Reports

I need a report or way of tracking my Front desk staff's rebooking percentage. This will allow management to gage how well front desk is rebooking guest. I would like to set goals and incentives for top rebooking performers.

There should be a report I can pull for set dates that shows if the new guests during that period rebooked. I am having to run the new client report and then go to client cards to see if they rebooked. We are spending a lot of money on new guests but have no report to see if we are retaining them!

We desperately need to be able to pull reports aIt would be great if we could filter client type, where from, last appointment, status (active, inactive) phone, email all in one report. At the moment it is terribly time consuming and manual. Let alone

Phorest needs a more robust CRM. Where we can pull better reports, see leads, follow up leads, staff to track communication and make notes on outreach.

Would it be possible to have a report that shows the average time per service (even per stylist). This would be from check in to cash out so we can make sure timing is properly adjusted in the system. Example: a hair cut in the system is booked for 1 hour. Sally the stylist only takes 45 min on average from check in to cash out according to this report. From this we will know that we can change the timing for Sally’s future appointments to 45 min from 1 hour and be able to book in 1 extra appointment every 4 hours.

When I export inventory order to excel, it doesn't download in correct excel format, so I always have to change the file type. Also, when it exports an inventory order I've created it doesn't export the entire line item name into the report. This is creating errors in my orders unless I go through each line again and fix the naming of the items. Please fix this so we can make orders with Phorest and easily export to a file that we can then send to our vendors without having to double check and edit the order. Too time consuming and inefficient.

Allow us to "favorite" reports to easily find reports that we use frequently.

We would love a report that shows all clients with no future appointment- categorised into hair and beauty categories.

We have two printers. The Epson receipt printer and the 8/12 X 11 Brother printer. Could have receipts always default to the RECEIPT printer, and the REPORTS printer to the Desktop printer. I keep having to switch back Phorest to the receipt printer manually, after having run reports. Just make the reports go to the One printer. I've wasted enough paper! Marc@Jazzhairstudio.com

Rebook should be calculated on services only and rebooked at the time (or same day) as checkout. Why would this be skewed by walk in retail sales? This is not an accurate report and we need it to be accurate ASAP.