When a new client books in for the first time on the phone - it is hard to sell them a course until they have arrived in the salon. Phorest lets you book the client in for a regular appointment and then convert it into a course when they come to pay. It will automatically deduct that original appointment from the course.
Step-by-step guide
- Book an appointment in as usual
- When the client comes to pay - you select the appointment and tap Pay
- A new pop up will appear asking you if you wish to convert the service into a course. The pop up will display all the courses available for that service.
- Then you just click Convert or Don't Convert as you require.
If the service belongs to a current special offer, the option to convert will pop up when booking the appointment.