Invoices & Estmates
How can I add a Client Name to a Completed No Client Ticket?
If a ticket was completed with No Client selected, follow these simple steps to associate a client to the ticket: Go to the Completed Ticket On the top part of the receipt, there will be a magnifying glass icon next to "NO CLIENT" Click on the ...
Variable Ticket Fee
A Variable Ticket Fee is a fee applied to any tickets created by the business that is a flat dollar amount or percent. Businesses would use the Variable Ticket Fee for a variety of reasons such as to apply an Airport Tax or charge a Safety Covid-19 ...
How do I use a Credit Card on File / Created Token?
On the Client Card > Accounts tab, users can save a credit card to be used later by using the Create Token button. Also, businesses can require a credit card on file to book an appointment online through Setup > Setup Online Booking > Online Booking ...
How do I use split payments?
Summary: If a client would like to use multiple forms of payment on a ticket, simply select the payment type and adjust the amount to be the partial amount paid. If you plan to use integrated Credit Card processing (Clover, Tilled, Dejavoo), the ...
Basic Ticket Edits Guide
Users will have the ability to make small changes that do not affect the total amount received by midnight on the day of the ticket completion. Changes that involve the total amount received or after midnight will require a refund performed. Add a ...
Cash Counting Guide
Summary Count the cash drawer at the beginning and the end of your shift to confirm your drawer has the accurate amount of money accounted for. Counting and Opening Cash Drawer Start each shift by counting your cash drawer and marking it as opened. ...
Packages Guide
A package allows the business to schedule and sell multiple appointments in one visit or over time, at an equal or discounted rate. Create a Package To create a package go to Setup > Setup Services > Setup Service Packages. Schedule a Service Package ...
Cash Counting: Drawers and Shifts Guide
Inspire offers the ability to create cash drawers and shift reporting, record counts mid-shift and assign cash drawers to specific devices. Open a Cash Drawer and Assign Cash Drawer to the Current Device Count the starting cash for the day and ...
Check Out List Guide
View a list of open tickets to be checked out, create a new ticket, or navigate to Refunds, Cash In and Cash Out, and Cash Counting. Click Check Out Click Go to Check Out List above the receipt A list will appear with Checked In tickets Click ...
Check Out Guide
Check In & Out an Appointment from Appointment Detail From the Appointment Book, click on the Appointment Click the Check In button The status of the appointment will change to “Checked In,” the status bar will change to green, and a new ticket will ...
Void, Edit and Refund Tickets
Summary Mistakes happen and they need to be adjusted from time to time. Correcting a ticket properly is very important for payroll, reporting and securities sake that there is a traceable log. Keep in mind that voids, refunds and changes can effect ...
Memberships
Memberships offer automated monthly billing and verify a client’s good standing. Use Service Packages to auto credit services every time the membership bills. Set Up Membership Go to Setup > Setup Services > Setup Memberships Click Add New Set up ...
Gift Cards/Certificates
Summary Sell, redeem and track gift certificates or gift cards within the software. Sell a Gift To sell a Gift Card, open a current ticket or go to Check Out. Then click the Other tab. Enter a Gift Number (Required) Type the number into the field or ...
How do I know which cash drawer is being used?
Go to Checkout and the Cash Drawer and Shift is noted above the receipt area. If there is not currently a Cash Drawer assigned to the computer, it will show NO CASH DRAWER in bright yellow. A Cash Drawer can be assigned either by going to Setup > ...
What is a cash drawer number and shift?
Cash Drawer is the cash drawer in which you only take out or put in money related to a specific computer. Shift allows the business to have the first worker at the desk manage their drawer, then if a second worker comes in they can manage their own ...
How do I close a cash drawer?
Click the Menu Icon (≡) and then click Check Out List Click the Cash Counting button Select a Drawer and Shift Click Generate Enter the quantity of bills or coins into each field. The amount will appear in the bottom right corner. Click CLOSE DRAWER
How do I count a cash drawer?
Go to Check Out or click the Menu Icon (≡) Click Check Out List Select Cash Counting Select Date Select Cash Drawer Select Shift Click Generate Enter the quantities of bills and coins Example: Entering 5 in the 10’s category will show $50.00. Select ...
How do I assign and open a cash drawer?
Click the Menu Icon (≡) and then click Check Out List Click the Cash Counting button Select a Drawer and Shift Click Generate Enter the quantity of bills or coins into each field. The amount will appear in the bottom right corner. Click Open Drawer ...
Where can I find a list of open tickets?
To see all open tickets: Go to the Menu Icon (≡) Select Check Out List A list of all open tickets will appear
How do I search for a product to sell?
To search for a product to sell: From Checkout, on the Favorites tab or Product Tab Enter the Product Name, partial Product Name or SKU Number Use a 2-D Barcode Scanner to scan the product barcode Click Enter or Search If the SKU is exact, the ...
How do I set up my credit card processing?
Great question! It's best to give us a call here at Inspire. If you have recently received a notification that your Inspire Payments account has been activated and you received your new devices, call our Inspire Support team at 1-800-766-4778, option ...
How do I perform a refund?
To issue a refund, you must first locate the original ticket. Locate the Original Ticket You can find the original ticket by either: Opening the original receipt. Running the Ticket Detail Report to locate the ticket. Once you have the original ...
How do I add a tip after payment?
To add a tip after payment: Go to the Completed Ticket page Click the Add Tip Payment button Enter the Amount for the Tip and the Tip Payment Type By default, the tip will be automatically distributed to the worker(s) who provided services based on ...
How do I update the worker who performed a service on a ticket?
From a ticket that is not completed: Click on the Services to edit Select a new Worker Click Update Ticket On a Completed Ticket with Payment in Full: From the Completed Ticket Page, click Edit Ticket Details Click line items on the receipt to ...
How do I update the worker who sold a product on a ticket?
From a ticket that is not completed: Click on the Product to edit Select a new Worker Click Update Ticket On a Completed Ticket with Payment in Full: From the Completed Ticket Page, click Edit Ticket Details Click line items on the receipt to update ...
How do I check the balance on a gift card or gift certificate?
Click the menu icon (≡) in the upper left for the navigation menu. Select Gift Balance Choose from the options to search by Gift Number, Recipient Name or Purchaser Enter the name or number into the field or select the field and scan the barcode ...
How do I redeem a gift card?
Go to Checkout and create a new ticket with a balance due or navigate to an existing open ticket. Select the Payments tab. Choose Gift Redeem as the payment type. Enter the gift card number or scan the gift card barcode into the Gift Number field. ...
How do I sell a gift certificate or gift card?
Open a current ticket or go to Check Out, then click the Other tab. Enter a Gift Number (Required) Type the number into the field or select the field and scan the barcode on the gift card. This field has a maximum of 20 characters. Enter a Gift ...
How do I check-out a client?
From the Appointment Book: On the Appointment page, click on the Appointment Click Check Out Make any necessary changes or additions Click Payment tab, select a payment type Apply Payment From the Appointment List On the Appointments page, scroll ...
How do I assign a cash drawer?
Click the Menu Icon (≡) and then click Check Out List Click the Cash Counting button Select a Drawer and Shift Click Generate Enter the quantity of bills or coins into each field The amount will appear in the bottom right corner Click Open Drawer The ...
How do I add favorites to my check out screen?
Go to Setup > Setup Ticket Preferences and click the Favorites tab Click on the square where you want to add the new Favorite Select Type Select Category Select Item (if applicable) Enter SKU # (if applicable) Enter Color (if applicable) Click Add to ...