- PhorestPay Card Terminal
- In-House Deposits with PhorestPay
- Cardless Checkout with PhorestPay
- Online Deposits with PhorestPay
- How do I set up a PhorestPay account?
- How do I change my PhorestPay account details?
- How can I check the status of a PhorestPay transaction?
- How do I check the history of my payouts from PhorestPay? (PhorestPay Dashboard)
- When should I expect PhorestPay transactions to reach my bank account?
- How much does each PhorestPay feature cost?
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- How do I update my business address in Phorest or on the Branded App?
- How do I open the Appointment calendar for bookings on a day where the business is usually closed?
- How do I view my business details, address....
- How do I set my business opening hours?
- Where can I find my Phorest Account number?
- How can I export sales transaction information to CSV?
- Phorest Settings Overview
- How do I take Phorest out of Full Screen Mode?
- How do I set Phorest to automatically log out after a certain amount of idle time?
- How do I remove Client Gender from Phorest?
- How do I add a new Room or Machine?
- How can I get Departments to show on my Appointments calendar screen?
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Client SMS and Email Notifications
- How do I set up an automatic appointment Reminder email?
- How do I set up an automatic appointment Reminder SMS?
- How do I manually send a client their appointment Reminder SMS ahead of the scheduled time?
- How do I set up an automatic appointment Confirmation Email/SMS?
- How do I send an automatic SMS or email to a No Show client?
- How do I set up or change my Review Email or SMS?
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Services and Packages
- How do I add a new/edit an existing service?
- How do I set different Service prices for each of my staff levels?
- How do I set different Service durations for staff members?
- How do I set different prices for a Service(s) in each of my locations? (Multi-branch Business)
- How do I add a service from one location to another? (Multibranch)
- How do I allow for color development time between a color & finish?
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- What is the Online Store and how do I set it up?
- Online Store FAQs
- How do I link my Online Store to my website?
- How do I add/remove products in my online store?
- How do I customize products in my Online Store?
- Why can't I Auto-Fill images and descriptions for some products in my Online Store?
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- Can clients book Series/Course sessions online?
- How do I add a new Course/Series of services?
- How do I manually add a client's Course/Series that wasn't sold in Phorest?
- How do I sell a Course/Series to a client?
- How do I book/check out a client that has a Course/Series session?
- How do I change the price of a Course/Series?
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- How do I add a new product into Phorest?
- How do I add a Supplier and assign a Brand(s) to them?
- How do I add a new Brand to my Inventory/Stock screen?
- How do I remove duplicate Brand names from my list of products?
- How do I create an order of products to send to my supplier?
- What do the different colors mean on the Inventory/Stock screen?
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- How do I add a new staff member?
- How do I remove a staff member from Phorest?
- How do I set which services a staff member can be booked for?
- How do I hide a staff member/staff column from the Appointments calendar?
- How do I add a staff profile picture?
- How do I assign a staff member to a Department?
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- How do I schedule a staff member's shift on the Staff Roster?
- How do I schedule time off for a Staff Member?
- How do I edit a a staff members shift start or end time on their roster?
- How do I view the staff schedule by month view?
- How do I schedule multiple staff at once on the Staff Roster?
- How do I print my staff roster/schedule?
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- Additional Reports Explained
- What is the Insights dashboard and how do I use it?
- What is the Health Check Dashboard and how does it work?
- How do I use the Reports dashboard?
- How do I use the Staff report to measure my team's performance?
- How do I schedule an end of day report to myself via SMS? (Owner SMS feature)
- How do I stop a scheduled report that is being sent to a staff member?
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- How do I view/print an End of Day (EOD)/Cash Up report?
- How Do I Open the Cash Drawer/Till Without Putting a Sale Through?
- How do I fix the balance of my End Of Day Cash Up?
- How do I edit the Till Float/Register Bank?
- How do I fix an EOD report or Change the date of a Transaction?
- How do I cash up/cash-out each night? (EOD)
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- Online Gift Cards
- How do I refund a sale to a gift card?
- How do I refund or partially refund a Gift Card/Voucher?
- How do I use more than one Gift Card/Voucher as payment in a sale?
- How do I create a complimentary Gift Card/Voucher for a client?
- How do I send a Gift Card/Voucher to a client via email?
- How do promotional Gift Cards/Vouchers affect staff commission?
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- How do I add a Series/Course from one of my locations to another?
- How can I transfer products from one location to another? (Inventory/Stock Transfer)
- How do I add a Product to multiple locations?
- How do I create a Package for multiple locations?
- What does the Chain Settings feature do?
- How do I add an existing service from one location to another?
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