This article will show you how to start your first training course on Phorest Academy
In this Article
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.
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!