Desktop Client Card

Having a way to adjust the price for each client that requires a specific rate whether it be lower or higher than the base price.

The prompt to tell you a client has a deposit on file {taken in cash or by phone} seems to be gone , why? this prompt is needed as when desk is busy at checkout this can be missed , especially when it has always come up for the last 15 /16 years we have been using it ! very frustrating to take things away that are working fine when doing an update, can I have this back please.

Have a specific box for special timing per client. If there is anything typed into this box, have it be a pop up when you make a client appointment

No shows need to be adjusted. Currently it is marking every individual service on an appointment as a no show (ex: a guest scheduled a highlight and haircut, it is marking that as 2 no shows instead of 1). This is not accurate and we are having to make note of no shows somewhere else.

Please create the ability to add service times, per service, under individual guest profiles, so that no matter whom the guest is booked with their individualized timing will be implemented.

Would appreciate 4 Digits SPACE 3 Digits SPACE 3 Digits (Easier to read) e.g. 0000 000 000

When I go to a client file I like to see and know everything about that client. For example if a client has left a review I wold like it to be seen in their client file without having to go through marketing and reviews. If this was actioned it would mean if someone calls to make an appointment with us our staff can say " I can see you left a review Iast month - thank you" or let's say they have left a bad review or weren't happy I can say "I see you left a review and weren't happy with X and we would like to work with you and resolve that on your next visit". Basically we would prefer a whole client picture not part of it. Rebecca

Please can more information be added to client cards? For some reason so much vital information is missing from the client cards which makes any sort of client query extremely difficult to investigate. Payment History All client Payments (Salon or Online) should show in a financials tab on the client card. It's crazy that you cannot see this information here and need to locate a date then click back to Sales and search the name to find a payment or any info regarding it. All client transactions should be linked from Sales within the client card itself. Appointment Trails All movements for a client should show in a Trail Log on the client card itself. The massive long winded process of trying to track what has happened to a clients appointment urgently needs to be shortened. You should be able to see Trail information straight from the Future/Past Booking tab in the client card. This should also include if/when any deposits have been made on it etc. Also this Trail info should show in a large spaced out and easy to understand screen rather than tiny confusing boxes like it is in its current format. Just my two pence. ;) All other softwares make it very easy to view all movements and financials of a client direct in their client card, but Phorest needs you to either click randonly in blank spaces and dummy book/notes/trial to investigate or use a whole other Sales screen in Manager to find any information. Phorest is so good at being less clicks in the software generally except when you need to investigate anything directly for a client. Think you're missing a trick

As a salon owner I want to be able to easily see what clients have been referred to the salon by each client. This helps me verify their referral reward easily and also gives a clear view of how valuable the client is to the salon.