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  1. Phorest Pay - Deposits for certain clients / appointments

    I find it difficult to get my staff to remember to take deposits. It’s very hard to remember “problem clients” and the flash up to say the client has missed appointments is not very effective. What would be good would be to add a feature that automatically takes you to the deposit screen when booking certain appointments. For example - new clients, selected “problem clients” or certain treatments (long ones ect). A pop up to the deposit screen to ensure deposits are taken, not allowing the treatment to be booked without would be good

    423 votes
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    30 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →

    Hi folks,

    Some big news here, we’re now in development on a new payment platform for Phorest. We expect this to release later this year (after summer), we have a team dedicated to this and we can’t wait to get it into your hands.

    This will allow things like larger deposits, taking deposits over the phone and charging the balance of appointments using stored credit cards on client accounts.

    Big things are coming this year!

    Paddy

  2. a "Did Not Show" counter or button.

    Spoke to Rachel for training. Suggested a (Did Not Show) counter or (Did Not Show) button, similar to the break button. Reason being is that there are many naughty customers who doesn't show up where within that time we lose a time slot. So it would be lovely to have a counter or a did not show button. Would help us a lot for future bookings to take an individual seriously or not.

    Fullstopaesthetics.

    366 votes
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    7 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  3. Notify Salon when an SMS notification has "Failed"

    When a Client's SMS Appointment Notification has "FAILED" to send please provide the salon with an update so we know our Clients are not receiving their notifications. That way we can rectify the problem BEFORE a missed appointment. Thank you.

    324 votes
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    10 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    298 votes
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    16 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  5. Option to flag appointments with important notes/reminders

    There should be away that we can flag an appointment on the book (make it red) for important notes, reminders or if they have a habit of being late or not showing up to their appointments. This can also be combined for Birthday reminders.

    What I do now is before their appointment time I make a break time before and write my notes there.

    I was thinking maybe having an option to flag the appointment and make it Red so on the appointment book it stands out when looking at it

    202 votes
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    8 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automatically change prices of all booked in services if prices go up!

    For the system to automatically update any prices of services booked in if stylist has had a promotion and the prices have changed to higher stylist prices.

    145 votes
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    4 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow service durations of 0 minutes

    Allowing certain, quick add on services to be set at 0 minutes so that they show up as “booked” but don’t actually take up a time frame on the appointment book.
    Example: Sally is booked for a Haircut with Stacie. Front Desk Team upgrades Sally to a treatment that typically takes Stacie 5 minutes to apply. Stacie does not need a full service block on her appointment book for the treatment but needs to know that the FD upgraded the client to a treatment cut. Most stylists in our Salon Company would rather find time/ways to accommodate an add on…

    121 votes
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    11 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow Commission To Include Discounts

    When calculating commission the system works off the price paid by the client including any discounts.
    This means that staff get penalized for discounted vouchers and when I run a special offer.
    I'd like the option to be able to choose to include discounts or exclude them when running my commission reports

    111 votes
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    16 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  9. Spell Check options throughout the system

    Spell Check options throughout the system - not just in Marketing. We can't catch every spelling mistake for our online booking descriptions and I know our clients are annoyed with our typos! HA!

    100 votes
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    7 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  10. Training Mode

    Having a "Training Mode", on the desktop.
    This would be great to have with New Starters or keeping other staff members up to date with the latest procedures. This way we could do some training without affecting appointments that are already booked in, and building up confidence before going onto the main desktop

    100 votes
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    1 comment  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  11. employee clock in/clock out hours should show up on payroll reports. Right now the only thing that shows up are commissioned employees

    Right now I have to compile 2 reports to do payroll. Payroll reports now only show commissions/tips. It should include employees who clock in and clock out- Front desk and other help, Commissions and tips.

    It would be great if it showed every providers total sales by day/commissions/tip. / hours worked by day -for clocked in employees. then totals for that pay period.

    94 votes
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    3 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  12. Appointments - Display Gift Voucher Balance On Pay Screen

    It would be helpful to have a gift card balance indicator on the pay screen similar to the account/course/treatcard buttons that are currently displayed. It would aid in a better clients experience.

    94 votes
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    1 comment  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  13. Show when a client has two appointments booked close together

    Sometimes clients forget or don't mention that they have an appointment booked and then will call to make another booking. On SalonGenius there was a function that if a client had two appointments within a week of each other, a warning would flash up to say in case it was a mistake. It would be handy to have this function on Phorest as well.

    72 votes
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    5 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  14. Family Treat Cards

    Make family treat cards possible so multiple client cards can share the points and rewards of one card. So many of our guests want one family card.

    67 votes
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    4 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  15. Update staff pricing automatically for promotions to higher staff categories/pricing

    When you promote a service provider to a new level their future appointments should change to the new pricing automatically. There is no great work around other than switching a bunch of prices and going back to old or manually changing the price for every future appointment. :(

    62 votes
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    1 comment  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  16. When an order comes in have the option to scan the products in as arrived

    Quick scan mode when checking an order has all arrived. Sometimes as a Key color account the orders are huge for professional stock and can take time scanning and punching in the amount. Would be easier if they could quickly scan the stock.
    Quick scan mode on stock when doing a stock take.

    54 votes
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    3 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  17. A button to block online booking for a client that is not as severe as ‘banned’

    Some clients consistently book the wrong appointments or they book multiple spots and cancel or no show at the last minute. The time in managing them would be easier if the were simply redirected to get in touch. A banned button should only be used in extreme circumstances, there should be levels of restriction

    53 votes
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    3 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  18. make Aftercare forms to be sent via email - prompted like 'email receipt'

    If a client has a treatment which requires aftercare advice, we would like an option to email this over to them after their treatment - as they may be very relaxed and wont remember all the advice - this way they always have the aftercare on record and can see back to it when and if when they need to.
    this could be prompted like the -email receipt - and then you can send out a generic aftercare form or maybe a pacific form for certain treatments.

    51 votes
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    3 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  19. Pop up to show remainder of gift card balance after check out on same window as re-book, email receipt, etc.

    It's helpful to be able to quickly write the remaining balance on the back of the gift card for the client to remember how much of a balance is left.

    49 votes
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    1 comment  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
  20. Check SMS balance through the Marketing section

    It would be very useful to be able to check SMS balance in the marketing suite so that we can see how many are available before running a campaign and would prompt reorder before running out.

    46 votes
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    7 comments  ·  Phorest Desktop  ·  Flag idea as inappropriate…  ·  Admin →
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