Deposit Refund button
awaiting response
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Rebecca Dernedde
Please can we have a deposit refund button at point of sale. The current system of having to go back into the appointment, delete the service to refund the despot and then re add the service to check out is so backward! We are accidentally refunding clients because of this process
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Jake Donnelly
This feature would be fantastic! We often have guests pay their deposit with a credit card and then want to use a gift card at checkout. Refunding the deposit after they’ve already checked in is so confusing that we tell our front desk team to grab a manager, and honestly, it’s still confusing for us too.
I also agree that deposits need a better audit trail. When clients book often or have several future appointments, it can be really hard to tell which deposits have been refunded. A refund option at checkout and a clear deposit history would be two really nice changes to the way Phorest handles deposits.
Mike Messenger
We change the service to avoid refunding the deposit. We also have a zero cost service called "Online Booking Amendment" for those tricky ones
Phorest Product
updated the status to
awaiting response
Hi Rebecca Dernedde,
Thank you for taking the time to post feedback. Could you let me know the context around why the deposit is being refunded? It will help me to understand which of our flows the issue relates to.
Seán
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Rebecca Dernedde
Phorest Product Hi Sean, it’s mostly for clients who have booked online and want to pay for their treatment with a gift voucher. But also we sometimes have regulars who have a legitimate reason for a late cancellation that we would like to refund the deposit to.
stacey
Phorest Product or want to pay cash
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Ranee Saylor
Rebecca Dernedde I agree it should be an easy process. There are circumstances that we should be able to easily navigate.
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Stephanie Parrish
Phorest Product We have also run into a problem where it would be very helpful to keep track of deposits as to wether they were returned or moved to next appointment. We've had ppl show proof of deposit but it's been refunded and we've had to explain it was returned and had to have mgmt call to explain. It should be a clear trail with dates and who refunded deposit. I do realize that their balance when cashing out is adjusted to show deposit but we could use more info.