Curate & Connect: Growing Client Retention

• Related Articles

• 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 ...

• How do I send a client form?

  To send a Client Form, follow these steps: Go to the Client Card Click Send Client Form Select to send as a Text or Email If a client only has an email or only has a mobile phone, it will bypass asking to send a text or email and display a ...

• 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 ...