Desktop Appointment Diary

In the old appointment screen when is guest is banned, it would pop up a warning box and ask if you would like to continue. Then new appointment screen should do the same thing, inexperienced staff may not see the box that says someone is banned and it does not try and stop you from booking the appointment. It could also be solved with the same type of box that pops up when you try to book a service provider with a service they are not trained in. It needs something more to stop people from booking banned clients.

It would be helpful if the deposit system allowed more payment options beyond credit cards for in-store and over-the-phone bookings. We often have clients call wanting to pay their deposit with a gift card, similar to what they can do now with the recent online booking update. Currently, the deposit feature only accepts credit cards, so adding the ability to use gift cards or record cash deposits would make the process more flexible for both staff and clients.

When the client is about to pay their bill, it would be very helpful to see the DEPOSIT that’s been taken prior to service on the final payment section. As at times you have to click back onto the clients services and double check to see if a deposit has been taken, and then back to final payment.

When you click in to make an appointment, only the services that the therapist is qualified to carry out should come up. Not every service that is currently available in the salon. This would save a lot of scrolling and time on the phone, especially for new staff and fewer errors. I am aware a prompt pops up after you have chosen the appointment, but there would be no need for the prompt if only the qualified services were attached to the therapist.

We’d love the option to create a custom message or prompt that appears at the point of checkout. This would be incredibly useful for reminding our team to carry out specific actions, for example, asking suitable clients if they would be happy to leave us a Google review. In-person requests like this are far more effective, as they create a personal connection and significantly increase the likelihood of clients actually leaving a review, which is vital for helping us grow the business. Being able to tailor these prompts would also be helpful for other timely reminders, like mentioning offers or upcoming events, that can easily get forgotten in the busy minds of staff. Thank you for considering!

Reminder texts include the date but not the day, clients get confused on what day would be easier for clients and say no shows by changing it to Thursday 26th June at 9am. So it’s very clear this update needs to happen asap

I want our staff to be able to see if a person is a member just by looking at the Calendar! It would be soooo useful to have like a little "M" to represent a MEMBER

We need more appointment reminders. Through other systems we had, we could get up to three reminders sent to each client for their appointment. Unfortunately, Phorest only has one reminder but I need one a week before 13 days before and one one day before. My clients loved it. Because I didn’t have to stress about when their appointment was. Any news on possibly adding that to the reminder send outs. It’s kind of crucial where we are.

It would be great to see all employees and support staff on the calendar. The front desk, associates and managers