PhorestPay

I use Phorest's checkout function to record cash withdrawals. When you make a cash withdrawal, there is the option to leave a note, which is very helpful. However, I think it's a shame that these notes are not visible in the Receipts area after the booking has been completed. To find the notes, you must open a separate report (such as “Deposits and Withdrawals”) instead. For better traceability and more intuitive operation, it would be desirable if the stored note was directly visible in the list of the respective document. This would make daily work easier and speed up the search for information. It is important that all relevant details of a transaction can be viewed at a central location.

It would be very helpful if an option was integrated to also process larger treatments or package bookings via financing systems, for example via providers such as Klarna or similar payment service providers. Especially with high-priced packages, it would be valuable support if they could be paid in installments or via flexible payment models. This would make the purchase decision easier and further enhance the service. Are there already plans in this direction or is it possible to connect such payment methods to Phorest?

It would be helpful to have the option to send a payment link. Some clients don't like booking online & cannot alway call out card number when on the phone.

I just realized that when we charge clients a late cancel or no show fee, the staff member does not receive their commission for that service because the service was not completed. I need that changed as the staff member is the one being inconvenienced by the cancellation and deserves their commission!

It would be helpful if you could schedule a price increase in the system, so that you don’t have to do it the day of the price increase or the night before.

I love phorest tips! it's great there is more transparency and regulation around tipping and tips all go direct to team members, but the 'skip' button being set away (and pretty hidden in comparison) from the other options on the terminal seems shady. Clients shouldn't have to seek out the word 'skip' in the top right hand corner. Tipping is at the clients digression so each option should be equal. I just skip for everyone when I take my own bill because I'm embarrassed to have to point out that 'not tipping' is something you actively have to go and find. I don't want anyone to feel obliged to tip or under the spotlight. Transparency is important to us and it's clunky and uncomfortable having to navigate that dialogue at the end of the appointment.

please change the steps of the stripe terminal it should show the full amount on screen with the surcharges before paying not say there are fees and then show them the full amount after they pay

Would be great if the deposit receipt would just show the total amount paid, not list the amount allocated to each appt. We collect full payment, and different amounts are allocated to different treatments and it just doesnt make sense to clients. Their appointments are listed below on the receipt. The client just needs to know the total amount paid, and the date and details of their next appointment.