Setup Services v4.7 Update

Setup Services v4.7 Update

Alert
Setup Services was updated in Inspire by STX v4.7 to include a variety of upgrades like search, sort, etc.

Setup Services is where you create and manage the services your business offers to clients in Inspire.

The updated Setup Services area makes it easier to search, organize, copy, edit, and manage your services, along with setting pricing, durations, online booking options, deposits, finishing services, resources, and more.

IdeaBefore You Begin: Before creating services, make sure your Service Groups and Service Resources are set up, if applicable.
InfoImportant Note: Creating a service does not automatically assign it to your workers. After creating the service, you must assign it to each worker who performs that service in  Setup > Setup Worker Details.

Setup Services Page

Go to:

Setup > Setup Services

From the Setup Services page, you can quickly find and manage your existing services or create a new one.

    



Search for a Service

Use Search by Service Name to quickly locate a specific service.



Filter by Service Group

Select a Service Group from the drop-down to display only services within that group.



Show Inactive Services

Enable Show Inactive to include inactive services in your list.



Copy a Service

Select the Copy icon next to an existing service to duplicate its setup.

This can save time when creating a new service that has similar settings, pricing, or durations.



InfoTip: Copying a similar service can be much faster the creating a new service from scratch. Be sure to update the Service Name and review all settings before saving.

Edit a Service

Select the Edit icon next to a service to open and make changes to its setup.



Change the Service Order

Use the Sort option to drag and drop services into the order you would like them displayed.



Create a New Service
  1. Go to Setup > Setup Services.
  2. Select Create New Service
  3. Confirm the Active checkbox is enabled.
    • The service must be active to be available for booking.
  4. Enter the Service Name.
  5. Select the Service Group where you want the service to be listed.
  6. Enter a Guest Charge Amount, if applicable.
    • This amount is automatically deducted from the service amount.
    • It can be used to account for operational or material costs associated with providing the service.
  7. Select the Taxable checkbox if you want tax to be added to the service at checkout.
    • When enabled, the applicable tax will be calculated and added when the service is checked out.
  8. Enter an Online & Client-Facing Name, if you want the service to display differently to clients online.
    • If left blank, the regular service name will be used.
  9. Enter an Online & Client-Facing Description, if desired.
    • Clients can view this description when selecting the service online.
    • An ⓘ information icon will display the description.
    • Select the AI button for alternative suggestions for your online service name and description.
  10. Select Deposit Required, if you want clients to pay a deposit when booking the service online.
    • Enter the deposit as a percentage or dollar amount.
    • The deposit is collected when the appointment is booked and can be applied toward the client's balance at checkout.
    11. Warning
    Important Note: An integrated credit card processing account is REQUIRED to collect online deposits.
  11. Enable Add-On Service if the service should be available as an additional service that can be added to another appointment.
  12. Enable  Use Multiple Price Levels if different workers will have different pricing and/or service durations for this service.
    • You can create up to 10 price and duration levels.
    • Helpful Tip: Keep track of which price level applies to each worker. This will make it easier when assigning the service to workers.
NotesNote:  When a Add-On Service is enabled; durations will not be required.  An Add-On Service is a service adding additional cost to a client ticket for this service being added, with NO Additional Time added to the appointment calendar. 

Price & Duration

IdeaDisplay Price is the price that will appear on the receipt and include the Non-Cash Payment amount. If you're interested in a Cash Discounting program, contact our STX Payments department at 1-800-766-4778 or explore STX Payments online at https://stxsoftware.com/payments/#payments2. 
  1. Enter the Set Price.
    • If Non-Cash Payments are enabled, the Display Price includes the applicable Non-Cash Payment amount.
  2. Enter the Duration.
    • Enter the number of minutes required to perform the service.
  3. Optional Check Off Doublebook if another appointment can be booked with the worker during the same duration time.
    • This is commonly used for services such as color appointments where the worker may be able to accommodate another client during part of the service.
  4. Optional Enter a Buffer After, if needed.
    • Buffer time keeps the worker occupied after the service ends.
    • The client may continue to another service during the buffer, but the worker will remain unavailable for another appointment until the buffer ends.
    NotesExample: A 60-minute massage begins at 2:00 PM with a 15-minute Buffer After. The massage ends at 3:00 PM, but the worker remains occupied until 3:15 PM.
  5. Optional Enter a Service Fee.
    • A service fee can be entered as a percentage or dollar amount and can be used with Worker Compensation Methods.
    • This is commonly used to account for costs associated with providing a service, such as color or product costs.

Additional Service Options

The following options are optional and can be configured based on how you want the service to function.
  1. Select if the Finishing Services are Suggested or Required, then select Finishing Services, if applicable.
    1. Select Suggest if the finishing services are an upsell but not required online.
    2. Enable the checkbox to Require Finishing Service when worker books appointments, 
  2. Resources & Display Order
    1. Assign a Resource, if the service requires a specific resource to be available when the appointment is booked.
      1. Any: Only one resource from the selected list is required.
      2. All: All selected resources are required.
      3. Drag and drop to sort the order to use the resources, if desired.
  3. Click Save or Save & Add New at the top


Idea
Important: Assign the Service to Workers Creating a service does not automatically make it available for a worker to book. After creating the service, you must assign it to each worker who provides that service. Visit Setup > Setup Worker Details.