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  1. Phorest Salon Software
  2. Your Day-to-Day

Your Day-to-Day

Appointments

  • How can I create breaks for multiple staff members at the same time?
  • How do I make an appointment?
  • How do I create a repeat appointment?
  • How do I check a client in when they arrive for their appointment?
  • How can clients check themselves in for their appointment? (PhorestGuest)
  • How do I add a break to the Appointment calendar?
  • See all 46 articles

Purchase Screen

  • How do I process a walk-in sale?
  • How do I process a payment using multiple different payment types?
  • How can I put items on hold to be added to a client’s appointment total at checkout?
  • How can I generate a Quote for a client?
  • How do I add a product to a sale?
  • How do I create a new Discount?
  • See all 22 articles

Managing Clients

  • How do I email a list of future appointments to a client?
  • How do I show or hide the Client Spend total on a client's profile?
  • How do I create a new client?
  • How do I add client notes?
  • How do I archive or remove a client from the system?
  • How do I bulk archive/unarchive clients?
  • See all 20 articles

Deposits

  • How do I add a deposit to a client's appointment?
  • How do I add a deposit or credit to a client's account?
  • How do I refund a client's deposit?
  • How do I manually add or remove a deposit/credit to a Client Card without processing it as a payment?
  • How do I pay through an Appointment using credit from a client's account?
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