Phorest by Maxmel Tech

phorest is a salon management software offering booking, crm, marketing, and point of sale tools integrating with make com enables automated workflows between phorest and other business apps, streamlining salon operations and enhancing client engagement this is ai generated content based on official phorest documentation the content may still contain errors—please verify important information if you have questions, contact phorest directly how to get support on phorest phorest is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=phorest\&app slug=phorest community\&app unique id=phorest gw38to requirements to use the phorest app in make, you must have an active phorest account and request api access from phorest support, create your account on phorest app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect phorest and {{product name}} to get started, you must first create a connection between phorest and {{product name}} , allowing the two services to communicate you can connect using the following method basic auth basic auth instructions you need to obtain your username and password credentials provided by phorest support contact phorest support through the phorest gui or by sending an email to the support team ensure that the request for api access is made from the email address associated with your business in phorest wait for phorest support to grant you access and provide you with your username and password note that the username will have the format global/your email address safely store the provided username and password for future use some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=phorest\&app slug=phorest community\&app unique id=phorest gw38to create the connection in {{product name}} log in in your make account , add the phorest module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your phorest or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page phorest modules after connecting to the phorest app, you can choose from a list of available modules to build your {{scenario plural lowercase}} activate a booking activates a booking that has already been created, making it active and ready for use cancel appointments allows you to cancel one or more of your scheduled appointments, removing them from your calendar cancel a booking cancels a booking that has already been made, removing it from your schedule and freeing up the reserved time slot check in an appointment checks in a selected appointment by marking it as attended or confirming the participant's arrival confirm appointments confirms one or more selected appointments, updating their status to show they are officially scheduled create a booking creates a brand new booking by adding the specified details to your system create a booking note adds a detailed note to a specific booking, allowing you to record important information or updates related to that reservation create a client adds a new client to your system by collecting and saving their details create a lead adds a new lead to your account, allowing you to capture and manage potential customer information within the system get a client fetches detailed information about a specific client using their unique id get an appointment fetches detailed information about a specific appointment list leads fetches and displays a list of all leads from your account, allowing you to view and manage your potential customers perform an api call executes a custom api request to the service, allowing you to interact with any authorized endpoint and perform specific actions not covered by the standard modules search appointments finds and retrieves appointments that match your specified search criteria search clients searches your database for clients based on your specified criteria and returns a list of clients that match your search update a client updates the details of an existing client, allowing you to modify their information as needed update an appointment note updates the content of a note linked to a specific appointment, allowing you to modify or add information to your appointment notes watch appointments triggers whenever an appointment is created, updated, or deleted, allowing you to automatically respond to any changes in your appointment schedule watch clients this module activates whenever a new client record is added, allowing you to automatically start workflows each time a new client joins your system watch clients this module activates whenever any details about a client are changed, allowing you to automatically respond to client updates in your workflow watch leads this module activates whenever a new lead is added, allowing you to automatically respond or take action as soon as someone expresses interest templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} phorest resources you can have access to more resources related to this app on the following links phorest website phorest documentation phorest api documentation phorest page on make