Related Articles
How do I use the client consultation form?
Businesses can setup questions and checkboxes to appear on a guest facing Client Consultation Form. Simply navigate to the form on an existing client card or new client card, and have the client complete the form. Once saved, the staff can view the ...
How do I send a Client Consultation Form to a Client?
This feature will be available in the Inspire by STX v2.9 release due January 2023. Automatically Send via Notification or Reminder Go to Setup > Setup Notifications & Reminders Select the Notification or Reminder tab Insert the {{ClientForm}} merge ...
Setup Client Preferences
Setup Client Card Preferences In summary, the Client Preferences are where the business can define lists related to the client details, visits and relationship to the business. Client Fields Quick Add Required Fields: Check this box to allow users to ...
Client Export
Inspire by STX v3.0 was launched with the Client Export feature disabled for all users, to enable go to Setup > Setup Worker Permissions then enable the Client Export permission. To export a list of clients, follow these steps: Click on the ...
How do I update a client card?
Search for a client Go to Clients Type in the name of the client whose card you want to update in the search bar and select them Edit the information in the client card Click Save For an active appointment On the Appointments page, scroll down to the ...