Phorest Settings Overview

This article will give you a general overview of the different settings in your Phorest system.

Note: When changing any settings, it is always recommended to restart Phorest after making all of the changes you have made as some changes require a restart before they take effect.

To view the Settings section go to Manager > Settings

Here you will see the settings screen. The settings screen is made up of three sections, GeneralOnline & Point Of Sale

Click here to jump ahead to General settings.
Click here to jump ahead to Online settings.
Click here to jump ahead to Point of Sale settings.

General

The General Settings section is split into five categories: Contact InfoOpening Hours, Appointment SetupFacilities Financials.

Contact Info: 

This section will allow you to view/update your Business NameBusiness AddressVAT Number etc.

Opening Hours: 

This section will allow you to edit the business Opening Hours and also allow you to create Special working Days.

Appointment Setup: 

This section will allow you to edit appointment setup information including Patch Test Expiry PeriodPreferred Staff and Course Information Display.

Note: If the Preferred Staff setting is disabled, you will need to assign preferred staff members manually in a client's Client Card, with the exception of Online Bookings

The Preferred Staff member will automatically be set if a client chooses to book with a specific staff member when booking an appointment online. Once a preferred staff member is set it will never change again automatically and has to be updated manually.

Client Setup: 

This section will allow you to edit client setup information including Client Credit LimitsData Retention Period.

Facilities: 

This section will allow you to add/edit MachinesRooms & Departments.

Financials: 

This section will allow you to add/edit Payment Types, Update Service/Product Tax & setup Discounts.

Online

The Online Settings section is split into two sections Setup & Appearance & Booking Rules.

Setup & Appearance:

This section holds a Direct Link to your Online Booking Platform. It will allow you to edit your Online Brand and Button Colors. This section also includes a graphic display of online booking colour changes.

Booking Rules: 

This section will allow you to make multiple changes to your online booking platform including setting Booking Slot & Gap Times. It also allows you to set Cancellation and Patch Test Periods.

Point of Sale

The Point Of Sale section is split into three sections GeneralPrompts & Device

General: 

This section will allow you to make multiple changes to the Payment Section including Voucher ExpiryCustomize Receipts & Advanced Receipt Options.

Prompts: 

This section will allow you to activate system prompts including No Show Visits & Client Rebooking.

Device: 

This section will allow you to configure Hardware on your Phorest system including Receipt PrintersCashdrawer & A4 Printers. This section also allows you to edit terminal settings including Appointment Granularity.

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