How do I set up pop up prompts for services?

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

Go to Manager > Services, then single-click on the name of the service you wish to add a prompt to.

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Click Advanced, add the prompts you need into the Prompts options, then click Save.

Note: If you have multiple locations/branches in Phorest, click the Branches tab followed by the name of the location/branch first, then go to Advanced.

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  • Appointment Creation: This will trigger the prompt as soon as any service in that category is selected when the appointment is being booked.
  • Check In: This will trigger the prompt as soon as the appointment has been checked in within Phorest
  • Pay: This will trigger the prompt as soon as the appointment is to be paid within Phorest

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


Removing a Prompt

If you ever need to remove a prompt > Edit the service and delete the prompt message, then click Save.


Prompts for Entire Service Categories

You may also be interested in finding out how you can set up a prompt for every service within a Service Category. To find out more, check out this guide.

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