How do I sell a Course/Series to a client?

This article explains how to sell a course or series of treatments in Phorest.

Go to Purchase and enter the client's details at the top of the screen. Then, click the name of the staff member selling the course/series.

Click Courses/Series then select the course/series you wish to sell.


Once the course/series has been added to the sale, click Pay to process and complete the transaction.

This course will now be added to the client's Client Card, and the next time you go to book them in for an appointment the message below will pop up asking if you wish to book in one of their sessions from their course/series.


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

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