Phorest is your go-to solution for managing salons, spas, and clinics. With modules for booking activations, cancellations, client management, and more, it streamlines operations. Enhance customer experiences by keeping track of appointments and leads. Ideal for beauty businesses seeking efficiency.
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Make.comAvailable Module Types
- All Modules (21)
- Action
- Search
- Universal
- Trigger (polling)
Phorest API Integration for Make.com
Create custom Phorest automation workflows by using triggers, actions, and search modules listed below.
Action
Activate a Booking
Activates an existing booking.
Action
Cancel a Booking
Cancels an existing booking.
Action
Cancel Appointments
Cancels a single or multiple appointments.
Action
Check In an Appointment
Checks in a selected appointment.
Action
Confirm Appointments
Confirms a single or multiple appointments.
Action
Create a Booking
Creates a new booking.
Action
Create a Booking Note
Creates a note for a booking.
Action
Create a Client
Creates a new client.
Action
Create a Lead
Creates a new lead in the system.
Action
Get a Client
Retrieves a client by ID.
Action
Get an Appointment
Retrieves a single appointment.
Search
List Leads
Retrieves a list of leads.
Universal
Perform an API Call
Performs an arbitrary authorized API call.
Search
Search Appointments
Searches for appointments.
Search
Search Clients
Searches for clients in the database and returns matching results.
Action
Update an Appointment Note
Updates a note for an appointment.
Trigger (polling)
Watch Appointments
Triggers when there are changes to appointments.
Trigger (polling)
Watch Leads
Triggers when new leads are created.
Trigger (polling)
Watch Clients
Triggers when a new client is created.
Trigger (polling)
Watch Clients
Triggers when a client is updated.
Action
Update a Client
Updates an existing client.
Phorest Automation Use Cases
Explore potential use cases for automations using Phorest API and utilize our integration modules crafted specifically for such workflows.
2 modules
Automatic Booking Activation
When a new booking is created, automatically activate it to ensure the slot is reserved for the client.
Create a Booking
Activate a Booking
2 modules
Daily Appointment Confirmations
At the end of each day, confirm all appointments for the next day to ensure clients are aware and reminded.
Search Appointments
Confirm Appointments
2 modules
Lead Conversion to Client
Whenever a new lead is created, automatically create a client profile to facilitate potential appointments and follow-ups.
Create a Lead
Create a Client
2 modules
Streamlined Check-In Process
Integrate a system where clients can check in automatically upon arrival for their appointments, which updates the system in real-time.
Watch Appointments
Check In an Appointment
2 modules
Automated Client Welcome Message
When a new client is added, automatically send a welcome note or reminder to greet them and remind them of their upcoming appointment.
Watch Clients
Create a Booking Note
2 modules
Monitor and React to Appointment Changes
Watch for any appointment modifications and send out automated notifications to clients and staff involved for seamless updates and communication.
Watch Appointments
Update an Appointment Note
2 modules
Lead Follow-Up System
Automatically schedule a follow-up with salon leads to enhance engagement and potential conversion into clients.
Watch Leads
Create a Booking
2 modules
Client Search and Appointment Booking
Enhance efficiency by automatically searching the client database when booking an appointment to ensure accuracy and prevent double-booking.
Search Clients
Create a Booking
2 modules
Cancel Overlapping Appointments
Identify and cancel overlapping appointments to maintain booking system integrity and ensure optimal client service.
Search Appointments
Cancel Appointments
Supported Platforms
- Make.com
How to start with Phorest on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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