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Phorest Academy
Your Day-to-Day
Appointments
- How do I make an appointment?
- How do I create a repeat appointment?
- How do I add a break to the Appointment calendar?
- How do I use the Waiting List on the Appointments calendar?
- How do I check a client in when they arrive for their appointment?
- How can clients check themselves in for their appointment? (PhorestGuest)
- See all 46 articles
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
Expert Recommendations
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
Ads Manager
SMS & Email Marketing
- How do I create and send an SMS campaign?
- How do I create and send an email campaign?
- How do I filter my SMS/Email campaigns to only send to certain clients?
- How to schedule an SMS/Email?
- Where can I see how well my email/SMS campaign is performing? (Marketing Performance Analytics)
- What is Fallback SMS?
- See all 32 articles
Reviews
Client Reconnect
Online Reputation
TreatCard
Manager
PhorestPay
- PhorestPay Card Terminal
- In-House Deposits with PhorestPay
- Cardless Checkout with PhorestPay
- Online Deposits with PhorestPay
- How do I set up a PhorestPay account?
- How do I change my PhorestPay account details?
- How can I check the status of a PhorestPay transaction?
- How do I check the history of my payouts from PhorestPay? (PhorestPay Dashboard)
- How much does each PhorestPay feature cost?
- PhorestPay FAQ
- See all 10 articles
Business
Settings
- Phorest Settings Overview
- How do I take Phorest out of Full Screen 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 set different prices for a Service(s) in each of my locations? (Multi-branch Business)
- How do I add a service from one location to another? (Multibranch)
- How do I allow for color development time between a color & finish?
- See all 17 articles
Online Store
- What is the Online Store and how do I set it up?
- Online Store FAQs
- How do I link my Online Store to my website?
- How do I add/remove products in my online store?
- How do I customize products in my Online Store?
- Why can't I Auto-Fill images and descriptions for some products in my Online Store?
- See all 24 articles
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 new staff member?
- How do I remove a staff member from Phorest?
- How do I set which services a staff member can be booked for?
- How do I hide a staff member/staff column from the Appointments calendar?
- How do I add a staff profile picture?
- How do I assign a staff member to a Department?
- 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 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 a sale to a gift card?
- 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?
- See all 11 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 change the color of the floating Book Now widget & my online booking menu?
- How do I get a direct online booking link for a staff member?
- How do I get a direct online booking link for a service or a product?
- See all 9 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?
- What do each of the Online Booking settings do?
- 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
- Overview of Online Booking
- What notifications are sent when a client makes, cancels, or reschedules an appointment online?
- Why are my staff not showing availability in Online Booking?
- Why are services showing as 'No staff available' in my Online Booking menu?
- How do the recommended treatments in Online Booking work?
- Reasons to use Online Booking
- See all 9 articles
Consultation Forms & Video Consultations
Consultation Forms
- How do I schedule Consultation Forms to send to clients automatically?
- Overview of Digital Consultation Forms
- How do I create a customizable Digital Consultation Form?
- 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
- What does the Video Consultations email that clients get after they book look like?
- 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?
- 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
Phorest Finances
Hardware
Phorest Setup
- How do I generate a new Phorest license key?
- Phorest will not open after the latest update on my computer (macOS Ventura)
- 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?
- How do I give a staff member Access to generate a License Key?
- See all 9 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 (USB/Wired)
- See all 9 articles
General
GDPR
- GDPR FAQ
- What is the difference between a Transactional message and a Marketing message?
- 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)?
- Getting connected remotely with Phorest Support
- What changes are in the latest version of Phorest? (Version Changelog)
- 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?
- See all 14 articles