Make changes to the bill and save this until they are ready to pay
complete
m
marthazepplin
Add products/services to the bill and save this until they are ready to pay. Having to add services and retail again every time you are done with a ticket (not checked out) - can we have the ability to save changes.
Phorest Product
planned
We are currently working on improvements to the "basket" for appointments that works more effectively at saving edits to appointments made on the purchase screen. We will be updating here in the future as the work begins and nears completion.
Seán
H
Holly Walters
Thank you!
Phorest Product
complete
Phorest Product
This is now available.
You can now add items to a basket from any Phorest Desktop or Phorest Go and have everything available to checkout in a super convenient way.
Add items to an appointment in the future
Apply a discount to an appointment in the future
Add products, vouchers or courses from any device and checkout from any device
When you create a new basket from the purchase screen, we automatically pull in any appointments booked for that day
If you are checking a client out at reception and something gets added from another computer or phone, we will automatically update the basket in real time.
For more information, see our help guide: https://support.phorest.com/hc/en-us/articles/22456248676754
B
Betty Thomas
Phorest Product Thank you for tweaking all this to our benefit. One issue...When you create a new basket from the purchase screen, we automatically pull in any appointments booked for that day...Some guests like their products on a separate ticket, so this complicates that ability (which we used to have in Phorest). If we remove services that were auto-added from the ticket, what would happen from there?
x
x Carol .
It would be GREAT if the discounts changed save! It would save so much time at the till, prevent errors if another receptionist takes over and they aren't aware or forgets! Any idea when this update will take place?
Phorest Product
planned
We are currently working on improvements to the "basket" for appointments that works more effectively at saving edits to appointments made on the purchase screen. We will be updating here in the future as the work begins and nears completion.
Seán
a
assistant assistant
Yes great idea, would love this
Phorest Product
Merged in a post:
Save changes on invoice
J
JoAnn
It would be great to be able to make invoice changes ex. discounts and have them saved as we toggle between screens or of course work in multiple screens (please!!!) Also a section for check in prompts, as well as booking prompts, and checkout prompts.
Thank you
Phorest Product
Merged in a post:
Rescanning Products
T
Trish Jardine
Phorest Product
Merged in a post:
Hold changes on the purchase screen if you get out of it and have to come back to it
i
info
Once an appt is checked in, I would like to be able to apply a discount in the pay screen (prior to checking out), and have the discount still be applied in the purchase screen, once the client is ready to check out
J
Jill Dworin
Yes THIS
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