Back of House / Manager

I’d like to request a feature enhancement to adjust chat visibility in Phorest so that messages are only visible to the assigned service provider (and optionally to admin/manager roles) rather than to all stylists. Currently, every stylist can see every chat, including private issues such as client complaints, correction requests, and pre-visit consultations, which creates unnecessary tension, comparison, and speculation among team members who are not involved in that service. It can negatively impact morale, psychological safety, and professionalism, because stylists end up exposed to client dissatisfaction that wasn’t directed at them and don’t need to see operational or corrective communication for other providers. Clients also reasonably assume they are speaking only with their service provider or the front desk, not the entire stylist team. Restricting visibility would reduce noise, improve boundaries, support healthier team culture, and allow managers to maintain consistency in how issues and service corrections are handled.

We like to use data to help formulate promos and strategies that are customer centric in nature, or staff oriented. In order to gather all the data in one place we use sheets or excel. We need to have access to data in phorest so we can download and use. For instance we would like to see treatcard balances for all guests, or staff members by birthday, or download a list of all of our clients with all profile info so we can filter and sort through what we may not need to see at the time. Why is this info not available to system administrators/owners?

No Access due to limited permissions. My manager was trying to give me access, but was having issues finding what button specifically was limiting my access. Send a code on screen with the statement saying "does not have permission" for Management to find button easily.

There really needs to be more security checkpoints. I need more options for forcing password changes for team members, especially if a security breach is suspected, or when a technician leaves. With a large team, it's really cumbersome to go in and change people's passwords individually from the management side. Simply asking an employee to change their password is not good practice. We should be able to log them out of the system automatically when that happens, without having to archive them. There are too many ways to hack the system with such broad securities and limited control. It opens up a lot of liability for the owner.

Please prioritize adding IP restrictions to limit software access to the salon’s network only. IP Address Restriction is essential to protect sensitive client data from remote access. This is the most critical missing piece to truly safeguard our data. Without this feature, business owners remain vulnerable to data theft. It's more than just "clocking in" from home! I’ve had stylists access full client lists with contact info FROM HOME before giving their "2 week" notice, causing a major (preventable) security breach. Please consider this as urgent.

I'd like to be able to a pull a report to see what staff logged in on what devices at what times. Specifically, I believe I have a staff member logging into a computer using another staff's PIN and I'd like to be able to confirm whether this happened or not.

I find it frustrating to be in one mode, for instance, client lookup, and needing to check something in another mode, and in doing so, losing what work I had been doing.