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.

Creating a Department

Go to Manager > Settings > Facilities > Departments

Click Add, enter the Department Name, then click OK.

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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 start, click the Assign Departments button

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Click the right-column area beside a Service Category to assign all services within that category to a Department.

Repeat this for Products if you also want to also Products to a Department.

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If you wish to assign individual Services and/or Products to a department rather than an entire category, click the black triangle beside a category name to expand on that category. From there, you can assign individual services/products to each department.

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When you're finished, click Save.

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.

 Next Steps

Click here to learn how to assign a Staff Member to a Department.

Click here to learn how to display the Department view on your Appointments calendar.

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