Appointment & Client Reports
Appointments Report
This feature will be released in May 2024, stay tuned! Location: Reports > Appointment & Client Reports > Appointments Report The Appointments Report is a list of appointments for the day along with client's history for their last 5 services and ...
Rebook Report
Location: Reports > Appointment & Client Reports The Rebook Report is an excellent way to see your rebooked appointments broken down by client and if they were categorized as a Company Rebook or Worker Rebook. Company Rebook is when the client ...
Top Client Report
Location: Reports > Appointment & Client Reports Top Client Report shows the 50 clients with highest Service + Retail Sales, Service Sales or Retail during the dates selected. Report includes the rank, client name, amount spent on Type selected ...
Client Retention Report
Location: Reports > Appointment & Client Reports The Client Retention Report offers the ability to generate Retention reports based on specific parameter settings, to view client retention for New or Recurring clients from either the Company ...
Ticket Rating Report
Location: Reports > Appointment & Client Reports The Ticket Rating Report will showcase the tickets by rating selected, those are the smiley faces on the open and completed ticket. To generate this report: Enter in a date range Select if the ...
Packages Report
Location: Reports > Appointment & Client Reports The Packages Report is a great tool to report on packages sold during a date range and the remaining value of the package. To generate the report: Enter begin dates and end dates to search by the ...
Standing Appointment Report
Location: Reports > Appointment & Client Reports The Standing Appointment Report will create a list of clients who have a standing appointment that ends during the date range entered. The benefit of this report is to generate this report ideally ...
Referral Report
Location: Reports > Appointment & Client Reports The Referral Report shows a list of clients who were referred during a selected date range. To generate: Enter dates in for a date range Use the # of Referrals required to display only a list of ...
Reward Point Report
Location: Reports > Appointment & Client Reports A report that will break down all visits where rewards were earned or used. To create the report, simply enter a date range and click generate. The report will display: Client Name - the name of the ...
Canceled Appointments Report
Location: Reports > Appointment & Client Reports The Canceled Appointments Report retrieves the list of appointments with the Canceled or No Show status during the selected date range. Standing appointment cancelations are included in the results for ...
Account Balances Report
Location: Reports > Appointment & Client Reports The Account Balance Report displays a list of current balances owed to the business by the client or credits owed to the client as recorded on the client’s card. Select an option to show All ...
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, ...