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AI & Smart Features from Phorest

Cheat Sheet AI

The Supercharge for Your Service Providers

Turn scattered notes into a target-hitting plan each day

We learned from the top performing service providers across the industry – the ones who spend extra time each day prepping their game plan – mulling over client notes, identifying opportunities for upsell and giving each client a personalised experience. Cheat Sheet AI gives every service provider that opportunity – without the time drain.

Delivered in seconds on their PhorestGo app, they have a concise summary of the client history, preferences and suggested opportunities for upsell, before the client sits in their chair.

Unmatched, Personalised Customer Experience

Driving customer loyalty through the roof

Front Desk AI

Instant Responses, Consistent Replies – Even After Hours

Front Desk AI handles scheduling requests and FAQs via SMS & Whatsapp

Let Front Desk AI handle the constant stream of SMS questions and scheduling requests that usually take your front desk team away from spending time with clients. It will seamlessly respond to and action booking, rescheduling and rebooking requests, as well as fielding the frequently asked questions on parking, opening hours and services. If a conversation becomes too complex, it will seamlessly hand it over to your front desk team.

Less Admin, More Connection

AI takes care of the inbox, your team takes care of the people

Coming later this year: Insights AI

Making Your Data Useful, Clear and Actionable

Turning numbers into insights

No more digging for data or trying to understand complex graphs. Insights AI thinks like a data-obsessed co-owner – it can help you understand what your data actually means. Ask it anything – where are you growing, where are you missing opportunities – and it will give you the right answer, in seconds. When answers are fast, so are decisions. And fast decisions lead to stronger outcomes.

Real Metrics, Trusted Insights

The right answers, delivered in plain language

Smart Prompts to Help Ask the Right Questions

Pre-built with the questions every owner needs to answer

Other smart features

Client Reconnect

Bring Back the Ones That Got Away

Every hair and beauty business has clients who slip away. Life gets busy, schedules can change, and suddenly, it’s been months since their last visit. Phorest’s Client Reconnect learns each client’s booking routine – personalised to the services they get – and tracks clients who haven’t booked an appointment in their usual timeframe, allowing you to automatically send a personalised message inviting them back to your salon, spa, or clinic.

Optimised Scheduling

Reducing the ‘White Space’ in your Schedule

Phorest Ads Manager

Targeted Ads That Hit the Mark

Phorest Ads Manager allows you to create social media ads right from your Phorest system, integrating seamlessly with Instagram and Facebook. It uses AI capabilities to take what it knows about your top clients to build audiences in Instagram and Facebook, helping you bring in new clients that are just like your top-spenders!

And if you’re struggling with inspiration for your ad copy you can use the AI feature in the tool to generate messaging that will resonate with your target audience.

Automated Client Communication

Stay in Touch Without Hassle

Fallback SMS

No Email? No Problem

Smart KPI Reports

Numbers that Talk

Phorest’s smart KPI insights mean you don’t need to stay buried in spreadsheets, delivering the data you need in a way that’s clear, actionable, and easy to digest.

Phorest automatically tracks your key performance indicators – like client retention, average spend, and staff productivity – giving you real-time alerts if your numbers fall below (or above) a certain threshold – alerting you so you can make quick decisions and changes to steer the ship back on course.

The All-in-one Benefit

Connected Features Learning from One Another

About Phorest AI features

Phorest AI is a suite of artificial intelligence tools built into Phorest salon and clinic software, designed to remove admin and surface the right information at the right moment — not to replace the human relationship at the chair or the front desk. There are three core AI products plus a set of smart features already embedded across the platform.

Cheat Sheet AI prepares your service providers before each client arrives. Delivered in seconds to the PhorestGo app, it turns scattered client notes into a concise pre-appointment brief: client history, preferences, and suggested upsell opportunities, so every stylist, therapist, or practitioner walks in with the kind of game plan that top performers used to build by hand. The effect is a more personalised experience and stronger client loyalty, without the daily time drain.

Front Desk AI handles inbound SMS and WhatsApp automatically, around the clock. It responds to and actions booking, rescheduling, and rebooking requests, and answers the recurring questions — parking, opening hours, services — that pull reception away from clients in the room. When a conversation gets too complex, it hands over to your front desk team rather than guessing. It is positioned as a co-pilot for your receptionist, not a replacement: AI clears the inbox so the human connection at the desk still happens, and nothing slips through.

Insights AI is a data tool co-innovated by Phorest and Google, connected directly to your real, verified business data. Instead of digging through reports or decoding graphs, you ask plain-language questions — where am I growing, where am I missing opportunities — and get answers in seconds. It ships with pre-built one-click prompts covering the questions every salon owner needs to review regularly, so it helps you ask the right questions, not just answer them. Because it reads your actual numbers, it understands what each metric means for your specific business.

Alongside these, Phorest includes smart features that are already live in the system: Client Reconnect, which learns each client’s personal booking rhythm by service and automatically invites back those who are overdue; Optimised Scheduling, which books appointments back-to-back where possible to reduce gaps; Phorest Ads Manager, which uses AI to build Instagram and Facebook audiences modelled on your top spenders and can generate ad copy; Automated Email & SMS for reminders, confirmations, and follow-ups; Fallback SMS, which reaches clients with no email on file; and Smart KPI Reports, which track retention, average spend, and staff productivity and alert you in real time when a number moves out of range. Because POS, payments, marketing, inventory, and client data all live on one connected platform, these tools learn from each other — your POS can flag a reorder before a popular product runs out, and you can trace a marketing campaign all the way through to checkout.

Phorest AI is available to salons, spas, and aesthetic clinics across the US, Canada, UK, Ireland, Australia, Germany, Austria, Switzerland, Finland, the UAE, and the Netherlands.

Switching to Phorest is easy because we are here to help in any way

Migration

Easy Migration

All our plans include tailored system set up for your salon or clinic. We’ll import your clients, staff, services, products and more for you. Our migration specialists have years of experience in safely migrating client record information from most other salon or clinic software.

Schedule

Free Training for Life

We’ll set you and your team up with comprehensive onboarding training; and you can book additional online training sessions with us for as long as you like. New staff starting in the future? No problem, we’ll get them trained up too at no extra cost.

Support

Top Class Support Team

Our friendly support team is on call or chat, and they’re renowned for going above and beyond to answer your questions, big or small, as quickly as they can. ‘Seirbhís go hiontach’ (excellence in service) is a driving mantra here at Phorest.

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