Desktop Client Card

It would be helpful to have the possibility to send two SMS or Email reminders to clients for different amounts of time. Example: send an SMS/email reminder 72 hours prior to an appointment and then anther SMS/email reminder 24 hours prior to the same appointment.

I wish you could see the client notes in a big screen like in the old clients

It would be nice to have a place to put notes specific to updating client's information. So that each year we can verify (like you would do at a doctor's office) that their phone, email, and address are current. Perhaps in the blank area under email it could have a date stamp and show the last time those fields were entered or updated.

We have clients who pay another person's 'on account' balance and would like a way to link them. It could be a spouse, employee, child, etc. and one person assumes the responsibility for paying all accounts. It would be good to be able to link them to square up the balance and pay on all accounts without separate transactions or having to make a manual update to their balance to transfer from one person to another.

It would be really helpful to view the patch test date and info from the client desktop card. It's quite time consuming having to go into each client card to check their patch test status when reviewing all clients for the day. Thank you!

Rather than just the cost of each service performed can you also add the total cost into the history. Also say the percentage or amount of discount giving, not just the discounted rate

So staff members can easily see from the appointment screen whether the client is in a specific category. E.g. we have a 'loyalty list' in salon where long-standing clients don't pay a deposit. However currently we have no way quick/easy way of checking their category. We have to go into the client card, basic information, scroll down and check the categories.

If a client asks our front desk staff to print out a previous transaction from a few months ago the process is to look up the past time they were in via client card, then go to sales, then go to the specific day in question, then search for the client on that day. It takes way too long and too many clicks to access this important information. When we have guests waiting to check out and phones ringing it can feel so frustrating to complete this simple task. In other systems all of the clients past information is in one place. You click on ticket history, then double click on the one you want to pull up, then press print. That is 4 clicks. Currently in phorest we can't even search for a clients past ticket without going to the specific day they were in. There needs to at least be a way to search the entire data base for one clients past tickets, and also have a tab in their client card with this information. A simple double click on the transaction to pull it up.

Is there a way that linked accounts could show all of the cards available for all of the accounts linked? We have families that come in and everyone has their own client card and use the same card.