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  1. Lead Management

    LEAD MANAGEMENT

    If a new potential client could fill out a LEAD ENQUIRY FORM which is embedded into the website. This form would collect data :- Name, Tel No, Email and Message with an option to upload an image. The form would then go into a LEAD MANAGER where reception can follow up and add notes to follow the client journey. If the client gets converted, then this could go to converted and appointment is booked. However, if not converted straight away then reception can set a reminder to follow up again, i.e in a week. If the client has…

    2 votes

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  2. Create a time period for gift voucher promotions to turn off

    the new promotion for gift voucher discount or added value is great but it would be helpful to schedule the dates for how long the promotion is going to run rather than having to remember to go back to it and switch it off

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make it Possible for Gifted Memberships

    Allow Client A to pay for Client B's Membership. Either make it an option for the accounts to be linked, or within the membership details make it so you can choose which card on file gets charged for the membership. That way Client A can have their card info as their default card on their Client Card but Client B's card is the one always charged for the membership.

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to email a staff member their roster

    I would like to be able to email each casual team member their roster each week instead of printing it.

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to have certain services exempt from being counted as no shows

    We (US client) charge 50% of services booked for No-Call No-Show clients. In order for our staff to get any sort of compensation for their missed opportunity, we created a "No-Call No Show" SERVICE and fill in the appropriate amount when we go to check-out. We chose to list this as a service, so they made their normal commission off the "sale" (like a 50/50 split between the salon). If we listed it as a product they'd get, at most, 10%. Unfortunately, these clients get an automated request to review their experience. Well, typically they're not happy about it...which leads…

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  6. Send a text message directly from the Client Profile

    Only being able to send a client text messages from the Marketing tab is very time consuming, it would be so much easier to do this directly from the Client record card.

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  7. Customized Reporting Time - set custom date/time for report to be sent

    All email generated reports go out at 12:00 a.m. everyday based on the frequency set, however, it would be very beneficial to be able to set the time and date/day of the week for upcoming days.

    In specific, our General Manager prints the report "Staff Appointments" with the service and color notes the night before to review potential challenges or pertinent notes to consider for the next day. It would be great to be able to email this report to our Assistant Managers the night before so they can print it.

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  8. Exclude self employed staff from cash up

    We need an option to exclude self employed staff members from cash up if they handle their own money.

    My numbers are always wrong because it is taking self employed takings into account

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to add categories for courses

    Need to be able to create category for courses

    1 vote

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  10. 3 votes

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  11. 2 votes

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  12. Turn off merchant copy of receipts

    We have the ability to turn off duplicate receipt printing, but even when this is off it still prints a merchant AND customer copy. We'd like the ability to turn off this duplicate printing (specifically the merchant copy) as we don't need receipts.

    2 votes

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  13. An emergency contact tab for all staff memebrs profiles

    there should be an emergency contact option for all employee accounts.

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  14. Staff commission detail report to include number of units as well as product total

    When we review staff it is a helpful conversation point to see what the average value of the retail items sold are. Currently I export this info into another spreadsheet (staff contribution). Really want people to up their game by going for the higher revenue items when selling.

    2 votes

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  15. Ability to share packages between clients

    Allow package sharing between clients

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  16. Bulk delete reports in report history

    If you run a load of reports that you only want once you have to delete - are you sure - yes. For every one. Would be helpful to highlight this and do in bulk.

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  17. Packages to display service name on appointment screen

    When a client books a package online, for example, Half head of highlight, a toner and a cut and blow-dry, when booked this should show on the staff members column as individual services and not as what the package is called! Otherwise as a quick glance it looks like the client has double booked the service!

    1 vote

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  18. Bonus gift card towards specific service(s) automatically sent

    Id like to be able to offer a bonus for a giftcard purchase of a set amount; IE buy a $150 giftcard get a bonus $25 giftcard towards spa services. It would be nice to have this automatically sent to the patron.

    2 votes

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    0 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  19. Reports - a more detailed courses sold report

    To show client, purchase date, course bought and staff member. Helpful with ad hoc incentive for specific treatment and to monitor specific treatments.

    We incentivise on an ad hoc basis on sale of treatment courses. This could be because it is a new treatment and we want to monitor the launch, or to incentivise on an underperforming treatment. Course sales are important to us as they show customer loyalty. We need to know who on the team is selling courses. The report should be by staff member and show date, customer name, course type, any discount and price paid. Please…

    1 vote

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    2 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  20. Create more customised courses

    I would like to make different facials from different brands available as a course to be mixed for a particulAR AMOUNT

    1 vote

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