Recommended Phorest Academy Learning Paths & Courses

This article details a list of series & courses for anyone that signed up to Phorest after 10th Feb 21

When you log in to Phorest Academy you will see 4 Job-specific learnings paths; Business Owners, Managers, Receptionists & Service Providers.

 

Screenshot 2021-03-04 at 15.41.25.png

 

There are Client Marketing & Retention and Online Revenue Tools learning paths for everything else feature-related and a Suggest A Course module to recommend new courses we should add.

Each path is curated with courses best suited to your day-to-day activities. You are not limited to a particular path and depending on your day-to-day, can enrol in any path or course.

  1. [Level 1 - Basics] Service Providers offer basic courses demonstrating how to use Phorest to manage bookings and check clients out through the desktop and Phorest Go.
  2. [Level 2 - Intermediate] Receptionists consist of the same level 1 course list plus Stock/Inventory Management.
  3. [Level 3 - Advanced] Managers is made up of both the Service Provider & Receptionist courses with the addition of Staff & services setup, rosters and reports
  4. [Level 4 - Gold] Business Owners is a duplicate of the Managers course for now, but will eventually include extra business setup courses.
  5. Client Marketing & Retention consists of a series of courses to help reach new clients and retain existing ones for longer
  6. Online Revenue Tools includes any courses designed to take your business online and generate revenue

LEARNING PATHS (Series)

Level 1 - Basic: Service Providers

  1. Phorest - Your Day To Day
  2. OPTIONAL: Pre-Send & Review Consultation Forms

Complete both courses to earn this certificate 👇

Image

Level 2 - Intermediate: Receptionists

  1. Phorest - Your Day To Day
  2. OPTIONAL: Pre-Send & Review Consultation Forms
  3. Stock/Inventory Management

Complete all 3 courses to earn this certificate 👇

Image

Level 3 - Advanced: Managers

  1. Phorest - Your Day To Day
  2. Staff Performance On Phorest Go
  3. Stock/Inventory Management
  4. Manage Your Services And Series
  5. [US Only] Salon Memberships
  6. Digital Consultation Forms
  7. Manage Your Staff (Setup, Access & Commission)
  8. Schedule Staff Rosters
  9. Payroll & Commission Report
  10. Reports - Tracking your Salon Success

Complete all 7 or 8 courses to earn this certificate 👇

Image

Level 4 - Gold: Business Owners

  1. Phorest - Your Day To Day
  2. Staff Performance On Phorest Go
  3. Stock/Inventory Management
  4. Manage Your Services And Series
  5. [US Only] Salon Memberships
  6. Digital Consultation Forms
  7. Manage Your Staff (Setup, Access & Commission)
  8. Schedule Staff Rosters
  9. Payroll & Commission Report
  10. Reports - Tracking your Salon Success

Complete all 7 or 8 courses to earn this certificate 👇

Screenshot 2021-04-22 at 16.17.08.png

 

  1. Save Time With Automated Messages
  2. SMS & Email Marketing Campaigns
  3. Manage Overdue Clients
  4. Loyalty Program - TreatCards
  5. Online Reputation Manager - Get More 5-Star Reviews
  6. [US ONLY] Texting With Your Clients [Chat]
  7. [US ONLY] Set Up Your Merchant Services - Phorest Pay
 

Online Revenue Tools

  1. Generate Revenue Online
  2. Sell Products Online - eCommerce
  3. Online Gift Cards
  4. Video Consultations - Virtual Is The New Reality
  5. Take Bookings Online
  6. Salon Branded App

 

Start levelling up in Phorest with Phorest Academy 🎓. To access the Academy from Phorest go to Manager > Training > Phorest Academy or head to www.phorestacademy.com to log in online.

Phorest Academy- online, on-demand, and on-the-go learning for busy salon professionals.

Was this article helpful?
18 out of 20 found this helpful