This guide will show you how to use Phorest Chat to connect with clients and manage real-time conversations.
This feature is currently only available in North America.
In this article
Granting Staff Access to Phorest Chat
First, staff will need access to Phorest Chat. To grant access, go to Manager > Staff Members > Access Levels.
Select the relevant access level, check the Two-Way SMS access setting, and click Save.
Staff with this access level will now see Chats in the menu on PhorestGo.
Viewing and Starting Chats
To view a list of chats, open the sidebar menu in PhorestGo by swiping in from the left of your screen, then select Chats.
Initially, you'll see a list of all client chats with all staff members.
If you prefer, you can tap My chats to filter the list and view only the conversations you’ve previously been involved in.
Starting a New Chat
To begin chatting with a client, tap the New chat button.
Use the search fields to find and start a chat with a client. You can search by client Name, Number or Email.
You can hide client contact details from staff if you'd like. Click here to learn how.
Starting a Chat from an Appointment or Client Profile
To start a chat from within a client's appointment, tap their appointment, and then tap the Chat button
You can also view and start chats from within a client's profile, under Chats.
Viewing & Sharing Your Phorest Chat Number
When you activate Phorest Chat, you are assigned a new Phorest Chat phone number. This is the number your Phorest Chat SMS will be sent from, and the same number your clients will use to chat with you.
To view your number, go to Chats, then tap the Information & help button .
On the next screen, you'll see your Phorest Chat number.