How do I set up Email Receipts?

This article will show you how your salon can be more environmentally friendly by emailing receipts to your clients.

Enabling Email Receipts on Phorest

Go to Manager > Settings > Point of Sale tab > Device.

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Under the Purchase Receipt Mode section, change the Receipt Email option to On or Optional, and click Save to finish.

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Receipt Email On

Setting this to On will automatically send an email receipt to all clients that have an email address on their client card.

Receipt Email Optional

Setting this to Optional will allow staff members to click the Send receipt button after the client has paid.

If there is no email address saved on the client card when this button is pressed, the staff member will be prompted to enter one.


Enabling Email Receipts on PhorestGo

To enable email receipts on PhorestGo, open the sidebar menu and go to SettingsReceipts and payments.

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Next, go to the Email tab and select whether you want email receipts set to On or Ask at checkout.

On sends an email receipt for every sale processed in PhorestGo, as long as the client's email address is saved in their client card.

Ask at checkout triggers a prompt that appears each time you process a sale in PhorestGo.


What Does the Receipt Look Like?

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Learn how to include your logo in your email receipt.

Note: To disable printed paper receipts entirely, set the Purchase Receipt Mode to Receipt Print Off. Alternatively, select Receipt Print Optional if you prefer the option to print receipts occasionally.

To ensure more email receipts reach clients, consider making email addresses mandatory when creating a new client.


Resending a Receipt

Learn how to resend an email receipt to a client.

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