level is now able to click on the confidential tab and add credit card info.  Only a person at or above the confidential logon level will be able to click on the confidential tab if there is current credit card info.  This info now appears on screen during check out. 

Batch Activity Schedules report - You can now run a batch report for all activities.  They can be run for Morning, Afternoon, Evening, or Batch All Above.    This saves time and paper!  

The option to require that a client record can’t be saved without placing data in the Referral field has been modified so that it only affects new clients.

Retail discounts now appear in the charge notes on a customer's receipt showing the list price, percent of discount given and the amount they saved.  Previously only the net amount appeared.  

Do Not Charge option is now available for retail items.  These items must be set with the “No Charge Permitted” box checked in the inventory section. When checking a customer out, simply click the do not charge box and it will automatically set the price of that item to zero.  This is also practical for businesses pulling retail items off the shelf for in-house use.

Now you can find a total duration time for each groomer on grooming calendar report if duration is selected rather than out time.  Click on Reports and go to the Grooming Calendar and type in date range.

Referral look-up in client record now has first letter search capability like vets. 

Password for Setup now includes certain look-ups like Rate Types.  Previously, Setup password only affected Global Configuration.

Retail Sales Report now has the option of being based upon check-out date rather than the date the item was removed from stock. 

Inventory Category field has been added and is available as a sort option when running Inventory reports.   

Coat Colors and Inventory Categories now have Look-Ups. 

Out Times now appears in the Groom Book calendar and the Groom Preview.

Individual groomers duration subtotals now appear on the Grooming Calendar report. 

Future Value of Appointments report can now be based on a Departure date range or an Arrival date range.  When using demo, use the dates 12/14/06 to 12/31/06 for both reports. 

Mailing system has new look and feel.  Post Cards (including email), Form Letters, Contracts, Mailing Labels, Email Confirmations, and Print Histories are all accessed from a single screen.

Inventory now has a Record Info feature (right-click in Inventory) that will show the previous price and date modified and the previous on hand quantity and the date that field was last modified.

Atlantis can now store and retrieve digital scans of multiple documents for each pet.  Some of our users physically store vaccination records, medical histories, contracts, and other forms and correspondence.   As such the time spent sorting, the actual file storage, and the storage space required can become significant.   Digital scans are accepted as legal documents and only require a scanner and some additional hard drive space.  In our demo bring up the client record for Creola Thomas and double click on the blue line in the middle of screen that says Clients.  Change the file type to JPEG, select the document you want, and double click.