Salon CRM Software | Secure salon client record database | Phorest (2024)

Your slick, secure and searchable Salon CRM system

There’s a reason Phorest is the most trusted customer relationship management software out there. We help you give your clients that personal touch every visit, with all their information available at your fingertips.

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Salon CRM Software | Secure salon client record database | Phorest (1)

Salon CRM Software | Secure salon client record database | Phorest (2) Salon CRM Software | Secure salon client record database | Phorest (3) Salon CRM Software | Secure salon client record database | Phorest (4)

Salon CRM Software | Secure salon client record database | Phorest (5)

Paperless Client Cards

Safe in the cloud

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 on their past styles and treatments, preferences, life milestones, family member’s names and more.

Salon CRM Software | Secure salon client record database | Phorest (6)

Easy Salon Database Import

Leave it to our team of migration specialists

Worried about switching salon software? We know your client list is the lifeblood of your salon, making it daunting to think about moving your data.

At Phorest, our team of data migration specialists do it all for you to ensure no important information gets lost. All of our plans include free migration, support and training, so you can seamlessly continue with business as usual.

Salon CRM Software | Secure salon client record database | Phorest (7)

Deskless Self-Check-in with the PhorestGuest App

No more lines at the front desk

Whether you want to run a deskless salon or simply speed things along during busy periods, use the PhorestGuest app to allow your customers to check in, alerting your staff that their next appointment is waiting!

PhorestGuest

Salon CRM Software | Secure salon client record database | Phorest (8)

Salon CRM Software | Secure salon client record database | Phorest (9)

Before & After Image Portfolios

Easily search and share client photos

Keep your phone’s camera roll clear and store before & after pictures, treatment progress images, and more in the salon client record app, safe in the cloud.

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

Salon CRM Software | Secure salon client record database | Phorest (10)

Digital Consultation Forms

Go paperless!

Let clients fill out GDPR compliant consultation forms on your iPad and store them in their digital client card.

Select the ‘gender neutral’ option to remove male/female checkboxes and be more inclusive for your client base. You can collect marketing consent too!

Digital Consultation Forms

Salon CRM Software | Secure salon client record database | Phorest (11)

Special Settings For VIPs

Friends and family discount

Assign special settings for your VIP clients – set a friends and family discount to their profile and it will be automatically taken from their bill at the till.

Let trusted clients pay by account and link profiles of family members, partners and kids.

Salon CRM Software | Secure salon client record database | Phorest (12)

Salon CRM Software | Secure salon client record database | Phorest (13)

Branded Booking App For Clients

Make it easy for your clients to keep in touch

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

Take the pressure off front of house. Clients can book appointments, edit times, see their loyalty points, and rebook, all via your app.

Booking App

Salon CRM Software | Secure salon client record database | Phorest (14)

Salon Marketing Tools

Campaigns personalised for your clients

Personalised marketing campaigns have higher returns for your business. Tag and segment your clients into marketing lists based on their interests, service history, demographics and more to easily target the perfect group for specific promotions!

Set data retention period to “forget” clients who haven’t visited your salon in a specified time to save on SMS charges.

Marketing Tools

Salon CRM Software | Secure salon client record database | Phorest (15)

Client Loyalty

The unique Treatcard loyalty programme

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

Clients are prompted to use points to try new services when booking online, while your staff are prompted to offer an add-on treat if a Treatcard client is booking over the phone.

Loyalty Program

Salon CRM Software | Secure salon client record database | Phorest (16)

Salon CRM Software | Secure salon client record database | Phorest (17)

Restricted Access Controls

Keep your client list safe

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

PHorest’s salon CRM software allows you to control how much contact information is available to staff members, while still giving them the insights they need for great customer service.

Choose to block out client contact information, or give staff different access levels when they’re in-salon versus on the PhorestGo mobile app.

Salon CRM Software | Secure salon client record database | Phorest (18)

Client Behaviour Tracking

Spot and manage negative client behaviours

Phorest’s innovative salon CRM software flags negative client behaviour, giving you the chance to manage problematic customers while spending valuable time and energy on your great customers.

The client card tracks negative client history, like no-shows and last-minute rescheduling.

Multiple no-shows are alerted to staff, meaning clients can be directed to book online, where bookings are secured by credit card, allowing you to charge a no-show fee.

Salon CRM Software | Secure salon client record database | Phorest (19)

GDPR-Compliant

Information requests with a simple click

Comply with information requests and forget requests with a simple click. Set data retention limits and collect marketing consent.

Digital consultation forms connect with client cards to keep client information up to date and medical information secure.

Salon CRM Software | Secure salon client record database | Phorest (20)

“We’re so happy with the switch to Phorest. They were able to go in and take all of our information from our old software – all of our clients information, notes – anything you can think of – was migrated seamlessly for us.”

Tomy Lulgjuraj, Owner

6 Salon, MI, USA

“The software provides so much information at my fingertips. I cannot imagine running the business without this system now.”

Katy Martin, Company Owner and Beauty Therapist

Bourne Therapies, UK

Salon CRM Software | Secure salon client record database | Phorest (2024)

FAQs

What is Phorest used for? ›

Phorest is the all-in-one solution for your salon. We check all your boxes, including: Touch-screen appointment book by staff member, service, calendar date and time. POS system (your point-of-sale system)

Is Phorest a CRM? ›

There's a reason Phorest is the most trusted customer relationship management software out there. We help you give your clients that personal touch every visit, with all their information available at your fingertips.

Is Phorest cloud-based? ›

“I absolutely love Phorest, it makes running my business easier. Being cloud-based means I can accessing all our reports from anywhere. I love the integration with social media & online reviews, the marketing tools, loyalty program – so many great features!”

Is phorest easy to use? ›

Powerful yet easy-to-use reporting. Everything you need to know about your salon financials, sales, stock, staff, business performance, clients and marketing ROI. Break down all reports by salon member, branch location and date.

Is CRM a software or system? ›

CRM software is for companies and industries of all sizes. It benefits large enterprises that need to easily track customer activity in one place and share it across departments, small businesses that often need to do more with less, and startups looking to be nimble and efficient.

What type of software is CRM? ›

CRM stands for “Customer Relationship Management” and is a software system that helps business owners easily track all communications and nurture relationships with their leads and clients.

Is Excel a CRM software? ›

Excel CRM is a flexible and customizable platform that small businesses can use to maintain client relationships and streamline sales pipelines.. Using an Excel CRM allows you to organize your sales journey efficiently and manage your lead data with ease.

Is Vagaro cloud-based? ›

Vagaro is a cloud-based salon, spa and fitness business management solution that allows professionals to book appointments and manage various facility roles.

Is ERP software cloud-based? ›

Cloud ERP, or SaaS ERP, is hosted on your provider's cloud platform and managed by their IT team. On-premise ERP, on the other hand, is installed on your own hardware and servers and managed by your IT team or a partner. Businesses are increasingly embracing the cloud when it comes to ERP deployment options.

What is Vagaro app used for? ›

Vagaro Pro is a business management platform that fits in the palm of your hand. Scheduling, payment processing, marketing, forms management & reporting tools are fully integrated with our web-based software, so you can keep track of things from anywhere.

Who is the founder of Phorest? ›

Ronan Perceval is the CEO, creator and founder of Phorest Salon Software.

What does reconnected mean on Phorest? ›

Client Reconnect will automatically send a Follow Up message to clients who have been sent your initial Client Reconnect message but still haven't rebooked since that message was sent. Clients who have rebooked after receiving the initial message will not receive a Follow Up message.

References

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