Why can't my client book their course/series session?

This article shows why a client may not be able to book a course/series session in Phorest.

Go to Clients > Search for and open the client card.

Open the Courses/Series section where you can view a list of courses/series that are assigned to this client:


No Sessions Remaining

To view more details such as the remaining sessions left in a course/series, open one of them.

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If the Remaining Units is 0, open the History tab to view the appointments that were used during the course/series session.

A session is deducted as soon as the appointment is booked, not when the client is checked out. This means the Remaining Units will already have reduced for any upcoming appointments that are still in the diary, even though the client has not attended them yet. Check the History tab for future appointment dates to confirm whether a session is being held for a booking that has not happened yet.

No show appointments will still use up a course/series session, so if the client had a No Show in the past then you can manually adjust the number of remaining sessions on their course/series.


Expired Courses

Expired courses are displayed as greyed out and strikethrough.

Open the course/series to check the Expiry Date.

To reactivate the course/series for the client again, click the calendar icon to change it.

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