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Video Consultations
- How do I set up Video Consultations?
- 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?
- How do I take payment for a Video Consultation?
- See all 7 articles
Phorest Chat
Pre-Sending Consultation Forms
Online Gift Cards
Online Store
COVID-19
COVID-19
Manager
Managing Clients
- How do I manage corporate accounts in my salon?
- How do I view and edit history for clients who have purchased a Course/Series?
- How to set an automatic discount to Client Category
- How to change an Outstanding Balance to a Deposit on a client account?
- How to Export Client Details and Purchase Transactions to CSV from Phorest
- How to print off a client's service history
- See all 22 articles
Business
Settings
Categories
Client SMS and Email Notifications
Services and Packages
Courses/Series
Special Offers
Memberships
Stock/Inventory
Staff Members
- How do I enter staff payroll information (staff hourly rate and standard hours worked) 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?
- I forgot my PIN number, how can I reset it?
- How do I set up self employed/booth renter staff members?
- How do I set which services/treatments a staff member can be booked for?
- See all 13 articles
Staff Rosters
- How do I view the staff schedule by month view?
- How do I schedule multiple staff at once?
- How do I print my staff roster/schedule?
- How to open the Appointment calendar for bookings on a day where the business is usually closed
- How Do I Add Time Off During a Working Day?
- How to schedule a split shift?
- See all 8 articles
Commission
Access
Reports
- Additional Reports Explained
- How do I schedule an end of day report to myself through SMS? (Owner SMS feature)
- How do I use the Reports dashboard?
- How do I stop a scheduled report that is being sent to a staff member?
- How Do I Print a Report?
- How do I schedule a report to be sent to me automatically by email
- How do I set up the staff payroll report?
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
Vouchers / Gift Cards
Chain Library
- How do I add a Course/Series to multiple 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
Marketing
SMS & Email Marketing
Automated SMS/Email
- How do I customise the booking confirmation email?
- How to edit the time for SMS Appointment Reminders
- How do I show the date and time in the Confirmations Emails
- How do I Send Manual SMS Appointment Reminders/Notifications?
- How do I stop a scheduled SMS / Email campaign?
- How do I send an automatic SMS or email to a no-show client?
Reviews
Online Reputation
Treatcard
Snapchat
Online Booking
Online Booking Setup
- How can I setup online booking on my website? (floating book now widget)
- How to embed the booking widget into a responsive website
- How To Add Floating Book Now Widget To Wordpress Website
- How To Add Floating Book Now Widget To Wix Website
- How to add your Online Booking link to your Google Business Page
- How to add a custom style to the online booking widget
- See all 15 articles
Online Booking Settings
Online Booking Promotion
Consultation Forms
Smart Client Card
Salon Branded App
Salon Branded App FAQs
- How does a client book an appointment on Salon Branded App?
- How to book a course/series session on Salon Branded App?
- How to rebook/reschedule an appointment on the Salon Branded App?
- How to book an appointment on Salon Branded App?
- Manage the Content on Your Salon Branded App
- How to view TreatCard points on the Salon Branded app?
- See all 7 articles
Salon Branded App Setup
- How do I set up a Photo Gallery on my Salon Branded App?
- How do I add a profile for the Meet the Team Section in Salon Branded App?
- Apple Developer Enrollment (iOS Salon Branded App Setup)
- How to set a theme on Salon Branded App?
- How to brand your Salon Branded App?
- Overview of the Salon Branded App Setup
Phorest Go
Phorest Go
- How do I create and edit staff rosters/schedules on Phorest Go?
- How to do a stock take/inventory count on Phorest Go?
- Phorest Go Portfolio Overview
- Stocktake / Inventory Count on Phorest Go Overview
- How do I set up appointment check in Push Notifications for Phorest Go?
- How to do an open sale on Phorest Go?
- See all 30 articles
Point of Sale
Appointments
Purchase Screen
Phorest Academy
Phorest Finances
Hardware
Device Setup
Setup
Device Setup
- How do I set up a receipt printer on a Mac computer?
- What are the minimum hardware requirements for Phorest?
- How to remotely access a receipt printer attached to your main Terminal PC from another PC?
- Setting up an Epson TM20 Receipt Printer
- How to set up a receipt printer on a MAC?
- Setting up an Epson TM20II Receipt Printer
- See all 8 articles
Sales
- Phorest Pay - Payment Type
- How do I store a client's card details with Phorest Pay?
- How do I checkout a client through Phorest Pay in the Phorest Go app?
- Some important information regarding Cardless checkout on Phorest Pay (US Only)
- How do I choose a different Phorest Pay card terminal to use for payment?
- How do I take a manual payment with Phorest Pay?
- See all 10 articles
General
Phorest API
