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  1. Phorest Salon Software
  2. Manager
  3. Managing Clients

Managing Clients

  • 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
  • How to create a patch test on a Client Card
  • What is the purpose of the linked client field?
  • Accessing and Editing a Client Credit Account Limit
  • How do I bulk archive clients?
  • How do I create, assign and remove client categories?
  • How do I find and print a clients future appointment?
  • How do I block a client on my Phorest system?
  • How do I make collecting a client's email address or mobile number mandatory?
  • How do I search for a client using their TreatCard number?
  • How to change the price of courses
  • Put deposit to pay for a treatment?
  • How do I set a client data retention period for GDPR
  • How to set patch tests for online bookings
  • How to add client notes on your system?
  • How do I archive a client?
  • How do I Merge a Client ?
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