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 simply add basic information about a client instead of utilizing a full client card. Below this checkbox, check the fields required to save a Quick Add Client Card.
Client Card Required Fields: Check the fields required to save a Full Client Card.
Online Booking Required Fields: Check the fields required to register a new client on Online Booking.
Visit Types
Create or edit a list of visit types. A single visit type is selected when creating an appointment.
This feature is commonly used to track when a worker was requested, if the client is new, or for walk-in traffic.
Client Flags
Create or edit a list of fields selectable on the full client card identifying one or many details about the client.
This feature is typically used to identify VIP Clients, Friends & Family, Out of Town Clients, etc.
Occupations Tab
Create or edit a list of selectable occupations that will appear on the full client card, for use in future marketing.
Businesses can setup questions and checkboxes to appear on a guest facing Client Consultation Form. Simply navigate to the form on an existing client card or new client card, and have the client complete the form. Once saved, the staff can view the ...
Go to Setup > Setup Client Preferences and click the Client Flags tab. Click +Add to create a new client flag option. Enable or disable occupations by clicking the Active checkbox. Click Save. This feature is typically used to identify VIP Clients, ...
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 ...
SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...
Go to Setup > Setup Client Preferences and click the Occupations tab. Click +Add to create a new occupation option. Enable or disable occupations by clicking the Active checkbox. Click Save.