Desktop Client Card

I'd love the ability to check a box that makes client notes pop up in various situations. (like checking out directly from the calendar screen, client search screen, etc.) so that it's not required to open the client/appointment card every single time i want to see a yellow highlighted message. more urgency

Could new clients click a box or drop down menu that tells us where they heard about the business? This would help with knowing which marketing strategies are working.

Unfortunately, it is currently not possible to upload photos of the treatments to the appointment on the PC. This is only possible in Phorest Go. It would be great if the upload function was also possible on the PC.

It would make things so much easier if instead of just product purchase history, it shows all purchase history for each client in one place on their client card. This way we don't have to go through multiple days, weeks, months, on the "Sales," tab in order to access each individual ticket.

It would be super helpful if there was an immediate pop up regarding specific instructions on the client such as booking additional time (would also be really helpful if it was attached to their file for online booking as well) or if they are banned. It’s always awkward talking to someone and realizing they are banned once you are finalizing the booking. Thank you!

Have a form auto fill in data that is already attached to the Profile, to the treatment plan, i.e.. <Name><DoB><Date of Service><Pt ID> and being able to assign those files on a form. Would also be nice if we could create a print layout of the form.

Sometimes a client may need to cancel all future appointments would be much easier to also to be able to cancel in service history have an x to cancel rather than have to find every appointment in diary

It would be much faster when inputting clients dates of birth, if we could tab across to the 'month' field vs the current month 'dropdown' option as it just slows the process down.

It would be helpful if clients could upload their own pictures to their client card. This could make it easier for providers to recognize returning clients and personalize the experience.