Client Communications
How to Log Communication with a Client?
This feature will be available in Inspire by v4.3 release due out Summer 2025. When the Inspire by STX Software sends an email or text, it will automatically be logged in the Client Card > Communications Tab. If you would like to log any calls, ...
How do I see the message that was sent to my client?
If you would like to see the message that was sent to your client for a notification, reminder or follow up, follow these steps: Go to the Client Card Click the Communications tab Hover over the View Message icon The message will display and include ...
How can I allow clients to cancel their appointment?
To enable the ability for client's to cancel their appointment, follow these steps: Go to Setup > Setup Notifications & Reminders > Reminders tab Update the Reminder Text Template and/or Email Template language to click the link to "Confirm or ...
How do I enable and customize reminder emails?
If you are currently using a free email account, such as @yahoo.com, @aol.com, @gmail.com or @icloud.com, those domains will not allow you to use their email addresses to send bulk emails. Initially, your first emails may send however once you reach ...
How do I enable and customize appointment notifications?
Click the Menu Icon (≡) and then click Setup > Setup Notifications & Reminders Click the Notifications tab Check the Enable Appointment Notifications box to turn on notifications From Text Tag: The entry in this field will show as the Sender name in ...
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 ...
Text Messages & CBD Language
Summary CBD is growing in popularity as an ingredient in our everyday products and often featured in our industry's service offerings. Although CBD is legal in many states, it is illegal in the US & Canada to send text messages with language related ...
How can I keep my number of text messages down?
If you are looking to keep the number of text messages down here are some suggestions: 1) Reduce Number of Characters in Text Template Every 160 characters counts as a single text message, keeping your character count down will help keep the number ...
How can I send a list of future appointments to a client?
Follow these steps to send a list of future appointments to the client: Go to Clients Search for the Client Name, Phone or Email Select the Client and confirm client Primary Email Click on the Appointments tab Scroll down to the list of ...
How do I manually send a reminder text or email?
To manually send a reminder text or email: Go to the Appointment Book Click on the Appointment Select Send Reminder Text or Send Reminder Email Warning: If a client does not have a mobile number or SMS checkbox checked, the Send Reminder Text will ...
How do I enable and customize reminder emails?
If you are currently using a free email account, such as @yahoo.com, @aol.com, @gmail.com or @icloud.com, those domains will not allow you to use their email addresses to send bulk emails. Initially, your first emails may send however once you reach ...