Reports

Please can we have a report to show clients who dont rebook .

Multi-branch salons with locations in the same city will often have staff working in more than one location. In this case they would like to calculate commission based on sales across all branches combined, rather than in separate reports, especially if they use tiered commission.

we cannot use the staff utilization reports as the are since we cannot remove all no professional people from the calculation. we have many support and management people that show as available but no bookings. this dramatically skews any calculations. we need the ability to monitor utilization for bookable people only.

currently there is no ability to get a list of what services were booked with online bookings. the online bookings report only shows cancelled appointments. we cannot measure the effectiveness of our online bookings, which services were ordered the most and which ones are not.

I absolutely LOVE the new reports with the staff breakdown in insights!!! DANG you all nailed it!!! May I request on the metric for measuring Average Retail... It should be measured against ALL clients/tickets rung out verses only the tickets that had retail. Reason being it is more accurate to the health of your retailing. Having a stylist that sells to 3 people out of 20 with each client buying $100 in retail and it looks like the stylist did great Average Retail... which isn't so. I could have an employee that sells to 15 of her 20 guests and the average retail bought with the 15 only be $50. Technically that is better! Not the one that only sold to 3 guests. The stylist selling $50 to 15 guests average retail ticket against the 20 guests is $37.5 ART. The stylist selling $100 to 3 guests against the 20 is only an average $15 retail ticket. Just because you have a few high tickets in retail doesn't mean you are good at retailing. It's a false illusion that you are doing well. Truth is selling to more guests creates more loyalty and a healthier client base. This is why many of us like to look at the piece per client and the Care Factor too. More true health of the business line. Let me know if you need more info on this. Every line you have in that report area is amazing. love love love it. Just need the ART to be more true than illusionary of doing well. THANK YOU for listening and creating this data. Its sooooo useful and perfect for doing one on ones with our team. XOXO Rowena

Every report should have a toggle to exclude self employed staff, including sales transactions and cash up. I have recently had an audit from HMRC and these are the reports that they requested. Now we have a self employed member of staff and I was told the Phorest system was set up to accommodate self employed. Until these reports are fixed to give an option to exclude self employed reports, the system is not for a self employed model salon at all. Please, please fix this as I don't want to have to change software! Thank you

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.

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!

There are so many reports that have been ran and we can only delete them 1 by 1. When there are thousands it's extremely time consuming to delete them. Would LOVE a bulk delete option

right now the inactive past 180 days clients report is a really great resource. it shows the clients name, email, number, first visit date, last visit date and how much they typically spend. I did a massive inventory to see who we have fired and what not so I don't reach out to those people for a reconnect, but I had to do a ton of work to see who the client last saw. if there was a column to add the name of the stylist they last saw it would save a lot of time combing through all of those clients. a simple fix I think :)