A lot of people have asked us recently for a quick way to find a client’s future appointment. You know like when someone rings up and asks when are they next in?
Well there is a quick shortcut for this on Phorest which many people don’t know about.
- Double click to make an appt on the appt screen – (Doesn’t matter where)
- Enter the name of the client
- Click the HISTORY button and future appts will appear at the top of the list
Here is a video of it in action: