B
Brittany Bradley
Right now, Phorest has too many separate places for notes, such as appointment notes and client card notes. This creates extra clicking and makes it easy to miss important information.
I’d love to see notes centralized on the main client card with clear tabs, such as:
Client Notes | Formula | ALLERGIES | Appointment Notes
It would also be very helpful if notes could be formally “submitted” so each entry automatically saves the date, time, and staff member who added it. This would create a clearer history and improve accountability.
Additionally, if a client has an allergy listed, that allergy should be clearly flagged on the appointment screen so staff can see it before or during the service without having to click into multiple areas.