Reports

It would be extremely useful to us, if you could set the amount of holidays each staff member has available to them during a year period (Ours is 1st Feb to Jan 31st) Then the system could alert the stylist/us if they exceed their allowance.

When looking at ' Appointments by Staff Member ' in Future Appointments Dashboard it would be extremely useful to add a ' Future Utilisation % ' column. Showing the future utilisation for each staff member, helps both with planning future staff rostas and managing staff KPI's.

Once a team member logs in to a terminal, their access is available to anyone what walks up. Would love the access to be code number for doing different things. Especially looking up reports or accessing inventory.

It would be great if a “no show” didn’t affect your rebooking percentage! I noticed I had a no show and realized that Phorest still counts it as a “client.” On a day where my percentage should have been 100% because I rebooked 3 out of the 3 clients I had, it was at 75% because it counted my no show as a client! And if a client comes in on your day off and buys product, that shouldn’t affect your rebooking!

it would be helpful to see banned client list. When we are pending payment for a cancellation policy infringement, we temporarily ban the client until payment is fulfilled. Seeing a list of clients pending would be helpful.

I'd like a report for new clients that is more simple than the client retention info. One that states - Date, Clients name, treatment received, therapist that did it and if they rebooked. This way I can see if it is specific treatments that certain therapists struggle to rebook to allow us to improve in training.

It would be good to have more filters on which report are available for Manager, e.g. can view dashboard but not look at the commission reports

A report to check appointment notes are being updated by stylists for manager to be able to easily keep an eye on

What are the names of the clients each team member had, the transaction ( service, course sale, retail) data, New or Existing and did they rebook. Essential for quality control and understanding retention

We really need to see how much we are spending on Backbar vs. Retail when we place product orders. It would be great if the PO screen showed the breakdown for us.