This article explains how to require clients to choose a finish service when booking a color appointment in Online Booking.
This is controlled in your Phorest system via your Service Categories menu in two ways.
Enabling the "Choose finish" prompt for a Service Category
To do this, open Phorest on your computer and go to Manager > Categories > Service Categories, then click on the name of the Service Category/Categories that include your color services to edit it.
On the edit screen, change the Online Category to Color and click Save to finish. The Choose finish screen will now appear automatically after your client goes to book a service from this category online.
You can set this for multiple Service Categories if you wish. Just apply the Color Online Category to each Service Category where you want this prompt to happen.
Setting the Finish Category
To set the category where finish services can be booked, go to Manager > Categories > Service Categories, then click on the name of the Service Category/Categories that includes your finish services to edit it.
On the edit screen, change the Online Category to Cut + Styling and click Save to finish.
Your online booking system will now recognize this as the category that contains your finish services and will allow clients to choose a finish from this category.
You can have multiple Service Categories with the Cut + Styling online category set. However, the online booking system will automatically bring clients to the first service category in your list of service categories, where Cut + Styling is set as the online category.
Online Category
The Online Category also controls other elements, such as wording in the staff selector dropdown menu and service category grouping. For more information, check out the following guides: