Related Articles
How do I merge duplicate clients?
Go to the initial Client Card Scroll to the bottom and click the Merge Client button Once selected, a pop up will appear to search and select the duplicate Client Card Use the circle buttons to select whether to keep the Current Client or Merging ...
Setup Client Preferences
Setup Client Card Preferences 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 ...
Duplicate Client Report
The details below were included with our Inspire by STX v4.3 update in Summer 2025 Location: Reports > Appointment & Client Reports The Duplicate Client Report helps you quickly identify and merge duplicate client profiles in your system. This report ...
Setup Invoice Management
Setup Invoice Management allows your business to set parameters, due dates, expiration dates, details and follow up plans for Invoicing & Estimates. To get started, go to Setup > Setup Invoice Management and checkout these points below: SETUP INVOICE ...
Where do I set up my online gift card template?
Click the Menu Icon (≡) and then click Setup > Setup Appointments & Emails Click the Gifts Template tab Create and edit a custom email to be sent when a gift card is purchased online. Tip: Insert an image and include items from the “Merge Field” ...