Access a client's past sales and receipts from their client card
under review
M
Mary
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.
H
Heather Stafford
This would be a HUGE time saver. I would also say, it would be great if the barcode for products purchased were included on the receipts. With products of the same name and different sizes, a clear distinction of which product they bought would be helpful.
Phorest Product
Merged in a post:
Add product purchases to appointment details
H
Helen Collier-Kogtevs
It would be great if all product purchases were included with the services purchased as it gives us a complete overview of the value of the client and how much business they give us.
And as we tailor our treatments to the client, the product sales are dependant on the treatments had in the past. Therefore being able to see all services and products together allows us to pivot when they need more product. If we see they have used a particular product for a while, to be able to see that all on the one screen would allow us to offer the advanced range etc.
It would save us flicking through screens which is slowing down the POS time and process.
Phorest Product
Merged in a post:
Clients Invoices
E
Emma Charlotte
It would be great to be able to view a full, complete, paid for invoice.
Phorest Product
under review
Phorest Product
Merged in a post:
All client sales in file
R
REANNA HOYT
Phorest Product
Merged in a post:
All sales in client file
R
REANNA HOYT
Old Spa Biz user here... We would love to be able to pull up cashed out purchase screens and all sales in the clients file instead of having to go to sales and search the date and client.
Phorest Product
Merged in a post:
Receipt Printing
C
Christine Cunningham
Function of being able to print transaction receipt from appointment screen or client product history without having to go into sales and locate the date and transaction would be great :-)
M
Mike Messenger
Agreed that we should be able to see client transaction history within the client record card. Currently it is very cumbersome.
H
Harpreet Singh
I did request this in the past but didn’t get enough votes
Phorest Product
Merged in a post:
Client Transactions - Show on Client Card
J
James Goldney
Please can all client transactions they make be easily linked/viewed from within their client card? You should be able to see clients payments etc here but instead you have to go find the appointment on their client card, write the date etc on paper and then go to Sales to get the information that you need. A clients transaction history should be easily viewed from their client card not just a journey to locate.
Just a link made from client card to each sale referenced against their name in Sales needed I guess
Am suprised this isn't already a thing in Phorest as all other softwares I've worked with have a clients transactiosn easily available.
Just my views ;)
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