Shorthand is an online scheduling tool that can sync between computer and iOS devices. It allows customers to make online bookings with Pro accounts from a miniwebsite provided that may be customized with images, reviews, and more. Regular accounts allow scheduling and tracking of services, orders, and financial information.Show more screenshots »
There is little information on the Shorthand team or company. The site does not have an "About" section and on the blog, the team has not entered a bio.
The basic application is similar to other scheduling software. The Pro versions have the extras that make the program worthwhile, such as online scheduling, at a rate that is less than some of the other popular scheduling apps.
The big benefit to Shorthand is the ability to sync between iOS devices and a computer so that the schedule is portable and always on hand.
After initiating the account on the computer, the user is lead to a wizard that guides the user in setting up the account. What isn't noted is that an email is sent to the user's address with Location ID and password. This will be needed for future logins. The Wizard consists of five steps: introduction, create employee, create service, set initial roster, complete. The introduction instructs users that if they are uploading data from the iPhone or iPad app,they do not need to complete setup and can follow another process using a provided Location ID and Password to sync the information.
Step 2 is to add a new employee. The app allows management of multiple employees for each business location, according to the chosen plan allowance. This includes name and email of the employee, bio, phone, address, city, region, postcode, and country.
Step 3 is Add a New Service. This includes the service title, duration, customer type (single or group), price, processing, and finishing. There is a formatting issue on the line that indicates Customer Max that prevents the user from seeing the center blank that may be "info". This was checked in 3 browsers and consistently did not appear correctly.
Step 4 is setting up the Initial Employee Roster. This consists of indicating the days and times that the employee is available to work. Step 5 is simply a thank you message and indication that the user may now add new employees and services, set rosters and create and modify reservations.
To create a reservation, the user must go to the overview screen and click new reservation, indicate whether it is a new or existing customer. The user then selects the employee, service, time needed and what time the reservation will begin as well as the duration. A "reservation" is basically an appointment in which a particular service will be provided.
The sales tab allows creation of orders as well as an overview of all orders. The Sale page issues an order number, date, customer name, status of the order, employee placing the order, notes, whether the order is for reservations, products, what charges are associated, discounts, and payments.
The Marketing tab allows the user to create a mass email for customers, update via social media, view sent emails, and to see customer reviews.
User may generate reports of reservations and API.
The manage tab allows quick access to profile, employees, services, products, categories, taxes, integration, reminders, email settings, SMS settings, and information about the current Shorthand plan information.
Overall this is a clean, easy-to-use interface for online scheduling.
To start using the app, the user may download the free version from the iTunes app store, or provide business name, first and last name, and email address on the site.
Four plans are available for users to choose from with Shorthand manager. The iOS, Solo, Small, and Large plans allow one location, unlimited services, unlimited reservations, a thirty day free trial, fully featured iPhone and iPad app, individual service prices per employee, overlapping/double booking, full employee rostering system, POS facilities (coming soon), default working weeks, customer checkins, a full reporting system, unlimited reservations and services, full customer/employee history, complete address book, group reservations, manual data backup, multi-user/multi-device syncing, reservation acceptance via Facebook, reservation acceptance via website, hosted mini website, email notifications, SMS notifications, appointment reminders, full email customization, full review system, customizable customer birthday messages, push notifications, marketing emails, update social media accounts, cloud data storage, multiple off site backups, synchronization to calendar (Outlook, iCal, etc.), and full SSL security.
*Items in italics are not available in the iPad/iPhone app.
The iOS apps allow unlimited employees per location, Solo allows one, Small allows 5, and Large allows 20.
iOS apps are free, Solo plan is $10 per month, Small is $20 per month, and Large is $50 per month.
This app could benefit any size business that requires an organized way to schedule appointments or services or to track sales. There are packages for every type of business and the ability to sync between iOS devices and computer is very valuable.