Forms

It would be super helpful if there were a connected form in Forms to track the client's referral source. We commonly ask this in forms, but are unable to track this metric because it's stuck in the forms and would require manual collection.

As a salon owner when I want to check a previously completed consultation form on Phorest Go I have to click update form. It's not obvious in this screen that I can click consultation form at the top to leave without editing the form. There should be an option to view the completed form on the main consultations screen to avoid confusion

TO CONFIRM BOOKING for chemical treatments- Mandatory filled out/sent back consult forms to book appt

It would be very helpful to have the option to manually send a form directly from a client’s profile, without the need to create a future booking. Thank you.

Notifying reception when client hasn’t filled in forms

give us the option to auto-send forms to ONLY new guests AND give us the option to select which forms are being auto-sent (some forms are more situational and some we would like to be sent to every new guest)

It would be great to have the ability to send a customizable survey after each apt that aligns with our service wheel. Instead of a general feedback request using the reviews, this would include a specific, client friendly questions for each part of the experience. Ideally, it would allow custom questions (ratings, yes/no, short answer), tie responses to the stylist and service, and provide simple reporting so we can track performance, coach our team, and improve consistency and retention. It would also be nice if when they took it, it would give them reward points.

Add "make required" an option for the image upload field, much like the other form inputs.

It would be great when we hit check in on a client, if a message would pop up if they still have forms that need to be filled out!

It would be great if on a form you could make certain information required. E.g. DOB, address and medical information as some clients just don't complete it properly and there is no way to make something required apart from the online booking option which only gives you phone number and email.