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Phorest Academy
Phorest Academy
- Recommended Phorest Academy Learning Paths & Courses
- Phorest Academy - Online, On-demand & On-the-go
- Where do I start my Phorest Academy training?
- How do I access Phorest Academy online?
- How do I set up my profile in Phorest Academy?
- How do I reset my password for Phorest Academy?
- See all 10 articles
Your Day-to-Day
Appointments
Purchase Screen
Managing Clients
Deposits
- How do I add a deposit to a client's appointment?
- How do I add a deposit/credit to a client's account?
- How do I refund a client's deposit?
- How do I manually add or remove a deposit to a client's account without processing it as a payment?
- How do I pay through an Appointment using credit from a client's account?
Phorest Go
Phorest Go How To's
- How do I set up or change my login details for the Phorest Go app?
- How do I change/reset my password for Phorest Go?
- How do I set up/change a staff member's access in Phorest Go?
- How do I remove a staff member's access from Phorest Go?
- How to navigate around Phorest Go?
- How do I create and edit staff rosters/schedules on Phorest Go?
- See all 31 articles
Staff Performance
- Staff Goals
- What is Staff Performance (Phorest Go)?
- How do I enable/disable the Staff Performance feature on Phorest Go?
- How do I enable the Staff Performance feature for a staff member on Phorest Go?
- How do I add the Phorest Go Staff Performance widget to my smartphone Home Screen?
- How do I view my team's performance in the Staff Performance feature on Phorest Go?
- How do I see my total figures for all locations/branches in Staff Performance on Phorest Go?
- See all 8 articles
Marketing
SMS & Email Marketing
Reviews
Client Reconnect
Online Reputation
TreatCard
- Overview of the TreatCard
- How do I set up TreatCard Rewards?
- How do I give a TreatCard to a new client?
- How does a client redeem a TreatCard Treat/reward?
- How do I manually add/remove points to a client's TreatCard?
- How do I set the TreatCard points awarded for an individual Service or Product?
- See all 13 articles
Manager
PhorestPay (Europe and Australia)
- Cardless Checkout with PhorestPay
- Online Deposits with PhorestPay
- How do I set up a PhorestPay account? (Europe & Australia)
- How do I change my PhorestPay account details? (Europe & Australia)
- How do I check the history of my payout invoices from PhorestPay? (Europe & Australia)
- How much does each PhorestPay feature cost?
- PhorestPay FAQ (Europe & Australia)
- I received an email/text from Stripe - Is this legitimate and safe? (Europe & Australia)
- See all 7 articles
Business
- How do I update my business address in Phorest or on the Branded App?
- How do I open the Appointment calendar for bookings on a day where the business is usually closed?
- How do I view my business details, address....
- How do I set my business opening hours?
- Merging two businesses into a new business
- How do I remove a branch from my account into a new Phorest account
Settings
- How do I add a new Room or Machine?
- How can I get Departments to show on my Appointments calendar screen?
- How do I create a new Tax/VAT rate?
- How do I bulk apply a Tax/VAT rate to Services or Products?
- What does each setting on the Device settings page do?
- Phorest Settings Overview
- See all 11 articles
Phorest Chat
Categories
- How do I add a new Category? (Staff/Service/Product/Client)
- How do I assign a Service Category to a Room or Machine?
- Wie kann ich eine Produktkategorie entfernen/archivieren?
- How do I remove/archive a Client Category?
- How do I add a new Client Source?
- How do I set up pop up prompts for Service Categories?
Client SMS and Email Notifications
- How do I set up an automatic appointment Reminder email?
- How do I set up an automatic appointment Reminder SMS?
- How do I manually send a client their appointment Reminder SMS ahead of the scheduled time?
- How do I set up an automatic appointment Confirmation Email/SMS?
- How do I send an automatic SMS or email to a No Show client?
- How do I set up or change my Review Email or SMS?
- See all 11 articles
Services and Packages
- How do I add a new/edit an existing service?
- How do I create a Package?
- How do I set different Service prices for each of my staff levels?
- How do I show a service as 'Priced From..' in my online booking menu?
- How do I set different Service durations for staff members?
- How do I add a patch test prompt to a service?
- See all 14 articles
Online Store
Courses/Series
- How do I add a new Course/Series of services?
- How do I manually add a client's Course/Series that wasn't sold in Phorest?
- How do I sell a Course/Series to a client?
- How do I book/check out a client that has a Course/Series session?
- How do I change the price of a Course/Series?
- How do I display Course/Series information on receipts?
- See all 13 articles
Special Offers
Memberships
Stock/Inventory
- How do I add a new product into Phorest?
- How do I add a Supplier?
- How do I add a new Brand to my Inventory/Stock screen?
- How do I remove duplicate Brand names from my list of products?
- How do I create an order of products to send to my supplier?
- What do the different colors mean on the Inventory/Stock screen?
- See all 21 articles
Staff Members
- How do I add a staff profile picture?
- How do I assign a staff member to a Department?
- How do I unarchive/bring back a staff member that I archived/removed in the past?
- How do I enter staff payroll information (staff hourly rate and working hours per day) to Calculate Basic Payroll?
- How do I hide a staff member/staff column from the Appointments calendar?
- How do I change a staff members clock in time?
- See all 15 articles
Staff Rosters
- How do I schedule a staff member's shift on the Staff Roster?
- How do I schedule time off for a Staff Member?
- How do I edit a a staff members shift start or end time on their roster?
- How do I view the staff schedule by month view?
- How do I schedule multiple staff at once on the Staff Roster?
- How do I print my staff roster/schedule?
- See all 10 articles
Commission
Access
Reports
- Additional Reports Explained
- What is the Health Check Dashboard and how does it work?
- How do I use the Reports dashboard?
- How do I use the Staff report to measure my team's performance?
- How do I schedule an end of day report to myself through SMS? (Owner SMS feature)
- How do I stop a scheduled report that is being sent to a staff member?
- How Do I Print a Report?
- See all 8 articles
Cash Up
- How do I view/print an End of Day (EOD)/Cash Up report?
- How Do I Open the Cash Drawer/Till Without Putting a Sale Through?
- How Do I Fix the Balance of my End Of Day Cash Up?
- How Do I Edit the Till Float/Register Bank?
- How do I fix an EOD report or Change the date of a Transaction?
- How do I cash up/cash-out each night? (EOD)
- See all 7 articles
Sales
Gift Cards/Vouchers
- Online Gift Cards
- How do I refund a Gift Card/Voucher?
- How do I use more than one Gift Card/Voucher as payment in a sale?
- How do I create a complimentary Gift Card/Voucher for a client?
- How do I send a Gift Card/Voucher to a client via email?
- How do promotional Gift Cards/Vouchers affect staff commission?
- How do I remove a client Voucher/Gift Card?
- See all 10 articles
Chain Library
- How to make a course/series available in other locations
- How can I transfer products from one location to another? (Inventory/Stock Transfer)
- How do I add a Product to multiple locations?
- How do I create a Package for multiple locations?
- What does the Chain Settings feature do?
- How do I add an existing service from one location to another?
- See all 8 articles
Online Booking
Online Booking Setup
- How do I set up Online Booking on my website?
- How do I add Phorest online booking to my Facebook and Instagram pages?
- Online Booking Set Up Checklist
- Where can I get my Online Bookings Link/URL?
- How do I get a direct online booking link for a staff member?
- How to add Google Tag Manager to your Online Booking
- See all 20 articles
Online Booking Settings
- How do I enable or disable Online Booking?
- How do I customise my Online Booking settings?
- How do I show/hide a service on my Online Booking?
- How to hide a staff member from your Online Booking
- How do I change the order that my staff are displayed in Online Booking?
- How do I change the order of Services and Service Categories on my online booking and my Branded app?
- See all 20 articles
Online Booking Promotion
Online Booking FAQs
Consultation Forms & Video Consultations
Consultation Forms
- Overview of Digital Consultation Forms
- How do I pre-send a Consultation Form to a client to fill out before their appointment?
- How do I create a customizable Digital Consultation Form?
- How do I add Covid-19 symptom questions to a Form?
- How do clients fill out Consultation Forms when they're in the salon?
- How to view Consultation Forms on the Client Card?
- See all 9 articles
Video Consultations
- How do I set up Video Consultations?
- What does the Video Consultations email that clients get after they book look like?
- How do I set up and use a Zoom account with Phorest?
- How do I create online services for Video Consultations?
- How do I turn on my Video Consultation notifications?
- How do I turn on the Zoom Waiting Room?
- See all 8 articles
Smart Client Card
Salon Branded App
Salon Branded App FAQs
Salon Branded App Setup
- Overview of the Salon Branded App Setup
- How to release your Salon Branded App
- Where can I find a link to download or promote my Salon Branded App?
- How do I customize my Salon Branded App?
- How do I add photos to the Gallery on my Salon Branded App?
- Apple Developer Enrollment (iOS Salon Branded App Setup)
COVID-19
COVID-19
Phorest Finances
Hardware
Phorest Setup
- How do I generate a new Phorest licence key?
- How do I download and install Phorest on a new computer?
- What are the minimum system requirements for Phorest and Phorest Go?
- How do I send a Phorest licence key to someone else?
- How do I give a staff member Access to generate a Licence Key?
- How do I change my licence key/terminal names?
- See all 7 articles
Receipt Printer & Cashdrawer Setup
- How do I fix No Till Configured message in Phorest?
- How to set up a Star TSP100iii receipt printer on a Mac computer (Wireless)
- How to set up a Star TSP100 receipt printer on a Windows computer
- How to set up a Star TSP100 receipt printer on a Mac computer (Wired)
- Setting up an Epson TM20 Receipt Printer
- Setting up an Epson TM20II Receipt Printer
- See all 7 articles
Phorest Pay Device Setup (USA)
- Troubleshooting common Phorest Pay card terminal issues
- How do I set up my ISMP4 Phorest Pay Wifi device?
- How to connect your Ethernet (Wired) Phorest Pay Device
- How to check your Phorest Pay settings
- How do I assign a Phorest Pay merchant account to a staff member?
- International Bancard Merchant Portal (Phorest Pay US)
- See all 9 articles
Phorest Pay Sales (USA)
- Why are Credit and Debit showing as 0.00 on Cashup when I've taken sales? (North America - Phorest Pay)
- Some important information regarding Cardless checkout on Phorest Pay (US Only)
- Phorest Pay - Payment Type
- How do I process a refund with my Phorest Pay card terminal? (US Only)
- How do I store a client's card payment details with Phorest Pay?
- How do I checkout a client through Phorest Pay in the Phorest Go app?
- See all 10 articles
General
Phorest API
GDPR
- What is the difference between a Transactional message and a Marketing message?
- GDPR FAQ
- How do I forget/delete a clients personal information from my system? (GDPR Compliancy)
- How can I automatically forget client information after a certain period of time?
- How do I export or delete/remove a specific Client's data?
FAQ
- How do I suggest new features or improvements to Phorest (Make a Suggestion)?
- What exceptions do I need to add for Phorest on a restricted PC/Network?
- How and where is my data stored with Phorest?
- How do I copy and paste information into Phorest?
- Does Phorest integrate with accounting software?
- How do I turn off Windows S Mode?
- See all 13 articles