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

This article shows you can set up a staff member as self-employed on Phorest

Changing Staff to Self Employed

Go to Manager > Staff Members > Click on the name of the Staff Member to open their staff profile.

Click on the Self Employed tab and toggle the Self Employed switch to Yes. Enter the staff members' business details, and then click Save.

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Card Merchant Account

If you are in North America and have a PhorestPay Terminal, you can specify a Card Merchant Account to route sales directly to the staff member.

If you're interested in setting up additional merchant accounts for your self-employed staff, reach out to your Salon Success Manager or get in touch with our Support Team, and we'll be happy to get you set up!


Self Employed Staff Receipts

When a sale is processed for a Self Employed staff member, receipts will display the selected business name and Tax/VAT number.

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Excluding Self Employed Staff from Financial Reporting

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

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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.

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

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