How do I give a TreatCard to a new client?

This article explores how to assign a TreatCard to a client who currently does not have one.

To learn about more areas like this in your Phorest system enroll in our Treat card set up in Phorest Academy - online, on-demand, and on-the-go learning for busy salon professionals.

To adjust the settings for the Treatcard system, go to Marketing Treatcard

Click on the Settings button

Then you can choose to add a prompt on Check in or On Pay to add a new treatcard:

The following example shows how to add a new treatcard to a client with the Alert On Check in box ticked (as illustrated in the screenshot above):

When the new client arrives for their booked appointment, simply check them in as normal

You will then get a pop up asking, would you like to give <The client> a Treatcard?

Simply scan in a TreatCard (or you can enter the treatcard number manually) for the client and select the OK button

The Client is now active on the system!

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