Curate & Connect: Growing Client Retention

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• Client Retention Report

  Location: Reports > Appointment & Client Reports ​ The Client Retention Report offers the ability to generate Retention reports based on specific parameter settings, to view client retention for New or Recurring clients from either the Company ...

• 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 ...

• 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 ...

• 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 ...

• 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 ...