How do I add a patch test prompt to a service?

This article will show you how to add a patch test notification to a service, which will remind your staff and clients to get a patch test before attending their appointment.

Some services will require a patch test, and with Phorest, you can set yourself a prompt to remind you when this person books in.

The patch test will then need to be recorded manually on the client's record card (click here for details on how to do this). The system will only guide you with regard to patch testing, and it will still allow you to check a client in and pay for a service, even if you have recorded a failure on a patch test.  It is the responsibility of the business to ensure client safety.

Enabling the Patch Test Prompt

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

Change the Patch Test setting to Yes, then click Save to finish.

mceclip0.png


What the Prompt Looks Like

In Phorest Desktop

When booking the service on Phorest, staff members will see the following notification and can then create a patch test on the client card if necessary.

mceclip2.png

In Online Booking

When clients book this service online, they will receive the following notification if the appointment they are booking is outside of your Patch Test period.

mceclip4.png

Or they will receive the following notification if they try to book an appointment within your Patch test period.

mceclip3.png

In the Branded App

When clients book this service in your Branded App, they will receive the following notification if the appointment they are booking is outside of your Patch Test period.

mceclip0.png

Or they will receive the following notification if they try to book an appointment within your Patch test period.

mceclip1.png


Configuring Your Patch Test Period

Your Patch Test period can be configured by going to Manager > Settings > Online > Booking Rules. By default, this is set to 24 hours.

mceclip5.png

Was this article helpful?
6 out of 11 found this helpful