Making Notes
On Tuesday, February 1st 2022, the Inspire by STX Software will be updated to have a white background with charcoal font. This video displays our software with a blue background and white font. All the features work the same, but the style is different. Thank you for your patience as we update our videos.
Inspire has a variety of ways for you to keep notes regarding clients, appointments and services.
Service Notes
Service Notes are specific to the type of service received. Each service has its own service note space available. Service Notes can be added in three locations:
- Appointment Detail: Click on an appointment and then the note icon next to the service list.
- Check Out: Click on the service name from the receipt and the pop up offers a service note field.
- Client Card: If an appointment is Checked In, go to Client Card > Service Tab and click the note icon to add.
To view past Service notes, go to Client Card > Service Tab. Click the note icon.
Service Note Example: Color Formula “2 oz 5N w/ 20 vol for 45 min” or “Sensitive Skin”
Appointment Notes
Appointment Notes are specific to a single client visit. During any booking process, there will be a note field.
To view or update the note on:
- Appointment Detail: Click on an appointment and the Note field appears under the ticket #.
- Appointment List: Click on the Note icon next to the appointment in the appointment list below the booking calendar
Appointment Note Example: “May be running 5 minutes late” or “Curious about Brazilian blowouts.”
Client Notes
Client Notes are specific to the client’s preferences. This information, found on the client card, is helpful to the front desk as well as all service providers.
- Client Card: View notes in the top summary area under the client’s personal information. Edit them on the Client Info tab in the Notes field.
Client Note Example: “Likes black coffee, has 2 dogs” or “Enjoys long scalp massages”
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