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  • Posted on July 6, 2022
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  • Associate Training Path,Service Provider Training Path

Starting Your Day

It’s time to get familiar with Phorest! In this quick course, we’ll give you an overview of the very basics. We’re going to look at: A tour of the appointment screen Clocking in and out of Phorest Updating your opening bank Let’s go!

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  • Posted on July 6, 2022
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  • Associate Training Path,Service Provider Training Path

Managing The Appointments

Your appointment screen is your most important tool. From here, you can manage and schedule all of your bookings.  You can schedule all of your team member’s appointments for the day in one view.  Here, we will teach you how to master your appointment screen!

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  • Posted on July 6, 2022
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  • Associate Training Path,Service Provider Training Path

Welcome to Phorest

What can you expect to get from this course? This optional course contains a video designed for learners who have never seen Phorest before.  We recommend anyone who is completely new to our system to watch this short video before jumping into the ‘Get Started […]

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  • Posted on July 6, 2022
  • No Comments
  • Associate Training Path,Service Provider Training Path

Check out Guests & Process Sales

In this course, we are going to look at how to handle all types of transactions on Phorest – from checking out or refunding clients; using your PhorestPay terminal; up-selling retail; selling services and gift cards; deducting professional products; managing petty cash and processing refunds.

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