Changelog

Follow up on the latest improvements and updates.

RSS

new

Back of House

Archiving Discounts

Discounts can now be archived on the Phorest 10 Discounts screen.
To create and manage discounts go to Manager>Settings>Financials>Discounts. To archive an existing discount simply highlight the row and the Archive button will become active.
Archiving a discount will remove it from the list of available discounts a user can select from on the purchase screen.
Screenshot 2024-07-03 at 11

new

Back of House

Browser Login Access

For Salon Owners / Managers that would prefer their staff to only be able to use the Phorest desktop app (and not to be able to login to browser anywhere), we have provided a new permission, 'Login'. This can be found under Manager > Access. Enable this to give a user access to Phorest 10 on browser.
Screenshot 2024-07-02 at 12
You can now choose to partially refund a PhorestPay deposit when you are removing a single service from an appointment. When you remove a service you will now see a popup as shown below that will allow you to charge a cancellation fee or to refund the deposit to the client.
image
If the appointment contains multiple services the deposit will be partially refunded. For example:
Service 1: €100
Service 2: €200
Deposit: €100
In the above example removing Service 1 and refunding the deposit will return €33.33 to the client leaving a deposit of €66.67 on the remaining service.
For more information on refunding client deposits please check our support guide by clicking HERE
__
We also updated the "Remove appointment" within the options menu of the appointment slideover so that you will also see the PhorestPay prompt when clicking this on relevant appointments.
You can now use multiple tills for processing purchases. This is useful if you manage multiple cashups within your salon and have them setup within Phorest. If you have multiple tills setup you will now see a dropdown on the payment type panel that allows you to select the till you wish to assign the transaction to.
The system will remember the till that you selected the next time you go to the purchase screen.
Example of multiple till dropdown
image
We have made a number of improvements to the Phorest 10 Sales screen:
  • The daily sales total is now pinned to the bottom of the transactions table
  • The current til total value is now embedded into the current til total button so that the value is visible upfront (to see the breakdown of current til total by payment type click on the button)
  • The 'logged in staff' column has been added into the Sales transactions table
  • The date / time of voided transactions can now be edited
  • We added more details into the transaction sidebar so that it now groups together the service and the staff member (plus avatar) who performed it, the price of the transaction, the quantity sold and whether any discount or custom fee was applied. This information was all previously only available on the purchase screen.
Screenshot 2024-06-18 at 12
When selling a new gift card/voucher to a client you can now choose to print an A4/Letter print to give to the client. You can access this option by clicking the print icon after you have completed the payment for the transaction. You will then see a print voucher option in the menu that will allow you to print using your computers devices.
__
Example print menu
image
__
Example A4/Letter Gift card/voucher print
image

new

Appointments

Staff Requested Prompt

Based on feedback received from our salons we have introduced the staff requested warning when editing an appointment that contains a requested staff member.
You will see one of the below prompts when performing the following actions:
  • Clicking and dragging an appointment to another staff members column
  • Editing the staff member assigned to a requested service within the appointment slideover
  • Moving an appointment to a different staff members column using the clipboard
__
Example of prompt without any additional issues
image
__
Example of prompt with additional issues
image
Last week we released an update to the appointment planner that allows the "Rebook all" option on the clients appointment history tab to work as expected.
Where the same staff member is still active in the salon that staff member will automatically be selected and marked as requested. If the staff member is not active then the service will default to anyone qualified to perform the service.
You can edit either of these by clicking on the service card after clickign "Rebook all"
__
Example rebook all appointment
image
__
Appearance on appoinment planner after clicking rebook all
image
We just released an update to the client card navigation menu. The aim of this update is to improve readability and to group the menu in a way that makes more sense, and that better allows additional items to be added in the future (such as Reviews). Below you can see an image showing the original and updated navigation menu.
__
Before
Screenshot 2024-05-14 121805
After
image
Based on your feedback we have updated how the appointment cards and appointment hover appear on the appointment screen. Please read below for details on the changes as well as a before and after comparison.
The space between the lines of text has been reduced so that you can see more information on the appointment card, particularly when it is a service with a short duration.
Where the service is a TreatCard reward, special offer, package or course/series session you will now see this on the appointment card and appointment hover.
When the service is a course/series session you will see the remaining and total units for that clients course.
The appointment start and end time has been added to the appointment hover popup as well as improving it's layout to make the information easier to read.
Appointment notes will now appear on a maximum of 4 lines instead of 1 line.
Please note that the appointment notes will only appear on the appointment screen if the setting is enabled in Manager > Settings > Point of Sale > Device > Show Notes
__
Before
Appointment Card
328560369-a8cf3566-9051-4679-ba41-0381de084423
Appointment Hover
328560537-4920398c-eec2-44ad-83fa-cf5cfa5a13fc
__
After
Appointment Card
328561642-71429410-29ea-4e8e-b05d-67e05e4f54b0
Appointment Hover
328561356-3fd4187c-1b91-4fd3-aa09-1997d92436c2
Load More