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.

Phorest settings can be found under Manager > Settings.

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Here you will see the settings screen.

Click here to jump ahead to General settings.
Click here for a full guide to your 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.

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Contact Info: 

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

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Opening Hours: 

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

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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.

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Client Setup: 

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

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Facilities: 

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

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Financials: 

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

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Online


Point of Sale

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

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General: 

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

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The Voucher/Gift Card setting will print a secondary paper receipt for clients that contains additional gift card/voucher information when one is purchased.

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Prompts: 

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

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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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