This article will show you how you can enable a setting on your system that will prompt you to upgrade a single appointment to a Series/Course sale, provided there is a relevant Series/Couse available.
When a new client books in for the first time on the phone - it is hard to sell them a course until they have arrived in the salon. Phorest lets you book the client in for a regular appointment and then convert it into a course when they come to pay. It will automatically deduct that original appointment from the course.
In this Article
Enabling the Prompt
To enable this setting, go to Manager > Settings > Point of Sale > Prompts, and change the Service to Series/Course prompt to Yes, then click Save.
How it Works
When an appointment includes a Service where a Series/Course including that service is available to buy, you will see this on-screen prompt after clicking Pay on the appointment.
Clicking Convert will change the sale into a Series/Course sale, and the appointment will be considered as the first session of that Series/Course, resulting in 1 session being deducted automatically.
Two items will then appear in the sale; One 0.00-priced item is the record of the first session being used, and the second item is the record of the Series/Course being sold.
