This article will outline how to extract system information, like clients, services, products and appointments from your Phorest system.
Jump to Export
Exporting client emails from the system can be done by following this guide:
How to extract a list of clients
You can also use the following reports to extract the client information - simply put into the date range from the time you installed Phorest until today to give you a full list of client information: (in the case of the Top Clients report, in the number of clients enter in the exact amount of clients you have to give you a full list)
The guide below will not only include transaction details, but it will also serve as a way to get your clients, product and service history, voucher sales, and course/series sales.
How to Export Client Details and Purchase Transactions to CSV from Phorest
The report below will give you a list of all Future Appointments broken down by staff member that you can export, including any colour or service notes
Staff Appointments report overview
To export a list of all of your services, go to Manager > Services > Packages.
Then click > Add.
And click + Add Service.
Next, click the magnifying glass.
Then click the Export CSV button at the bottom of the screen.
Once you have your export saved, click Close to close out of the package creation screens.
If you have Price Levels set, then this export will also include each of your price levels per service. It will not include individual staff service durations. It is not currently possible to export these durations.
To export your list of products you can do the following guide:
How to print a list of your products
Exporting Deposits on Client's accounts
Can be done with the following report:
Client Credit Account Details report overview
Exporting Client's Courses / Series
The following reports can be run to get that information:
Client Courses/Series Outstanding report overview
Client Courses/Series Sold and Added report overview
Vouchers / Gift Cards
Can be exported using the following reports:
Phorest Gift Voucher/Gift Card reports
All other reports in the system are linked here. We are here to help, so contact Support if you have any issues with the above methods at firstname.lastname@example.org
All information needing to be exported can be done by the business themselves through the methods listed above. In the cases where data exports are requested by Phorest, may involve a charge. Exporting via the methods above is free of charge.