Pop up prompts when booking clients in | Desktop Appointment Diary

Pop up prompts when booking clients in

planned

Susan Pilate

Have POP UP Booking Prompt to identify clients with specific booking needs such as extra application or processing time

Phorest Product

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Mary Ferry

Would really like to be able to copy and paste client's email address when we want to send them an email.

Emily Gyoker

I have not noticed this

Kristal Guglielmo

Would love the promo to be an actual pop up window but this is def a start. But would def be more helpful if it was a pop up window not just showing the notes when booking

EssenceRenfrew

Also when a client wants to cancel and move part of their appointment to another day/ time , the new system doesn't let you do this .

EssenceRenfrew

HI we really need to see what money is in clients account before we check out to pay , that's the money that is in there wallet thanks

Cahir Hennessy

Hi there,

We recently made a change where we show the client notes before you add any services when making a booking. Does this solve most of the issues around this topic, or do you feel more improvements are needed?

Carmen Früh

Cahir Hennessy i would love to have the same feature for appt. notes

Susan Pilate

Cahir Hennessy the issue with thw notes is our service providers are creating hair plans for clients and important information can get missed

Kristen Peckich

Cahir Hennessy please time stamp all notes.

Kristen Peckich

Cahir Hennessy please create separate note for service formulas. And let us make them be mandatory for services we choose. Client notes really need cleaned up if migrated from another platform. Our old platform had pop up notes separate from formula notes. More efficient and clear.

Veronica Ballard

Cahir Hennessy I believe a true pop up - instead of highlighted notes would be more impactful. The color of the highlighted note is the same as the “Add Service” button color. A true pop up they have to click away from to proceed would be preferred! Thanks!!

TRADEMARK SALON

Kristen Peckich love this idea! an audit log maybe for client notes? sometimes people remove important information & a time stamp / audit log would be great so we can go back & retrieve that information (special booking times, etc)

i Pad

Cahir Hennessy , it helps, but a pop up would still be great for clients that are 'banned' etc before creating the booking

Sam

Cahir Hennessy we need notes to pop up again so they cant be missed before booking or rebooking. If we hit the rebook button when they cash out as well. we need specific timing for some clients and if it gets booked without it, it then throws off the stylists whole day. this is the one issue with online booking too. ORRRR if yall could make it so we can create custom timing for each client that would be my biggest wish from phorest.

thank you!

Heather Stafford

TRADEMARK SALON Yes! Everything should have an audit log!

Heather Stafford

Veronica Ballard I agree. A true pop-up would be better, but I'm still trying to get people to read the prompts I created. Cahir Hennessy part of the problem with the update is the color. It is the same as other items and so it is overlooked. It needs to be a different color.

Brittany Murray

would love to have a prompt for when a guest doesn't have a card on file!

Phorest Product

Merged in a post:

seeing client notes BEFORE booking in

Sandra Johnston

when you pull up a client on the appointment screen, you cannot see any client/appointment notes until after they've been booked in. I can't see any special instructions until after and this seems to defeat the purpose of having the notes??

Please have it always visible, whether they are booked in or not.

Phorest Product

Merged in a post:

Add Prompt

Giovanna Garbo

Please add option to add prompt to appointment

Phorest Product

Merged in a post:

Option to flag appointments with important notes/reminders

Phorest Product Team

There should be away that we can flag an appointment on the book (make it red) for important notes, reminders or if they have a habit of being late or not showing up to their appointments. This can also be combined for Birthday reminders.
What I do now is before their appointment time I make a break time before and write my notes there.
I was thinking maybe having an option to flag the appointment and make it Red so on the appointment book it stands out when looking at it

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