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    Checklist for Salon Reopening

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    To support you with salon reopening steps, here's a list of helpful links to guide with next steps towards reopening your salon and having your Phorest system prepared. Of course, these steps can be followed at any time.


    1. Enable SMS appointment reminders

    2. Enable Email appointment reminders

    3. Enable No-Show Notifications

    4. Schedule your salon team's hours

    5. Setup your online bookings to work for you

    6. Pre-Send Consultation Forms

    7. Communicate with your clients

    8. Phorest Go App - Setup Access To Reduce Contact

    9. Take Training & refresh your skills

    10. Check that your till & receipt printers are still working


    Also visit our Back in Business resource center for more help and guides


    1. Enable SMS Appointment Reminders

    The first thing that you may wish to enable is the reminder text messages and emails, please follow the below steps to enable these. 

    To access your reminders go to Marketing > Appointment Reminders

    Here you will automatically be assigned to the SMS Reminder tab. From here, you will need to click onto the drop-down menu labeled Days in Advance and select one of the options.

    Learn more here



    2. Enable Email appointment reminders

    After enabling SMS, you can switch to the email reminder tab at the top of this page, again, you will need to click onto the drop-down menu labeled Days in Advance and select one of the options. Once you have done this, click save and the reminders will start to send at that hour. 

    Learn more here



    3. Enable No-Show Notifications

    Next up are the no-show notifications.

    To access your no-show messages go to Marketing > Templates and Filters > No-Shows.

    Here you will need to tick the Send as SMS and Send as Email boxes at the top of the page, once you press save these will start to send.


    Learn more here



    4. Schedule your salon team's hours


    The next step is to schedule your team. While the COVID-19 lockdown was in place we launched an update staff rosters so if you get stuck please read our New Staff Rosters for assistance or click the "Learn more about Rosters" button in the top left hand corner of the Staff Rosters screen. 

    Learn more here


    5. Setup your online booking's to work for you

    To help you reopen we launched a number of new features to allow you to open your online bookings in a way that most suits your salons. We have detailed a number of situations below. All of these features are accessed by going to Manager>Settings>Online


    N.B. When closing down at the start of the lockdown, if you changed your salon opening hours, staff schedules, staff breaks etc in order to stop online bookings then please make sure to change these back to normal so that your online bookings work as expected.


    6. Pre-send consultation forms

    We will be launching pre-send consultation forms for all salons on 4th July. However this doesn't mean you will be left with no way to check that your clients are okay before they come into the salon. When booking online your clients will have to confirm a message similar to the image below. This will appear if they are booking online or through the salon branded app.  

    7. Communicate with  your clients

    Let your clients know that you're going to be re-opening. 

    Covid-19 Reopening specific Email and SMS templates have been added to your marketing suite. Use these to update your clients on your situation. There are a number of options here for you and make sure to include a relevant button for your clients to book back in with you or register on the waitlist.

    Learn more here


    8. Phorest Go App - Setup Access To Reduce Contact

    Setting up Phorest Go will allow your team to deal with their clients without having to use the salon computers all the time. You have full control over what your team can and cannot do on Phorest Go. Our short How To Setup Phorest Go article will guide you through the steps.

    Learn more here


    9. Take training and refresh your skills

    Phorest has an Academy full of useful content for online training for the Phorest system. There are so many useful features in your Phorest system. If you or your staff have extra free time, make sure to take advantage of the free training we provide.

    Learning new areas of your Phorest system will make it easier for you to get started with new plans as soon as you reopen.

    Learn more here


    10. Check that your till and receipt printers are still working

    Shutting down equipment for long periods of time can have unexpected consequences when you turn it back on again. Before you open make sure to test your till and receipt printer to give you peace of mind. If something isn't working as expected we have a range of Hardware Checklists to help you get things working again

    Learn more here

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