• CLIENT DATA
  • APPOINTMENTS
  • NEW RECORDS
  • HUMAN TASK

How to check in clients and update profiles with your AI

Connect Phorest to your AI client once. From there, you can handle front-desk tasks just by typing what you need.

Ask AI about this page

Short answer

How can I use my AI to manage Phorest clients?

Your AI uses Phorest tools to check in appointments and modify client contact info. You can also add new clients to your database via text. Here is how those actions work.

The results.

Where your updates land.

The AI handles the data entry in Phorest so you can focus on the person in front of you.

CLIENT DATA

Updated contact info

The AI changes existing client records based on your chat. Your Phorest database stays current without manual typing.

APPOINTMENTS

Instant check-ins

When a client walks in, tell your AI to check them in. The appointment status updates in Phorest immediately.

NEW RECORDS

New client creation

If a new person arrives, your AI adds their details to Phorest. This keeps your records complete.

HUMAN TASK

Physical service

The AI manages the digital side. You still need to greet the client and perform the actual service.

The workflow

What your AI does when a client arrives.

The AI acts as a digital receptionist by interacting with your Phorest data.

  1. Find the client

    The AI searches your Phorest database to locate the specific person you are talking about.

    list_clients

  2. Register the arrival

    Once the client is found, the AI marks their scheduled appointment as checked in.

    checkin_appointment

  3. Add new people

    If the person isn't in your system yet, the AI creates a brand new profile for them.

    create_client

  4. Fix contact info

    If a client provides a new phone number or email, the AI updates their existing profile.

    update_client

Try it

Copy these to start.

Use these prompts to trigger actions in Phorest.

Starting points

These are basic commands. Swap out the names and details for your actual client info.

Phorest Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_PwvLdN1Gv8tvYctcNPFTbI9Hf4ae2bg5wMdTmWmv/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Phorest capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "phorest-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PwvLdN1Gv8tvYctcNPFTbI9Hf4ae2bg5wMdTmWmv/mcp"
    }
  }
}
Copy into chat04

  • Check in Sarah Jenkins for her 2:00 PM appointment.

  • Update the phone number for Mike Ross to 555-0199.

  • Create a new client profile for Elena Rodriguez with email elena@example.com.

  • List all my clients so I can see who is scheduled today.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Phorest once, then ask.

Link your Phorest account one time. Your credentials stay encrypted on our side, and you can start managing your desk immediately.

Connect Phorest to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete a client profile?

    No. The AI can only create, list, or update client information.

  • 02

    Will the AI change my appointment prices?

    No. The AI only handles check-ins and client profile updates.

  • 03

    Do I need to keep Phorest open while using the AI?

    No. Once connected, your AI communicates with Phorest in the background.

  • 04

    Can the AI schedule a new appointment?

    No. The current tools only allow for checking in existing appointments.

  • 05

    Does the AI handle payments?

    No. The AI is limited to client data and appointment check-ins.

  • More questions about Phorest? The Connector page answers them. See everything the Phorest Connector can do

Connect Phorest to Claude, Cursor, ChatGPT & more