- How do I manage corporate accounts in my salon?
- How do I view and edit history for clients who have purchased a Course/Series?
- How to set an automatic discount to Client Category
- How to change an Outstanding Balance to a Deposit on a client account?
- How to Export Client Details and Purchase Transactions to CSV from Phorest
- How to print off a client's service history
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Client SMS and Email Notifications
Services and Packages
- How do I enter staff payroll information (staff hourly rate and standard hours worked) to Calculate Basic Payroll?
- How do I hide a staff member/staff column from the Appointments calendar?
- How do I change a staff members clock in time?
- I forgot my PIN number, how can I reset it?
- How do I set up self employed/booth renter staff members?
- How do I set which services/treatments a staff member can be booked for?
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- How do I view the staff schedule by month view?
- How do I schedule multiple staff at once?
- How do I print my staff roster/schedule?
- How to open the Appointment calendar for bookings on a day where the business is usually closed
- How Do I Add Time Off During a Working Day?
- How to schedule a split shift?
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- Additional Reports Explained
- How do I schedule an end of day report to myself through SMS? (Owner SMS feature)
- How do I use the Reports dashboard?
- How do I stop a scheduled report that is being sent to a staff member?
- How Do I Print a Report?
- How do I schedule a report to be sent to me automatically by email
- How do I set up the staff payroll report?
- 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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Vouchers / Gift Cards
- How do I add a Course/Series to multiple locations?
- 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?
- See all 8 articles