Transitioning from Phorest to ZenPass? We offer a free data import service to help you bring over your essential business information smoothly. This guide will walk you through exporting your data from Phorest, ensuring a seamless transition.

Check how to export data directly on Phorest Help Centre

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What You Can Export from Phorest

We recommend exporting the following data sets:

• Clients – Names, contact information, and notes
• Appointments – Past and upcoming bookings
• Services – Service names, durations, and pricing
• Products – Product names and details
• Staff Members – Names and roles
• Sales Transactions – Financial records
  

Once you’ve exported these files, you can send them to the ZenPass team for secure import.

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Step-by-Step Guide to Exporting Data

1. Exporting Client Information

1. Log in to your Phorest account.
2. Navigate to Marketing > Client Export.
3. Choose any filters you would like to apply, or leave them blank for a full export.
4. Click Emails (CSV) to generate the export.
   

Note: This export will only include clients who have opted in for email marketing.

2. Exporting Appointments

1. Navigate to Manager > Reports > Additional Reports > Staff Appointments.
2. Set the desired date range and select the staff member(s) if needed.
3. Click View Report, then use the Export option to download the data.
   

Note: This report provides a breakdown of all appointments booked throughout the selected dates.

3. Exporting Services

1. Go to Manager > Services.
2. Click on Export all services to download the list.
   

Note: If you have multiple locations, repeat this process for each location to get all services.

4. Exporting Products

1. Navigate to Manager > Inventory > Products.
2. Use the Export option to download your product list.
   

Note: This will provide you with a list of your products and their current stock levels.

5. Exporting Staff Members

1. Go to Manager > Staff.
2. Manually compile a list of your staff members, including their names and roles, into a spreadsheet.
   

Note: Phorest does not currently offer a direct export option for staff members.

6. Exporting Sales Transactions

1. Navigate to Manager > Business > CSV Export.
2. Click + New Export, set the desired date range, and select the export format.
3. Click OK to start your export.
4. Once the export is complete, click the download icon to retrieve your file.
   

Note: This allows you to build custom reports and facilitate the import of data into different software systems.

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Sending Your Data to ZenPass

Once you’ve gathered all the necessary files:

• Email them to contact@zen-pass.com.
• Use the subject line: “Data Transfer – [Your Business Name]”.
• Our team will confirm receipt and begin the import process.
  

Data imports are typically completed within 3–5 business days.

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Need Assistance?

If you encounter any issues during the export process or have questions about the data transfer:

• Contact us at contact@zen-pass.com.
• Use the live chat feature on our website for immediate support.
  

We’re here to ensure your transition to ZenPass is as smooth as possible.