How do I set up pop-up prompts for services?

This article will show you how to create custom staff prompts to appear for a selected service.

Creating a Prompt

Go to Manager > Services and open the service you wish to add a prompt to.

In the General tab, click Advanced and enter messages as needed into the Prompts fields > Click Save.

• Appointment Creation: This prompt appears as soon as the service is selected during appointment creation.
• Check In: This prompt appears as the appointment has been checked in.
• Payment: This prompt appears after you click Pay on a selected appointment.

Once you've enabled your prompts and entered the appropriate prompt text, click Save to finish.

What Do the Prompts Look Like?

See some examples of what each prompt may look like in your Phorest system:

Appointment Creation Prompt

Check-In Prompt

Pay Prompt

Removing a Prompt

If you ever need to remove a prompt, go to Manager > Services. In the General tab, click Advanced and remove the prompt messages as needed. Then click Save.