Convobar Shortcuts

This topic provides all Convobar shortcuts and lookup commands. For Convobar general concepts and more details on the building blocks of an appointment lookup, see Using the Convobar.

Feature shortcuts

Smart CenterSmart Center

UI Commands
Smart Center Designer smartcenter, smartcenters

DataData

UI Commands
Business Types bustype, bustypes
Client Types clienttype, clienttypes
Clients client, clients
Departments department, departments
Distributors distributor, distributors
Employee Categories empcat

Employee Promotions

promo

Employee Templates emptemp, emptemplate, emptemplates, employeetemplate, employeetemplates
Employees emp, employee, employees

Equipment

equipment

Image Gallery Categories

gallerycategory, gallerycategories, imagegallerycategory, imagegallerycategories, gallerycat

Location Groups locationgroups, locationgroup, locgroup, locgroups
Manufacturers manufacturer, manufacturers
New Client Intake Form intake, intakeform, clientintake
Package Swap Groups swap, swapgroup, swapgroups
Packages package, packages, pkg
Payment Types paytype, paymenttype
Product Bundles productbundle
productbundles
bundle
bundles
Product Categories productcat, productcats, productcategory, productcategories
Products product, products
Referral Types referraltype
Resource Categories resourcecat
Resources resource, resources
Service Add-on Mappings serviceaddon, serviceaddons
Service Categories servicecat, servicecategory, servicecategories
Services service, services
Students student, students
Teachers teacher, teachers
User Defined Fields N/A
Visit Note Types visitnotetype, visitnotetypes

 

SchedulesSchedules

UI Commands
Schedules schedules
Time Clock timeclock
Work Activities workactivity

 

AppointmentsAppointments

UI Commands
Appointment Category apptcat, apptcats, appointcat, appointcats, appointmentcat, appointmentcats
Block Types blocktype, blocktypes
Booking Agent bookingagent, callcenter
Cancellation Reasons cancellationreason, cancellationreasons, cancelreason, cancelreasons
Confirmation Manager confirmation
Self Check-in Kiosk checkin, check-in, selfcheckin, selfcheck-in, checkinkiosk, check-inkiosk
Standing Appointments stand, standing, standings, standingappt, standingappts, standingappointment, standingappointments
Standing Blocks standblock, standblocks, standingblock, standingblocks
Wait List wait, waitlist, waitlists, pending
Walk-in Manager walkinmanager
Walk-in Manager Display N/A
Walk-in Manager Kiosk N/A

 

RegisterRegister

UI Commands
Register register
Discounts discount, discounts
Drawer History drawerhistory, drawerhist
Drawer Manager drawermanager
Drawers drawer, drawers
Employee Service Times/Pricing emppricing, servicepricing, emptiming, servicetiming
Gift Card Types gctype, giftcardtype
Gift Card Integration

gift card integration, giftcardintegration

Mark Items On Sale

markitemsonsale

Merchant Accounts merchacct
Pay In/Out Reasons payinreason, payoutreason, payinreasons, payoutreasons
Payment Types paymenttype, paymenttypes
POS Hardware poshardware
Shipping Fees shippingfee, shippingfees
Transaction Editor transeditor, transacteditor

 

MembershipsMemberships

UI Commands
Membership Cancellation Reason membershipcancellationreason, membershipcancellationreasons, membershipcancelreason, membershipcancelreasons
EFT Control Panel eftcontrolpanel
Member Benefit Template memberbenefit,  memberbenefits, memberbenefittemplate, memberbenefittemplates
Membership Manager mm, memmanager, membershipmanager, 
Membership Types membershiptype, membershiptypes
Memberships membership, memberships

 

InventoryInventory

UI Commands
Employee Supply Usage supplies, supply, employee supply, employeesupplyusage, backbar, back bar
Floor Locations floorloc, floorlocs, floorlocation, floorlocations
Inventory Count count, counts, inventorycount, inventorycounts, invcount, invcounts
Inventory Returns invreturn, inventoryreturn
Inventory Transfers inventorytransfers, inventorytransfer, invxfers, invxfer, inventoryxfer, inventoryxfers
Misc Supplies miscsupply, miscsupplies, miscellaneoussupply, miscellaneoussupplies, misc
Purchase Orders purchaseorder, po

Stock Levels

stocklevels

 

GoalsGoals

UI Commands
Employee Goals employeegoal, employeegoals, empgoal, empgoals
Goals Dashboard goaldashboard, goalsdashboard, gdb, goaldash, goaldb, goalsdb, goaldashboards, goalsdashboards
Overall/Department Goals departmentgoals, overallgoals, overallgoal, deptgoal, deptgoals, departmentgoal, busgoals, busgoal, businessgoals, businessgoal

 

ReportsReports

UI Current Commands
Reports reports
Specific reports Enter the report code, i.e. AQ025, aq025, etc.

 

ManagementManagement

UI Commands
Activity Log activity, activitylog
Alerts Log alertslog, alertlog
Alerts Manager alerts, alertsmanager
Client Intake Form cif, intakeform, intake, clientintake
Client Intake Form Builder cifb, cifbuilder, clientintakeformbuilder, intakeformbuilder
Clients Point Promotions clientpointpromo, clientpointpromos, clientpointpromotion
Client Selection Export clientselection, clientexport, clientselectionexport
Clients Points Manager clientpoint, clientpoints, clientpointsmanager
Custom Branding brand, branding, custombranding
Data Export data, dataexport, csv, csvexport,
Docs and Forms docs, forms, docsforms
Integrations integration, integrations
Intelli-Merge clientmerge, merge, intellimerge
Manual Merge manualmerge
Meevo Color Themes meevocolortheme, meevocolorthemes, colortheme, colorthemes, themes
Meevo Messenger meevomessenger, messenger, msg
Meevo Messenger Settings meevomessengersettings, messengersettings, msgsettings
Locations location, locations
Market Pricing marketpricing
Payment Plans paymentplans, paymentplan, payplan, payplans, ppman, payplanmanager, paymentplanmanager, paymentplansmanager, payplansmanager
Payroll payroll
Price Management pricemanagement
Ratings Control Panel ratings, rating, ratingscontrolpanel
Report Scheduler

reportscheduler, reportsscheduler, reportsched, reportssched, rptscheduler, rptsscheduler, rptsched, rptssched, scheduledreport, scheduledreports, schedreport, schedreports

Sales Rankings salesrankings, salesranking, salesrankingexport, salesrankingsexport, ranking, rankings
Security Roles securityroles
Security Administration security, securityadmin
Yield Management Program ym, yield, yieldman, yieldmanagement, yieldmanprogram, yieldmanprograms, yieldmanagementprogram, yieldmanagementprograms, ymprogram, ymprograms
Yield Management Strategy ymstrat, ymstrategy, ymstrategies

 

MarketingMarketing

OPM:

UI Commands
Local SEO Profile Settings localseosettings, seoprofilesettings
Online Listings Management onlinelistingmgmt, onlinelistings, onlinelistingsmanagement
Online Presence Analytics onlinepresence, onlinepresenceanalytics
Online Presence Settings onlinepresencesettings, opsettings
Reputation Management repmgmt, reputationmgmt, reputationmanagement

 

Email Marketing:

UI Commands
Email Marketing emma, emailmarketing

 

Business SettingsBusiness Settings

UI Commands
5 Star Ratings Settings 5starsettings, 5starratingssettings, fivestarsettings, fivestarratingssettings
Business Information businfo
Cultural Settings culture
Currency and Tax tax, taxes, currency
Events event, events
Field Labels fields, labels, fieldlabels
Holidays holiday, holidays
IP Restrictions iprestrictions, iprestriction, iprestrict
Meevo System Toolbox toolbox, tool box, tools, Meevosystemtoolbox, Meevosystemtools, Meevotoolbox, Meevotools, systemtoolbox, systemtools, utilities, clientutilities, clientutility
Notification Settings notification
Notification Templates notificationtemplate, notificationtemplates, notificationtemp, notificationtemps, notemp, notemps
Online Booking Settings online, onlinebooking
Payroll Settings payrollsettings
Reporting Hierarchy N/A
Self Check-in Kiosk Settings selfcheckinkiosksettings, checkinkiosksettings, check-inkiosksettings
Service Charges charges, servicefee, servicefees, servicecharge, servicecharges, housefee, housefees, housecharge, housecharges, housetip, housetips, employeefee, employeefees, employeecharge, employeecharges, employeetip, employeetips
Walk-in Manager Settings walkinmanagersettings

IntegrationsIntegrations

UI Commands
ADP RUN  adp, adpintegration, adppayroll, adpsettings
ADP WFN wfn, wfnsettings, wfnintegration, workforce, workforcesettings, workforcenow, workforcenowsettings
ADP Wisely wisely, wiselyintegration
Tippy tippy, tipp, tipy, tipsy, tip, tips

 

MeevoXchangeMeevoXchange

UI Commands
MeevoXchange store, meevostore, xchange

 

Lookup shortcuts

Gift Card Lookup windowGift Card Lookup window

You can use the Convobar to look up any active or future gift card details such as balance, expiration, etc. Enter one of the following prefixes followed by the gift card number to bring up the Gift Card Lookup modal:

  • g#
  • gc#
  • gc=

Note: These lookup shortcuts can also be used to populate any Client lookup field, such as the Client field in the register.

Package Lookup windowPackage Lookup window

You can use the Convobar to look up package details. Enter one of the following prefixes followed by the package number:

  • p#
  • p=

Note: These lookup shortcuts can also be used to populate any Client lookup field, such as the Client field in the register.

  • The following details appear in a pop-up window:
  • Package name
  • Expiration date
  • Purchased by
  • Purchased for
  • Package history (links to client package history).
  • Transaction number
  • Date and time of purchase
  • Contents (items included in pkg)
  • Qty remaining (un-redeemed)

Membership Lookup windowMembership Lookup window

You can use the Convobar to look up membership details. Enter one of the following prefixes followed by the membership number:

  • z=
  • z#
  • m=
  • m#

Note: These lookup shortcuts can also be used to populate any Client lookup field, such as the Client field in the register.

Product Price Lookup windowProduct Price Lookup window

How do I look up information on a product?

Convobar Lookup

The fastest way to look up info on a product is using the Convobar:

  • Enter any of the product lookup commands listed below into the Convobar, and then use the drop-down to search for a specific product. 

Product Lookup CommandsProduct Lookup Commands

  • bc#
  • bc=
  • b#
  • b=
  • prodlookup
  • productlookup
  • prodprice
  • productprice
  • prodpricelookup
  • productpricelookup
  • barcode=

  • To search for a specific product, enter any of the Product Lookup commands into the Convobar, followed by the product barcode or a word in the display name; for example, bc=1029. This opens the Product Information window with the entered product already selected.
  • With a product selected, the Convobar's Product Information modal displays product details, inventory on-hand, last activity, and more. 

"View Sales/Usage History" Lookup

  • You can also look up information on a product by selecting the View Sales/Usage History button that appears beside products in various areas in Meevo like Product definitions and Inventory screens.

  • Some Product Information modals display contextual information based on the screen it was launched from. For example, the modal launched from a Product definition (shown below) displays inventory details and price information, while the modal launched from the Inventory Count screen provides limited inventory information but includes info on the Floor Location. Most Product Information modals also include a button for viewing Sales and activity data on the selected product(s).

  • The data that appears in these modals can be secured in Security Administration: under Inventory, you can secure the Info Modal itself, as well as the Inv Data or Sales Data that appear in those modals. For the Inv Data and Sales Data keys, DENY functions the same as HIDE.

Viewing responses to UDFsViewing responses to UDFs

  • To search for completed UDFs that were placed in a Client form, go to the Client search and select Advanced Search. In User defined field search enter the UDF Shortcut and an equal sign, followed by the UDF value you're searching (for example, EYECOLOR=green). The form will return all client profiles that have this UDF filled out with the defined value.
  • Answers to UDFs in the Appointment Book can be viewed via the Custom icon in the Appointment Book's Smart Assistant.
  • For all other UDF responses, view that specific item's form or tab.