IMPORTANT: Major Day-to-Day changes to Inspire by STX Software v2.6

IMPORTANT CHANGES IN v2.6: The following are MAJOR changes to your software, please read these items carefully and communicate them with your team.

Change Back - Prior to this version, the Change Back and Tip were intertwined. We removed the interaction between the two and now the Change Back will stay as-is and the tip will be entered separately from the Change Back value.

Additionally, any ticket that is over paid for, the software will assume the change back was a Cash transaction and that will reflect on the Payment List Report, Total Sheet Report and Cash Counting.

Locations: Checkout > Completed Tickets, Reports > Total Sheet & Payment List

Book Appointment Permission Change - The Book Appointment permission is now the "Express Book Permission" and a new permission for "Find Appointment" has been created. If you do not want to allow workers to search for available appointments using the Find Appointment feature, please update the permission setting in Setup > Setup Workers > Setup Permissions > Appointments > Find Appointment checkbox.

Location: Setup > Setup Workers > Setup Permissions

Payment List Report Updates - Prior to this version, the Payment List Report only displayed the payments accepted and did not display or consider change back. The Payment List Report now displays the Payment Amount, Change Back and Payment Total. When change back was provided on any payment type, it is assumed as Cash was given back and will be deducted from the Cash total in the Payment List Report summary at the bottom.

Location: Reports > Transaction Reports > Payment List Report

Cash Counting - Now that Change Back is assumed as Cash was given back to the client, the Cash Counting payment type totals will now deduct Change Back from the Cash total.

Location: Checkout List > Cash Counting

Report Locations Changes - The following reports have been moved:

Itemized Sales Report moved from Transaction Reports to Sales Reports
Account Balances Report moved from Transaction Reports to Appointment & Client Reports
Client Retention Report moved from Business Analysis Reports to Appointment & Client Reports
Rebook Report moved from Business Analysis Reports to Appointment & Client Reports
Sales Analysis Report moved from Sales Reports to Business Analysis Reports
Product Sales by Rank Report moved from Sales to Inventory & Gift Reports
Tip Summary Report moved from Transaction Reports to Compensation Reports
Top Clients moved from Business Analysis Reports to Appointment & Client Reports

Worker Role Removed - Previously, there was a setting for ‘Worker Role’ in Setup Worker > Worker Details. If the Worker Role was set as Business Owner or Manager, the software permitted access to Time Clock Adjustments and sent email alerts when a client with a Booking Alert scheduled an appointment online. To re-enable those features per worker, those features are now located here:

Time Clock Adjustment: Go to Setup > Setup Worker > Setup Permissions and select the Time Clock Adjustment checkbox to provide access. By default, the setting for those who were not business owners will be deselected.

Booking Alert Email Notifications: Go to Setup > Setup Appointments & Emails > Online Booking tab. There is a new setting for “Send notifications for clients booked online with booking alerts”, simply click the checkbox to enable and enter the email(s) to send to. If using multiple emails, separate with a comma.

Daily Cash Drawer Report, Tips Left in Drawer removed - The Daily Cash Drawer report will no longer note the Tips Left in Drawer. To see details on the Tips Left in Drawer, go to Reports > Compensation Reports > Tip Detail or Tip Summary Report.

Location: Reports > Transaction Reports > Daily Cash Drawer

Card on File is now Token on File - The Payment Type for "Card on File" has been renamed "Token on File" in Checkout and Reporting.

Location: Checkout > Payments and Transaction Reports

Refunds Removed from some Report Calculations - The following reports will no longer consider Refunds in their calculations: Product Sales Report, Employee Analysis Report, Dashboard Sales, Visit Type Overview.

Location: Multiple Reports & Dashboard

STX Cloud is now Inspire by STX - Recently we made the decision to jazz up the name of our software from STX Cloud to Inspire by STX. Throughout the program, you will notice updates to our logos and such to reflect this change.