Non Cash Payment & Cash Discounting Updates (Enhancement) - The Non Cash Payment Line item will no longer appear on the ticket, the amount will be added individually to Services, Products, Classes, Memberships and Packages only. If a ticket is paid entirely in Cash, a line item will appear on the completed ticket receipt for "Cash Discount". Click Here for full details outlining the changes related to Non Cash Payment and Cash Discounting or checkout this quick tutorial video, self-paced slide show or review all articles & FAQs in our Inspire by STX Knowledge Base
Locations: Setup POS & POS Devices, Checkout, Online Transactions, Total Sheet & Itemized Sales Report
SETUP UPDATES
Display Price (NEW!) - The Setup pages for Services, Products, Classes, Memberships and Packages now include a Display Price if you are registered for the STX Payments Cash Discounting feature. Additionally, on the Checkout Page a Set Price and Display Price will now display.
Location: Setup Services, Setup Products, Setup Classes, Setup Memberships, Setup Packages, Checkout, Mass Service Update
Mass Service Update (NEW!) - Update your service names, pricing or options by Level or Worker in bulk using the new Mass Service Update page.
Location: Setup > Setup Services > Mass Service Update
AI Setup Suggestions (NEW!) - an AI button has been added to the Client-Facing Setup Names, Descriptions, Company About Us and Worker Online Profile. Simply click the AI button and a pop up will suggest alternative options.
Locations: Setup Company > About Us, Setup Worker Detail > Online Profile, Setup Services, Setup Classes, Setup Packages, Setup Memberships
Setup Worker Detail Permissions by Tab (Enhancement) - access options have been added to Setup Worker Permissions to allow or limit access to the Setup Worker Details page tabs.
Location: Setup > Setup Worker Permissions > Setup Worker Details by Tab
Worker Online Profile No Longer Requires Services Enabled (Enhancement) - Workers who do not perform services can now be enabled to appear on the Online Booking > Meet the Team page using the Setup Worker Details > Online Profile setup.
Location: Setup > Setup Worker Details > Online Profile
T&C Viewable & Printable (NEW!) - Terms and Conditions creation and changes are now logged in the Setup > Setup Client Forms. Additionally, the full terms and conditions will no longer be included in the Client Card > Communications tab but their full details can be referenced in Setup Client Forms.
Location: Setup > Setup Client Forms
Message Board & Message Board Edit Permissions (NEW!) - permissions have been added to the Setup Worker Permissions to allow or disable worker's access to the Message Board entirely or limit the ability to edit the Message Board.
Location: Setup > Setup Worker Permissions > Appointments > Message Board & Edit Message Board
REPORTING UPDATES '
Export Reports as CSV (NEW!) - All Reports or Inventory pages that have the option to Print are now able to be exported to a CSV file that can be opened but not limited to softwares like Microsoft Excel, Apple Numbers or Google Sheets.
Locations: Printable Reports and Inventory Pages
Permission: Setup > Setup Worker Permission > Reports > Schedule & Export Reports > Export Reports
Report Date Range Limit Increased (Enhancement) - Previously if the Total Sheet, Sales Analysis or Text Count reports were generated for longer than a month, it required the report to be scheduled. The date range limit has been updated to 375 days to allow for a full year plus an extra 10 days if needed.
Locations: Total Sheet, Sales Analysis Report and Text Count Report
Completed Ticket Reporting (Enhancement) - the Total Sheet and Ticket Analysis Reports will now only report on tickets that are partially or completed paid. For example, if you check in a Service for $50.00, until you have added a payment to that ticket the value will not appear or be calculated on the Total Sheet or Ticket Analysis Report.
Locations: Reports > Total Sheet & Report > Ticket Analysis Report
Inventory On Hand (Enhancement) - Added Inventory Group Selector (Enahncement) - the Inventory On Hand page now has an Inventory Group Selector option.
Location: Inventory > Inventory On Hand
Pending Deposit Report (NEW!) - clients who failed to leave a deposit during the online booking experience will appear in the Pending Deposit Report to follow up and see if you can get them added to the calendar. Note: Pending Deposits will no longer be included in the Voided Ticket Report.
Location: Reports > Transaction Reports > Pending Deposit Report
Tips Added to Compensation Method (Enhancement) - Tips Paid Out and Tips Left in Drawer can now be added or recorded on the Process Compensation Report by adding them through Setup Process Compensation.
Location: Setup > Setup Compensation Methods & Reports > Process Compensation
CLIENT CARD UPDATES
Client Communications Log (NEW!) - users can now manually log communications with their client in the client card.
Location: Client Card > Communications
Permission: Setup > Setup Worker Permissions > Client > Edit Communication Log / Delete Communication Log
Client Photo Gallery Image Size Increased to 8MB (Enhancement)- the images uploaded to the Client Card Photo Gallery can now be up to 8 MB.
Location: Client Card > Photo Gallery
ONLINE BOOKING UPDATES
Online Booking for a Responsible Party (Enhancement) - the ability to book appointments online for a responsible party has been restored to the Online Booking experience.
Location: Online Booking
Require Terms & Conditions Online (Enhancement) - businesses can now require clients to agree to the Terms and Conditions during online booking each time they book.
Locations: Setup > Setup Online Booking