Worker App - Client Form

Worker App - Client Form

How do I view the Client Form from the Worker App?

  1. Go to Clients
  2. Search for a Client
  3. Click Client Form

How can I update the Client Form responses from the Worker App?

  1. Go to Clients
  2. Search for a Client
  3. Click Client Form
  4. Edit the Responses
  5. Click Save

    • Related Articles

    • Setup Worker Permissions Glossary

      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 > ...

    • Inspire Worker App Updates - Fall 2023

      New White Background & Blue Button Look - The new app has a white background with blue buttons to match the browser version. Week View - Simply turn the phone from Portrait Mode to Landscape mode to see the week view for the selected worker. ...

    • How do I see my client history on the app?

      Open the STX Worker App and click the Clients icon Search for a client Click the Service History or Product History icons in the client profile

    • How can I see client information in the app?

      From the STX Worker App: If a client has an appointment, simply click on the Appointment and then click the Client Name, then Client Card will appear. To search for a client, simply click Clients, search and select the Client by Name or Phone, then ...

    • 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 ...