Client Card

STX Cloud has multiple ways to add a client to the client list. Users can add a new client while booking an appointment, checking out, or from the CLIENTS tab in the menu.

 

ADD A CLIENT FROM APPOINTMENT BOOK

 

Select a time on the APPOINTMENTS calendar, or an option for FIND APPT, STANDING or WAITING LIST, and the client search window will appear. Click the (+) to add a new client’s basic information.

 

CREATE A NEW CLIENT CARD

 

Select CLIENTS on the home page, the right side menu, or navigation menu in the upper left.

 

Click the (+) to display a blank Client Card.  Complete the required fields.

 

Save changes made to the client record.

Cancel the changes made to the client record.

Delete the client record, which is only allowed when the client has no Appointments or Tickets.

Save & Book saves the client record and goes to the booking screen.

 

SEARCH FOR A CLIENT CARD

 

Select CLIENTS on the home page, the right side menu, or navigation menu in the upper left.

 

Enter a minimum of 2 characters to search for a Client by First Name, Last Name, Phone or Email Address. Results will automatically appear. Select a client to show the Full Client Card.

 

 

CLIENT CARD FAQ

 

Client Info – Responsible Party references if a different client is “responsible” for this client, as in the case where a mother is responsible for a daughter. LOOKUP allows searching for and selecting the responsible client. The responsible party will receive booking notifications & reminders.

Client Profile – Client Flag identify clients such as “VIP”, “Friends & Family”, etc. Client Flags are managed under SETUP > SETUP CLIENT PREFERENCES.

Client Profile – Occupation (icon) provides the opportunity to track client professions.

Client Profile – Referred By shows the person who recommended the business.

Client Profile – Referred lists the people this client has referred.

Client Profile – Marketing, Notifications & Reminders are enabled with a green checkmark, or disabled with a red “x.” Checking “Opt Out” disables all options for a given group.

Appointments - Booking Restrictions allow for either ALERT ONLY or DO NOT BOOK. With either type, users will be alerted on the booking screen when attempting to book an appointment.

ALERT ONLY allows appointments to be scheduled.

DO NOT BOOK prevents appointments from being scheduled.

WRITE NOTE displays a custom message on the booking screen with each alert message.

Appointments - PIN is a 4 digit Personal Identification Number assigned to clients for Online Services login.

Appointments - Preferred Duration Checking the box will adjust the time preference for all future appointments, when the same Client, Worker and Service are selected. Unchecking the box disables the preference.

• Services – Notes (+) pops up a text field for service note entries, such as color formulas.

• Accounts - Store Credit Card Token is the ability to save encrypted credit card information for future charges. The system will perform a monthly batch job to check for expired credit card tokens and clear the TOKEN PRESENT checkbox. The business owner will be sent a monthly email with the expired card details for the client name, expiration and card type.

 

Note: Businesses must be processing credit cards electronically within STX in order to store a credit card token.