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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
Phorest Chat
Pre-Sending Consultation Forms
Online Gift Cards
Phorest Academy
Phorest Academy
COVID-19
COVID-19
Manager
PhorestPay (Europe and Australia)
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
- 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 enter the opening hours of my salon or spa?
- Whats my account / business ID?
- Merging two businesses into a new business
- See all 7 articles
Settings
Categories
Client SMS and Email Notifications
Services and Packages
Courses/Series
Special Offers
Memberships
Stock/Inventory
Staff Members
- 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?
- I forgot my PIN number, how can I reset it?
- How do I set up self employed/booth renter staff members?
- See all 14 articles
Staff Rosters
- How do I schedule a staff member's shift on the Staff Roster?
- How to schedule time off?
- 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
- 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 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
- See all 7 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
Vouchers / Gift Cards
- How do I resend a Gift Card/Voucher to a client via email?
- What happens if I discount a Gift Card/Voucher when selling it?
- How do I remove a client Voucher/Gift Card?
- How To Change a Voucher From A Walk In To A Client
- How Do I Manually Add a Gift Card/Voucher That Was Not Purchased Through Phorest?
- How to change the name on a gift card/voucher?
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 turn off my Reminder and Confirmation SMS and/or Email?
- How do I update the email address on my Reminder/Confirmation and Marketing emails?
- How do I enable/customize 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?
- See all 8 articles
Reviews
Client Reconnect
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
Consultation Forms
- Overview of Digital Consultation Forms
- How do I view completed Consultation Forms on Phorest Go?
- How to view Consultation Forms on the Client Card?
- Consultation Forms FAQs
- How to add Covid-19 symptom questions to a Form?
- How do clients fill out Consultation Forms when they're in the salon?
- See all 7 articles
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 do clients view their TreatCard points on the Salon Branded app?
- See all 7 articles
Salon Branded App Setup
- How do I add photos to the 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
Staff Performance
- What is Staff Performance (Phorest Go)?
- How to 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?
- Can I see my overall team 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
Phorest Go
- How do I set up or change my login details for Phorest Go?
- 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 to navigate around Phorest Go?
- How do I create and edit staff rosters/schedules on Phorest Go?
- How to make an appointment on Phorest Go?
- See all 30 articles
Point of Sale
Appointments
Purchase Screen
Phorest Finances
Hardware
Phorest Setup
Receipt Printer & Cashdrawer Setup
- How to set up a Star TSP100iii receipt printer on a Mac computer
- How to set up a Star TSP100 receipt printer on a Windows computer
- How do I set up a receipt printer on a Mac computer?
- How to remotely access a receipt printer attached to your main Terminal PC from another PC?
- 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 10 articles
Phorest Pay Sales (USA)
- Some important information regarding Cardless checkout on Phorest Pay (US Only)
- Phorest Pay - Payment Type
- How To Process A Refund With Phorest Pay
- 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?
- How do I choose a different Phorest Pay card terminal to use for payment?
- See all 10 articles
General
Phorest API
GDPR
FAQ
- How do I suggest new features or improvements to Phorest (Make a Suggestion)?
- Does Phorest integrate with accounting software?
- How do I turn off Windows S Mode?
- How do I contact Facebook Support?
- How do I extract a zipped file?
- How can I be compliant with Making Tax Digital (MTD) in my VAT returns to HMRC?
- See all 10 articles