This article explores how to access and use the Smart Client card basic form

Salons not using customisable Digital Consultation Forms as part of their Phorest package, will have a Smart Client Card form to capture basic client information, marketing consent and relevant Covid:19 symptom questions.

Note: If you are interested in getting fully customizable digital Consultation Forms, reach out to your Salon Success Manager/Business Advisor at growteam@phorest.com to get started!


Video: Presend the Smart Client Card Form

Step-by-Step Guide

Firstly, to set up access to view and fill in the Smart Client Card form, go to Manager > Access on the Phorest desktop.

Select the Staff Category and enable Consultation Forms in the Phorest Go section. 

Open the Phorest Go App and log in with an Email & Password. To set up staff with access to Phorest Go - Click Here

Note: If Phorest Go was previously/ currently open on the device and access has been updated, you may need to log out and log back in for the access permission to take effect.

Select the More option on the top left-hand side then Consultations.

In Consultations, a list of clients with appointments will appear who are due to fill in the Smart Client Card form.  Select the Client to begin completing the form.

Enter the staff PIN and Continue.

Give the iPad/Tablet to the client to fill the Smart Client Card form and select Done when finished.

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