Sometimes a client will request an appointment with a particular stylist/therapist. This article will show you how you can mark services/treatments in an appointment as being requested with a specific staff member by a client.
In this Article
Making a Booking in the Salon
Go to your Appointments screen and create the appointment.
After you've added services to the appointment, you can check the box under the RQ column to specify that the client requested this particular staff member when making the booking.
Once you've checked the RQ box, you'll notice an 'R' symbol appearing on the booking in the staff member's column. This is to indicate that the staff member was requested for this service.
Requesting a Staff Member in an Online Booking
When a client makes a booking online, they will have an option to choose a specific staff member from a drop-down list. If they pick a staff member, the booking will include an 'R' symbol on your Appointments calendar in Phorest to indicate that the staff member was specifically requested during the booking.
Preferred Staff Member
If a staff member is listed as a client's Preferred Staff Member, then the Requested option will be selected automatically whenever the client books an appointment with that staff member.
If you have recently been updated to the new Clients screen, you will find the Preferred Staff Member field under Basic Information.
Reporting on Staff Requests
You can check the percentage of each staff member's appointments where a client requested that staff member by going to Manager > Reports > Staff > Requests
You can also report on staff requests in appointments in Manager > Reports > Additional Reports by generating the following reports:
To learn about more areas like this in your Phorest system enroll in our Phorest - Your Day To Day course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.