How do I add a Client Category?

This article outlines how to add a new Client Category for grouping clients together

To learn more about areas like this in you Phorest system, enroll in your Service Setup series in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

Video: Maximize Client Filters with Client Categories

Step-by-Step Guide

Click Manager and select Categories on the top line.

Click Client Categories

This is the Client Category list. You can add new categories, edit existing categories and archive unused categories here.

Click Add in the bottom right to add a new Client Category.

Fill in the details needed for this Client Category and click Save.

Category Name: The name of this Client Category.
Description: Any further detail to add to the Client Category
Service Discount: Automatic
Checkbox: Link the category to the relevant online category.
Retail Discount: Add prompts to any services in this category when booking, at check-in or at payment.

To learn more about areas like this in you Phorest system, enroll in your Service Setup series in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

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