Missing Information - Client Cards
J
James Goldney
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
L
Lesley Mitchell
Recently had a client insisting they had paid for an appointment in advance and it was absolutely painful to get the info, until Phorest advised me to use the Sales Transactions Report, select the client and date range you want to search and then you can see all their bookings and payments and whether they were cash or card. Hope that helps
K
Kylie Barringer
Yes Please!!!!
Phorest Product
Merged in a post:
Reminders when a profile is not complete
V
Valerie Eldenmalm
The customer data base offers large options but the receptionists or users forget to update valuable data. when the client pays, would be great to get a pop up window reminding what fields have yet to be filled such as emails etc
Mike Messenger
I must agree it is cumbersome to review historic financial transactions for the clients
M
Mary Cocozziello
For some reason, some of our client info did not switch over, and now we are missing a lot of client addresses. We like to send Thank You cards to our clients but can't if we do not have their address. A prompt that tells us what information is missing in individual client profiles would be great.
H
Heather Stafford
Mary Cocozziello it would be awesome if, when booking a client, a pop-up automatically came up if phone #, email, mailing address are missing and give you the option to click something to not ask again if the person doesn't want to provide it.