Changing appointments in pay screen to reflect on the appointment calendar
A guest may be booked in for a particular service, but when they arrive at the salon they may have a different service performed. Currently, we have to change the appointment in the appointment book screen to reflect the changes (upgrades/changes/downgrades) before we can pay the appointment. Could we please have the ability to make the changes in the pay screen, and in turn this then update the appointment book to reflect what has actually been charged for. If the stylists forget to change the appointment before paying we get left with appointments that are checked in but never appearing as paid.
I absolutely agree, nothing more frustrating then having closed tickets still appearing as opened on the booking screen. I would love it if Phorest could make this change.
Eichhorn Reiner commented
Änderungen an Dienstleistungen beim Kassieren Termin gilt als nicht bezahlt und bleibt gelb, das ist sehr verwirrend. Das steht auch so in Eurem Handbuch
Yes this would be great, We have moved over from Shortcuts and with that system you have a drop down that informs you of who is actually in point of sale screen, any amendments just sit in there until you are ready to check them out! Phorest needs this feature! you should be able to amend something in point of sale without it disappearing when you leave!
This would be such a time saver!!!
It would be great if when selecting the Pay screen and adjusting the amount, ie add a discount or amend the amount charged for the service, to have a Save button as if it is changed and the screen left it is not saved.
This would save so
Much time for the staff and front desk coordinators ! And so much less annoyance
Before checking out on the Pay screen if additional services are added they aren’t checked in and you would have to take that extra step to check in before the unchecked services are considered a NO SHOW
Please change this. Most people books a "placeholder" service, where we are essentially guessing what they need during booking. Then when they are ready to check out, it will most likely be a different service and having to change the appointment, rather than just quickly changing the service on the pay screen would be so much more efficient.
I would love to see this change also, but to also add when combining a two-persons appointment into the pay screen (i.e. Helen & Frank are together, Helen receives a color & cut, Frank receives a haircut), to also just be able to combine all of their services into the pay screen, no matter how it is booked on the schedule. I literally just checked out a couple this morning (husband & wife) the woman was receiving a color & cut, the man was receiving a haircut only, and when I combined them at checkout, it left out her haircut which I unfortunately overlooked so she was not charged for her haircut service. I did not realize it until it brought me back to the schedule screen and her haircut is left checked in and unpaid for. I was told that I needed to select every single service on the schedule screen because the men’s haircut appointment was overlapped on top of the women’s service. I guess it doesn’t make sense to me why it wouldn’t have pulled up ALL of the woman’s services when selecting her name to pay along with her husband’s service (?)
definitely need this!
When a client books a foil but end up getting a balayage, for instance, then we go to check them out, if we remove the foil and add the balayage the appointment stays the”checked-in” color and can lead us to believe the client may not have been checked out.
Lauren Nemecek commented
We just zero out the service that wasn't performed and add the one that was in the pay screen. That way our time isn't eaten up by adjusting the books, but the pay through reflects the services actually received.
Jaylianne Escobedo commented
It would be great if upon completion of payment, the appointment would shrink up to that time if it had been booked out for longer than needed....instead of still taking up space.*** it would give a clearer visual indication that the stylist is now available, as well as reflect accurately on their utilisation reports, and make onlne booking possible duing that "now available" time. As a salon owner, I am aware you can manualy do it, however often times it is left..and can leave stylists unproductive taking unnecesary breaks, or a few less driven stylists will catch on that they can block longer time than necessary to create wanted idle time.)
Sachiko Reece commented
Yes, and when you add it in the checkout, to not have it mark as a no show even though it’s been paid for.
Karen Thompson commented
When you go to the payment screen and change or add a service in that screen and the client pays, it does not reflect on the appointment screen. So any kind of add ons do not show up, and if we have to go back and verify a full service what the appointment screen is showing is not always a accurate reflection.
Lucinda Metson commented
This is a great idea also when staff make the appointment block larger will be useful to track sign in that has done this.
Pam Email commented
this would be very useful
Also, the capability to input their services in a pay screen and not have it edit the appointment for the day. For instance, if they add a gloss or treatment, it edits the appointment instead of just being able to add it to the pay screen so then the schedule gets messed up.
Currently we have to double click on the appointment then change the entire appointment, then go into the pay screen and add any other add on services. It's way too many clicks and so much time wasted!
If you delete the main appointment on the pay screen when you go back to the calendar it still shows up and looks unpaid.
This needs to be streamlined and consistent. You should not have to change the appointment first before going into the pay screen. All changes should be made on the pay screen when the guest checks out.