Does Phorest already include marketing and loyalty tools?

Yes. Its UK site lists both, alongside client and consultation records. Compare your specific campaigns and reward rules in Managed rather than assuming you need to replace separate tools.

Which Managed plan should a team compare?

Manual campaigns and manual client lists start on Free. Starter and Growth add the shared Inbox, customer segmentation, loyalty, memberships and AI copilot. Workforce management, procurement and clinical governance require Growth. Compare the roles and tasks your team needs.

Can our loyalty history and vouchers move?

Review the available exports and programme rules first. Agree how points, rewards, vouchers, expiry dates and prepaid balances will be reconciled. Confirm any exclusions before changing your live booking links.

Can I move my data from Phorest?

What can be moved depends on the export available from Phorest and the structure of your records. Review clients, notes, forms, attachments and future appointments with the Managed team before agreeing what will be imported. See the switch guide for export steps.

How long does the switch take?

We'll agree a switch date around your records and the checks your team needs. Timing depends on the export available and the scope of the move, so there isn't one fixed timeline for every business.

Will my online booking link change?

You'll have a Managed booking link that works independently of your marketing website. Keep your existing website and update its booking button or links when you're ready to send clients to Managed.

Managed vs Phorest | Compare Tools and Switching

Managed vs Phorest

Bring bookings and client care together.

Managed vs Phorest: Start with Managed for free. See pricing for Starter and Growth. Payments are Stripe-powered, with configurable deposits and no-show protection. The Inbox handles Instagram and Facebook messages with your other channels. Migration from any provider is free, including photos and attachments plus before-and-after photos, with free next-day setup.

Plan my switch See what you'd pay

Start with Free for core bookings, forms and a hosted website. AI and team tools require Starter or Growth. Payment fees and extra usage apply.

Cosmetic ClinicBookings, client records & forms

Upcoming · 22–23 October 2026

2 appointments

Thu 2214:30
Sophie Clarke
Dermal Filler (Lips 1ml) · Dr Priya Patel
45 minutes · £220
Form completed · £50 deposit paid
Fri 2311:30
Amelia Hughes
Skin consultation · Hannah Lewis
30 minutes · £40

Interactive preview. Changes stay in this preview.

Support returning clients across your locations

See how both platforms support the work behind a complete client visit. Phorest’s UK platform lists SMS and email marketing, a loyalty programme, client records, consultation forms and multi-location tools. Try the Managed tasks that matter to your business before deciding.

Switch to Managed for

Start with a free plan.
Consultation forms and clinical tools are available for aesthetics services.
Bring clients, colour notes and future bookings into the switch plan. Free migration follows the records your export provides.

Plan for in the switch

Plan how loyalty balances and marketing permissions will transfer with free migration.
Agree which staff and location reports managers need after bookings, clients, payments and forms move to Managed.

Switch checklist

Which loyalty balances and marketing permissions must be preserved?
Which staff and location reports do managers use each week?
What happens to deposits, packages, vouchers and future bookings?
How do subscription, payment and message charges compare?

See how your next booking day would work

Follow the work your team already does in Phorest, from the first booking to the next visit.

Bring the next visit into focus

Follow a client group through a campaign and a planned return visit. Compare the membership and loyalty rules you offer.

Give managers the figures they need

Review reporting by staff member or location with your managers. Confirm access, metric definitions and reporting fit before deciding.

Keep prepaid value and permissions accurate

Reconcile outstanding vouchers, packages and deposits, then check marketing permissions and opt-outs as records move.

Official product information checked on 15 October 2026. Availability and costs can differ by location, package and agreement.

Build the workspace your team needs

Keep bookings, client records, forms and a booking website together, then add the tools your business needs.

Get bookings organised

Take bookings, keep client records and send consultation forms on the Free plan.

Free · Payment fees and extra usage apply.

Give your team AI and marketing tools

Prepare booking changes, client notes and website updates with AI, and connect Canva for design work. Confirm exact booking changes and review notes and content before approval.

Starter and Growth · Your own Canva account is required.

Keep your clinic ready for treatment

Check treatment readiness, track consumables and keep staff qualifications up to date with clinical governance, procurement and workforce management.

Growth

Free migration on every plan Compare plans and costs Plan your move Why teams choose Managed See Managed email and SMS marketing

See your monthly costs alongside Phorest

Comparing with: Phorest

Build a like-for-like monthly comparison from your Phorest agreement and invoices. Use the same period and tax basis, counting payment, messaging and optional service charges once. Provider costs stay blank until you enter them; prices and fees vary by plan, location and usage.

Managed planSubscription billing

Payments processed through Managed (£ / month)

The value of client payments you expect to process through Managed each month.

Add a fuller comparison

Your current bill

Enter each part of your current monthly bill. Use 0 for costs you won’t incur and leave unknown amounts blank.

Current Phorest subscription (£ / month)

What you pay each month. If you pay yearly, divide that amount by 12.

Current marketplace booking fees (£ / month)

Add the commission you pay for clients who book through a marketplace.

Current payment and extra charges (£ / month)

Add payment processing, messages, calls and add-ons. Leave out the subscription and marketplace fees entered above.

Other Managed charges

Include any separate charges that will apply to your business. These are not included in the quick subtotal.

Other Managed charges (£ / month)

Add your payment processor’s charges, extra messages, phone costs and paid services. Leave out the Managed fee calculated above. Include tax in the same way as your current costs.

Include switching assumptions

No switching adjustment: new client budget and lost profit are £0 in this estimate. Enable this if you rely on a marketplace for bookings.

Give your team a clear changeover plan

Move with an agreed scope and a switch date that works for your business. Migration is free on every plan, with free setup help and next-day turnaround; before-and-after photos are included when your export provides them.

Check your current agreement

Check notice periods, any restrictions on using another booking system and how to export your records.

Keep the right records ready

Review loyalty points, marketing permissions, vouchers, packages and deposits. Validate the staff and location information your managers depend on before moving the diary. Agree what can be imported and what needs separate handling.

Give clients one clear booking route

Give clients and staff a clear date for new Managed bookings. Check future appointments, team members, services, reminders, deposits and balances, then agree how to handle any problems.

Questions about moving from Phorest

Move from Phorest with a clear plan

Get a plan for your records, costs and switch date with the team. You can also try bookings in a Free workspace.

Plan my switch Start free

Bookings and website

Client care

Clinical · Growth

Grow and run your business

Business type

Choose your current software