Full Purchase History
gathering feedback
M
Madelaine Berenyi
There is a Product History, but it does not show a full history of every transaction made under the client. For example, if a client purchases a gift card for someone, that does not show up anywhere on their profile.
Phorest Product
Merged in a post:
way to see client purchases/history
K
Kendra Niehaus
is there a way to make the notes button on the main screen show the clients past service history and retail purchases like on the old version?
L
Leah Marshall
I would like to see a clients spend history including both services and courses plus products with their payment type.
A
Amanda Baer
Yes! Same with deposits!
T
Terri Horch
It would be great to have it all in the Client's Profile - so you don't have to go back & forth into the different screens, like sales, reports, etc. Just be able to view ALL a client's purchase history in their Client Profile.
B
Brett Sauder
Well i think it would be great if you were able to access a client’s profile and edit a receipt from there as well as going into manager>sales. And to be able to see full history of all sales
Phorest Product
gathering feedback
This is a great idea! Would something like the sales screen (Manager>Sales) that shows all the clients transactions work here?
- Sean
T
Tina ~
Phorest Product: having all info in one place woyld be helpful. To be able to see a full receipt , including tips from the client profile and not having to go back and forth between service and product, and then go to sales screen to find the receipt .