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Support and Training Guides

Please Note: These guides show features that may not be available in all editions of Envision. Please check the feature list to see which program features are included in your edition of the software.


Want to know more about the Envision Software? The Envision Online help manual will answer any questions or teach you more about certain aspects of the program. This searchable manual give you full details and screenshots of the features and capabilities.



Featured Guides

EMV Device Setup Guide

Walks you through the setup of your new EMV device.

Processing EMV through Envision

This guide walks you through processing transactions with EMV in Envision.

Envision End of Year (solo, std, pro editions)

End of year reporting and best practices for Envision’s solo, standard and pro software editions.

Envision End of Year (ultimate / medspa edition)

End of year reporting and best practices for Envision’s ultimate and medspa software editions.

Getting Started With the Software

Envision V8 Installation Guide

A guide to downloading and installing the Envision software.

MySQL Installation Guide

How to install MySQL for use with the Envision software.

Envision V5-V7 Installation Guide

A guide to downloading and installing the software.

Workstation Installation Guide

A guide to downloading and installing the Envision software on a secondary computer.

Accelerated Start Guide

This guide gives steps for the fastest start-up with the Envision program.

Station Configuration Setup Guide

Provides steps to configure Envision to use your point-of-sale hardware

Implementation Guide

This guide provides step-by-step instructions in logical order to set up the Envision program.

Initial Setup and Quick Reference Guide

Provides an overview of the main features of Envision and how to use these features.

Advanced Setup and Use

Gift Certificates

How to work with gift certificates in Envision.

Z-out Procedures

Provides a walkthrough on the end of day cash count and drawer closing process.

Resource Guide

Creating, assigning and managing resources in the Envision software.

Medspa Resource Guide

Creating, assigning and managing resources in the Envision Medspa software. (Medspa)

Loyalty Guide

Setting up and using the Loyalty system in the program.

On Account Guide

Usage of the On Account feature. (Ultimate Only)

Booth Renter / Self Employed Billing System

Steps to set up booth renter employees for easy billing in the Envision software.

Add-on Module Specific Information

Envision Access Setup Guide

A guide to setting up employees for online access.

Salonvision Configuration Guide

Help on how to setup your SalonVision website.

Goal Tracking System Guide

How to work with Goal Tracking system.

TSPA System Guide

How to work with TSPA reporting.

Envision Surveys Guide

Setup and use of the Envision Feedback survey system.

eMedical Forms

How to work with UpdateMyRecords online eMedical records.

Tanning Edition / Plus Tan Module

How to use the tanning features in the software.

Credit Card Processing Guide

Processing transactions with Envision's Integrated credit card module.

Quickbooks Interface Setup Guide

Setting up and transferring information from the Envision program to your Quickbooks software.

Credit Card Helpful Hints

Best practices for processing tips, voids, refunds and transaction verification.

Membership Guide

Creating, selling and managing membership subscriptions.