This article will outline how to extract your data from the Phorest system.
Jump to Export
Exporting client emails from the system can be done by following this guide:
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 courses sales.
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
To export all services from the system you can follow the below guide:
Head to Manager > Services > Packages > Add Package > Add Service (magnifying glass).
Once in here, click to select all services, then Export CSV:
To export your list of products you can do the following guide:
Exporting Deposits on Client's accounts
Can be done with the following report:
Exporting Client's Courses / Series
The following reports can be run to get that information:
Vouchers / Gift Cards
Can be exported using the following reports:
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.