Phorest Settings Overview

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

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

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.

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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