
Step 1: Hands-Free Tech That Gives You Time Back
Winter has a way of making admin feel heavier. Notes pile up, energy dips, and your team can end up spending more time typing than connecting. Remove the admin friction and create standout client experiences with a couple smart tools in PhorestGo.
Let’s Go!
Hands-Free Tech That Gives You Time Back
Features
Cheat Sheet AI

With a click of a button, generate an instant summary of up to 3 years’ worth of client notes into a helpful top-line summary that helps service providers go into every appointment prepped to give that personal touch.
Speech-to-Text Client Notes

Stay in your flow and capture your notes seamlessly. Client notes on Phorest go are speech-text enabled, so you can talk directly into your phone and save yourself the hassle of typing.
Phorest Academy Courses
Want to learn at your own pace? Our online courses are available to you 24/7.
On the Phorest Blog
Amplify Client Connection: How to Stay Present & Prepped with Phorest AI
24 Key Client Notes For Delivering Memorable Customer Service
Don’t have these features yet?
We might need to look at your Phorest package. Let’s connect you to your Success Manager, who can advise on the best Phorest package for your needs.

Missed Our Live Training Session? Watch the Recording
Phorest Educator, Sherelle, brings you a 4-step workflow to energise your client experience and spare you the extra admin.

Step 2: Consultation Forms That Create Better Appointments
The best consultations start before the client walks through the door. Spend less time asking repetitive intake questions and more meaningful time with your client with a little proactive automation.
Let’s Go!
Consultation Forms That Create Better Appointments
Features
Pre-send Digital Consultation Forms

When Consultation Forms are automatically sent at the time of booking, clients can complete them at home while your team reviews everything in advance.
Phorest Academy Courses
On the Phorest Blog
Digital Consultation Forms: A Step Closer To Your Safe & Paperless Salon
Don’t have these features yet?
We might need to look at your Phorest package. Let’s connect you to your Success Manager, who can advise on the best Phorest package for your needs.
Step 3: Expert Recommendations That Continue the Conversation
Winter clients need extra care, but verbal advice is easily forgotten once they leave the salon. But lucky you, Phorest has a feature that can strengthen trust, support retail revenue, and position your business as a trusted advisor rather than just a service provider.
Let’s Go!
Expert Recommendations That Continue the Conversation
Features
Expert Recommendations

Digital Expert Recommendations help bridge that gap by sending personalised product advice and purchase links directly to a client’s phone.
Phorest Academy Courses
On the Phorest Blog
Give Your Clients Product Recommendations from the Experts They Trust…You!
How to Upsell Products and Services in Your Salon, Spa, or Clinic
Don’t have these features yet?
We might need to look at your Phorest package. Let’s connect you to your Success Manager, who can advise on the best Phorest package for your needs.


Step 4: Aftercare That Builds Connection Between Visits
The client experience shouldn’t stop at checkout. Some of the most powerful loyalty-building moments happen after the appointment is over
Let’s Go!
Aftercare That Builds Connection Between Visits
Features
Automated Pre-care & Aftercare Instructions

Automated Aftercare Forms allow you to reinforce winter care advice, check in with clients, and create a more thoughtful experience between visits. Small touchpoints like these
Don’t have these features yet?
Missed Our Live Training Session? Watch the Recording
Phorest Educator, Sherelle, brings you a 4-step workflow to energise your client experience and spare you the extra admin.
Catch Up On Previous Sessions
See last month’s resources page for education resources and the recordings of live group classes.

Missing features
If you can’t access a feature you would like to use,
Our Client Success team can help. Complete the form,
and they will call you back.
Resources
Phorest FM

Listen up! Inspiring Stories From the Salon Floor with the Phorest FM Podcast
Blog

Subscribe to the Phorest blog for topics on leadership, management and salon success, with insights from the industry’s top experts.
Guides & Tools

From Instagram to your Phorest financials, we have a playbook for that.
Our Team

Greg
Education

Sherelle
Education

Jordi
Client Success

Jess
Client Success