Automation for Phorest
Phorest, with patch tests and consultations booked through.
Phorest already reminds clients, prompts rebooking, asks for reviews and reconnects with lapsed clients. What it doesn't chase is the salon-specific step before a big appointment: the patch test or consultation that should end in a booking.
Start from what’s there
What Phorest covers, and what it leaves.
What Phorest already does
Salon and barbershop management: booking, automated reminders, rebooking prompts, review requests that send happy clients to Google and Facebook, deposits and cancellation fees, Client Reconnect for lapsed clients, and a marketing suite. It connects to Xero, QuickBooks and Reserve with Google.
Where bookings still slip
A client comes in for a patch test before a colour, or a consultation for extensions, and leaves without the main appointment in the diary. If nobody follows up within your patch test policy, they're starting over. Enquiries that arrive by email or through a website not linked to Phorest also wait for someone to reply.
What we automate
How it works, step by step.
- 01
Patch test to colour appointment
Starts when: a patch test has taken place and no colour service is booked after it.
- Phorest is checked on a schedule for completed patch tests.
- If no colour appointment follows, the client gets a reminder to book while their patch test is still valid under your policy.
- Near the end of that window, reception gets their name to call.
- A booked colour service stops the reminders.
- 02
Consultation to booking
Starts when: a consultation for extensions, a major colour change or a bridal trial doesn't lead to a booking.
- Consultations are matched by service type.
- The client gets a follow-up from the stylist they saw, in wording the salon approves.
- A reply with a question goes to that stylist, not a general inbox.
- Booking the service ends the follow-up.
- 03
Enquiries from outside Phorest
Starts when: an enquiry arrives by email or website form rather than Phorest's online booking.
- The enquirer gets an email reply straight away with your online booking link.
- The enquiry is logged against the service they asked about.
- If they don't book, reception gets a reminder.
- When they appear as a new client in Phorest, nothing more is sent.
What it connects to
Phorest, wired into the rest.
Your salon inbox and website
Enquiries outside Phorest get a reply and a booking link.
Phorest online booking
Every follow-up links to your own booking, so appointments land in Phorest as normal.
Stylists
Replies and open consultations go to the stylist who saw the client.
A consultation report
Patch tests and consultations against bookings made, by stylist and service.
The connection
Through the Phorest API, on request.
Phorest gives API access to customers and partners on request through its support team. It doesn't send webhooks, so the automation checks for changes, such as a completed patch test, on a schedule. For follow-ups measured in hours or days, that works fine.
Phorest's reminders, review requests, Client Reconnect and marketing stay as they are. We only add the follow-ups it doesn't cover.
Who it suits
A good fit if…
You run a salon on Phorest offering colour, extensions or other services that start with a patch test or consultation.
Consultations often don't turn into bookings.
Enquiries arrive by email or through your website and don't all get a quick reply.
If your services don't need a patch test or consultation, Phorest's built-in tools will cover most of what you need.
FAQ
Phorest automation, answered straight.
Phorest automation
Phorest already has Client Reconnect. Is this the same?
No. Client Reconnect brings back clients who've lapsed. This follows up a client between a patch test or consultation and the appointment it was for.
How do we get API access?
Phorest grants it on request through its support team. We help you make that request, and nothing is built until access is confirmed.
Does it text clients?
Phorest's own reminders can text. Texts from our side need an SMS provider set up for the salon, which we scope rather than assume.
Keep reading
Related pages.
- AI Automation
Every automation module we build, and how an engagement runs.
- Studios & salons
The website, automation and agent work we do for gyms, studios and salons.
- TeamUp automation
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- Glofox automation
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- All software we connect
The full reference, by industry and by job.
Ready to stop the leak?
Tell us where enquiries are slipping through, and we’ll show you what to build first.