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Phorest Academy
Phorest Academy
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/credit to a Client Card 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 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 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 the TreatCard points awarded for an individual Service or Product?
- 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 set up a referral system with my TreatCards?
- See all 14 articles
Manager
PhorestPay
- PhorestPay Card Terminal
- In-House Deposits with PhorestPay (Europe & Australia)
- Cardless Checkout with PhorestPay
- Online Deposits with PhorestPay (Europe & Australia)
- 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
Settings
- Phorest Settings Overview
- How do I take Phorest out of fullscreen mode?
- How do I set Phorest to automatically log out after a certain amount of idle time?
- How do I remove Client Gender from Phorest?
- How do I add a new Room or Machine?
- How can I get Departments to show on my Appointments calendar screen?
- See all 12 articles
Phorest Chat
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 set different Service prices for each of my staff levels?
- How do I set different Service durations for staff members?
- How do I edit a service in just one of my branches/locations?
- How do I add a patch test prompt to a service?
- How do I show a service as 'Priced From..' in my online booking menu?
- See all 14 articles
Online Store
Courses/Series
- Can clients book Series/Course sessions online?
- 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?
- See all 14 articles
Special Offers
Memberships
Stock/Inventory
- How do I add a new product into Phorest?
- How do I add a Supplier and assign a Brand(s) to them?
- 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 14 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 Insights dashboard and how do I use it?
- 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 via SMS? (Owner SMS feature)
- How do I stop a scheduled report that is being sent to a staff member?
- See all 9 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 or partially 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 do I add a Series/Course from one of my locations to another?
- 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
- Google Analytics & Google Tag Manager
- Facebook & Instagram
- How do I set up Online Booking on my website?
- 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 your Online Booking link to your Google Business Page
- How to add a custom style to the online booking page
- See all 7 articles
Online Booking Settings
- How do I enable or disable Online Booking?
- How do I show or hide a service on my Online Booking?
- How do I hide a staff member from Online Booking?
- How do I customise my Online Booking settings?
- How do I change the order of my Services and Service Categories?
- How do I change the order that my staff are displayed in Online Booking?
- See all 21 articles
Online Booking Promotion
Online Booking FAQs
Consultation Forms & Video Consultations
Consultation Forms
- Overview of Digital Consultation Forms
- How do I create a customizable Digital Consultation Form?
- How do I schedule Consultation Forms to send to clients automatically?
- How do I send a Consultation Form to a client to fill out before their appointment?
- How do clients fill out Consultation Forms when they're in the salon?
- How to view Consultation Forms on the Client Card?
- See all 10 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 7 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)
Integrations & Phorest API
Integrations
COVID-19
COVID-19
Phorest Finances
Hardware
Phorest Setup
- How do I generate a new Phorest license key?
- Wie können Lizenzschlüssel unterschiedlicher Unternehmen auf einem Mac verwendet werden?
- Wie können Lizenzschlüssel unterschiedlicher Unternehmen auf einem Windows PC verwendet werden?
- What are the minimum system requirements for Phorest and Phorest Go?
- How do I download and install Phorest on a new computer?
- How do I send a Phorest license key to someone else?
- See all 10 articles
Receipt Printer & Cashdrawer Setup
- How do I connect a barcode scanner to Phorest?
- How do I fix No Till Configured message in Phorest?
- How to set up a ZanPrint ZN890 Receipt Printer (on a Windows Computer)
- 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)
- See all 9 articles
General
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 12 articles