How do I set up pop up prompts for services?

This article will outline how you can trigger a custom prompt to appear for a selected service.

If you have a message prompt that you would like to appear for a particular service either when creating the appointment, checking in or paying, here is a step by step guide on how to create them:

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.

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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