Phorest FM Episode 120: Switching Salon Software, Insider Tips For A Seamless Transition
For many, opening a salon is a thrilling, yet scary experience. After a while though, once the wheels are in motion, habits start forming. After a couple years, the salon runs things a certain way, and the thought of changing that up by switching salon software, for instance, is likely to trigger some fear.
Fear for creating a short period of instability; that it wonโt work out the way you imagined it would. Fear that youโll lose data or that your staff wonโt get it. Fear of leaving a comfort zone.
Our brains consider what is known to be far safer. The only way past this is to some research, plan things as best as you can and make educated decisions. Featuring Paul Kiersey (Phorest Onboarding Team Lead) and Will Hulihan (Phorest Brand Ambassador), this weekโs episode focuses on insider tips for a seamless transition from one salon software company to another.
Guests
Will Hulihan
Will Hulihan joined the Phorest team early September of 2016 as a Salon Business Advisor after his return to NYC from San Francisco, where he was a BDM for Kerastase/Shu Uemura.
During his time at LโOreal, he managed 55 luxury salons throughout the Bay Area, conducted product knowledge classes, business/marketing support and business development for these accounts. Will has a long history in the salon & beauty world with more than 20 years working directly with or alongside the industry.
In addition to his direct salon experience, Will worked in media for various start-ups and regional/national magazines such as Teen People, SPIN and 7ร7 as their Fashion and Beauty Director. In 2009, he created a media company called CHADS Media, where they were best known to specialise in representing small to medium-sized businesses within the Fashion, Beauty and LGBTQ categories.
Paul Kiersey
Paul Kiersey is an Onboarding Lead and started working in Phorest in September 2017. Initially hired as an Onboarding Specialist, Paul was the first point of contact when a new salon signed up and trusted to orchestrate salonsโ onboarding journeys, ensuring they each had a successful launch with Phorest in their business.
Later promoted to Onboarding Lead, he has focused on further developing and improving the initial customer onboarding journey to make sure that users of Phorest get the most out of the software from the get-go and subsequently see their business grow.
Transcript
Killian Vigna: Welcome to the Phorest FM podcast, episode 120. Iโm Killian Vigna.
Zoe Belisle-Springer: And Iโm Zoe Belisle Springer. This week on the show, weโre joined by Phorest Onboarding Team Lead, Paul Kiersey, and Brand Ambassador, Will Hulihan, to discuss data migration and to ease the fear associated with switching salon software.
Killian Vigna: So, grab yourself a cup of coffee, sit back, relax, and join us weekly for all your salonโs business and marketing needs. Good morning Zoe!
Zoe Belisle-Springer: Good morning, Killian! We havenโt done an episode with anyone in Phorest in a very long time.
Killian Vigna: No, we havenโt, and Iโm actually excited because the two people weโre going to have on the show are probably the two people that a lot of people moving over to Phorest would talk to mostly.
Zoe Belisle-Springer: Yeah, this is true actually.
Introducing Paul Kiersey & Will Hulihan [00:54]
Killian Vigna: And weโve never had them on it! So for Will, itโs probably if youโre thinking about moving to Phorest, and then for Paul, itโs the whole kind of joyous client journey once you become onboarded.
Zoe Belisle-Springer: Yeah, so I guess weโll need to do formal presentations here because for both Will and Paul itโs their very first time on Phorest FM, so welcome to the show guys, itโs a pleasure to have you on!
Paul Kiersey: Thank you!
Will Hulihan: Thank you very much!
Paul Kiersey: Long time listener, first-time podcaster?
Zoe Belisle-Springer: Love it, yeah!
Killian Vigna: I can see him here just shaking with excitement, yeah! As weโve already done, welcome to the show. Youโre based in Dublin, youโre sitting here beside me, working at the Phorest HQ, and youโre on the Operations Team. Before we get you talking about kind of some of the more technical stuff, why donโt you tell us a bit about yourself? Your background, how long have you been with Phorest, and what roles have you been involved in?
Paul Kiersey: So before Phorest, I suppose, I was a team lead in a telecommunications company that worked on more of the infrastructure side, rather than the kind ofโฆ it was more business to business. Similar enough I suppose, to Phorest, that itโs more of a kind of direct business to business level. I was over there for four years and moved, or started in Phorest in September 2017, and my role initially was an Onboarding Specialist. So after sales, we would be the first point of contact with a client in getting them set up on the journey to going live. And then I was promoted to Onboarding Team Lead.
Killian Vigna: Iโve just realized now; you started one year to the date after me, and I think the first time we met was in a tent at Oktoberfest. A typical Irish welcome!
Paul Kiersey: What a beautiful start to a beautiful friendship!
Zoe Belisle-Springer: I suppose to follow up on that, Will, as many of you would know, especially in the US I suppose, youโre Phorestโs brand ambassador. Before we get into the heart of this episode, saying here a bit about yourself, your background, how long youโve been with Phorest, and as a brand ambassador, what is your role specifically when youโre on the road going to visit clients and non-clients.
Will Hulihan: So, my background, I originally I went to hair school when I was in high school, and through my journey and my career Iโve actually gone from salon to being a fashion beauty director for magazines, and then after that, I had a two-year stint with the LโOrรฉal Kerastase team. From there, when I decided to move back to New York and give up my partnership at a salon in San Francisco, I out of the blue got a call from Phorest, and it was just one of those things that I didnโt really fully understand, and I took it from there and I felt that Phorest was a really good fit.
Iโve now been with Phorest for nearly three years. As my role as Brand Ambassador, I am provided with a list when I go to a different city and basically make that personal connection with the salon owners because as many people know, most of the software companies out there do not have somebody thatโs on the ground to make that personal connection. So many times I hear this is the first time Iโve ever met a software person. So itโs really great to walk in the door, talk the language, and get them excited about the brand.
Killian Vigna: And it can be such an investment of time researching new software that itโs great to see a face to take you through those first steps.
Will Hulihan: Exactly, exactly. I mean itโs great because I can answer the questions, I hear the challenges that theyโve had, and I take it further from there.
Killian Vigna: And what a face to see, weโll put some pictures of Will up later to share with everyone. A face coming to your salon soon!
Paul Kiersey: Youโre looking at me on the screen there, Killian, not him [crosstalk 00:04:43].
What makes switching to another salon software provider so scary [04:42]
Zoe Belisle-Springer: So, I suppose, more and more weโre adding audio snippets to these episodes, and I hope people enjoy it anyways โ let us know if you donโt โ but today weโve prepared a few snippets from video testimonials weโve got about why people were either scared or wanted to switch software but what held them back, and Iโm going to gather your thoughts after this little segment here.
Various Audio Snippets:
1 So we were using a software for 14 years, and we were ready for a change, we had heard the most amazing things about Phorest and we finally-
2 Made the switch, very scary.
3 But it was so seamless that I still canโt believe weโre using a new software after using something like that for that long.
4 We joined Phorest because our previous software supplier was actually outdated and couldnโt give us what we needed with the modern sites.
5 One of the reasons I put off changing to Phorest was I was quite terrified of the upheaval and you know, worrying that the staff wouldnโt get it, and worrying about the training, worried that it was such a busy salon and weโd lose appointments.
6 We wanted something that was going to be updated regularly, that would have the cloud-based, I guess, technology that Phorest had.
7 I needed more from what I had. Weโd had a computer system for 25, 26, 27 years and I loved it, but it wasnโt doing enough for me. Iโve got three salons, and thatโs where I was struggling. It was just a lot of hard work, really.
Killian Vigna: Thousands of clients, and I bet both of you could probably recognise who was talking there.
Will Hulihan: I could hear some of those people, for sure.
Killian Vigna: Yeah, I wouldnโt be as client-facing, and there were definitely two voices there that I recognise. So do any of those questions sound familiar to both of you?
Will Hulihan: Absolutely, I mean, I hear a lot of that on a day-to-day basis. Can I get rid of my server, are you guys cloud-based, weโre multi-site how do we connect, do we have to have a VPN and connect through aโฆ Iโm not sure what itโs call at this point.. an outside source to be able to connect to my server, to be able to have data security. Thereโs a lot of those questions that I heard, for sure.
Paul Kiersey: Yeah, and less questions I suppose, but one of the more common things that youโd heard from a lot of salons is that the kind of nervousness or the natural kind of daunting scenario of moving from something that you may have been using, potentially in some situations, from 10 to 15 years over to a completely new software. Very, very common feeling that we get from, I would argue, the higher percentage of clients that move from another software. Just because naturally itโs scary to try new things and use new software that youโre not familiar with, really.
Killian Vigna: Absolutely.
How the Phorest team helps ease migration concerns [07:35]
Zoe Belisle-Springer: Will, how do you, in your role, obviously youโre on the road you talk to people a lot, how do you help ease those concerns, because as the first point of contact for most, you would need to address some of those concerns or worries.
Will Hulihan: Absolutely, I mean a lot of the times the number one question is how does the data convert? So I, of course, have to talk about the ability for Phorest to actually do it for them. And once you tell them that we actually do a lot of the work for them, that immediately disarms and calms them down. Because a lot of times with other software, from what weโve heard, is that they kind of give you the nuts and the bolts and the pieces, and they expect you to put it together. Whereas we come in, we have the dedicated team of Onboarding Specialists, and we have the Data Specialists that do the migration for them. So those conversations really help to ease them, and then when I show them the ease to using the system, that also, once again, disarms them and makes them feel a little bit more comfortable, especially having that personal connection.
Killian Vigna: Paul, we heard a few things there about kind of cloud-based software and stuff. For anyone who isnโt as familiar with the technical terms, can you define just the differences between cloud-based and on-premise software?
Paul Kiersey: You can kind of look at it two different ways, and one is where the data is stored and also whether the actual software itself is a web-based platform or a kind of locally stored platform on a computer. So, if the dataโฆ typically most data nowadays in software would be stored on a cloud, which is just on the internet rather than saved on the computer itself, and locally stored would mean on the computer directly. And then the two differences between the softwares themselves, a web-based platform, you would typically open up your web browser and log directly in, whereas your local based or desktop-based software would be directly on the computer.
Zoe Belisle-Springer: So that would be like Facebook would be the web-based, and if you downloaded the WhatsApp app on the desktop of your computer, that would be-
Paul Kiersey: Yeah, exactly.
Killian Vigna: So how long does the migration process usually take then, if youโre coming from an on-premise to moving over to Phorest?
Paul Kiersey: The actual process of capturing and exporting the data is quite quick. Our Data Migrations Specialists, depending on whether youโre web-based or if itโs local-based software, the two situations kind of vary, so with a web-based platform you just need login details and you can access it instantly from anywhere, essentially. With a local-based software, we would set up or establish a remote connection to the salonโs computer and grab the data that way. But typically, grabbing the data, first we would do them in two batches, so the first batch of data would be more static information that isnโt going to change over time, so staff information, service menus, all that kind of stuff, and on the final go-live day, we would do a final batch of data import which would be their clients and appointments.
But the first data grab, once weโve established a connection, typically, two to five minutes, if even. We would then take that data, work on it, make sure itโs suitable to the software, make sure all the data is correct, and then on the final day when we do the import of the clients and appointments, depending on the quantity of clients and the amount of service history, all that kind of stuff, obviously makes things take longer. Typically, it can range from a 10-minute final import up to 30 minutes, I would say, on the actual Go-Live day.
Zoe Belisle-Springer: Thatโs really not all that bad, yeah.
Paul Kiersey: Yeah, and we would tend to do it outside of salon business hours where we can. Just to make sure when the salon actually opens their doors or closes their doors, if itโs at the end of the day, they can start using the software right away. Weโd like to train it up with the clients actual onboarding experiences and their journey whether they want to do their training and then immediately go inโฆ some salons would like to do their training and go immediately into using the software, in which case we would time the imports to happen as theyโre getting trained, and then once theyโre done with their training, theyโre just ready to go for the day.
Killian Vigna: So is it tailored down to the business themselves? What phase they want it?
Paul Kiersey: Yeah, yeah, itโs very much tailored toโฆ all of our onboarding experiences are typically tailored to the client and what they want and what they want to get out of the software as well.
Killian Vigna: So Will, how do you, because just listening to the audiotapes there, that is probably one of the biggest concerns is that in migrating Iโm going to lose my appointments like someone said. How do you make the salon owner feel at ease about that process?
Will Hulihan: A lot of times, I utilise other salon owners that have done the migration that can actually speak as a first-person experience and share that experience. And then other times itโs really just knowing the software that theyโre currently using and understanding how that data does convert and then telling them each one of the steps โ going from the site survey to pulling up the initial data-grab, staging it, and then from there, doing the adjustments to fix it for them.
Zoe Belisle-Springer: So when youโre on the road and chatting to people, would you say that Paul has obviously just mentioned there, that grabbing data from a cloud-based software versus and on-premise software is a bit different, would you have a lot more worries and concerns that you have come across that are used to say, 10 years on-premise software? Do they feel a bit more worried about switching over to something entirely new?
Will Hulihan: A lot of times to me that is a very big concern because one of the things, even at the trade show this weekend I heard a lot of people saying I have 15 years or 20 years of data, how are you going to be able to get all of that over and migrated in? I tell them that quite honestly, that we actually do the site survey at the beginning to set that up so that we can check their hardware, we can check the data, and then from there once we do the staging, we are able to give them the verified information and what information to transfer.
Now one of the best things about our team is that we do spend a lot of time understanding what the data conversions are for each one of the software systems that out there. So if we are going to have challenges, we do let them know ahead of time so that theyโre prepared and that they understand what the steps are and what weโre going to have to do, whether thatโs sometimes theyโre going to have to do some things manually, but for 90% of the times, we are able to get quite a bit of the data and move it over, and convert it into the usable data within Phorest.
Going from pen & paper to a cloud-based system [14:22]
Killian Vigna: So a lot of what weโre talking about, then, is about the on-premise, and I think itโs pretty much safe to say that there are a lot of procedures put in place to ensure that you get the most seamless migration over to cloud-based or Phorest if thatโs whom you go for. But what about pen and paper clients? Because surely weโre still getting clients moving over from pen and paper.
Will Hulihan: I can tell you from my perspective, one of the things just as an example this weekend, one of my clients came up to me and she was like, โI need to change my pricing for my top-tiered stylists,โ and I said, โWell do you have it all written out for me?โ She said yeah, so I just took a picture of it, sent it over to the ops specialist and they just took that and added it in for them. So thatโs one of the benefits of working with Phorest is that we do the work for them. So even with pen and paper clients, we actually hand-hold and work through the process. If they have a list of their clients, letโs say theyโre on a spreadsheet, we can take that, convert that in into it. If they have their pricing sheet or a menu card or give us the resources of looking on their website, if they have a website, we can take that information from there as well. So, we go above and beyond just to ensure that we get that information and set it up correctly for them.
Killian Vigna: So does this take regular communication betweenโฆ because youโre operation specialist, Paul, or do you just need kind of the initial contact and then youโre ready to go?
Paul Kiersey: It varies, depending on the client, depending on the software theyโre coming from, as Will was saying, we would have our own documentation on what we can and canโt export or what isnโt exportable from different software and how that migrates over. So, as Will was saying, as soon as a new salon or client signs up to Phorest, an Onboarding Specialist is assigned to their account. That person immediately contacts them after they sign up, plans out a journey with them, explains, kind of goes over the detail of what we can and canโt guess. The client would fill out a set-up questionnaire, is what we call it, so they fill out their information on a questionnaire and that also gives them an easy way to provide the additional data that they need to send over to us.
But itโs not uncommon for us to have to kind of dig a little bit deeper in some situations to get that bit of extra information, but as Will was saying, there is an incredible team on our side that put a massive amount of effort into making sure that all of that data is exactly as it should be, and making sure also that theyโre communicating with each salon owner that signs up to let them know that we need these particular things and hereโs how you can provide it to us. Whether it is, as Will was saying, just a photograph of the service menu can be one way. Some clients would prefer to provide the information on spreadsheets. There are a million and one different ways that you can provide that information, and we just make sure weโre as clear as possible with the client to explain what we canโt extract from a software, and what we need them to provide, I suppose, from a manual perspective.
Phorest Onboarding, Go-Live & training [17:24]
Zoe Belisle-Springer: So Paul, you alluded to this a little earlier when you said sometimes you would link the go-live date to the training. Killian, youโre in the Training and Education department, how do you two work together, then, with the clients that are migrating?
Killian Vigna: Yeah, so in Education, we actually offer a range of training modules, so if youโre based in Ireland, the minute you start getting set up with your Phorest system, we have in-house, what we call Go-Live days, which is where a salon owner would bring their whole team up to Phorest and theyโd do a full day of training in house, go through the system and theyโll also get their own demo practice versions to play around with, which means youโre not going to mess up anything in your own Phorest system before youโve finally gotten the hang of it. And then on the Wednesdays, we do whatโs called a management and growth session, and thatโs usually the salon owner and the manager, and that just goes into the more, I suppose, intricate sides of the business, more marketing, reports, things like those.
So thatโs just if youโre in Ireland. We do call outs in the US and the UK, but the biggest form of training that we offer is online training, and this is free online training with a live instructor. So theyโre usually groups, but we offer a range of modules. Again, youโve got your hour-long Go-Live, weโve got your text and email marketing, weโve got your essential management, weโve got loads of different modules that you can learn bite-size of Phorest within half an hour to an hour. It takes no time at all, really. And you can do that at home, in the salon, you donโt even need to have your Phorest system at this point, because all our trainers use, again, a demo training system, and theyโll give the learners at the end of the conference call access to the mouse, as well. So while our trainers will demonstrate how to make a booking, something as simple as making a booking, then theyโll be able to share the mouse over, and the learners can take it in turns to do it as well.
And weโre also starting to introduce โ moving further again โ weโre starting to introduce self-taught training modules, and these are courses now through Phorest Academy, which weโre still kind of in testing and anyone can sign up, Iโll do my little sales pitch at the end of this-
Paul Kiersey: Super exciting!
Killian Vigna: Paul is one of our biggest course testers, he loves it! We work very closely with Paul in the sense of does this course make sense? But yeah, a lot of training there. And you have our support guys, and theyโre just wizards again from there.
Paul Kiersey: Yeah, phenomenal.
Killian Vigna: Yeah, so anything youโre stuck on, whether youโre on training, youโll come to Education department or if you just want instant help, you can call up, email, or log a call with our Support department. And then thereโs always Paul whoโs happy to answer everything! And Will, when he stops by.
Will Hulihan: Yeah.
What if something goes wrong with the setup? [20:12]
Zoe Belisle-Springer: So recently enough there was an article published in Salon Today about some of our clients that switched software saying that it was scary, but they actually thought it was the best thing theyโve ever done. Now, one of these clients of ours is Heather Yurko from Neatbeat Salon in Kentucky, and she says โI may not have realised the work involved, but that the team was there every step of the way, the training and support were phenomenal,โ that when they did have hiccups, that we had their backs.
When stuff goes wrong, because you made the process seem really, really easy and seamless, but we all know that we donโt live in a utopian world either, some things can go wrong sometimes, so whatโs the process then. So she mentioned that you guys were very reactive and had the teams back straight away, what does it look like?
Paul Kiersey: I actually onboarded Heather. [crosstalk 00:21:06]
Zoe Belisle-Springer: Perfect guy to ask then!
Will Hulihan: And Heather was my client-
Paul Kiersey: Yeah, thatโs crazy. That was November 2017, I think it was?
Will Hulihan: Yeah it was November 30th she started, yeah.
Killian Vigna: November 30th did you say?
Paul Kiersey: 2017.
Will Hulihan: 2017 November 30th she actually officially signed on.
Killian Vigna: This wasnโt even planned, we just know our clients that well.
Will Hulihan: Thatโs it.
Paul Kiersey: Heatherโs great as well. But yeah, things do go wrong. It happens, the best thing that we have, I suppose, is just a team of people who are incredibly dedicated to fixing up things that can go wrong, will go wrong eventually in some scenarios. The guys on my team, and the guys over in the US as well, are incredibly, incredibly experienced with the software. They know every corner, they know everything that could potentially go wrong in some situations, and when it does, theyโre incredibly quick to get it fixed.
Itโs also important to be open and honest about that kind of stuff. If something does go wrong with the setup itself, or if a piece of information was missed, or anything like that, first of all, obviously being as open and honest with the salon owner, making sure theyโre aware of it, letting them know how youโre going to actually fix it, and then getting to that point where the issue is resolved before itโs kind of snowballed into catastrophe.
Zoe Belisle-Springer: So I guess you guys do a lot of preempting a bit like John Doran was explaining on the dev side in one of our episodes last year.
Killian Vigna: Server outages, yeah it happens.
Paul Kiersey: Yeah, and again to avoid all of that, thatโs the reason why we tend to work very, very close with salon owners or any of the clients that sign up because we know all of the steps that need to be done, and we just need to make sure weโre as clear as possible, and that the salon owner understand all of the steps that need to be done in between the process of signing up to the software all the way up to the date that they go live.
Will Hulihan: Yeah and one of the very important things to also point out, is what Paul was saying, when we recognise that thereโs an issue, itโs being accountable and stepping up and talking to the salon owner or the manager right away. Not letting it sit and wait for them to go live and then have everything fall apart with them and not have anybody there to support. One thing thatโs really special and that stands out about Phorest is our incredible Support team, our Onboarding Specialists are right there, ready to help, and everybody kind of jumps in and gets it done.
How to be best prepared for the data migration process [23:36]
Zoe Belisle-Springer: Thinking about your salon visits, what would be three things that you would recommend owners do that would help them get best prepared for a switch?
Will Hulihan: One thing thatโs really important is to make sure that your team has all of their up to date information in the system. So whether itโs your timing durations, your pricing, your services and make sure that you communicate with us how you want that conversion to happen. So if you want your gap times to be a specific way, let us know so in advance weโre prepared for that.
Secondly, I think that things they could do, is their past financial information theyโll definitely want to make sure that they export that into Excel or a CSV spreadsheet they can at least reference back to it, but then again, with our partnership with ZeeZor, if they were to set up with ZeeZor, theyโre able to keep that past financial information and have it connected directly into their current data. And lastly, is just talk to other salon owners, really understand what theyโve done, how their experience has been with Phorest, to help to relieve some of that fear that they have. Because I think at the end of the day, letting go of the control and letting them just trust in, and know that Phorest and our team is there to support them, and that weโve got their back and weโre going to make sure that everything is done correctly, and that everything is done.
But other than that, I mean, I think itโs pretty much pretty straight forward. Once we do the site survey, we get everything going; the journey process is pretty seamless.
Killian Vigna: Itโs always going to seem scary when youโre looking at online, and actually Iโve just realised weโve started the show with this, and now weโre ending it with it, but once you start talking to people in Phorest, things just become a lot more relaxed, a lot more easier. Is there anything youโd add to that, Paul, being as youโve now started talking to them from a client perspective?
Paul Kiersey: Iโd say naturally, as you were saying, itโs only human to be nervous about things that are this daunting. Especially for a business owner that has owned a salon for ten years. Youโre asking them to put a lot of trust in whatโฆ theyโve grown this baby thatโs turned into this massive business, and youโre asking them to essentially trust in you to make sure that transition is seamless from whether theyโre using an existing software or theyโre pen and paper or whichever. My advice on top of essentially what Will has already said, would be to accept that itโs natural and itโs normal to feel nervous about that move. I think a lot of salon owners that Iโve spoken to in the past, itโs almost the first thing I would typically try to gauge how somebody obviously is feeling about the transition, and the two words that you hear is first that theyโre excited and then second that theyโre nervous about it.
Almost every single client will say it, and thereโs a reason why they do, and I think the people that try to fight that nervousness too much will kind of scare themselves a little bit too much as well. The other thing would be for anybody that is just after going through an onboarding experience, and theyโre starting to use the software, Iโm a big advocate of telling people just to use the system as much as you can. Click wherever you can, youโre not going to click a button thatโs going to make the software or your computer explode.
Thereโs no reason to pay for something and buy something and not get absolutely everything out of it. I would be a big advocate of getting as many people to click anywhere, try out new features, do as many online trainings, the Onboarding Specialist will typically speak to any salon owner about what kind of journey they want to have, what expectations they have. Theyโll make sure theyโre booked into those trainings to ease those nerves a little bit at the start. I would definitely be a massive advocate of just click everywhere in the software and just see what happens.
Killian Vigna: Guys, I think you have done a brilliant job making the transition from other software or pen and paper to our software, and I have to say if I had a salon Iโd be ready to move over myself now. I just think it can be a scary experience and I think you have broken it down quite well of just how we do onboarding here.
Zoe Belisle-Springer: And for anyone curious to read more about those three salon owners who did do the switch from that Salon Today article, itโll be in this episodes show notes. You can have a read there and check out the video testimonials that we put out on YouTube as well.
Killian Vigna: Great stuff, thanks very much guys.
Zoe Belisle-Springer: Thank you so much, guys!
Paul Kiersey: Thanks so much for having us.
Will Hulihan: Thank you!
Inside Phorest: reflections, upcoming events & final words [28:29]
Killian Vigna: So that was Paul and Will, hopefully easing anyoneโs concerns about moving from one software to another, especially if youโve gone from pen and paper on-premises where I suppose youโve done it for so long that youโre kind of, not suck in your way, but itโs just what youโre used to, and you naturally are going to have that fear that youโre going to lose everything by moving everything over to somewhere new. So I really hope the guys have done a great job explaining that because I feel like they did a good job of it, itโs not the easiest thing to talk about.
Zoe Belisle-Springer: No, definitely not, but I do think mixed again with people who have done the transition before, their experiences mixed with this episode from an insider point of view, I think that it does ease a bit of the fear, or the concerns I suppose about all of that.
Killian Vigna: And now I think itโs time to give that little sales plug that I did mention when I was talking about education: The Phorest Academy. So as weโve mentioned the last few times, weโre delighted to announce the early access launch of Phorest Academy, your one-stop education shop.
So what is Phorest Academy? Itโs an online learning portal full of fun, interactive, and bite-size self-taught training courses covering every area of your Phorest system. So this is limited to clients only, the reason itโs limited to clients only is because itโs about getting the most out of your Phorest system while youโre in that learning stage, whether youโre a salon owner new coming over to Phorest, youโre a new manager, or youโre just looking for a bit more upskilling, or hey even you have a new hire and you just canโt commit time for them to sit down and do some live training.
So what can you expect from Phorest Academy? You can get interactive online and on-demand training, learning on the go with the app, so you donโt even need to sit down with a laptop or desktop, you donโt have to sit down behind the salon counter. You get a library of regularly added and updated courses. So we have three full courses there at the moment, we are adding more each month. There are interactive Phorest systems, which are those Phorest demos that we were talking about where we give you a scenario, and you have to replicate that, and you canโt break anything, or like Paul said, โblow it up,โ which is great.
And lastly, but not least, you can finally get Phorest Academy certified. The most exciting thing, I think, about it is that people will now have certificates to say they have completed their training, that theyโre sufficient in using Phorest. And speaking of courses then, Zoe you actually have a course as well yourself.
Zoe Belisle-Springer: Yeah, so we on the marketing team, have announced just a couple of weeks ago the Salon Management Course, which is a free six-week program hosted by business strategist Valerie Delforge, and is designed to help develop your managerial and leadership skills. It works this way: itโs all online first of all, you do not need to be a Phorest client to avail of this opportunity, you donโt even need software at all, all you need is a laptop and an internet connection to sign up, really. So each week youโll receive, by email, an hour-long presentation that you can watch in your own time, youโll also get a workbook that goes along with that presentation, and it will help you put new ideas and plans into place. So I suppose you can think about this course as a practical step-by-step game plan to review what youโre currently doing, identify things that you could possibly be doing better and then, of course, set the plans up so that you can take action.
The link to sign up to this Salon Management Course is in this episodeโs show notes. You can register there, youโll get your welcome email, and then weโll guide you through the six weeks.
Last but not least, we also have the Salon Mentorship Hub, which is a place to connect. So whatever youโre struggling with in the salon if youโre in a rut, youโre feeling stuck, youโre having an issue with, I donโt know, customer service, social media, you want more information on something that isnโt really feeling right in finance, or whatever it is really, weโve teamed up with industry coaches and consultants so if you head over to salonmentors.phorest.com you can book yourself in for free 15 to 30 minute consultation on a topic of your choosing with one of those mentors. Currently working with us on the Salon Mentorship Hub are Valerie Delforge, Susan Routledge, Danielle Boucher, Richard McCabe, Phil Jackson, Jennifer Swaine, Gloria Murray, David & Nicole Barnett, Stefania Rossi, Katie Lowndes, Susie K. Brooks, and Ryan Power. So again, to book your free consultation, head over to salonmentors.phorest.com and no, you do not need to be a Phorest client to avail of this as well. And well, I suppose thatโs all weโve got for this week, guys. As always, if you want to share your thoughts on this episode, or have any suggestions, please send us an email at phorestfm@phorest.com or leave us a review on Apple Podcasts. We genuinely love feedback and are always looking for ways to improve the show. Otherwise, have a wonderful week and weโll catch you next Monday.
Killian Vigna: All the best.
Related links
Switching Software, Salon Today Article
Phorest Studios, Salons Discuss Switching Software
Register for the 6-Week Salon Management Course hosted by Business Strategist Valerie Delforge
Book a free 15-30 minute consultation on The Salon Mentorship Hub
This episode was edited and mixed by Audio Z: Great music makes great moments. Montrealโs cutting-edge post-production studio for creative minds looking to have their vision professionally produced and mixed. Tune in every Monday for a mix of interviews with industry thought-leaders, roundups of our most recent salon owners marketing tips & tricks, all the latest in and around Phorest and what upcoming webinars or events you can join.
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