Managing Clients
- How do I create a new client?
- How do I add client notes?
- How do I remove/archive a client?
- How do I bulk archive clients?
- How do I block / ban a client from booking?
- How do I merge a duplicated client?
- How do I view and edit history for clients who have purchased a Course/Series?
- How do I give clients an automatic discount using a 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 create, assign and remove client categories?
- How do I find and print a list of a particular client's appointments?
- How do I make collecting new client details (email address/phone number) mandatory?
- How do I search for a client using their TreatCard number?
- How do I set a client data retention period for GDPR
- How do I set up a patch test period for online bookings?
- How do I manage corporate accounts in my salon?