Notifications & Reminders
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 ...
Why aren't my emails sending?
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 create Automated Promotions?
Clients can have promotions assigned to their account that will auto-apply at Checkout. To enable an automated promotion, follow these steps: Go to Clients Search and select the Client Go to the Profile Tab Scroll down Select the Automated Services ...
Account Balances
Basic Rules of the Account Balance Feature The Ticket and Client Card > Account Balance total will display as Client Credit $X.XX or Client Owes $X.XX. The line items on the Account Balance table will display in the Accountant preferred way, using a ...
How do Client Booking Alerts & Restrictions work?
BOOKING ALERTS AND RESTRICTIONS Business can enable alerts within the Client Card to either simply draw attention to client special needs using the Alert Only setting or completely shut down booking for a client with the Do Not Book setting. The ...
Why am I getting a warning about the email address I entered?
Throughout the Inspire software, when an email address is entered the software will verify it is a valid email upon entry. If you enter a false email such as no@no.com or test@test or an email address that does not exist, the software will display a ...
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 ...
Client Consultation Form
Businesses can setup questions and checkboxes to appear on a guest facing Client Consultation Form. Simply navigate to the form on an existing client card or new client card, and have the client complete the form. Once saved, the staff can view the ...
Client Cards
Inspire has multiple ways to add a client to your client list. You may add a new client while you are booking an appointment, checking out, or from the Clients icon in the menu. Add a Client from Appointment Book Select a time on the APPOINTMENTS ...
How do I use the client consultation form?
Businesses can setup questions and checkboxes to appear on a guest facing Client Consultation Form. Simply navigate to the form on an existing client card or new client card, and have the client complete the form. Once saved, the staff can view the ...
How do I update a client card?
Search for a client Go to Clients Type in the name of the client whose card you want to update in the search bar and select them Edit the information in the client card Click Save For an active appointment On the Appointments page, scroll down to the ...
How do I add a new client?
Go to Clients Click the (+) symbol in the search bar Enter new client information (fields marked with * are required) Click Save Click Save & Book to be redirected to the Find Appointment page to book an appointment for the client Click Show Full ...
How do I set up occupations?
Go to Setup > Setup Client Preferences and click the Occupations tab. Click +Add to create a new occupation option. Enable or disable occupations by clicking the Active checkbox. Click Save.
How do I set up client flags?
Go to Setup > Setup Client Preferences and click the Client Flags tab. Click +Add to create a new client flag option. Enable or disable occupations by clicking the Active checkbox. Click Save. This feature is typically used to identify VIP Clients, ...
How do I select required information for client cards?
Click the Menu Icon (≡) and then click Setup > Setup Client Preferences Click the Client Fields tab Check the fields you want to require Click Save
Popular Articles
What do the different colors and symbols mean on the appointment book?
Booked — ● (Blue) Called — ● (Yellow) Confirmed — ● (Pink) Email Sent — ● (Orange) Checked In — ● (Green) Completed — ● (Gray) Conflicting — ● (Red) Standing — # (Hashtag) Online Booked — O (Letter O) New Client — Text (Red Text) Multiple ...
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 ...
Inspire v2.8 Release Notes
Inspire Version 2.8 is due to be released on Tuesday, Feb. 1, 2022. Overall Changes Inspire v2.8 has flipped the style of the software from a blue gradient background with white font to a soft paper white background with charcoal font. Many of the ...
Inspire v2.8.3 Release Notes
This version was released on August 8, 2022 Credit Card Batch Report (NEW!) - Credit Card Batch Report to Transaction Reports that will calculate the total amount in card processing daily starting at the global batch time of 9:30 PM EDT the day ...
Inspire v3.1 Release Notes
Tippy Integration COMING SOON! - Inspire by STX is gearing up to offer a single transaction integration with Tippy, a modern straight-to-stylist tipping solution. Stay tuned for our official integration announcement! For more information on Tippy, ...