How to set the Data Retention time period?

This article will show you how to set a time period to retain information for your clients

Video: Export Or Forget A Client & Data Retention

Step by step guide

Data retention is how long your salon wants to hold on to client data. Click on Manager > Settings.

Note: It is best to check with your insurance company first before applying this setting.

Click on the Client Setup tab. Click the dropdown. Choose the time frame you wish to apply. Click Save.

The time setting has now been applied. Any clients who do not attend your salon after this time period from their previous appointment will be automatically forgotten from your software.

To learn about more areas like this in your Phorest system enroll in our Digital Consultation Forms course in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.

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