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    How to give a Treatcard to a new client

    This article explores how to assign a treatcard to a client who currently does not have one

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    To learn about more areas like this in your Phorest system enrol in our Treat card set up in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.


    To adjust the settings for the Treatcard system, go to: Marketing > Treatcard


    Click on the Settings button


    Then you can choose to add a prompt on Check-in or  On Pay to add a new treatcard:


    The following example shows how to add a new treatcard to a client with the Alert On Check in box ticked (as illustrated in the screenshot above):

    When the new client arrives for their booked appointment, simply check them in as normal


    You will then get a pop up asking, would you like to give <The client> a Treatcard?


    Simply scan in a treatcard  (or you can enter the treatcard number manually) for the client and select the OK button

    The Client is now active on the system


    To learn about more areas like this in your Phorest system enrol in our Treat card set up in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

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