How To Solve 4 Common Phorest Support Queries Yourself

With 101 days to go until Christmas, we’ve started to see a few Phorest support queries coming in from salons regarding getting set up for the festive season. I know! It’s not even Halloween yet, but we thought it would be a good idea to start listing a few of the more common issues and their related step-by-step how-to guides. This includes setting your Christmas hours and rosters, ensuring gift vouchers remain a surprise gift, using deposits, and creating special offers. So without further ado, let’s dive in!

Step-By-Step Guides For 4 Common Technical Support Issues Coming Up To The Festive Season

Here at Phorest Salon Software, we live and breathe our values. In fact, no problem is too big or too small. Kala Hale, owner of ‘Alak Hair and Beauty’ says it best:

Phorest was easy to deal with from the word go – down to earth, understanding, and trustworthy. I suffer from learning disabilities and Phorest staff are so patient with me and really help me to understand anything I need. This was a big step for me and Phorest made it so easy. It’s so good I tell everyone about it. I love it and to know I have it makes me proud.

 

That being said, we know from experience that the volume of calls coming around the holiday season tends to increase. So, to help this upcoming process, we thought you might appreciate learning how to solve some of our top Phorest support queries. However, if the blog doesn’t do it for you, our support team will always be delighted to help you out!

Phorest support

Setting Special Opening Hours And Staff Rosters

There are two steps to amending your scheduled hours.

  1. Set up any special days that are required in your Branch Schedule (ie: where you are open on a day you would normally be closed or vice versa). This can be done via Manager > Business > Branch Scheduleas described here.
  2. Once you have set the salon hours on Phorest, the next step then is to make sure you have staff rostered on or off for those days you set up in the first step. Learn how to do this here.

Processing & Using Deposits

With the salon getting busier, your schedule getting tighter, and often with more group bookings coming in, many of our clients start taking deposits to guarantee appointments. You can find a step-by-step guide here to processing a deposit transaction, and then also how to use that deposit towards paying for the appointment.

Special Offers

The holiday season is a great time to push retail sales! With more clients in the salon and everyone in shopping mode, you have the chance to catch their eye with festive offers. If this is of interest, here’s how to create special offers for both services and products.

Gift Vouchers

The last thing you want to do is ruin the surprise of a gift voucher by sending a receipt for the voucher to the person it was bought for before they receive it! To make sure no one gets an unexpectedly early Christmas present, make sure that if Jane Doe’s husband is buying her a voucher, you don’t enter Jane Doe as the client on the purchase screen. Instead, it would be advisable to sell the voucher under a walk-in client, and when Jane comes in to redeem it, re-assign the voucher to her. We describe both these processes in the articles below:

So there you have it! As always, our Phorest support team would be more than happy to help. If you need further assistance, or if something requires more explanations don’t hesitate to email us at <support@phorest.com>!

Thanks for reading!

#LetsGrow


Featured imaged shot on location of Aviary Lane. © 2017 Phorest Salon Software.