Appointment Booking
Can I customize the durations before booking the appointment?
To customize the durations before booking the appointment, follow these steps: Go to the Appointment Book Click on a time slot to book Select a Service Click Edit next to the Duration value Update Durations Click Save
Can I control my Appointment Book View Settings?
By default, the Save View Settings checkbox is enabled for all users. Save View Settings: The appointment book will assume you always want to return to the last view selected when you return to the Appointment Book. For example, if you want to see ...
How do I view Appointment History?
This feature will be available in May 2024. To view the appointment history, click on any service appointment and then click View Appointment History... above the eTraveler. The Appointment Current Details will display on the top including the: ...
Appointment Book Views
Show / Hide Button - When clicked will either show or hide the appointment book options to maximize appointment book space. Today Button - When clicked will return the calendar back to Today's date. Column Width Slider Bar - Drag left to reduce the ...
eTraveler
Checkout our eTraveler by clicking on any appointment, then clicking the > arrow next to the Client's Name eTraveler. The most recent service and product history will display with notes. Additional history available by clicking view more info...
How can I default to a Week View?
This feature is exclusively available to our Solo Package users. If you are a Solo Package User, the option is available to always see a week view when viewing the Appointment Book. To enable: Go to Setup > Setup Booking Preferences Enable Default to ...
How do I assign a Preferred Duration for a Client?
Preferred Durations are used to customize the service duration for a client when that service & worker are scheduled. For example: If a service is 30 minutes but the client requires 45 minutes, if you flag the client's service as "Preferred Duration" ...
How do Service Resources work?
Service Resources are utilized to assign rooms and/or devices to a service. When Resources are assigned to a service, the software will validate that a resource is available before scheduling the service. For example, if 12 workers can perform a ...
When will a reminder send?
Reminders will send hours or days before the appointment according to the setting and enabling in Setup > Setup Notifications & Reminders > Reminders tab. Clients will receive a text and/or email based on their settings in their Client Card > Client ...
How can I un-check in an appointment?
If you accidentally checked in an appointment, simply follow these simple steps: Click on the Appointment to see the Appointment Detail Click on the Check Out button -or- the Ticket # Click the Void Ticket button Select the option to Reset ...
How can I book a service package?
To schedule a package, follow these simple steps: Go to Appointments Select Find Appointment Search for a client by name, phone or email and select -or- create a new client Select a Date or # of Weeks Out Click the drop down to Select Service, at the ...
Requested Worker vs. Any Worker
When a worker uses Find Appointment or a client uses Online Booking, there is an option to select a specific worker or select "Any Worker" to perform the service. If "Any Worker" is selected, a ~ before the worker's name on the Appointment Detail ...
How do I cancel or modify a Book Out Time appointment?
Modifying a Book Out Time: To modify a Book Out Time appointment for a single worker to a new time, simply click and drag the appointment. For modifications for all workers or a Standing Book Out Time appointment, simply follow the steps to cancel ...
How do I modify a Standing Appointment?
To update the time, date, worker, service and/or add or remove a service for a single standing appointment: Option 1: Find appointment to move, click and drag to a new time or worker. Only this appointment will be moved. Option 2: Click on the ...
How do I cancel a Standing Appointment?
To cancel all future standing appointments: Simply click on the upcoming standing appointment Click CANCEL ALL APPTS A pop up appears to confirm the cancellation for all future appointments Click Yes To cancel a single standing appointment: Simply ...
Rebooking
What is Rebooking? Inspire auto-flags appointments as Rebooked if by midnight on the same day as a completed ticket, that client has an appointment in the future. When the future appointment is with the same worker, the worker and the company both ...
Check In Kiosk
The Inspire Check In Kiosk allows clients to check in for their appointment or walk ins to check themselves in. Worker Permissions will need to be enabled to allow access to the Check In Kiosk. Permission Setting: Appointments > Check In Kiosk How to ...
Waiting List
As we get busy, it’s important to keep a list of clients eager to get in for an appointment. Utilize the waiting list to keep your list of clients organized and find their next appointment with ease. Clients who use the Check In Kiosk as Walk Ins ...
Making Notes
Inspire has a variety of ways for you to keep notes regarding clients, appointments and services. Service Notes Service Notes are specific to the type of service received. Each service has its own service note space available with the option to add ...
Standing Appointments
Click the Standing button on the calendar to schedule a regularly recurring service with a specific worker, for a new or existing client. Select a Start Date and an End Date Select a Start Time Select Every # of days, weeks or months to book the ...
Find Appointment
Tired of looking for an available appointment time with a day-by-day calendar search? Click the Find Appointment button and the system will find the best fit to optimize your schedule. Click the Find Appt. button Select a Start Date or move ...
Express Booking
Express Book a New Client Express booking is as simple as booking on a paper book. To get started, click an available appointment time on the appointment book. Click (+) to add a new client Complete required client contact information fields Select ...
Appointment List
Below the appointment book is a list of today’s appointments in chronological order. The list offers multiple functions to assist the workers in their daily activities. Check In — Click “Check In” when the client arrives. The status will update to ...
Appointment Book Tips
Appointment Book Buttons < > Navigates the calendar forward or backward for the day, month or year. Show All Workers: By marking the checkbox, workers not scheduled to work that day will appear on the calendar. Clicking Worker Photo: Goes to a Week ...
Classes Guide
In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Classes Inspire Classes is a great solution for scheduling sessions for clients to register in store or online for. IMPORTANT: Permissions must be ...
How do I cancel an appointment?
Click on the appointment you wish to cancel On the Appointment Details page, use the appointment status dropdown box to change the status to Canceled Click Save
How do I modify an appointment?
To make an appointment duration shorter or longer: Go to the Appointment Book Drag the bottom of the Appointment up or down To move an appointment to a new time or worker on the same day: Go to the Appointment Book Click and drag on the Appointment ...
How do I print travelers?
To print a Traveler: Click on the Appointment you would like the traveler for, the Appointment Details page will appear Click on the arrow next to the eTraveler, the eTraveler information will appear Click Print Pro Tip: Go Green! Printing Travelers ...
Why is there an appointment on my list but not on my calendar?
Inspire offers a feature in Setup Services to have an "Add-On Service". Add On Services are 0 duration, therefore they do not appear on a calendar but they will appear on the Appointment List, Client History and the Checkout Tickets. To confirm, go ...
What is the light space on my appointment?
If a service on the appointment book appears lighter in a section, then that fragment of time is marked as "Available" in either Setup > Setup Services > Setup Service or in the Setup > Setup Worker > Worker Details > Services > Custom Pop Up. If ...
What is the message board?
The Message Board is a place to keep public messages for the business. Simply click Message Board, type in a message or note and click Close. Once there is an entry, the text Message Board will light in BLUE instead of black to indicate that there is ...
How do I use a service package?
Go to Appointments Click the Find Appt buttton Complete required fields Select a Package from the Service List Adjust workers as needed Click Search Select a Time Click Schedule Appointment
How do I sell a service package?
Go to Check Out Click Other Select a Package from the Package List Click Add to Ticket Complete Payment
How can a client check-in as a walk-in?
Using the Check In Kiosk, a walk-in client can click the Walk In? Click Here button Clients can simply put in a first name, last name, service and worker. Use the + sign to add additional services. Click CHECK IN button to be added to the Walk In ...
How do I use the client kiosk?
The Inspire Check In Kiosk allows clients to check in for their appointment or walk ins to check themselves in. Worker Permissions will need to be enabled to allow access to the Check In Kiosk. Permission Setting: Appointments > Check In Kiosk How to ...
How do I check in a client?
To check in a client for their appointment: Go to the Appointment Book Click on the Appointment Select the Check In button
Where do I put appointment notes?
Appointment Detail: Click on an Appointment and the Note field appears under the ticket number. Appointment List: Click on the Note icon next to the appointment in the appointment list below the booking calendar. Appointment Note Example: “May be ...
Where do I put service notes?
Service Notes can be added in three locations: Appointment Detail: Click on an appointment and then the note icon next to the service list. Check Out: Click on the service name from the receipt and the pop up offers a service note field. Client ...
How do I use the waiting list?
Manage Walk In Waiting List Click Waiting List Click Check In Search for existing client or Create New Client is now Checked In and appears on the Check Out List and Appointment Book Add a Client to the Waiting List Click Waiting List Click (+) New ...
How do I add a client to the waiting list?
Go to Appointments Click the Waiting List button Click +New Search for a client or click (+) to add a new client Select an Appointment Date Range Select Worker & Service combinations Enter notes in the notes field Click Save
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