How do I set up self employed/booth renter staff members?

This article shows how to set up a staff member as self-employed on Phorest.

By marking a staff member as 'Self Employed' in Phorest, you can direct payments to their own PhorestPay account, include their business details on client receipts, and exclude them from your financial reports.

Changing Staff to Self Employed

Go to Manager > Staff Members > Click the name of a staff member to open their profile.

Open the Self Employed tab and turn the Self Employed toggle to Yes. Enter the staff members' business details, and then click the Save button.

If the BUSINESS NAME and VAT NUMBER fields are left blank, receipts for this staff will default to the salon business name and VAT number.

Individual Merchant Account (PhorestPay)

If you are using a PhorestPay Card Terminal, you can send PhorestPay funds for a self-employed staff member's sales directly to their bank account.

To do this, enable the Individual Merchant Account setting, then have your self-employed staff create their own PhorestPay account through PhorestGo 2.0.

Click here for a fully detailed setup guide. 

Self Employed Staff Receipts

When a sale is processed for a Self Employed staff member, receipts will display the self-employed staff's business name and Tax number if entered. If nothing is entered in those fields, the regular business name/tax number will appear.

Printed Receipt

Email Receipt

Excluding Self Employed Staff from Financial Reporting

You can also exclude self-employed staff figures from the Financial Totals report.

Note: You may want to schedule a report of the staff member's totals to be emailed to them on a weekly basis. To see how to do this, check out this guide.