How do I set up Departments on Phorest?

This article will show you how to configure the Departments feature to split your calendar view into different areas of your business.

You can separate your system into different departmental areas of your business, e.g. Hair department, Beauty Department, etc., to view department-specific reporting and to give your Appointment calendar the optimal view.

What Does it Look Like?

When Departments are enabled, you can filter your Appointments screen view by specific Departments.

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Creating a Department

Go to Manager > Settings > Facilities > Departments, then select + Add Department.

Give your department a Name, then click Save to finish creating the department.

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Assigning Services and Products to a Department

After you've created all your Departments, you'll need to set which Services and/or Products belong to each department. To do this, click Assign Departments.

Choose whether you want to start assigning Services or Products to your department(s) by selecting a tab.

When assigning to a department, you can choose to assign an entire category or specific services or products.

Assigning an Entire Category to a Department

To assign an entire category to a department, select the department beside the category name.

Assigning Specific Services/Products to a Department

To assign specific services or products to a department, expand the category, then select the relevant department from the dropdown menu.

When you're finished, click Save changes.

Reporting

You can also run the Sales by Department report to gather some financial performance information on each department.  For more info on how to run this report, click here.