The most secure and trusted spa & salon CRM software

Give your clients that personal touch every visit, with all their information at your fingertips. Digital salon client cards integrating seamlessly with your appointment calendar, loyalty program and more.

salon crm

Paperless salon client cards

Store all your client information, consultation forms, patch tests, history and notes in one place, safe in the cloud.

Give your clients the personal touch every visit, with notes in your database on their past styles and treatments, preferences, upcoming events, life milestones, kid’s names and more.

easy migration to your new crm

We’ll import your spa or salon client database for you

Worried about the upheaval of switching salon software? Don’t want to risk losing your client information?

We know your client list is the lifeblood of your salon, and it can be daunting moving your data, so we have a team of migration specialists who will do it all for you.

All of our plans include free migration, support and training, so you don’t need to worry, and you can seamlessly continue with business as usual.

client photos

Before & after image portfolio

Keep your phone’s camera roll clear and store before and after pictures and treatment progress pics in the salon client record app, safe in the cloud. Attached the pics to the relevant client card so you can easily find what a client is referring to when they say ‘the same style as last time’!

Easily search and share portfolio pictures straight to social media using the Phorest GO as your salon client record app.

digital consultation forms in crm

Digital Consultation Forms

Go paperless! Let clients fill out consultation forms on the iPad and store them in their digital client card.

Save time & keep up to date – form pulls client info from your records and automatically updates your records if they make any changes.

Collect marketing consent too!

vip customers

Special settings for your VIPs

Assign special settings for those clients you consider VIPs – set a freinds and family discount to their profile and it will be automatically taken from their bill at the till.

Allow trusted clients to pay by account.

Link the profiles of family members, partners and kids.

app for clients

A salon branded app for your clients

We’ll build you your very own salon-branded app to make it even easier for your clients to keep in touch with you.

Clients can book appointments, edit and check bookings, see their loyalty points balance and rebook, all via your app.

Your front desk staff can spend less time on the phone, and more time making clients feel welcome.

salon marketing

Salon Marketing

Tag and segment your clients into marketing lists based on their interests, service history, demographics and more!

Targeting clients with more personalised marketing campaigns means a better return for you, and less wasted spend marketing to uninterested clients.

You can also set your preferred data retention period to ‘forget’ clients who haven’t visited your salon in your specified time period (e.g. in over a year) so you’re not wasting SMS charges by including them in your marketing target lists.

See all salon marketing features

client loyalty program

Client Loyalty

Our Treatcard loyalty program is guaranteed to make you money and designed to get your clients rebooking new services.

Surprise and delight your clients! Once they earn enough points they’ll be prompted to use their points to try new services when booking online; or staff will get a prompt to offer an add-on treat if a client is booking over the phone and has enough points.

control settings

You have the control

Great clients are important to your business, but bad clients can cost you time and money!

The client card connects with your calendar and booking information and tracks client history such as no-shows and last minute rescheduling.

If a client has three or more no-shows, staff will get a pop-up alert when they try to book again over the phone, and you can direct them to book online where the booking is secured with credit card details and you have the option to charge a no-show fee if it happens again.

You can also mark clients as barred which will stop them from being able to book over the phone or online.

Restrict access

Restrict access

Your client list is the lifeblood of your salon, so you want to make sure it’s safe and secure.

Control how much contact information is available to your staff members, while still giving them the insights they need for great customer service. Choose to hash out client contact information, or even give staff different access levels when they’re in the salon versus on the Phorest GO mobile app.



Easy migration

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

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 second to none

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


Phorest is the most trusted Salon Software provider in the industry

capterra

forbes
“…the leading salon appointment and CRM software company.”