A report to email clients future appointments
often clients want us to email them their future appointments. I know there is an option to print future appointments but its a waste of paper and rather more time consuming than to just be able to take a screenshot and attach it to an email.
Jose Segura commented
Kindly split year and date into two columns. I am unable to arrange data because of year and time merged in once cell.
Also, clients want to see the next appointment at the top and not at the bottom, hence I am trying to arrange data and I am unable due to the fact that time and year are merged. It is a lot work to rearrange appointments for clients.
The future report also included past appointments and we would like to see only future appointments in the report.
It would be helpful to have an option to email or text clients a list of their scheduled appointments that they can click to easily add to their calendar.
Would it be possible to have a button that allows us to email a client a list of their future appointments? Similar to the print appointments button but connecting to an email? Lots of clients ask for us to email appointments and we have to type them out.
I know there is the export option to then email but that doesn't come up in a format that is very user friendly to email to a client.
Copy and Paste Feature for the notes section onto the Client Notes section. As well as being able to highlight all future appointments so we can copy paste onto an email... or Email future appointments feature!!!!
Ernest Cantu commented
Yes, being able to email future appointments is a must..Especially standing appointments.
this is a great way of collecting emails for our data base.
I agree have tried to do this but shows past appointments and any notes we have made.
Marcello Alvisi commented
A PDF Export option would be awesome.
Ivy Overby commented
you can email through the print page
Should be able to email to client direct from phorest and print on FULL size paper not just receipt paper.
It would be great to add pdf save option so it can be emailed.
tawny thieu-walker commented
Alot of clients want a printout or email of future appts. Also show the day and month and date.
Tawny [not provided] commented
Needs to be printed as letter or just A4 receipt printer and include the DAY not just the date.