You can now print or email a quote to your clients from the purchase screen. You can do this by clicking pay on an appointment or for a walkin client through the purchase screen by clicking the "Generate quote" button that now appears at the bottom in the blue bar.
You can then choose to print the quote in A4 or if the client has an email on their account send it via email.
When emailing the quote it will contain all information on the purchase screen, including but not limited to:
- Services
- Products
- Courses/Series
- Discounts
- Deposits
- Total to be paid
__
Walkthrough Video
__
Example quote transaction
__
Example client quote email
__
Example client quote A4 print
__
If you have any feedback on these updates please don't hesitate to let us know by posting feedback within this platform, or by clicking the feedback button in the bottom right hand corner of the updated appointment screen.
Phorest Web is currently in development and beta access is available. If you would like access to it please email sean@phorest.com.