How to add a Treatcard number for a client in the client card

This article will outline how you can assign a treatcard to a client within Phorest

In the left-hand toolbar, click on Clients.

 

Search for the client you are looking for, and double-click on them.


In the Client Card, click on the TreatCard tab.


Here you can see the client's treatcard. Click on the Card Number window, and either enter in the TreatCard number, or scan it in using your handheld scanner (1), then click Save at the bottom of the screen (2). The TreatCard has now been saved for the client.

To learn about more areas like this in your Phorest system, enroll in our TreatCards - Loyalty Program in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.

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