Back of House / Manager

when a client checks in, a pop up to let us know important info such as allergies or special arrangements.

It would be incredibly helpful if when checking in a client that something pops up letting us know that they have not completed their forms. This is the one thing Boulevard offered that I miss. It helped us so much to keep on top of everything.

Not once has the waitlist ever worked for our business. Its on the right hand side to be used, and we can put clients down to be booked, but their appointments could sit there for a year, skipping the provider options, set to "as soon as possible" and nothing would trigger the appointments to transfer to the screen. Maybe that's an internal option we have turned off, but anytime I've asked I've been told that it's not. This is the answer I was given in the Support Chat. "the waitlist is updated fully. Currently the best thing to do with the waitlist is to check it daily. It is very difficult to catch it when it populates. Unfortunately I do not have an ETA as to when they will update it to make it more efficient." I'm not sure what it means to catch it when it populates, but after searching to see if anyone else has had this problem, there are feedback threads that show that other people are able to use the waitlist, they're just having other issues with it.

We would love to see pop-up notes appear any time a client profile is opened, rather than only during specific actions. Currently, notes can be configured to appear at specific points in the guest journey, such as booking, check-in, or check-out, but there is no option for them to display immediately upon opening the client record. This feature is essential for our team to quickly view important client information, such as "constant no-show," "prefers 2 creams in coffee," "VIP guest," or "use specific discounts." Having these notes automatically appear whenever a client profile is accessed would help ensure consistency, personalization, and accuracy across all team members and departments, regardless of where they are interacting with the guest within the system.

would love to be able to copy and paste blocked times/ meetings/breaks ect on the appointment calendar for multiple employees. and or add options for multiple people

We operate a services business, where customers book their own appointments with equipment/rooms we provide. Not being able to default to 'no preference' for staff is highly confusing for customers, and kills conversion rates. Please can this be changed so it's only the default to show all available times.

There needs to be a better pop up on screen notifications of a whatsapp chat.

be great if there was a function to list all clients in the week needing patch tests instead of having to search individually

I have a question regarding multi-location access. Is there an option to disable location switching for specific team members on the Phorest desktop application? We have some employees who work at both of our salon locations, but we would prefer that they do not have the ability to manually switch locations within the system. We would like to know if there is a permission setting or user access level that can prevent staff from changing locations while still allowing them to work within their assigned location(s) as needed. Please let us know if this feature is available and how it can be configured. Thank you for your help.

Cock-In Feature for Non-Hourly Employees It would be helpful to have an option to disable the clock-in/clock-out requirement for salaried or non-hourly employees. Having to clock in every day when payroll is not based on hours worked creates unnecessary steps and can be frustrating for business owners and staff. An optional setting to exempt certain employee roles from time tracking would improve efficiency and streamline daily operations.