Where do I start my Phorest Academy training?

This article will show you how to start your first training course on Phorest Academy

Video Guide


Logging in and Getting Started

When you log into Phorest Academy for the first time, you will be prompted to go to your Phorest Basic Training learning path. On the Dashboard, click Go to Learning Paths to begin.

This beginner's series covers all the very basics of Phorest.


Basic Training Courses

Below, you’ll find a summary of the courses available to help you start your training on Phorest Academy. Click the button for your relevant region to access each course.

Welcome to Phorest

An introduction to education at Phorest, an overview of the appointment screen, and more.

Bookings & Appointments - Your Day to Day

Schedule, edit, reschedule, or remove bookings in Phorest.

Check Clients Out and Process Sales

Deduct professional products, take payments, up-sell products, add a deposit to a booking, sell gift cards, and process refunds.

End of Day Cash Up

Use reports to monitor your daily transactions, do end-of-day cash up, and identify & amend any discrepancies.


PhorestGo Training Course

The PhorestGo course covers the essentials of managing Phorest on the go. You’ll learn how to add and check out clients, include products, services, or gift cards in a ticket, and handle sales and refunds seamlessly for any payment type.

Start Your PhorestGo Training

 


Accessing the Full Phorest Academy Catalog

You’ll find additional courses to help you master Phorest features, including PhorestPay, Reporting, and our Marketing Tools, in the Phorest Academy Catalog.

To access all courses, click the Catalog button at the top of the page.

Once in the Catalog, you can filter courses by topic to suit your needs. Use the Search bar to locate specific courses or explore categories using the Topic dropdown.


Live Training

You may also be interested in attending some live education webinars or catching up on previous webinars on demand. Click here to find out how!

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