Promoted Articles
Find our featured articles and guides here
This article will show you how you can set up p...
This article will show you how to change your o...
This article outlines how to have your say and ...
Phorest Academy
Your Day-to-Day
Appointments
- How can I create breaks for multiple staff members at the same time?
- How do I make an appointment?
- How do I create a repeat appointment?
- How do I check a client in when they arrive for their appointment?
- How can clients check themselves in for their appointment? (PhorestGuest)
- How do I add a break to the Appointment calendar?
- See all 46 articles
Purchase Screen
- How do I process a walk-in sale?
- How do I process a payment using multiple different payment types?
- How can I put items on hold to be added to a client’s appointment total at checkout?
- How can I generate a Quote for a client?
- How do I add a product to a sale?
- How do I create a new Discount?
- See all 22 articles
Managing Clients
Deposits
- How do I add a deposit to a client's appointment?
- How do I add a deposit or 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 deduct professional products in PhorestGo?
- What's New and Improved in PhorestGo 2.0
- How do I set up or change my login details for Phorest Go?
- How do I reset or change my password for Phorest Go?
- How do I set up/change a staff member's access in PhorestGo?
- How do I remove a staff member's access from 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 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?
- How do I see My Reviews in PhorestGo?
- See all 10 articles
Marketing
Lead Management
Ads Manager
- How do I connect Phorest to Facebook and Instagram Ads?
- How do I run ads on Facebook and Instagram through Phorest?
- How does Ads Manager targeting work for businesses with more than one location?
- What are some tips and tricks for running Ads on social media?
- I'm having an issue connecting Phorest to Facebook & Instagram Ads
- I'm having an issue when I try to run an Ad on Facebook or Instagram
SMS & Email Marketing
- How do I set up a recurring email campaign based on client booking history?
- 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 can I schedule an Email or SMS to be sent at a later date?
- Where can I see how well my email/SMS campaign is performing? (Marketing Performance Analytics)
- See all 23 articles
Reviews
Client Reconnect
Online Reputation
Digital Loyalty & TreatCard
- How can I set up a Referral program for my clients?
- Overview of the TreatCard
- How do I set up TreatCard Rewards?
- How do I set the TreatCard points awarded for an individual Service or Product?
- How do I give a TreatCard to a new client?
- How can clients view and redeem their TreatCard points online? (Digital TreatCard)
- See all 19 articles
Manager
PhorestPay
- PhorestPay Card Terminal
- PhorestTips
- Self Employed Staff and PhorestPay
- 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)
- When should I expect PhorestPay transactions to reach my bank account?
- How much does each PhorestPay feature cost?
- See all 14 articles
Business
- How do I update my business details in Phorest or on the Branded App?
- How do I open or close my appointment calendar for bookings on specific dates?
- How do I view my business details, address....
- How do I set my business opening hours?
- Where can I find my Phorest Account number?
- How can I export sales transaction information to CSV?
Settings
- How can I control which prompts appear on my Appointments calendar?
- 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?
- See all 13 articles
Phorest Chat
Categories
- How do I add a new Category? (Staff/Service/Product/Client)
- How do I set up pop up prompts for Service Categories?
- How do I assign a Service Category to a Room or Machine?
- How do I add a new Client Source?
- How do I remove a Product Category?
- How do I remove or restore a Service Category?
- See all 7 articles
Client SMS and Email Notifications
- How can I set up a Welcome Email for new clients?
- How do I set up an automatic appointment Reminder email?
- How do I add my logo to some of my automated emails?
- 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?
- See all 14 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 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 22 articles
Courses/Series
- How do I sell a Course/Series online?
- 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?
- See all 15 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
- How do I set up staff commission?
- How do I assign a commission structure to a staff member?
- How can I deduct cost of service from commission, performance reports, and goals?
- What is Technical Referral Commission and how does it work?
- How do I apply the higher commission bracket to the total/full amount?
Access
Reports
- Additional Reports Explained
- Partner Reports
- How do I run Payroll Reports?
- What is the Insights dashboard and how do I use it?
- How do I use the Reports dashboard?
- How do I give a staff member access to only certain reports?
- How is the Rebooking Rate calculated?
- What is the Health Check Dashboard and how does it work?
- See all 12 articles
Cash Up
- How do I cash up at the end of each day?
- How do I fix the balance of my End Of Day Cash Up?
- How do I view/print an End of Day (EOD)/Cash Up report?
- How can I open my Cash Drawer/Till without processing a sale?
- How do I edit the Till Float/Register Bank?
- How to do I use the Advanced Cash Up / Cash Out? (EOD)
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 I manually change the remaining balance on a client's Gift Card/Voucher?
- 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?
- How can I hide clients from other locations when booking an appointment? (Chain Settings)
- How do I add a Staff Member to another location?
- See all 7 articles
Online Booking
Online Booking Setup
- Google Analytics
- Facebook & Instagram
- How do I set up Online Booking on my website?
- How can I add my logo to my Online Booking page?
- How do I add a Book Online button to my Google Business profile? (Reserve with Google)
- Online Booking Set Up Checklist
- Where can I get my Online Booking Link/URL?
- How do I change the color of my online booking menu and the floating Book Now widget?
- See all 10 articles
Online Booking Settings
- How do I limit staff choices for new clients in online booking?
- How can I limit how far in advance bookings can be made online?
- 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?
- See all 22 articles
Online Booking Promotion
Online Booking FAQs
- Overview of Online Booking
- How do clients make a booking in my Online Booking system?
- What notifications are sent when a client makes, cancels, or reschedules an appointment online?
- How can clients pay their online booking deposit with a Voucher/Gift Card?
- Why are my staff not showing availability in Online Booking?
- Online Booking Fee FAQ
- See all 8 articles
Consultation Forms & Video Consultations
Consultation Forms
- Overview of Digital Consultation Forms
- How do I create a customizable Digital Consultation Form?
- How can I add my logo to my Consultation Forms?
- How can I make a field mandatory on a Consultation Form or Treatment Plan?
- 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?
- See all 18 articles
Video Consultations
- How do I set up Video Consultations?
- How do I create online services for Video Consultations?
- How do I set up and use a Zoom account with Phorest?
- How do I turn on my Video Consultation notifications?
- What does the email for Video Consultations look like when clients receive it after booking?
- How do I turn on the Zoom Waiting Room?
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
Phorest Finances
Phorest Finances
Hardware
Phorest Setup
- How do I generate a new Phorest license key?
- 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?
- What changes are in the latest version of Phorest? (Version Changelog)
- See all 11 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
Data Privacy Compliancy
FAQ
- How do I suggest new features or improvements to Phorest (Make a Suggestion)?
- Is it possible to access Phorest through my web browser?
- Getting connected remotely with Phorest Support
- 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