Phorest by Maxmel Tech

phorest is an all in one salon management platform offering scheduling, client management, marketing, payments, and loyalty features for salons and clinics integrating with make com enables workflow automation, improving efficiency and connectivity with other business tools 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 https //phorest com 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 a makecom subscription, https //phorest com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/phorest community/ 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 for api access contact phorest support through the phorest gui or by sending an email to request api access ensure that the email request is sent from the email address associated with your business in phorest wait for phorest support to provide your api credentials retrieve your username, which will have the format global/your email address retrieve your password as provided by phorest support 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 scheduled appointments, removing them from your calendar cancel a booking cancels a booking that has already been made, removing it from the system and freeing up the reserved time slot check in an appointment checks in a participant for a specific appointment you select confirm appointments confirms one or more selected appointments, updating their status to indicate they are officially scheduled create a booking creates a brand new booking in your system, allowing you to reserve a spot or schedule an appointment for a customer create a booking note adds a detailed note to a specific booking, allowing you to record important information or comments 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, capturing their details so you can track and manage potential customers in 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 potential customers easily perform an api call executes a custom api request to the service using your authorized account, allowing you to interact with features or endpoints not covered by the standard modules search appointments finds and retrieves appointments that match your specified search criteria search clients looks up clients in your database and provides a list of those that match your search criteria update a client updates the details of an existing client, allowing you to modify information such as their name, contact details, or other relevant data update an appointment note updates the content of an existing note attached to a specific appointment 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 triggers whenever a new client record is added to your system, allowing you to automatically start workflows whenever a new client joins watch clients this module activates whenever any details about a client are changed, allowing you to automatically respond to client updates in your workflows watch leads triggers whenever a new lead is added, allowing you to automatically start workflows as soon as a new lead enters your system templates you can look for more templates in https //www make com/en/templates , 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 https //phorest com https //startintegrate com/apps/business erp/phorest gw38to https //www make com/en/hq/app invitation/ad52aeee09869a507fb9ce425c37e7a0 https //www make com/en/integrations/phorest community