Phorest by Maxmel Tech

phorest is a salon and spa management platform offering appointment booking, client management, marketing, and pos features integrating phorest with make com lets users automate appointment scheduling, client notifications, and marketing campaigns directly from their phorest account 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 //www phorest com/contact/ 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 salon account and request api access from phorest support, 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 authentication basic authentication instructions you need to obtain your username and password from phorest support contact phorest support through the phorest gui or by email to request api access for your salon ensure that your request is sent from the email address associated with your business in phorest wait for phorest support to grant you access and provide you with your api credentials retrieve the provided credentials, which will include a username in the format global/your email address and a password 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 account 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 existing appointments, removing them from your schedule cancel a booking cancels a booking that has already been made, removing it from the system check in an appointment checks a specific appointment to see if a check in has been completed confirm appointments confirms one or more selected appointments, ensuring they are officially marked as confirmed in the system create a booking creates a brand new booking by adding all the necessary details you provide, helping you schedule appointments or reservations with ease create a booking note adds a detailed note to a specific booking, allowing you to record important information or updates related to that booking create a client adds a new client record to your system, allowing you to store and manage their details for future interactions create a lead adds a new lead to your system, allowing you to capture and store potential customer information for future follow up 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 leads from your connected account, allowing you to view all available lead records perform an api call executes a custom api request to the connected service, allowing you to interact with any authorized endpoint and perform specific actions not covered by other modules search appointments finds and retrieves appointments that match your specified search criteria search clients searches your database for clients that match your specified criteria and returns detailed information about any clients found 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 new information to the appointment’s notes watch appointments this module activates whenever any updates or modifications are made to appointments, helping you stay informed about changes as soon as they happen watch clients this module activates whenever a brand new client is added, allowing you to automatically kick off workflows or actions whenever a client is created in your system watch leads triggers whenever a new lead is added, allowing you to automatically start workflows or actions whenever a new lead enters your system watch updated clients this module activates whenever any details about a client are changed, allowing you to automatically respond to client updates in your workflow 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 //support phorest com/hc/en us https //developer phorest com/docs/getting started https //www make com/en/integrations/phorest community