Any user with the 'Manager View' permission level can now create a goal for multiple staff members at once.

Further to that, any user with 'Manager View' permission can now create a repeating goal for single or multiple staff members.

Any user with access to Staff Performance (not Manager View) can create a repeating goal for themselves.

Available on app 5.0.0/5.0.1 v19

On the Appointments screen, sometimes Phorest customers prefer to use different colours from those available under Categories > Service Categories. In our old, OLD service categories screen (which was only accessible through a backdoor in our old packages screen) there is an expanded range of colours that can be applied.

We have brought these old category colours into the existing Service Categories screen so that the range of colours to be chosen from has gone from this:

to this:

Advanced Cashup is now available in the new Phorest 10 Cashup screen. If switched on through the console, this feature enables salons to manually configure the length of their cashup sessions.

With Advanced Cashup, instead of cash up sessions automatically closing at the end of each day, a salon can choose to run more than one session in a day (for example when one receptionist finishes up their shift and a new receptionist takes over) or to run the same session for a week or two weeks etc.

When a Phorest salon user needs to contact one of their customers about a sales transaction, they need to be able to access the phone number and / or email of the customer attached to the transaction.

In our old screens, this was accomplished by double clicking on the transaction in the Sales screen, which brought up the purchase screen where the client contact details could be seen.

On our new Phorest 10 Sales screen, until now, the user had to follow a more complicated process, where they clicked on the transaction and then had to select edit or refund in order for the Purchase screen to open so they could see client contact details. Since the user may not wish to process a refund or an edit they may not wish to perform these steps or understand this is required.

To improve this experience for Phorest users, we have now brought the client email and phone number (cell/mobile) into the Sales screen slide over so that with one click, these details are immediately available with no need to visit the purchase screen at all until required.

This improvement will ensure that all critical information is collected reliably at the point of entry, thereby reducing the need for follow-up on incomplete submissions.

When creating or updating a Consultation Form or Treatment Plan, you can make fields mandatory by selecting  > 

If any mandatory field is left blank, a warning message will appear, and all required fields will be highlighted in red to indicate missing information.

If you previously set a field as required but want to make it optional, return to the form and select > 

Dot phrasing helps you save time by using pre-written text snippets in Notes and Treatment Plans. Instead of repeatedly typing the same information, you can quickly insert a snippet into your patient notes and edit it as needed.

This feature within Consultation Forms is a paid add-on. If you do not have access to this feature but would like to get it, please get in touch with your account manager.

Go to Manager > Consultations > Dot Phrases.

Then select Create New to begin creating a new Dot Phrase.

To use a dot phrase, open the Notes section within Forms or open a Treatment Plan, then type a full stop and select your dot phrase to apply it.

If you're not sure of the dot phrase name, you can also click the  button to quickly view your full Dot Phrase Library, search for a particular dot phrase, and apply it from there.

You can now control exactly which prompts you want to see on the appointment screen. Pick and choose which prompts and important to you, and those ones that drive you a little bit crazy. You can even remove the pop up when you hover over an appointment.

We've also brought back the It's off by default but you can enable it easily.

Just go to to set them up.

Remember, these will apply to everyone at that branch location. It will not apply to prompts received on your Phorest Go app.

Users of PhorestGo2.0 can now see the Trail feature like they can on the desktop app.

The user can see the trail of appointment detail changes by clicking into the 'Options' button on the appointment and selecting Trail.

A user must have the new 'Trail > Appointment Trail' permission applied to their access level .

The user can see the trail of client detail changes by clicking into the 3 vertical dots on the top right of the client card and selecting Trail.

A user must have the new 'Trail > Appointment Trail' permission applied to their access level

We like this one! You can now create a break for multiple staff on a single day. So if you have have a staff meeting for example, you can easily block out all rostered staff's columns in a couple of clicks!

When creating a break just enable the toggle and select all rostered staff, or pick which staff you wish to apply it to.