Underpriced Services Override Alert & Report Generation for Underpriced Services
T
Tal Madanat
To ensure transparency and accountability when a service is manually overridden below the default pricing set in Phorest.
Feature Requirements:
- Real-time Alert / Confirmation Prompt:
When a client is being charged less than the standard service price (based on the Phorest service list), System should prompt the staff member with a message like:
“This price is lower than the listed service price. Do you want to override? Reason required.”
- Override Entry Logging:
When override is confirmed, log the following:
Date and time
Original price vs override price
Stylist's name
Client’s name
Service performed
Override reason (manual text input or dropdown)
- Admin-Accessible Report Generation:
Under the Reports tab (or via Settings > Staff Management), allow export or view of override data:
Date range filter
Stylist filter
Client name filter
Service type filter
Export format: CSV and/or Excel
Include total override amount (savings or loss from standard price)
- Optional: Email Summary
Weekly override reports auto-emailed to salon owner or manager (similar to Your week in Review weekly emails)
Benefits:
- Tracks pricing compliance and discounts given
- Prevents unauthorized price reductions
- Supports performance reviews and trend analysis
- Improves client billing transparency
Thank you.
A
Alex Heavens
100% need this!
I've turned off access for all other staff so they cannot edit treatment prices without any alert to management. The only current way to track any such changes is to go through every transaction to see if they match and that's only if you can recall prices off the top of your head!
Also, on the older version of Phorest if you clicked the clients previous appointment to rebook & a discount had been applied it would apply that discount to the new booking, this happened loads to us and many clients got repeated booking as it wasn't picked up! Not sure if the new system has fixed this or not, but new bookings should not have discounts already applied to them.
D
Denise Dinyon
Isn't this technically the Discount Report? I have that delivered automatically to my inbox daily, and look at all services/retail discounts from the previous day. I usually open as a PDF, but if you pick a larger date range like weekly, and open in Excel, I think you can sort for most of what you're asking for here, if I'm understanding the need correctly. It's not going to say something is underpriced, but if it's being discounted, that's pretty much the same thing.
A
Alex Heavens
Denise Dinyon no, if a price is manually changed it doesn't get logged as a discount.
G
Georgina Cuthbert
We 100% need this