Changelog
Follow up on the latest improvements and updates.
RSS
new
Back of House
Services CSV Export
We have added a Services CSV export to the bottom of the Services screen. This is available to staff members who have the 'create / edit services' permission level. Previously, this export was only available through searching services within the Packages section (where the user had create / edit packages permission), so we are bringing it here to make it much more easily accessible.
Please note this export is available on branch level only, so for multi-branch users with full chain access, please use the Browser version of Phorest to access this export in Manager > Services.
new
Clients
Purchase
Universal Basket
You can now add items to a basket from any Phorest Desktop or Phorest Go and have everything available to checkout in a super convenient way.
- Add items to an appointment in the future
- Apply a discount to an appointment in the future
- Add products, vouchers or courses from any device and checkout from any device
- When you create a new basket from the purchase screen, we automatically pull in any appointments booked for that day
- If you are checking a client out at reception and something gets added from another computer or phone, we will automatically update the basket in real time.
You can now select multiple products at the same time to add to the basket. Just select the items in question and click add.
This also works for deducting professional stock/inventory too.
new
Purchase
Product History on the Purchase Screen
You can now view the retail history when checking out a client, creating a better experience for both you and the customer. The system also supports multi-selection, allowing you to add multiple items to the basket at once.
The new button will only show for those clients who have previously purchased a retail item.
You can now consume a course session or minutes directly through the purchase screen.
If you a customer has a course session you can click on
Services
and the select the course in question from Client Courses
section in the Purchase Screen
.new
Appointments
Scan a product on the Appointment Screen
You can now scan a product on the appointment screen. you don'y need to click anything to initiate it, just scan and go.
This is ideal for:
- Quickly checking the price of an item for a customer with making a dummy purchase
- Quickly scan multiple products
- See the quantity in stock
- Quickly deducting professional stock
We now support making appointments from within the machine and room view of the calendar.
it supports all the current warning around double bookings and staf not available.
You can access the room and machine view from the dropdown at the top left.
Once in that view you can directly choose the room or machine you wish to book into.
Now you can manually add a voucher while in the sales flow. Sometimes n voucher was not added to you system, or you are migrating from another software, and this allows you seamlessly, and quickly add a voucher and check out with it at the same time.
Access to this option is controlled by the
Manually Add Voucher
permission for the sales screen.new
Appointments
Purchase
Book and Pay for Group Packages
You can book and pay for group packages. These can be for any number of people, and can be anything from a single service, to more complex multi service and multi choice packages.
You can add the rest of the guests in the group as walk ins, or add their full details (ideal for when you need a consultation forms filled out!)
improved
Back of House
Printing Cash Up Report to Receipt
Until now, users of the new Cash Up screen couldn't print their Cash up report to receipt. We have now added this functionality.
To print cash up to receipt, select the date, click 'Print/Export' and then select 'Print on Receipt'.
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