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59 results found

  1. Option to change header verbiage (we say "guest" not "client")

    Can we have an option to change the verbiage on header blocks?

    Example: "Client Information" - at our salon we use the term "guest" instead of "client"

    6 votes

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  2. More visual formats and colour coding for taking clients notes

    I would love a better format for client notes, Something a bit more visual. Maybe colour coded with dates. Flagging and linking treatments and link in with courses paid/unpaid.

    With Aesthetics the notes need to be very detailed for insurance - Maybe a good idea to start putting in charts for lasers that include the parameters/fluence/shot count used. I've heard of some clinics getting in Pabau just to be able to use the software to have better options for taking notes for their Patients. I really don't want a second software nor do I want to revert back to paper.…

    4 votes

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  3. medical conditions

    The current medical conditions listed are not inclusive. I was told the there could not be more added to the current template. My Suggestion would be to have a template for conditions for each individual body system (Neurological, Heart, Lung, GI system, Skin... ) Each template can be added based on clinicians need for medical history to a particular body system. We are a more medical based entity and would find these useful.

    1 vote

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  4. Add 'follow us on social media' buttons to consultation forms

    on consultation form choice to follow us on our social media channels ?

    2 votes

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  5. Allow the ability to send a form to a client at any time without an appointment

    I need to be able to send a form to a client at anytime, not just when they book an appointment, for things such as when requesting contact information updates and marketing permissions updates.

    2 votes

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  6. consultation forms calendar view

    Have a calendar "choose date" option vs scrolling day by day to find client's booking to send appropriate contracts and forms

    1 vote

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  7. Email a copy of a consultation form to the client straight from Phorest

    It would be great if we could save consultation forms as a PDF and/or email them to the client straight from Phorest.

    This way they have a copy of our policies to refer to in the case of any disputes.

    7 votes

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  8. Make signature field optional on consultation forms

    make signature field optional on consultation forms

    1 vote

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  9. Add a trail to the consultation forms section

    adding a trail to see when consultation forms have been accessed or viewed by staff, time and date of when it was signed / altered.

    warnings when name of client who books treatment changes name on form, so will change clients name on system - possibly create a new client from edited form or suggest to client to create new client and not change the name on this account

    1 vote

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  10. Consultation Notes on Phorest Go

    The consultation notes option doesn't seem to be on the mobile app. For our nurses/therapists to update client records it really needs to be on there.

    3 votes

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  11. Consultation Forms - Not sent prepopulated

    As forms are sent auto-populated (based on what the client entered previously), clients are just signing and returning, not reading and checking the information. There may have been changes (health, reactions etc) since they previously completed the form which we are not being informed of.

    3 votes

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  12. Add consultation forms to reminder emails and SMS!

    Let us add our Phorest covid-19 screening form into our reminder emails. Sending them out manually is super inconvenient, as is linking a form that isn't integrated with Phorest.

    12 votes

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  13. Update more information from the consultation form to the client card

    We should only have to ask a question once.
    DOB, client category, where did you hear about us, full address
    Plus all consultation questions should auto populate future forms. Some clients come for multiple treatments and it becomes very tedious asking the same things. They would, of course, still have to sign off on correct information on each form.

    5 votes

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  14. Ability to send a consultation form to a client at the time of creating the appointment

    Make it possible to send consultation forms to new clients immediately without having to scroll one day at a time. I need to send a virtual consultation immediately to make sure the client is booked correctly and I also send Color Correction agreements out immediately as well.

    6 votes

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  15. Consultation Forms - Pre-Send From Desktop

    It would be helpful if we could send our new clients the consult forms from our desktop and not just from the app. Also, if it sent us an email or something to us know they completed the form. Not all of the front desk people have access to the app.

    31 votes

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  16. Allow clients to upload pictures to consultation forms

    It would be nice if clients could upload pictures to forms of their hair currently, as well as pictures of what they would like their hair to look like (especially for color corrections)

    7 votes

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  17. Auto save on Consultation Forms while its being edited

    Auto save edits on consultation forms. I spent at least 30 mins amendig a consultation laser vein form & Phorest system logged me out & it didnt save. I was raging!

    3 votes

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  18. 7 votes

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  19. Client experience forms for post appointment reviews

    Any way you can create a client experience form, that looks similar to the consultation forms (with tick boxes, multiple answers and places to write answers for different questions) that can be sent to clients that left the salon which can collate back to the salon and analyse the answers by us, so we could improve the service, rather than using external services like survey monkey etc.?

    4 votes

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  20. Ability to approve the consulation form on the desktop

    It would be nice to be able to issue / close down consulation forms on the desktop and not just on PhorestGo.

    It is a lot of entering my PIN during these covid times!

    3 votes

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