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 ...
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” ...
How do I setup appointment reminders with confirmation?
How do reminders work? Inspire's reminders can be setup for texting and emailing, the client can choose how they prefer to be contacted. When sending the reminders, your business can include a link to confirm the appointment. When the reminder is ...
How do I send a Client Consultation Form to a Client?
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 ...