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    How to add a course/series of services?

    How to add a Course/Series/Package of treatments in Phorest

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    To learn more about areas like this in you Phorest system, enroll in your Service Setup series in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals. 


    Video: Create a Course/Series of Services


    Step-by-Step Guide 

    A course/series of services is a bundle of the same treatment for a set price EG 5 facials for £100. To create courses on the system go to Manager > Courses



    Click the Add button in the bottom left-hand corner.


     

    Next, we need to enter the details on the course.



    Course Name: Enter the name of the course.

    Service: Choose the service the course is associated to.

    Unit Type: Choose from sessions or minutes. Sessions are the number of units in the course e.g x3 blow-drys. Minutes can be used for services such as Sunbeds

    Total Units: How many services they get in the course

    Total Price: How much the total is for the course of services

    Click OK to add this session to the course.

    If you want to add a different group of services to the same course - e.g. 3 Facials and Manicures then you can click Add Service and go through the process again.


     


    Finally, click Save to add this into your list of courses.


    NOTE: If you are part of a multi-branch business, then you will also see a button to allow this course to be used in other branches, so you no longer have to build the course in the chain library



    If you have previously sold a course / series to someone and they have some left you can manually add them to Phorest. 

    You must sell the course/ series through the purchase screen before adding a service.


    To learn more about areas like this in you Phorest system, enroll in your Service Setup series in Phorest Academy - online, on-demand and on-the-go learning for busy salon professionals.

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