How to connect Phorest to VoucherCart | VoucherCart Help Center

Connect VoucherCart to Phorest to automatically sync your gift voucher and gift card sales, so staff can find, redeem and manage them directly in Phorest.

Connecting Phorest

To connect the integration, you need the following credentials form the Phorest support team.

Business ID
API username
API Password

Please click here to contact Phorest Support team

Step 1: Start the connection

Navigate to the Integrations page in the main navigation inside your VoucherCart Account Dashboard [1]
Then click Connect [2], followed by Connect Integration. [3]

VoucherCart Account Dashboard Integrations page listing connected apps including Oracle Micros Simphony, Lightspeed, Tevalis and Phorest, with a Connect button next to the Phorest row. Integrations in the left navigation is labelled 1 and the Phorest Connect button is labelled 2.

Phorest integration details modal in VoucherCart describing automatic voucher and gift card syncing, with a Connect integration button labelled 3.

Step 2: Enter your credentials

Enter your Business ID [1], API username [2], and API password [3].
Click Next. [4]

Phorest connection modal in VoucherCart with fields for Business ID (labelled 1), API username (labelled 2) and API password (labelled 3), and a Next button labelled 4.

Step 3: Select your branch

Select the branch [1] that records the voucher sales — choose one even if you only have a single location.
Click Save. [2]

Phorest connection modal showing the Select a branch step, with a dropdown to choose the branch that records voucher sales (labelled 1) and a Save button (labelled 2).

How the integration works

Our integration automatically syncs Phorest-compatible vouchers and gift card sales and buyer/recipient data to Phorest. You can use them for payment, or your clients can use them when making a booking online with your branch.

Phorest-compatible vouchers

Our Phorest integration supports two voucher types:

Flexible Monetary (Multiple Use/Redeem)
Monetary (with options) — this type can be configured as either Multiple Use/Redeem or Single Use

Currently, you cannot redeem your Product vouchers through Phorest. However, if you wish to do this - your product vouchers can be set up as single use monetary with options vouchers and they can be redeemed in Phorest.

Please contact our support team if you need help with this.

Search for a voucher in Phorest

Go to the Vouchers page

In Phorest, go to Manager [1] > Vouchers [2] to find all vouchers synced from VoucherCart.

Phorest Manager dashboard with Settings, Services, Products, Staff and Financials sections. Manager in the left navigation is labelled 1 and the Vouchers tile under Financials is labelled 2.

Search for a voucher

You can search for a voucher by client name [1] or serial (voucher code) [2].

Phorest Client Vouchers search screen with a client name search field showing "Smith" (labelled 1) and a serial/voucher code search field showing "38PJZNJA" (labelled 2). The results table shows an active voucher for John Smith with a €100.00 original and remaining balance.

View voucher details

Clicking a voucher opens its details page, which includes a Notes [1] section showing the voucher's title, order reference, description and usage terms.

Phorest voucher details page showing Serial, Search for a client, Issue Date, Expiry Date, Original Balance and Remaining Balance fields. The Notes field is labelled 1 and shows the voucher title, order reference and usage terms, e.g. "Monetary Gift Voucher, 6243759-TM7-19867GB, Valid for 12 months."

Search for a Client in Phorest

Go to Clients

In Phorest, go to Clients [1]. If the buyer or recipient's email doesn't already exist in Phorest, a new client record is created automatically.

You can search for a client by

first name [2]
last name [3]
email address. [4]

Phorest Clients search screen with fields for first name, last name and email address. Clients in the left navigation is labelled 1; the first name, last name and email fields are labelled 2, 3 and 4. The results table shows a matching client, John Smith.

View client details

Clicking a client opens their profile page, where you can view their contact and account details.

Use the voucher for payment

Vouchers and gift cards that have synced to Phorest can be used as payment for a sale, just like any other voucher or gift card in Phorest — including applying more than one to a single sale if needed. For the exact steps, see Phorest's guide:

How do I use more than one Gift Card/Voucher as payment in a sale?

Use the voucher code at online booking

Vouchers and gift cards that have synced to Phorest can also be used by your clients to pay for an online booking, including covering a deposit. For the exact steps, see Phorest's guide:

"How can clients pay their online booking deposit with a Voucher/Gift Card?"

Limitations

Phorest does not support updating the voucher expiry date via the VoucherCart integration. You cannot change the expiry date for a synced voucher in VoucherCart. If you need to, change the voucher expiry date in Phorest.

Frequently Asked Questions

Q: Does the integration sync vouchers sold before I connected Phorest, or only new sales going forward?

A: No. Only vouchers sold after the integration is connected are synced. Vouchers issued before connecting won't appear or be redeemable through Phorest via VoucherCart.

Q: What happens to a voucher in Phorest once it's fully redeemed?

A: It's marked with a "Used" status and shows a remaining balance of €0.00. Fully-redeemed vouchers are hidden from the voucher search results by default — tick "Show Used" to see them.

Q: Can I disconnect the integration, and what happens to vouchers that have already synced if I do?

A: Yes, you can disconnect at any time. Vouchers already synced to Phorest before disconnecting stay there — disconnecting doesn't remove them. However, once disconnected, VoucherCart and Phorest no longer communicate. If a voucher is redeemed in one system after that point, the other won't be updated to reflect it, so balances can fall out of sync between the two.